Is it Really ARR? In 2021+, Yes. As Long As NRR is > 100%
SaaStr
APRIL 24, 2021
50% revenue from software (recurring), 50% from payments (not-recurring). . And half from fees on transactions it processes: Is this all really ARR? Well, if it were 2016, we’d say no. Fast forward to day, Merchant Solutions is a much larger share of revenue than software subscriptions. But it isn’t.
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