net new ARR
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jan 31, 2024 by Dave Kellogg · across every show →
Everything said about net new ARR, oldest first
Jan 31, 2024 positive
Kellogg: SaaS operators should calculate CAC ratio with new ARR, not net new ARR
“As an operator, I actually just do it on new ARR. My first order CAC is just, it's not net new, because net new introduced churn. You just made my metric more complicated, right? You made it easier to cheat. You took away some of its meaning.”