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). . You pay a subscription for websites to help you sell stuff. We could have picked many B2D services, like Twilio or others, too, which have primarily or substantial transaction pricing too. In 2021+, Yes. 220m in ARR, $13B market cap.
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