Net New ARR

topic on 2 shows · 6 statements across 6 episodes

the Official SaaStr Podcast 20VC

6 statements about Net New ARR, every show

20VC Disclosure
Halligan: HubSpot ties executive comp to net new ARR and earnings floors
“The way Hellspot does it is on net new ARR. And an earning, like a floor earnings number.”
Brian Halligan Aug 7, 2025 ▶ 30:15 Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
20VC Insight
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.”
Dave Kellogg Jan 31, 2024 ▶ 10:23 Dave Kellogg: How to Forecast in 2024 & Why CaC Payback is Flawed and CAC Ratio is Better | E1110 · 20VC with Harry Stebbings
SAASTR Assertion Not checkable as stated
Doug Pepper: Median SaaS Plan Attainment Fell From 99% to 69%
“Q one, the medium was 99% hit their plan. I've never Q two, yeah, 87%, Q three, median, 69%.”
Doug Pepper Dec 2, 2022 ▶ 8:04 Accel, Iconiq & Salesforce Ventures: "Where Venture Is Right Now: Gritty & Much Harder" at G2 Reach
SAASTR Insight
Tracking net new ARR reveals revenue plan deviations much earlier
“With that simple trick of making sure that you always keep a very close eye on net new ARR, you might be able to detect, or you will be able to detect significant deviations from that plan much earlier.”
Christoph Janz Oct 13, 2022 ▶ 10:00 Growth vs. Efficiency: How to Weatherproof Your SaaS Startup for Tougher Times | Christoph Janz
SAASTR Insight
Alter: Net new ARR differentiates accelerating SaaS companies from linear growth
“And it's important to emphasize net new ARR. And this is what differentiates a company that's growing linearly from a company that's accelerating.”
Molly Alter Aug 3, 2022 ▶ 3:11 The Metrics that Matter, Whether You Are Raising $1m or $100m | Index Ventures Partner Molly Alter
SAASTR Insight
Janz: Net new ARR reveals growth issues earlier than total ARR
“If you look at the net new AR, however, the difference becomes much more visible. It's a really, really simple math, but nevertheless, I think some people or maybe many people or two people, too many people don't really focus on looking at the net new ARR only…”
Christoph Janz Jun 29, 2022 ▶ 10:56 Balancing Growth and Efficiency in Tougher Times | Point Nine Managing Partner Christoph Janz

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