{
  "title": "CFI vs Revenue Leaderboard",
  "description": "Companies ranked by Cancellation Friction Index score alongside public ARR and revenue at risk.",
  "generated": "2026-06-04",
  "methodology": {
    "cfi_score": "Cancellation Friction Index score (0-100). Measures how clearly a company publishes its cancellation policy.",
    "revenue_at_risk": "ARR × (100 - CFI) / 100. Revenue potentially protected by cancellation friction.",
    "industry_percentile": "Rank within industry. Higher = better CFI relative to peers."
  },
  "companies": [
    {
      "id": "acorns",
      "name": "Acorns",
      "industry": "Personal finance & fintech",
      "jurisdiction": "US",
      "score": 67,
      "grade": "C",
      "arr_usd": 150000000,
      "mrr_usd": 12500000,
      "as_of": "2024-01-01",
      "source": {
        "title": "Acorns — $150M ARR (company announcement)",
        "url": "https://www.acorns.com/about/"
      },
      "self_reported": false,
      "revenue_at_risk": 49500000,
      "url": "https://www.cancelatlas.com/c/acorns",
      "industry_pct": 19
    },
    {
      "id": "adobe-cc",
      "name": "Adobe Creative Cloud",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 84,
      "grade": "B",
      "arr_usd": 21507000000,
      "mrr_usd": 1792000000,
      "as_of": "2025-11-30",
      "source": {
        "title": "Adobe Inc. — FY2025 10-K (Digital Media segment)",
        "url": "https://www.adobe.com/investor-relations.html"
      },
      "self_reported": false,
      "revenue_at_risk": 3441120000,
      "url": "https://www.cancelatlas.com/c/adobe-cc",
      "industry_pct": 95
    },
    {
      "id": "ahrefs",
      "name": "Ahrefs",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 80,
      "grade": "B",
      "arr_usd": 200000000,
      "mrr_usd": 16700000,
      "as_of": "2025-01-01",
      "source": {
        "title": "Ahrefs — $200M ARR (company announcement)",
        "url": "https://ahrefs.com/about"
      },
      "self_reported": false,
      "revenue_at_risk": 40000000,
      "url": "https://www.cancelatlas.com/c/ahrefs",
      "industry_pct": 87
    },
    {
      "id": "asana",
      "name": "Asana",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 75,
      "grade": "B",
      "arr_usd": 720000000,
      "mrr_usd": 60000000,
      "as_of": "2026-01-31",
      "source": {
        "title": "Asana Inc. — Q4 FY2026 Earnings Release",
        "url": "https://investors.asana.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 180000000,
      "url": "https://www.cancelatlas.com/c/asana",
      "industry_pct": 57
    },
    {
      "id": "audible",
      "name": "Audible",
      "industry": "Audiobooks & ebooks",
      "jurisdiction": "US",
      "score": 63,
      "grade": "C",
      "arr_usd": 1000000000,
      "mrr_usd": 83000000,
      "as_of": "2025-12-31",
      "source": {
        "title": "Amazon.com Inc. — 2025 10-K (Audible segment estimate)",
        "url": "https://ir.amazon.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 370000000,
      "url": "https://www.cancelatlas.com/c/audible",
      "industry_pct": 10
    },
    {
      "id": "barkbox",
      "name": "BarkBox",
      "industry": "Pet subscriptions",
      "jurisdiction": "US",
      "score": 71,
      "grade": "B",
      "arr_usd": 500000000,
      "mrr_usd": 42000000,
      "as_of": "2025-12-31",
      "source": {
        "title": "BARK Inc. — FY2026 Annual Report",
        "url": "https://investors.bark.co/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 145000000,
      "url": "https://www.cancelatlas.com/c/barkbox",
      "industry_pct": 37
    },
    {
      "id": "calm",
      "name": "Calm",
      "industry": "Mental health & wellness",
      "jurisdiction": "US",
      "score": 83,
      "grade": "B",
      "arr_usd": 200000000,
      "mrr_usd": 17000000,
      "as_of": "2024-01-01",
      "source": {
        "title": "Calm — $200M ARR (company announcement)",
        "url": "https://www.calm.com/about"
      },
      "self_reported": false,
      "revenue_at_risk": 34000000,
      "url": "https://www.cancelatlas.com/c/calm",
      "industry_pct": 89
    },
    {
      "id": "canva",
      "name": "Canva",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 78,
