annual recurring revenue
also referred to as: arr · arr run rate
159 statements across 140 episodes · 101 bullish · 7 bearish · 126 people on the record · first statement Mar 10, 2016 by Matthew Berman · across every show →
Everything said about annual recurring revenue, oldest first
Mar 10, 2016 neutral
Jun 13, 2016 bullish
Sep 1, 2016 neutral
Sep 10, 2016 bullish
Sep 12, 2016 bullish
Nov 19, 2016 positive
Dec 30, 2016 bullish
Dec 30, 2016 bullish
Dec 30, 2016 bullish
Jan 8, 2017 bullish
Jan 8, 2017 neutral
Jan 22, 2017
Feb 8, 2017 bullish
Apr 12, 2017 positive
May 5, 2017 bullish
May 29, 2017
May 29, 2017 bullish
Aug 4, 2017
Aug 30, 2017
Sep 10, 2017
Startups can hit $1M ARR with bad ideas, but rarely $10M
“You can get to one million with a bad idea. It's hard to get to 10 with a bad idea, right? So, so it's kind of a rite of passage to say there's a lot of risks taken out of it. If you can, you know, get to order a magnitude ten million in ARR there's a lot of r…”
Sep 23, 2017 bullish
Nov 16, 2017
Nov 17, 2017
Nov 27, 2017
Hossain: SaaS companies under $10M ARR typically see 12-to-18-month payback
“You want to be able to acquire in SAS a customer that's going to pay back over 12 months, ideally. At this stage, a little bit earlier you know you know, we're under ten million, I mentioned ARR, so typically, you know, if you're 12 months, you're doing really…”
Jan 1, 2018 bullish
Jan 6, 2018 bullish
Jan 21, 2018 bullish
Feb 18, 2018
Mar 14, 2018
Mar 15, 2018 bullish
Mar 16, 2018 bullish
Mar 22, 2018 positive
Mar 28, 2018 bullish
Apr 30, 2018 positive
May 19, 2018 bullish
Sep 3, 2018 positive
Sep 15, 2018 bullish
Oct 18, 2018 positive
Sharma: Movable Ink crossed $40M ARR on $14M in venture funding
“About several months ago, we passed about forty million dollars in annual recurring revenue, and most companies that have gotten to this point, you know, they've raised 80, 90, a hundred million dollars in capital. We've only raised about fourteen million doll…”
Oct 27, 2018 negative
Oct 30, 2018 bullish
Nov 2, 2018 bullish
Nov 8, 2018
Nov 8, 2018 bullish
Schoenfeld: Siftrock grew from $100K to $1M ARR in 18 months
“I mean, we went, we, it took us 18 months to go from basically a hundred K to a million of AOR. So, you know, when I came in, we were about a hundred K of just what he'd cobbled together. And, you know, we just crossed the 1,000,018 months after.”
Nov 14, 2018 bullish
Dec 4, 2018 positive
Dec 4, 2018 bullish
Dec 10, 2018 bullish
Dec 10, 2018 positive
Jan 1, 2019 positive
Array Ventures prioritizes revenue acceleration to $1M and $10M ARR over specific models
“We believe in just. Revenue acceleration as fast as we can. So the lot of the programming we focus on when we invest in our companies is how to get from zero to one and in ARR and then from one to ten million as fast as we can.”
Jan 10, 2019 bullish
Mar 10, 2019 positive
Apr 9, 2019
May 4, 2019 positive
May 26, 2019
Jun 16, 2019
Jul 27, 2019 bullish
Aug 8, 2019 bullish
Aug 29, 2019 neutral
Oct 17, 2019 bullish
Nov 13, 2019
Jan 26, 2020
Feb 24, 2020
Mar 19, 2020 bullish
May 13, 2020 bullish
May 13, 2020 positive
May 17, 2020 bullish
May 21, 2020 positive
May 24, 2020 neutral
Jun 10, 2020 negative
Jun 14, 2020 bullish
Jun 19, 2020 bullish
Jun 20, 2020 negative
Latka: Existing Revenue-Based Financing Options Take Advantage of Founders
“I think ARR is a real asset. And I think that it should be valued like an asset. And I think you can lend against that as an asset. And I think right now, most of the options in the marketplace are taking advantage of entrepreneurs and they're way too expensiv…”
Jul 12, 2020
Jul 13, 2020 neutral
Jul 29, 2020 positive
Sep 28, 2020
Oct 24, 2020
Nov 29, 2020 neutral
Dec 20, 2020 positive
Jan 23, 2021 bullish
Racki: Proposify aims to double ARR before considering acquisition offers
“Like we want to get to the point where we're doubling ARR total, you know, in a year's time. So I think when that happens, let's say one or two years out, we'd probably be in a better position to look at acquisition offers today.”
Jan 23, 2021 positive
Latka: Proposify has a 1:1 ratio of equity raised to ARR
“And then talking about, again, growth and aggressiveness moving forward, I would argue you guys have been pretty darn capital efficient with about, you know, call it a one to one ratio of equity raised to ARR that you've been able to generate.”
