$40M
Subscription & services ARR (Q1 2026)
5,59,000
recurring subscribers
$700M
Annual revenue
With Wi-Fi router market share declining from approximately 23% in 2015 to 18% by 2025, subscriptions and services became the company’s strategic growth engine. But subscription KPIs for Consumer and Enterprise were modelled separately, spread across multiple disconnected dashboards, sitting on top of a billing platform being migrated to Stripe — and the numbers could not be reconciled with confidence. Project Axios, built on the Snowflake data foundation Inferenz completed in early 2020, unified Consumer and Enterprise KPIs into one governed Snowflake source feeding a single executive dashboard. All 11 metric families now reconcile between Snowflake and Tableau weekly. The same governed layer is the foundation for Claude self-service analytics, currently in rollout.
Subscription data existed across several disconnected dashboards — one per segment or service line — with no single consolidated view for decision-makers. Leadership had to move between reports to piece together a company-level picture of subscription performance.
Consumer and Enterprise subscription metrics were modelled in separate systems, so there was no comparable, side-by-side view of how the subscription business was performing across segments. Cross-segment analysis required manual assembly and was prone to inconsistency.
The business was migrating its billing platform from Aria to Stripe. Moving billing logic without a governed data layer risked breaking the continuity of revenue and conversion KPIs exactly when leadership was most dependent on them for strategic decisions.
Without a single governed source feeding the executive dashboard, figures could drift between Snowflake and Tableau, making it hard to trust any individual number in a leadership review, or to act on it with confidence.
Inferenz completed the foundational Snowflake data warehouse in early 2020. Project Axios built directly on that foundation to create one governed source of truth for all subscription KPIs, with a billing migration handled in-flight and reconciliation built in from the start.
Consumer subscription metrics, covering connected-home security, eSIM, and billing, were modelled as Snowflake views. Enterprise device, subscription, and security metrics were combined into a single Snowflake summary view. Both feed the same executive dashboard so Consumer and Enterprise can be read side by side for the first time.
The new payment gateway was integrated alongside the legacy billing platform as a source in the Databricks extract and Snowflake snapshots. Revenue and conversion KPIs stayed continuous throughout the migration, with no gaps in the data visible to reporting stakeholders during or after the cutover.
All 11 metric families are validated weekly to confirm Snowflake matches the Tableau executive view exactly. This reconciliation process is the governance mechanism that makes the single source of truth trustworthy, not just by design, but by ongoing verification that the numbers tie out.
Table and column metadata was enriched across the production schema so a conversational AI layer built on Claude, connected via Snowflake MCP and Tableau MCP, can let executives query the subscription data in plain English. This is the next phase, currently in active rollout. Retiring the legacy Informatica transformation estate onto Snowflake is on the roadmap.
subscription ARR growth
Approximately $40M in subscription & services ARR in Q1 2026, up 12% year over year.
metric families reconcile
Snowflake matches the Tableau executive view exactly, validated every week.
of truth
Consumer and Enterprise KPIs on one governed layer, read by Tableau and Claude alike.
during migration
Revenue and conversion KPIs stayed continuous as billing moved from Aria to Stripe.
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