Datadog, Figma, Atlassian Report Surging MCP Usage in Earnings
matt_slotnick · x · 2026-08-11
SaaS companies are starting to report MCP (Model Context Protocol) usage on earnings calls, highlighting the growing impact of AI agents. Key metrics include:
- Datadog: MCP tool calls up 4x q/q, and 22x since Q4 2025.
- Figma: MCP write usage up 75% q/q.
- Atlassian: MCP calls up 400% q/q.
However, some industry watchers caution that while high MCP usage is great for businesses with a clear monetization strategy, it could actually act as a negative signal if the company lacks a viable model to generate revenue from these AI-driven interactions.
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