Source note: SaaS agent-revenue data drawn from earnings calls and S&P Capital IQ
downingARK · x · 2026-09-03
The author clarifies the sourcing for his earlier thread on usage-based agent revenue driving SaaS stock rallies: all metrics come from company earnings call transcripts, with prices pulled from S&P Capital IQ.
Related event: AI Agent Usage Revenue Drives SaaS Stock Rally(2 posts)→
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