The Margin
The Margin is a podcast from MGI Research that explores the evolving world of business monetization. Hosted by MGI Managing Directors Andrew Dailey and Igor Stenmark, the show features candid conversations with founders, CEOs, product leaders, and industry experts at the forefront of pricing, billing, and revenue operations. Each episode dives deep into the strategies, technologies, and trends shaping how companies generate, capture, and grow revenue—from subscription and usage-based models to AI-driven monetization. Whether you're in finance, product, or IT, The Margin offers practical insights to help you navigate complexity and drive growth in the digital economy.
Speed Wins: Noel Goggin on AI and the SaaS Reset
In this episode of The Margin, Andrew Dailey speaks with Noel Goggin about how AI is reshaping enterprise software and why speed is becoming the ultimate competitive advantage. Drawing on his experience leading Conga and navigating multiple technology transitions, Noel explains why seat-based SaaS models are under pressure, how companies can rapidly test new pricing strategies, and what it takes to reinvent products without losing existing customers. They explore the organizational changes required to increase “clock speed,” reduce friction, and create capacity, as well as the growing role of agentic AI and internal development. The conversation closes with Noel’s outl...
Monetization at Scale: John Stame on Product-Led Growth and Direct Sales
In this episode of The Margin, Andrew Dailey speaks with John Stame, veteran enterprise architect and business systems leader with over 35 years of experience at Atlassian, Microsoft, and Chevron. John shares hard-won lessons from helping Atlassian scale from $100M to several billion in revenue while evolving from a pure product-led growth (PLG) model to a hybrid of PLG, partner, and direct sales. He unpacks the architectural and governance challenges of supporting multiple sales motions, the tradeoffs between suites and best-of-breed solutions, and why it’s nearly impossible to avoid dual stacks. They explore the future of quote-to-cash, including the ro...
Pricing in Motion: Michael Wu on AI, Data, and Demand
In this episode of The Margin, Andrew Dailey, Managing Director at MGI Research, speaks with Dr. Michael Wu, Chief AI Strategist at PROS, about what other industries can learn from decades of airline experience in dynamic pricing and revenue optimization. Dr. Wu shares insights on building trust in AI, leveraging data to drive price precision, and accelerating quote times in complex B2B environments. They also explore the shift from black-box to glass-box AI, the power of 1% pricing changes, and how CFOs can start preparing now for AI-powered pricing transformation.
What you’ll learn in this episode:
...The Contract Intelligence Gap: Praful Saklani on Unlocking Revenue Hidden in Contracts
In this episode of The Margin, Andrew Dailey, Managing Director at MGI Research, sits down with Praful Saklani, CEO and Founder of Pramata, to unpack the untapped value hidden in enterprise contracts. Despite major investments in CLM systems, most companies still can’t answer basic questions about their agreements. Saklani explains why legacy tools fall short, how AI, especially generative AI, can revolutionize contract intelligence, and why this shift must be viewed as a business-wide transformation. From pricing and renewal optimization to risk management and revenue growth, this episode is a wake-up call for C-level leaders.
What Yo...
The Future Is Metered: Puneet Gupta on How to Succeed with Usage-Based Models
In this episode of The Margin, Andrew Dailey, Managing Director at MGI Research, speaks with Puneet Gupta, CEO and Founder of Amberflo, and a key architect behind Amazon Web Services’ early consumption billing systems. They explore what it takes to succeed with usage-based pricing, from cultural alignment and metering infrastructure to flexible billing models and real-time visibility. Gupta breaks down why usage, not price, is the true system of record, and why CIOs are uniquely positioned to lead this shift. If you’re rethinking how to monetize innovation, this conversation offers a clear roadmap.
What you'll learn in t...
Transforming Professional Services: Dan Brown on Pragmatic AI
In this episode of The Margin, MGI Research Managing Directors Andrew Dailey and Igor Stenmark speak with Dan Brown, Chief Product Officer at Celonis, about the true impact of generative AI on professional services. Is it an existential threat, or a powerful accelerant? Drawing on experience at Microsoft and leading PSA vendors, Dan unpacks where GenAI delivers real value, where it falls short, and how firms can adopt a “pragmatic AI” strategy focused on impact, ease of deployment, and closed-loop feedback. They also explore the risks of AI hallucinations, pricing pressure, and why automation doesn’t replace trust.
What...
Redefining Revenue: Youssef Yaghmour on the Six Pillars of Intelligent Monetization
In this episode of The Margin, MGI Research Managing Director Igor Stenmark sits down with Youssef Yaghmour, CEO and Founder of BluLogix, to explore the evolving challenges of monetization for multi-channel enterprises. They discuss the limitations of ERP systems, the role of AI in revenue prediction, and BluLogix’s six pillars of intelligent revenue management. From managing channel complexity to minimizing revenue leakage, Youssef shares practical insights for companies modernizing their monetization strategy in today’s fast-paced digital economy.
