Dividing by 12 you still have the same problem. They're projected numbers as opposed to real ones as well as being grossly skewed by any short term fluctuations.
Divide both by 12 and you do not get the projected numbers. You get monthly revenue, a real measured number. It is the number being reported * 12 when they state a new ARR.
E.g. When Anthropic stated $1B ARR (an extrapolated value) what they were actually reporting is $(1/12)B Monthly revenue. If it helps their current monthly revenue is 47 times that, for a grand total of $(47/12)B per month in revenue.
Divide both by 12 and you do not get the projected numbers. You get monthly revenue, a real measured number. It is the number being reported * 12 when they state a new ARR.
E.g. When Anthropic stated $1B ARR (an extrapolated value) what they were actually reporting is $(1/12)B Monthly revenue. If it helps their current monthly revenue is 47 times that, for a grand total of $(47/12)B per month in revenue.