[apaprocki]

Hi -- just wanted to say that there's a lot of armchair theorizing in this particular thread of discussion. I'm directly involved in building the product and the most succinct way I would personally summarize it is that the service (not product) is a subscription. Customers are not only paying for value derived from the current product but from the near-constant (~24/6) evolution and development of it (thousands of engineers spread across many timezones), and 24/7 monitoring of it. Or another way to think of it... what's Mercedes' ROI for improving their luxury cars? It's already a best-of-breed luxury car -- they could just do nothing, right?