The ==monthly revenue grew by 15%==1 last quarter, exceeding our initial projections. User retention improved across all cohorts2, and the product team shipped three major features on schedule.
Our subscription revenue reached $4.2M3, driven primarily by enterprise tier upgrades. The ==average contract value increased to $18,500==4, representing a 22% improvement over Q3.
Ad revenue remained flat at $800K, which we attribute to seasonal trends and the ongoing shift toward subscription models.
Monthly active users grew to 142,0005, with the strongest growth in the APAC region. The ==onboarding completion rate hit 78%==6, up from 61% in the previous quarter, following the redesign.
Churn decreased to 3.1% monthly, the lowest in company history.
We expect Q1 2026 to continue the upward trend, with a planned launch of the Teams feature7 in late February.
anchor: "monthly revenue grew by 15%"
@alice (2026-02-10):
Are we comparing this to the same quarter last year, or quarter-over-quarter?
@bob (2026-02-11):
Year-over-year. Added a clarifying footnote to the appendix — see table A-3.
@alice (2026-02-11):
↩👍
status: resolved
@carol (2026-02-12):
Can we break this down by cohort in an appendix?
@bob (2026-02-12):
Done — added Appendix B with per-cohort retention curves.
@carol (2026-02-12):
↩Perfect, thanks!
@dave (2026-02-13):
↩Does this include the Acme Corp deal that closed late December? It was still pending in the CRM last I checked.
anchor: "average contract value increased to $18,500" status: resolved
@alice (2026-02-14):
This is impressive. Should we highlight this in the board deck?
@eve (2026-02-14):
↩Already added to slide 12.
@frank (2026-02-15):
How are we counting MAU — unique logins or any API call?
@bob (2026-02-15):
↩Unique logins. The API-call metric is in the dashboard under "engagement."
anchor: "onboarding completion rate hit 78%"
@carol (2026-02-15):
This is a huge jump. What drove it — the new tutorial flow or the checklist widget?
@grace (2026-02-16):
↩Mostly the checklist widget. A/B test showed a 14pp lift from that alone.
@dave (2026-02-16):
Are we confident about the February date? Engineering mentioned some blockers last week.
@eve (2026-02-17):
We moved it to March 1. I'll update the doc.
@dave (2026-02-17):
↩Thanks for the heads-up.