[infocollector]

This might be reflected in upcoming metrics reported on Friday if the IPO goes through. It seems aligned with improving subscriber growth metrics, smoothing out upfront hardware costs into predictable monthly revenue, and generally increasing adoption by lowering the barrier to entry. Curious if anyone closely following the IPO story has more context on this.

[hn773746483]

Don't forget "sudden price hikes" and "aggressively overselling"...

[soared]

Agreed - this shifts large single time purchases into MRR which looks way better to investors.