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ASC 606

topic on 2 shows · 2 statements across 2 episodes · said 1 times in 1 episodes since 2026

20VC 1 the Official SaaStr Podcast

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20VC 1

2026 1 mention in 1 episode

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2 statements about ASC 606, every show

20VC Assertion Supported
O'Driscoll: Nvidia Recognizes Hardware Revenue Upfront Under ASC 606 With Put-Back Rights
“They're basically, quote, selling you the chips up front, so they are going to recognize that hardware revenue up front, and then they're giving you, as the buyer, the NeoCloud, a backstop that if you can't use that compute, you get kind of put back rights on …”
Rory O’Driscoll Jul 9, 2026 ▶ 44:02 Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
SAASTR Assertion Supported
Kellogg: ASC 606 flattens price ramping into straight-line GAAP revenue
“It will drive on an ARR basis, epic net dollar retention, but on a revenue basis, ASC. So six will flatten it out. It will see right through this trick and you will just end up with a 120 K per year in gap revenue.”
Dave Kellogg Jan 10, 2021 ▶ 46:41 Churn is dead. Long live Net Dollar Retention Rate with Dave Kellogg | SaaStr Software Community

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