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annual recurring revenue

also referred to as: arr

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 21, 2024 by Brad Gerstner · across every show →

Everything said about annual recurring revenue, oldest first

Mar 21, 2024 negative
Disclosure
Gerstner: Altimeter banned the term ARR for AI revenues
“I've banned the use of the term ARR within altimeter when we talk about AI revenues, because they're certainly not recurring.”
Brad Gerstner Mar 21, 2024 ▶ 1:19:48 Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
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