      "grade": "B",
      "arr_usd": 2500000000,
      "mrr_usd": 208000000,
      "as_of": "2025-01-01",
      "source": {
        "title": "Canva — $2.5B ARR milestone (company announcement)",
        "url": "https://www.canva.com/about/"
      },
      "self_reported": false,
      "revenue_at_risk": 550000000,
      "url": "https://www.cancelatlas.com/c/canva",
      "industry_pct": 75
    },
    {
      "id": "cloudflare",
      "name": "Cloudflare",
      "industry": "Developer tools",
      "jurisdiction": "US",
      "score": 86,
      "grade": "A",
      "arr_usd": 1867000000,
      "mrr_usd": 155600000,
      "as_of": "2025-12-31",
      "source": {
        "title": "Cloudflare Inc. — Q4 2025 Shareholder Letter",
        "url": "https://cloudflare.net/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 261380000,
      "url": "https://www.cancelatlas.com/c/cloudflare",
      "industry_pct": 99
    },
    {
      "id": "datadog",
      "name": "Datadog",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 48,
      "grade": "D",
      "arr_usd": 3220000000,
      "mrr_usd": 268000000,
      "as_of": "2025-12-31",
      "source": {
        "title": "Datadog Inc. — Q4 2025 Earnings Release",
        "url": "https://investors.datadoghq.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 1674400000,
      "url": "https://www.cancelatlas.com/c/datadog",
      "industry_pct": 3
    },
    {
      "id": "digitalocean",
      "name": "DigitalOcean",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 78,
      "grade": "B",
      "arr_usd": 698000000,
      "mrr_usd": 58200000,
      "as_of": "2025-12-31",
      "source": {
        "title": "DigitalOcean Holdings Inc. — 2025 Annual Report",
        "url": "https://investors.digitalocean.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 153560000,
      "url": "https://www.cancelatlas.com/c/digitalocean",
      "industry_pct": 75
    },
    {
      "id": "dropbox",
      "name": "Dropbox",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 83,
      "grade": "B",
      "arr_usd": 2552000000,
      "mrr_usd": 213000000,
      "as_of": "2025-12-31",
      "source": {
        "title": "Dropbox Inc. — 2025 Annual Report (10-K)",
        "url": "https://investors.dropbox.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 433840000,
      "url": "https://www.cancelatlas.com/c/dropbox",
      "industry_pct": 93
    },
    {
      "id": "duolingo",
      "name": "Duolingo",
      "industry": "E-learning",
      "jurisdiction": "US",
      "score": 81,
      "grade": "B",
      "arr_usd": 745000000,
      "mrr_usd": 62100000,
      "as_of": "2025-12-31",
      "source": {
        "title": "Duolingo Inc. — Q4 2025 Shareholder Letter",
        "url": "https://investors.duolingo.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 141550000,
      "url": "https://www.cancelatlas.com/c/duolingo",
      "industry_pct": 88
    },
    {
      "id": "figma",
      "name": "Figma",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 75,
      "grade": "B",
      "arr_usd": 700000000,
      "mrr_usd": 58000000,
      "as_of": "2025-06-30",
      "source": {
        "title": "Figma — $700M ARR (IPO S-1 filing)",
        "url": "https://www.sec.gov/"
      },
      "self_reported": false,
      "revenue_at_risk": 175000000,
      "url": "https://www.cancelatlas.com/c/figma",
      "industry_pct": 57
    },
    {
      "id": "gitlab",
      "name": "GitLab",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 73,
      "grade": "B",
      "arr_usd": 812000000,
      "mrr_usd": 67700000,
      "as_of": "2026-01-31",
      "source": {
        "title": "GitLab Inc. — Q4 FY2026 Earnings Release",
        "url": "https://ir.gitlab.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 219240000,
      "url": "https://www.cancelatlas.com/c/gitlab",
      "industry_pct": 44
    },
    {
      "id": "google-one",
      "name": "Google One",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 78,
      "grade": "B",
      "arr_usd": 15000000000,
      "mrr_usd": 1250000000,
      "as_of": "2025-12-31",
      "source": {
        "title": "Alphabet Inc. — 2025 Annual Report (Google subscriptions segment estimate)",
