Very good point to also keep a focus on GP not just ARPU and Revenue - since we don't have visibility over how each deal is structured!
I think the ARR focus is also because SaaS companies use it as a baseline for comparison sack. But as you mention it also gives them a metric to 'grow' that incorporates the others. Although it has its limitations because it ignores GP, ARPU, R&D investment, costs etc!
As long as ARPU, GP and costs don't shift around too dramatically, keeping a focus on ARR makes sense.
Very good point to also keep a focus on GP not just ARPU and...
-
- There are more pages in this discussion • 3 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add DSE (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$4.04 |
Change
0.140(3.59%) |
Mkt cap ! $239.5M | |||
| Open | High | Low | Value | Volume |
| $3.90 | $4.04 | $3.81 | $1.484M | 371.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 505 | $3.97 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $4.04 | 1381 | 1 |
View Market Depth
| Last trade - 16.10pm 25/11/2024 (20 minute delay) ? |
| DSE (ASX) Chart |
