AV1 1.52% 6.5¢ adveritas limited

No I'm saying they dont have any committed annual spend....

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    No I'm saying they dont have any committed annual spend. ARR needs to be quantifiable and recurring, if a small company pays 2% of their ad spend that can vary through the year so although they are a paying customer they don't contribute to ARR. I emailed Mat yesterday and quickly got a very detailed response, I'll share some of his insights when I have some free time
 
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