        "url": "https://abc.xyz/investor/"
      },
      "self_reported": false,
      "revenue_at_risk": 3300000000,
      "url": "https://www.cancelatlas.com/c/google-one",
      "industry_pct": 75
    },
    {
      "id": "grammarly",
      "name": "Grammarly",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 76,
      "grade": "B",
      "arr_usd": 700000000,
      "mrr_usd": 58000000,
      "as_of": "2025-01-01",
      "source": {
        "title": "Grammarly — $700M ARR (funding round reporting)",
        "url": "https://www.grammarly.com/about"
      },
      "self_reported": false,
      "revenue_at_risk": 168000000,
      "url": "https://www.cancelatlas.com/c/grammarly",
      "industry_pct": 62
    },
    {
      "id": "headspace",
      "name": "Headspace",
      "industry": "Mental health & wellness",
      "jurisdiction": "US",
      "score": 79,
      "grade": "B",
      "arr_usd": 150000000,
      "mrr_usd": 12500000,
      "as_of": "2024-01-01",
      "source": {
        "title": "Headspace — $150M ARR (company announcement)",
        "url": "https://www.headspace.com/about"
      },
      "self_reported": false,
      "revenue_at_risk": 31500000,
      "url": "https://www.cancelatlas.com/c/headspace",
      "industry_pct": 66
    },
    {
      "id": "hellofresh",
      "name": "HelloFresh",
      "industry": "Meal kits & food",
      "jurisdiction": "US",
      "score": 66,
      "grade": "C",
      "arr_usd": 8800000000,
      "mrr_usd": 733000000,
      "as_of": "2025-12-31",
      "source": {
        "title": "HelloFresh SE — 2025 Annual Report",
        "url": "https://ir.hellofresh.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 2992000000,
      "url": "https://www.cancelatlas.com/c/hellofresh",
      "industry_pct": 25
    },
    {
      "id": "hubspot",
      "name": "HubSpot",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 75,
      "grade": "B",
      "arr_usd": 2680000000,
      "mrr_usd": 223000000,
      "as_of": "2025-12-31",
      "source": {
        "title": "HubSpot Inc. — Q4 2025 Earnings Release",
        "url": "https://ir.hubspot.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 670000000,
      "url": "https://www.cancelatlas.com/c/hubspot",
      "industry_pct": 57
    },
    {
      "id": "intercom",
      "name": "Intercom",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 77,
      "grade": "B",
      "arr_usd": 300000000,
      "mrr_usd": 25000000,
      "as_of": "2025-01-01",
      "source": {
        "title": "Intercom — $300M ARR milestone announcement (TechCrunch)",
        "url": "https://techcrunch.com/2025/01/01/intercom-arr/"
      },
      "self_reported": false,
      "revenue_at_risk": 69000000,
      "url": "https://www.cancelatlas.com/c/intercom",
      "industry_pct": 69
    },
    {
      "id": "mailchimp",
      "name": "Mailchimp",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 77,
      "grade": "B",
      "arr_usd": 800000000,
      "mrr_usd": 67000000,
      "as_of": "2024-12-31",
      "source": {
        "title": "Intuit Inc. — FY2024 10-K (Mailchimp segment)",
        "url": "https://www.intuit.com/investor-relations/"
      },
      "self_reported": false,
      "revenue_at_risk": 184000000,
      "url": "https://www.cancelatlas.com/c/mailchimp",
      "industry_pct": 69
    },
    {
      "id": "masterclass",
      "name": "MasterClass",
      "industry": "E-learning",
      "jurisdiction": "US",
      "score": 82,
      "grade": "B",
      "arr_usd": 100000000,
      "mrr_usd": 8300000,
      "as_of": "2024-01-01",
      "source": {
        "title": "MasterClass — $100M ARR (reporting)",
        "url": "https://www.masterclass.com/about"
      },
      "self_reported": false,
      "revenue_at_risk": 18000000,
      "url": "https://www.cancelatlas.com/c/masterclass",
      "industry_pct": 94
    },
    {
      "id": "medium",
      "name": "Medium",
      "industry": "News & publishing",
      "jurisdiction": "US",
      "score": 79,
      "grade": "B",
      "arr_usd": 50000000,
      "mrr_usd": 4200000,
      "as_of": "2024-01-01",
      "source": {
        "title": "Medium — revenue (company reporting)",
