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. With an incredible 121% NRR from SMBs, it all essentially recurs. $220m in ARR, $13B market cap. And 162% NRR.
Let's personalize your content