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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

” 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?

AI 183
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Subscription60: Wednesday, March 27th

ProfitWell

Grab your pals, whatever the heck their names are, and let’s get into some midweek subscription. The old waterfall approach to web security is outdated, and Richard Harpur will be your guide to the new standard. com can expect to be bumped up a class, thanks to a $37 million dollar investment by General Catalyst and Accel.

Travel 45
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Intercom on Product: Accelerating your strategy after COVID-19

Intercom, Inc.

Where should you invest your resources? If you’re short on time, here are a few quick takeaways: You can’t balance short-term and long-term investments without considering the existing product strategy. Choosing the right investment is a balancing act of art and science. And yet, now might be a good time to hit the accelerator.

Strategy 228
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Smart SaaS budgeting: Refine your spend strategy for 2024

BetterCloud

Get ready to turn those monthly charges into strategic investments that fuel your business growth. You likely already have a laundry list of SaaS subscriptions that have been around the company longer than you have. Are you using too much or too little of your budget on these subscriptions? What is SaaS budgeting?

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Three Marketing Lessons from The Political Realm

Kellblog

So, when the schmumbleator TOTALs an additive measure, the value for the year will be the sum of the four quarters, whereas when it TOTALs a semi-additive measure, like headcount, the value will not be the sum of the four quarters, but instead the period value for the fourth quarter. This is not just about compliance, it’s about security.”