        "url": "https://medium.com/about"
      },
      "self_reported": false,
      "revenue_at_risk": 10500000,
      "url": "https://www.cancelatlas.com/c/medium",
      "industry_pct": 83
    },
    {
      "id": "microsoft-365",
      "name": "Microsoft 365",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 74,
      "grade": "B",
      "arr_usd": 80000000000,
      "mrr_usd": 6670000000,
      "as_of": "2025-06-30",
      "source": {
        "title": "Microsoft Corp. — FY2025 Q4 Earnings (Productivity & Business Processes)",
        "url": "https://www.microsoft.com/investor/"
      },
      "self_reported": false,
      "revenue_at_risk": 20800000000,
      "url": "https://www.cancelatlas.com/c/microsoft-365",
      "industry_pct": 50
    },
    {
      "id": "monday-com",
      "name": "Monday.com",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 82,
      "grade": "B",
      "arr_usd": 972000000,
      "mrr_usd": 81000000,
      "as_of": "2025-12-31",
      "source": {
        "title": "monday.com Ltd. — Q4 2025 Earnings Release",
        "url": "https://ir.monday.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 174960000,
      "url": "https://www.cancelatlas.com/c/monday-com",
      "industry_pct": 92
    },
    {
      "id": "netflix",
      "name": "Netflix",
      "industry": "Video streaming",
      "jurisdiction": "US",
      "score": 86,
      "grade": "A",
      "arr_usd": 38946000000,
      "mrr_usd": 3246000000,
      "as_of": "2025-12-31",
      "source": {
        "title": "Netflix Inc. — 2025 Annual Report (10-K)",
        "url": "https://ir.netflix.net/financials/annual-reports/"
      },
      "self_reported": false,
      "revenue_at_risk": 5452440000,
      "url": "https://www.cancelatlas.com/c/netflix",
      "industry_pct": 100
    },
    {
      "id": "new-relic",
      "name": "New Relic",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 68,
      "grade": "C",
      "arr_usd": 800000000,
      "mrr_usd": 67000000,
      "as_of": "2023-11-08",
      "source": {
        "title": "New Relic — final reported ARR before private takeover (Q2 FY2024)",
        "url": "https://ir.newrelic.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 256000000,
      "url": "https://www.cancelatlas.com/c/new-relic",
      "industry_pct": 30
    },
    {
      "id": "noom",
      "name": "Noom",
      "industry": "Health & telehealth",
      "jurisdiction": "US",
      "score": 62,
      "grade": "C",
      "arr_usd": 400000000,
      "mrr_usd": 33000000,
      "as_of": "2024-01-01",
      "source": {
        "title": "Noom — $400M ARR (company announcement)",
        "url": "https://www.noom.com/about/"
      },
      "self_reported": false,
      "revenue_at_risk": 152000000,
      "url": "https://www.cancelatlas.com/c/noom",
      "industry_pct": 17
    },
    {
      "id": "nordvpn",
      "name": "NordVPN",
      "industry": "Security & identity",
      "jurisdiction": "US",
      "score": 77,
      "grade": "B",
      "arr_usd": 250000000,
      "mrr_usd": 21000000,
      "as_of": "2024-01-01",
      "source": {
        "title": "Nord Security — revenue (reporting)",
        "url": "https://nordvpn.com/about/"
      },
      "self_reported": false,
      "revenue_at_risk": 57500000,
      "url": "https://www.cancelatlas.com/c/nordvpn",
      "industry_pct": 72
    },
    {
      "id": "notion",
      "name": "Notion",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 80,
      "grade": "B",
      "arr_usd": 500000000,
      "mrr_usd": 42000000,
      "as_of": "2025-01-01",
      "source": {
        "title": "Notion — $500M ARR (TechCrunch reporting)",
        "url": "https://techcrunch.com/2025/01/01/notion-arr/"
      },
      "self_reported": false,
      "revenue_at_risk": 100000000,
      "url": "https://www.cancelatlas.com/c/notion",
      "industry_pct": 87
    },
    {
      "id": "patreon",
      "name": "Patreon",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 79,
      "grade": "B",
      "arr_usd": 300000000,
      "mrr_usd": 25000000,
      "as_of": "2025-01-01",
      "source": {
        "title": "Patreon — $300M ARR (company announcement)",
        "url": "https://www.patreon.com/about"
      },
