Kestrel · Revenue team · Q3 2026
Q3 churn review
Churn fell for the third month in a row. EMEA now drives most of the gain.
Can we split EMEA out?
Resolved in v4Share the report that your agent made from your data, with its tables and charts, in your company or outside it. Cursor, Codex, Claude Code or any agent publishes it, and readers need no Claude account. Display holds the finished report and is not a spreadsheet.
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Answer
Use Display when the analysis is done and people need to read it. Cursor, Codex, Claude Code or ChatGPT publishes the result as an HTML report or a Markdown table. Readers open it without a Claude account, in your company or outside it. Use Claude Sheets when you need a spreadsheet. It has formulas, cells that people edit, and your team in the same cells with Claude at the same time. Display is not a spreadsheet. You can use both: export the sheet, and ask an agent to publish the report to Display.
Claude Sheets is a spreadsheet that you build with Claude. Display holds the finished report, from any agent, for the people who read it.
| Claude Sheets | ||
|---|---|---|
| Share outside your company | Partly: Invitee needs a Claude account | Yes: Email invite with a role |
| Other AIs can publish into it | Partly: By CSV or Excel import | Yes: Any agent |
| Keeps the HTML report your agent made | No: A spreadsheet | Yes: Files stay as made |
| One price for the whole company | No: $20 per Team seat a month | Yes: $59 a month, billed yearly |
| Available on the free plan | No: Pro and higher | Yes: 3 gated docs, unlimited public |
| Readers without a Claude account | Not documented: Not documented for links | Yes: Email one-time password |
| Version history | Yes | Yes: Kept on paid plans |
| Formulas and cell editing | Yes: 144 functions | No: Not a spreadsheet |
| Real-time co-editing | Yes: In the same cells | No: One editor at a time |
| Show a CSV as a table | Yes: CSV import | No: Planned |
Checked 11 November 2026. Sources: Get started with Claude Sheets · Share artifacts · Claude pricing · What are artifacts
Ana builds a sheet in Claude. Ben has a CSV from Codex on his laptop. Maya has an HTML report from Cursor. Display holds the finished results, with one way to share.
Claude Sheets is not on the Claude Free plan. If you buy a Claude seat for each colleague so that they can work in the sheet, the bill grows with the team. In Display, colleagues who read the result need no seat.
$20 per Standard seat a month, billed yearly. $25 billed monthly.
A Claude seat includes Claude itself, with Claude Sheets. Team is for 2 to 150 people.
$59 a month, billed yearly. $79 billed monthly. Up to 150 Editors and Contributors, and Viewers and Commenters are free.
Includes Shared Spaces, folders, version history, and Google and Microsoft sign-in.
Prices without tax, checked 11 November 2026 on claude.com/pricing and display.dev/pricing. Display's price covers only publishing and sharing. Your team uses the AI plans it already has.
“Open” does not mean open source. It means three things you can check today.
Cursor, Codex, Claude Code, ChatGPT or any other agent publishes the report through the CLI, MCP or the API. Each person connects the agent they use.
An HTML report keeps its tables, charts and layout. When the numbers change, the agent publishes the next version at the same URL, and each version shows who published it.
Share a report with one person, a group, your whole company or the public. People outside your company get an email invite with a role. Readers need no seat and no Claude account.
Fix any line right where you read it.
A Q3 delivery report is open on Display, with 89.7% in its On-time rate tile. Someone selects Edit in the header, changes the tile to 94.4% on the page, and selects Save changes. The report reopens as version 4 at the same URL.
Shows this step in the loop
Choose who can open one report, a folder or a whole Space.
Every report stays private until you share it with people and groups.
On Solo and higher plans, colleagues use the Google or Microsoft account they already have. Readers need no seat.
Invite clients and partners by email, and give each one a role: Viewer, Commenter, Contributor or Editor.
On Team and Business, see who opened which report, and when, before you follow up.
Choose by what you need to do with the numbers.
“We gave it to a few people, expecting the super users who’d been asking for a publishing platform. We didn’t realize the whole business would pick it up.”
Free plan
$0
The Free plan includes 3 gated docs and unlimited public docs. No credit card required. Viewers and Commenters are free on every plan.
Start freeA Space for every team, with folders inside and its own permissions.
You and your agents can search every doc you can open.
Claude, ChatGPT or Cursor, on personal or company plans. One doc, one URL.
Develop applications that pull data from your sources.
Pull data from the sources your team already uses.
The Free plan costs $0 and includes 3 gated docs and unlimited public docs. Solo costs $12 a month, or $9 a month billed yearly. Team costs $79 a month, or $59 a month billed yearly, for the whole company. Viewers and Commenters are free on every plan. Claude Sheets has no price of its own. It is part of the paid Claude plans, from $20 a month for Pro.
No. Readers sign in to Display with a one-time password sent to their email address, or with Google or Microsoft on Solo and higher plans. Display does not check anyone's AI plan. In Claude, a person you invite by email needs a Claude account. Anthropic's help center does not say what a shared link to a sheet needs.
A new report is private by default. You can share it with people and groups, open it to everyone in your company, or make it public. People sign in with a one-time password before a private or company report opens. Solo and higher plans add Google and Microsoft sign-in. Enterprise adds SAML sign-in, for example with Okta.
No. We do not use customer content to train or fine-tune any AI or machine-learning model.
Yes. Work on the numbers in Claude Sheets. When the analysis is done, export the sheet as a CSV or .xlsx file. Then ask your agent to read the file and publish the result to Display as an HTML report or a Markdown table. The formulas stay in the sheet. The report shows the values.
Yes, on a report in a Space. Invite them by email with the Commenter role. To comment, they sign in to a Display account with a verified email address. They do not join your organization.
No. Display has no formulas and no cell editing. It holds the finished result: an HTML report with its tables and charts, or a Markdown table. If you need to calculate in cells, use Claude Sheets, Google Sheets or Excel.
Not today. A CSV table that you can sort and filter is planned. Today, your agent publishes the table as HTML or Markdown. On Solo and higher plans, you can keep the CSV or .xlsx file in the same folder, and search finds the text inside it.
Yes. An HTML report keeps the charts and tables that the agent wrote, and its scripts run in the reader's browser. A Markdown file shows tables and Mermaid diagrams. Display does not build a chart from your data. The agent does.
All three are spreadsheets, and Display does not replace any of them. Anthropic says that for now, sheets have simple spreadsheet functionality. Its help center lists 144 functions and a limit of 100,000 cells, and says that pivot tables and macros are not supported. Claude for Excel and Claude for Google Workspace work on files that you keep in those apps.
Any agent that writes HTML or Markdown, for example Cursor, Codex, Claude Code, Claude and ChatGPT. Agents connect through the Display MCP server, the CLI or the API. Each person can use a different agent on the same doc.
No. “Open” means three things. Any agent can publish to Display. Anyone you choose can open a doc without a seat. You can download the source file of any doc at any time.
Display works with Cursor, Codex, Claude Code, ChatGPT and any other agent that writes HTML or Markdown.
No card required · Unlimited viewers · Private until you share it