金蝶AI原生：2030年收入占比50%，为什么不能只靠给老客户加卖AI？｜个人学习版

from 投研随身听 · host 慢研播客

金蝶计划到2030年让AI原生业务占集团收入的一半。把客户数和ARPU放进去反算，这个目标不可能只靠给现有中型客户加卖一个AI模块完成：即使约4.2万家中型客户全部购买，AI ARPU也要达到15.5万元，是现有中型业务的4.3倍。本期拆解灵基的席位费加用量费、FDE现场共创、从低ARPU重GTM向高ARPU重交付的迁移，以及为什么现有96%以上的分部毛利率还不能证明规模化智能体同样赚钱。本期仅用于个人学习，不上传小宇宙，不构成投资建议。

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金蝶AI原生：2030年收入占比50%，为什么不能只靠给老客户加卖AI？｜个人学习版

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