      "self_reported": false,
      "revenue_at_risk": 63000000,
      "url": "https://www.cancelatlas.com/c/patreon",
      "industry_pct": 80
    },
    {
      "id": "peloton",
      "name": "Peloton",
      "industry": "Fitness & gym",
      "jurisdiction": "US",
      "score": 75,
      "grade": "B",
      "arr_usd": 1600000000,
      "mrr_usd": 133000000,
      "as_of": "2025-06-30",
      "source": {
        "title": "Peloton Interactive Inc. — FY2025 Annual Report (subscription revenue)",
        "url": "https://investor.onepeloton.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 400000000,
      "url": "https://www.cancelatlas.com/c/peloton",
      "industry_pct": 75
    },
    {
      "id": "pluralsight",
      "name": "Pluralsight",
      "industry": "E-learning",
      "jurisdiction": "US",
      "score": 78,
      "grade": "B",
      "arr_usd": 600000000,
      "mrr_usd": 50000000,
      "as_of": "2024-01-01",
      "source": {
        "title": "Pluralsight — ARR (Vista Equity Partners portfolio reporting)",
        "url": "https://www.pluralsight.com/about"
      },
      "self_reported": false,
      "revenue_at_risk": 132000000,
      "url": "https://www.cancelatlas.com/c/pluralsight",
      "industry_pct": 76
    },
    {
      "id": "semrush",
      "name": "Semrush",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 73,
      "grade": "B",
      "arr_usd": 350000000,
      "mrr_usd": 29000000,
      "as_of": "2025-12-31",
      "source": {
        "title": "Semrush Holdings Inc. — 2025 Annual Report",
        "url": "https://investors.semrush.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 94500000,
      "url": "https://www.cancelatlas.com/c/semrush",
      "industry_pct": 44
    },
    {
      "id": "sentry",
      "name": "Sentry",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 77,
      "grade": "B",
      "arr_usd": 250000000,
      "mrr_usd": 21000000,
      "as_of": "2025-06-01",
      "source": {
        "title": "Sentry — $250M ARR (Series D announcement)",
        "url": "https://sentry.io/about/"
      },
      "self_reported": false,
      "revenue_at_risk": 57500000,
      "url": "https://www.cancelatlas.com/c/sentry",
      "industry_pct": 69
    },
    {
      "id": "shopify",
      "name": "Shopify",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 78,
      "grade": "B",
      "arr_usd": 8860000000,
      "mrr_usd": 738000000,
      "as_of": "2025-12-31",
      "source": {
        "title": "Shopify Inc. — 2025 Annual Report (subscription solutions)",
        "url": "https://investors.shopify.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 1949200000,
      "url": "https://www.cancelatlas.com/c/shopify",
      "industry_pct": 75
    },
    {
      "id": "skillshare",
      "name": "Skillshare",
      "industry": "E-learning",
      "jurisdiction": "US",
      "score": 82,
      "grade": "B",
      "arr_usd": 100000000,
      "mrr_usd": 8300000,
      "as_of": "2024-01-01",
      "source": {
        "title": "Skillshare — $100M ARR (company announcement)",
        "url": "https://www.skillshare.com/about"
      },
      "self_reported": false,
      "revenue_at_risk": 18000000,
      "url": "https://www.cancelatlas.com/c/skillshare",
      "industry_pct": 94
    },
    {
      "id": "spotify",
      "name": "Spotify",
      "industry": "Video streaming",
      "jurisdiction": "US",
      "score": 86,
      "grade": "A",
      "arr_usd": 15604000000,
      "mrr_usd": 1300000000,
      "as_of": "2025-12-31",
      "source": {
        "title": "Spotify Technology S.A. — Q4 2025 Shareholder Letter",
        "url": "https://investors.spotify.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 2184560000,
      "url": "https://www.cancelatlas.com/c/spotify",
      "industry_pct": 100
    },
    {
      "id": "squarespace",
      "name": "Squarespace",
      "industry": "Developer tools",
      "jurisdiction": "US",
      "score": 74,
      "grade": "B",
      "arr_usd": 1190000000,
      "mrr_usd": 99000000,
      "as_of": "2025-12-31",
      "source": {
        "title": "Squarespace Inc. — 2025 Annual Report (10-K)",
        "url": "https://investors.squarespace.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 309400000,
