Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today
Clouded Judgement
MARCH 22, 2024
” They’ll look at things like cost, scalability, compliance, etc. Headcount planning, budgeting, fundraising, etc can often be largely based on a top line plan. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Do you have ARR or ERR?
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