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Quarterly Report · Q2 2026

From Seats to Signals

The repricing of software, from headcount to usage.

The seat measured who was in the room. Usage measures what the software actually did. As software does more of the work, the seat stops making sense — and the companies that reprice first compound the advantage.

Drawing on the Meterly and Relay editions, this report models the transition and its second-order effects on revenue forecasting.

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From Seats to Signals
Companies in this report
MeterlyRelayUsage-based pricingBilling