      "url": "https://www.cancelatlas.com/c/squarespace",
      "industry_pct": 56
    },
    {
      "id": "stitch-fix",
      "name": "Stitch Fix",
      "industry": "Apparel & beauty",
      "jurisdiction": "US",
      "score": 72,
      "grade": "B",
      "arr_usd": 1300000000,
      "mrr_usd": 108000000,
      "as_of": "2025-07-31",
      "source": {
        "title": "Stitch Fix Inc. — FY2025 Annual Report",
        "url": "https://investors.stitchfix.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 364000000,
      "url": "https://www.cancelatlas.com/c/stitch-fix",
      "industry_pct": 68
    },
    {
      "id": "substack",
      "name": "Substack",
      "industry": "News & publishing",
      "jurisdiction": "US",
      "score": 83,
      "grade": "B",
      "arr_usd": 40000000,
      "mrr_usd": 3300000,
      "as_of": "2025-01-01",
      "source": {
        "title": "Substack — ARR (company reporting)",
        "url": "https://on.substack.com/"
      },
      "self_reported": false,
      "revenue_at_risk": 6800000,
      "url": "https://www.cancelatlas.com/c/substack",
      "industry_pct": 95
    },
    {
      "id": "vercel",
      "name": "Vercel",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 68,
      "grade": "C",
      "arr_usd": 300000000,
      "mrr_usd": 25000000,
      "as_of": "2025-01-01",
      "source": {
        "title": "Vercel — $300M ARR (Series E announcement)",
        "url": "https://vercel.com/about"
      },
      "self_reported": false,
      "revenue_at_risk": 96000000,
      "url": "https://www.cancelatlas.com/c/vercel",
      "industry_pct": 30
    },
    {
      "id": "webflow",
      "name": "Webflow",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 73,
      "grade": "B",
      "arr_usd": 250000000,
      "mrr_usd": 21000000,
      "as_of": "2025-01-01",
      "source": {
        "title": "Webflow — $250M ARR (company announcement)",
        "url": "https://webflow.com/about"
      },
      "self_reported": false,
      "revenue_at_risk": 67500000,
      "url": "https://www.cancelatlas.com/c/webflow",
      "industry_pct": 44
    },
    {
      "id": "wix",
      "name": "Wix",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 81,
      "grade": "B",
      "arr_usd": 1694000000,
      "mrr_usd": 141200000,
      "as_of": "2025-12-31",
      "source": {
        "title": "Wix.com Ltd. — Q4 2025 Earnings Release",
        "url": "https://investors.wix.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 321860000,
      "url": "https://www.cancelatlas.com/c/wix",
      "industry_pct": 89
    },
    {
      "id": "ynab",
      "name": "YNAB",
      "industry": "Personal finance & fintech",
      "jurisdiction": "US",
      "score": 86,
      "grade": "A",
      "arr_usd": 50000000,
      "mrr_usd": 4200000,
      "as_of": "2024-01-01",
      "source": {
        "title": "YNAB — revenue estimate (publicly stated subscription count)",
        "url": "https://www.youneedabudget.com/about/"
      },
      "self_reported": false,
      "revenue_at_risk": 7000000,
      "url": "https://www.cancelatlas.com/c/ynab",
      "industry_pct": 99
    },
    {
      "id": "zendesk",
      "name": "Zendesk",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 75,
      "grade": "B",
      "arr_usd": 1600000000,
      "mrr_usd": 133000000,
      "as_of": "2022-11-25",
      "source": {
        "title": "Zendesk — final reported ARR before private takeover (Q3 2022)",
        "url": "https://investor.zendesk.com/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 400000000,
      "url": "https://www.cancelatlas.com/c/zendesk",
      "industry_pct": 57
    },
    {
      "id": "zoom",
      "name": "Zoom",
      "industry": "Software & SaaS",
      "jurisdiction": "US",
      "score": 73,
      "grade": "B",
      "arr_usd": 4669000000,
      "mrr_usd": 389000000,
      "as_of": "2026-01-31",
      "source": {
        "title": "Zoom Communications Inc. — Q4 FY2026 Earnings Release",
        "url": "https://investors.zoom.us/financials/"
      },
      "self_reported": false,
      "revenue_at_risk": 1260630000,
      "url": "https://www.cancelatlas.com/c/zoom",
      "industry_pct": 44
    }
  ]
}