Will any of the four non-disclosing Enterprise SaaS incumbents (CRM, ADBE, ADSK, INTU) begin reporting a net revenue retention metric by December 31, 2026?
Why This Question Matters
All 5 first-order lenses independently flagged NRR non-disclosure as their most significant analytical gap. NRR is the leading indicator for SaaS disruption and changes before revenue growth, gross margins, or competitive dynamics. Disclosure by any of the four non-disclosing incumbents (CRM, ADBE, ADSK, INTU) would be the single most informative data point for validating or challenging the MATURE_OPTIMIZATION regime classification.
Resolution Criteria
Resolves YES if by December 31, 2026, any of CRM, ADBE, ADSK, or INTU publicly discloses a net revenue retention rate (NRR), dollar-based net retention (DBNR), or equivalent customer expansion/contraction metric in an earnings release, 10-Q, 10-K, or investor presentation. Voluntary disclosure or disclosure compelled by regulatory action both qualify. Resolves NO if none of the four companies have disclosed such a metric by that date.
Resolution Source
Company earnings releases, SEC filings (10-Q/10-K), investor presentations, earnings call transcripts for CRM, ADBE, ADSK, and INTU
Source Trigger
NRR non-disclosure for 92% of revenue-weighted constituents is the binding analytical constraint. All 5 first-order lenses flagged this as their top gap.
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