Feb 25, 2021 bullish
Mar 10, 2021 positive
Mar 18, 2021 bullish
Apr 11, 2021
Jun 2, 2021 bullish
Jun 3, 2021 bullish
Jul 11, 2021 bullish
Jul 18, 2021 bullish
Aug 30, 2021 positive
Sep 8, 2021 positive
Sep 11, 2021 bullish
Sep 21, 2021 bullish
Sep 26, 2021 bullish
Oct 22, 2021
Nov 18, 2021 positive
Nov 18, 2021 bullish
Nov 22, 2021 bearish
Dec 30, 2021
Jan 5, 2022 positive
Feb 7, 2022 bullish
Feb 7, 2022 bullish
Feb 14, 2022 bullish
Apr 2, 2022 positive
Apr 28, 2022 positive
Abbott: Software startups can talk to any investor once reaching $10M ARR
“We have no intentions of raising anything until we're at least at ten million ARR, because that's when I think, in my old world, that's when you started to be able to have conversations with almost anybody you wanted to, right?”
Apr 28, 2022
Apr 28, 2022
May 2, 2022
May 2, 2022 positive
Founders reaching $10M ARR should hire an experienced CFO strategist
“One, if you get to like, ten million dollars of ARR, you don't have a great CFO, you should probably get yourself a great CFO... The great CFOs are business strategists, and they help you understand the rhythm of the business. They help you see where to invest…”
May 10, 2022 bullish
May 18, 2022 bullish
Jun 27, 2022
Jul 7, 2022 bullish
Jul 19, 2022
Jul 28, 2022 bullish
Aug 1, 2022
Aug 28, 2022 bullish
Oct 6, 2022 bullish
Oct 8, 2022
Pitch M&A multiples on current ARR to founders, closing ARR to boards
“One of the, like, methods and tactics there that I used in terms of negotiation is really, you know, talk about valuation multiples that are higher on the current AR, and then with the board, talk about the multiple at the close of the transaction. So you can …”
Oct 9, 2022
Oct 30, 2022 bullish
Nov 5, 2022 bullish
Nov 6, 2022 positive
Baker: Selling enterprise-wide yields higher ARR and retention than single seats
“What we've, when we sold by seat initially, and then what we did is turn that off, and we just go and sell into the company now, and we sell directly into the organization. It takes longer, but you'll get a much higher ARR, and you'll retain that customer much…”
Nov 11, 2022 bullish
PPC Ad Lab reached $700,000 ARR in seven months using partner webinars
“All we've done, all year, this is literally the only thing we've done, is we run a partner webinar once a month, we run one of our own once every three months. And that's taken us from zero to about 700 K in seven months full time, but a year since launch, and…”
Dec 18, 2022 neutral
Dec 18, 2022 positive
Dec 20, 2022 bullish
Jan 17, 2023 bullish
Jan 20, 2023 bullish
Apr 24, 2023
Jun 9, 2023 bullish
Jun 19, 2023 bearish
SaaS customer acquisition efficiency typically drops at $7M to $15M ARR
“When you hit kind of 10 to fifteen million, it gets more difficult to acquire new customers. Why? You've hit the cream of the crop. Now you might be getting those early majority buyers. If you look at the crossing the chasm technology life cycle adoption curve…”
Jun 19, 2023 neutral
Jun 20, 2023
Aug 25, 2023 bullish
Aug 25, 2023 bullish
Oct 13, 2023 bullish
Nov 1, 2023 bullish
Nov 6, 2023
Dec 28, 2023 positive
Mar 7, 2024 neutral
Jun 13, 2024 positive
Jun 18, 2024 positive
Lemlist reaches $23M ARR and day-one profitability with zero outside funding
“So we're currently at twenty three million dollars in annual recurring revenue with approximately 10,000 free trials per month, a bit over that, with zero dollars in funding, profitable since day one, with five SaaS products and about 80 employees.”
Jun 20, 2024 bullish
Jul 2, 2024 neutral
Jul 23, 2024
Singh: Startups should generate $1 of ARR for every $1 raised
“My view is, you know, if you raise a hundred million dollars, you should be able to generate a hundred million dollars of error off of that platform over time to pay back for the time that it takes to get to that hundred million dollars.”
Oct 8, 2024 negative
Early-stage startups with a capital-raised-to-ARR ratio under 1.0 are unhealthy
“The chart that's up here is, is something that I came up with called the strap ratio, which is how much money have you raised total divided by where's the revenue, like, what's your ARR in your business? And I think that, for me, super early on, it's not healt…”
Dec 17, 2024 negative
Dec 31, 2024 bullish
Dec 31, 2024 positive
Jan 14, 2025 neutral
Singh: Investors Underwrite Future Free Cash Flow, Not ARR
“ARR is not a tool for fundraising. ARR is a tool because it's a future proxy of cash flow. The reason why ARR became a metric in software is that in hypergrowth for software, investors back in the day didn't understand that when you signed a deal that revenue …”
Jun 10, 2025 bullish
Feb 26, 2026 neutral
Jul 23, 2026 bullish