That's the trouble I have with ARR, because there's no standard, people engage in shenanigans. I do find the 5bn lifetime revenue versus their ARR figures pretty sketchy which is why I really want to see the S1.
Can you be more specific on his incorrect calculations please?
Wait. ARR has no precise definition but has a clear social understanding. It’s clear Ed doesn’t get that and ARR not having a clear definition doesn’t absolve him of the mistake. His misunderstanding was on a different axis.
The miscalculations are pretty clearly pointed out in the tweet I linked earlier.