The Zero-Sum Fallacy: ARR vs. Services
Kellblog
MARCH 11, 2020
Some SaaS startups develop a form of zero-sum delusion early in their evolution, characterized by following set of beliefs. Believing that: A customer has a fixed budget that is 100% fungible between ARR (annual revenue revenue) and services. Services margins running in the negative 20% to negative 60% range.
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