PAGE TWO / VENDORS

Vendor portfolio

The same 100 insights rolled up to the twelve vendors that own them. Different components, different rhythm — so the curtain has something visibly different to land on.

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AW

AWS

Enterprise discount program

$4.10MDec 2026
Commitment used92%
DB

Databricks

SailPoint contract

$1.24MMar 2026
Commitment used78%
SF

Snowflake

Capacity commitment

$980KAug 2026
Commitment used61%
FI

Figma

Organization annual

$412KFeb 2027
Commitment used44%
DD

Datadog

Pro + APM

$326KJun 2026
Commitment used55%
VE

Vercel

Enterprise

$188KNov 2026
Commitment used31%

Concentration

Three vendors carry 72% of committed spend.

  • AWS$4.10M
  • Databricks$1.24M
  • Snowflake$980K

How a renewal runs

  1. T-90

    Briefing lands

    Position, three asks, expected counters.

  2. T-45

    Prep call

    Leverage confirmed against usage data.

  3. T-14

    Counter sent

    Agent drafts, you approve.

  4. T-0

    Rate locks

    Renewed, resized or walked.

Shaders