Does anyone else find it odd that they are at pains to define ARR subjectively as 'includes service types where there is a demonstrable track record of repeat revenues'. I am assuming this has been expressly stated because it is a departure from previous reporting. If it is a departure it should be explicit and more definition is required if anyone who can make the call would like to ask (I can't). Can regular ongoing consulting is now be considered ARR? What % of the increase is 'services' previously not included? What is the impact to one time revenue? Maybe I am reading too much into this but it appears quite irregular to me.
Add to My Watchlist
What is My Watchlist?