The Great Unbundling: Why Your NRR Is Declining Even as Customers Extract More Value 

The "Seat-Based" growth model is dead.  

NRR in SaaS has eroded from 110.5% in 2023 to 107.1% by 2025. This is a fundamental breakage in the math underpinning SaaS valuations. While Laggards continue to optimize for headcount-based pricing, "Rule of" Leaders are decoupling revenue from seats. They understand that AI is driving productivity up while keeping headcount flat. The strategies that drove predictable revenue in the last decade will break your growth model in the next. 

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The Mandate: Stop Counting Seats. Start Measuring Value. 

The difference between hitting targets and missing them is no longer about product features. It is about pricing architecture. Companies dependent on seats as their sole value metric are 1.6x more likely to miss growth targets. This report synthesizes the critical shifts in "Great Unbundling" into a single roadmap for the CEO. 

What You Will Learn in this Report 

We got rid of the noise and gave you the three signals that are important for your pricing and retention strategy: 

  1. The Pricing Trap (Seat-Based Risk)  
    Conventional wisdom relies on seat expansion for growth. Data proves this creates a ceiling. See why 80% of companies still rely on this outdated model, and why separating value delivery from seat consumption is the only path to recovering NRR.
  2. The Engagement Lie (Predictive Precision)  
    Your login frequency metrics are obsolete. In an era of autonomous agents, value is consumed through APIs, not human interfaces. Discover why solution usage now explains 80% of renewal decisions, and how "Usage Consistency" can predict churn with 90% accuracy 12 months in advance.

  3. The AI Paradox (Productivity vs. Headcount)  
    Differentiation is shifting from "beautiful UIs" to technical infrastructure. Learn why AI productivity gains are causing seat stagnation, and how to pivot to a hybrid pricing model that balances platform predictability with metered value capture. 

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