Ron Davis
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 10, 2025 by Anil Varanasi · said 2 times in 1 episodes since 2025 · across every show →
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brought up most by Anil Varanasi (2)
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2025 2 mentions in 1 episode
Everything said about Ron Davis, oldest first
Dec 10, 2025 neutral
Varanasi: SaaS recurring revenue models originated from the security and alarm industry
“Turns out it actually came from security and alarm industry. They were doing one-time sales and one-time revenue. Then there's this analyst consultant type person named Ron Davis in the security and alarm world. He started writing about this concept called RMR…”