Implied ARR
with the Metrics Brothers
Implied ARR is the SaaS metric used to convert GAAP revenue for public SaaS companies into an equivalent to Annual Recurring Revenue (ARR) used by investors and private SaaS companies. Dave "CAC" Kellogg and Ray "Growth" Rike discuss the what, why and how behind Implied ARR.
During this episode CAC and Growth discuss multiple Implied ARR topics including:
Implied ARR Calculation Formula
Why Investors Calculate Implied ARR
SaaS Metrics that use Implied ARR
Challenges with Implied ARR
Implied ARR versus Trailing Twelve Month Revenue
If you are interested in how public SaaS companies analysts use Implied ARR, and what the differences are between private SaaS companies ARR and public SaaS companies Implied ARR this is another great listen!