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Wouldn’t ARR specifically mean subscription type products like you list? Payment processing isn’t annually recurring as I understand it.
by derwiki 8mo ago
Wouldn’t ARR specifically mean subscription type products like you list? Payment processing isn’t annually recurring as I understand it.
- redwood 8mo agoMaybe if you're being pedantic but let's assume they generate $1B to $3B in payments revenue on top of that non payments ARR. I don't see why you'd assume the former isn't likely to grow and so you might as well think of it as recurring. It's just low margin. Still a rich multiple at 40-70x
- RyanGWU82 8mo agoIn this case they reported Stripe's annual run rate — a metric that's roughly comparable to annual recurring revenue, but for non-recurring business models.