What You’ll Learn:
Why ERP Alone Isn’t Enough: Understand the limits of traditional ERP systems and why...Tien Tzuo on Total Monetization: The Next Evolution Beyond Subscriptions
In this episode of The Margin, Andrew Dailey, Managing Director of MGI Research, sits down with Zuora CEO and founder Tien Tzuo, the originator of the “subscription economy,” to explore his latest vision: Total Monetization. They discuss how modern business models are shifting from static pricing to dynamic, relationship-based monetization strategies. Tien shares insights on usage-based billing, scaling complexity, future-proofing your tech stack, and why monetization must be holistic and customer-centric. If you're navigating the transition to flexible, consumption-driven models, this conversation is a must-listen.
What you’ll learn in this episode:
Why subscriptions are no longer...Jagan Reddy and the Future of RevRec
In this episode of The Margin Podcast, Andrew Dailey of MGI Research speaks with Jagan Reddy, Founder and CEO of RightRev, about the mounting pressure on finance teams as businesses adopt consumption-based models. Drawing on decades of experience in revenue automation, Reddy explores the collapse of spreadsheet-based rev rec, the hidden risks of poor data quality, and why modern CFOs must champion quote-to-revenue transformation. From pricing strategy to contract flexibility and AI-powered scalability, this episode offers a roadmap for finance leaders looking to future-proof their monetization stack.Â
What you’ll learn in this episode:
Pricing as a Growth Engine: Vendavo’s Vision with Eric Carrasquilla
In this episode of The Margin, Andrew Dailey speaks with Eric Carrasquilla, CEO of Vendavo, about the evolving discipline of pricing and its impact on business profitability. Eric shares how generative AI is transforming price optimization, why domain expertise matters more than ever, and what’s driving success for enterprise B2B companies in volatile markets. From the challenges of data governance to shortening time-to-value and enabling smarter selling, Eric outlines how Vendavo is helping companies unlock margin growth, and why pricing is no longer just a back-office function but a strategic growth lever.
What You’ll Lear...
Adam Howatson on Why the Future Is Usage-Based
In this episode of The Margin, Andrew Dailey of MGI Research speaks with Adam Howatson, CEO of LogiSense, about the rising shift from subscription to usage-based pricing models. As the architect behind the “usage economy,” Howatson shares what businesses gain when they move away from flat-fee pricing—highlighting customer retention, monetization flexibility, and cross-sell potential. They also explore the importance of mediation engines, the limits of Salesforce Revenue Cloud, and how real-time data powers product and pricing decisions. If you're rethinking how to price and scale in a consumption-driven world, this is a must-listen.
What You’ll Learn in...
Grant Peterson on Generative AI, CLM, and the Future of Contracting
In this episode of The Margin, Igor Stenmark speaks with Grant Peterson, Chief Product Officer at Conga, about how generative AI is reshaping Contract Lifecycle Management (CLM). Grant shares his perspective on where GenAI adds real value, where it falls short, and how companies can responsibly integrate AI into their workflows. Drawing on his experience at Conga and as a former product leader at DocuSign, Grant explores the promise and pitfalls of AI in contract management, the evolving role of machine learning, and what buyers need to know to stay ahead in this fast-changing space.
What You’ll...
Is AI Going to Replace Your Billing?
In this episode of The Margin, MGI Research Managing Directors Andrew Dailey and Igor Stenmark explore one of the hottest, and most misunderstood, topics in enterprise tech: AI in billing. They break down real-world use cases for generative AI and machine learning, assess what’s table stakes versus experimental, and explain how AI is already impacting customer service, fraud detection, and quote-to-cash timelines. They also offer a framework for evaluating vendor claims, discuss risks around data privacy and governance, and tackle the big question: Should you wait or act now?
What You’ll Learn in this Episode:
Th...Jane Koltsova on Turning Finance into a Strategic Growth Engine
In this episode of The Margin, Andrew Dailey of MGI Research sits down with Jane Koltsova, Sr. Director of Finance Operations and Order to Cash Transformation at Medidata Solutions. Drawing on her experience at Salesforce and PagerDuty, Jane unpacks the critical, but often overlooked, role finance plays in scaling SaaS businesses. From revenue recognition and system upgrades to cross-functional collaboration and attracting finance talent, she shares hard-won insights on transforming order-to-cash into a strategic growth engine. If you think accounting is just about compliance, this conversation will change your perspective.
What You’ll Learn in this Episode:
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