My post was about churn, why is it so high in absolute and percentage terms, and in particular why in $ terms is enterprise churn just as high as small client churn.
The other point I made is that LVT seems to be operating at 80% ARR growth (in absolute terms) as pre-covid.
What does any of this have to do with GAAP revenue recognition, ARR* or cash receipts? Whatever definitional differences between them applied pre and post covid. If you don't believe churn is high or ARR growth is well below pre-covid rates then please provide some reasons why.
* There are very many posts on old threads about cash to revenue and ARR lags. Its been done to death. ARR is based on subscriptions and not services. LVT include some services in ARR which overstates it by a few million.
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