A strong quarter driven by enterprise expansion and improved retention. Revenue exceeded plan by 8 percent, and we closed two strategic partnerships that expand our addressable market heading into Q4.
Monthly recurring revenue crossed $4.8M in September, our strongest month on record. The enterprise segment contributed 62 percent of new ARR this quarter.
Every primary segment grew year over year. Enterprise led with 31 percent growth, followed by mid-market at 19 percent. Self-serve remains a reliable acquisition channel.
| Segment | Q3 2025 | Q3 2026 | Change | Trend |
|---|---|---|---|---|
| Enterprise | $3.9M | $5.1M | +31% | Accelerating |
| Mid-Market | $2.6M | $3.1M | +19% | Steady |
| Self-Serve | $1.5M | $1.7M | +13% | Steady |
| Services | $1.7M | $2.0M | +18% | Growing |
| Partnerships | $1.1M | $2.3M | +109% | New Channel |
Three challenges shaped our quarter. Two are resolved, one is actively monitored heading into Q4.
Average onboarding time grew to 14 days as enterprise deals became more complex. We rebuilt the onboarding workflow and brought it down to 6 days by end of quarter.
Ticket volume spiked 40 percent in August after a feature rollout. We added self-serve documentation and contextual in-app help, reducing volume back to baseline within 3 weeks.
Cloud spend grew 24 percent, outpacing revenue growth. A cost optimization audit is underway with recommendations expected by mid-Q4. We are monitoring weekly burn rate closely.
Four initiatives will define our fourth quarter. Each has a clear owner and measurable success criteria.
Ship the most requested enterprise feature. Target: close 5 pending enterprise deals blocked on SSO.
Execute the cost optimization audit. Migrate reporting workloads to spot instances and consolidate database clusters.
Build on the Q3 partnership momentum. Onboard 8 new integration partners and activate the reseller program.
Scale the team to support growth. Focus on senior backend engineers and enterprise account executives.
Questions and discussion