@BkrDzn Interested in your thoughts on the ARR metric. I'm seeking clarification from management.
I'm thinking based on the definition provided that the ARR figure is forward looking at expected revenue over the next 12 month using the assumption of all current contracts due to finish in that period renew, but importantly, it is not inclusive of TCV that has not yet been implemented/invoiced.
So if that is the case then it its unlikely the big contract from early December would be included in that ARR figure.
@BkrDzn Interested in your thoughts on the ARR metric. I'm...
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