New ARR and CAC in Price-Ramped vs. Auto-Expanding Deals
Kellblog
AUGUST 7, 2019
Folks might release backlog in some sort of unbilled total contract value (TCV) metric which I suspect is similar [2]. It’s about the value received by the customer and the ramped shape of the payments perfectly reflects the ramped shape of the value received. The ramped shape of the curve is not about financing at all.
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