Is it Really ARR? In 2021+, Yes. As Long As NRR is > 100%
SaaStr
APRIL 24, 2021
But as Shopify scaled, its revenue as a percent of commerce on its sites — “Merchant Solutions” — began to eclipse its recurring SaaS revenues. First, Snowflake rolls its large customers into fixed comittments (as does AWS and many others), and bills them in advance. In 2021+, Yes. Call it ARR.
Let's personalize your content