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annual recurring revenue

also referred to as: arr

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jul 9, 2025 by Alex Kantrowitz · across every show →

Everything said about annual recurring revenue, oldest first

Jul 9, 2025 positive
Assertion Supported
Kantrowitz: Anthropic's recurring revenue skyrocketed from $1B to $4B in months
“We've seen anthropic posts that like they went from like one billion annual recurring revenue, I think to four in like just a couple months.”
Alex Kantrowitz Jul 9, 2025 ▶ 25:42 Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler
May 7, 2026 positive
Assertion Not checkable as stated
Shevelenko: Perplexity 5x'd ARR to $500M With Only 34% Headcount Growth
“As we've increased our ARR by five X, you know, from a hundred million to five hundred million, we only grew a head count 34%.”
Dmitry Shevelenko May 7, 2026 ▶ 57:01 AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
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