annual recurring revenue

also referred to as: arr

8 statements across 8 episodes · 3 bullish · 0 bearish · 8 people on the record · first statement Jul 13, 2023 by Noah Desai Weiss · across every show →

Everything said about annual recurring revenue, oldest first

Jul 13, 2023
Assertion Supported
Weiss: Slack reached $80M-$90M ARR before hiring a sales head
“I think we got to, I want to say, 80 or ninety million dollars in ARR before we hired a head of sales.”
Noah Desai Weiss Jul 13, 2023 ▶ 57:55 Lessons from Slack on decision making, product-led growth, and taking big swings | Noah Desai Weiss
Aug 10, 2023 positive
Insight
Kracov: Delaying SEO until scaling to $2M-$10M ARR hurts growth
“When you're early stage, it's sometimes the best stage to invest in it because you need SEO to be working when you're two, three, five, ten million in ARR. If you just start making those investments later, it's gonna, you know, really hurt your growth in the f…”
Alex Kracov Aug 10, 2023 ▶ 12:17 The Zero to One B2B marketing playbook | Alex Kracov (Lattice, Dock)
Mar 28, 2024 bullish
Disclosure
Gong reached $2 million ARR in its first full year of selling
“Yeah, probably, if I remember correctly, I'm never sure about the numbers because it was a while, I think the second year, like the real first full year of selling, selling business were like a two million dollars ARR, which is not bad for your first year. And…”
Eilon Reshef Mar 28, 2024 ▶ 28:36 A masterclass in founder conviction | Eilon Reshef (Co-founder and CPO at Gong)
Dec 19, 2024
Assertion Not checkable as stated
Handy: dbt Labs reached its first $10M ARR via product-led growth
“Our first, let's call it Ten million in ARR was like very PLG oriented.”
Tristan Handy Dec 19, 2024 ▶ 44:35 Building a $4B data platform: Inside dbt Labs' unconventional path | Tristan Handy (Founder & CEO)
Feb 6, 2025
Insight
Wang: Thinking about competition under $5M ARR is generally distracting
“And even I would say up through maybe two million to five million ARR, I think that thinking too much about competition is generally distracting for two reasons. One is that you don't really know the identity of your company and also you don't know You are not…”
Kevin Wang Feb 6, 2025 ▶ 1:14:15 Inside Braze’s blitz to $500M in CARR | Building broad, going global, and outfoxing the competition
Jul 24, 2025 neutral
Disclosure
Impira reached millions in ARR without repeatable customer use cases
“We had a few million dollars in ARR, but very little repeatability across what they were doing. So when we tried to bring on a sales team and scale that what they were selling and their ability to scale the success from those early users into the end plus firs…”
Ankur Goyal Jul 24, 2025 ▶ 19:16 What Braintrust got right about product-market fit | Ankur Goyal (Founder and CEO)
Sep 11, 2025
Assertion Not publicly verifiable
Sekar: Samsara scaled ARR from $1M to $17M to $70M in consecutive years
“By just running that feedback loop across a wide set of customers, we went from a million in ARR to 17, and then 70 the year after that.”
Kiren Sekar Sep 11, 2025 ▶ 31:07 Saying yes to everything: How customer obsession built Samsara | Kiren Sekar (CPO)
Oct 22, 2025 bullish
Assertion Not checkable as stated
fal surpassed $100M ARR, scaling from $2M the previous summer
“Now it's over a hundred.”
Gorkem Yurtseven Oct 22, 2025 ▶ 38:40 The pivot that paid off: How fal found explosive growth | Gorkem Yurtseven (Co-founder and CTO)
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