Comment by nl 8 hours ago $30B ARR says otherwise. 5 comments nl Reply Sayrus 8 hours ago ARR says nothing about the ability of these companies to retain customers once subsidies stop. 101008 8 hours ago revenue is not profit lokar 8 hours ago And EBITA is not GAAP trgn 8 hours ago in no world is 30B ARR a bad thing sensanaty 8 hours ago If they're spending 60B anually then that is bad. Obviously none of us know what their real burn rate is, but revenue is an irrelevant number if you don't have the full picture.
Sayrus 8 hours ago ARR says nothing about the ability of these companies to retain customers once subsidies stop.
101008 8 hours ago revenue is not profit lokar 8 hours ago And EBITA is not GAAP trgn 8 hours ago in no world is 30B ARR a bad thing sensanaty 8 hours ago If they're spending 60B anually then that is bad. Obviously none of us know what their real burn rate is, but revenue is an irrelevant number if you don't have the full picture.
trgn 8 hours ago in no world is 30B ARR a bad thing sensanaty 8 hours ago If they're spending 60B anually then that is bad. Obviously none of us know what their real burn rate is, but revenue is an irrelevant number if you don't have the full picture.
sensanaty 8 hours ago If they're spending 60B anually then that is bad. Obviously none of us know what their real burn rate is, but revenue is an irrelevant number if you don't have the full picture.
ARR says nothing about the ability of these companies to retain customers once subsidies stop.
revenue is not profit
And EBITA is not GAAP
in no world is 30B ARR a bad thing
If they're spending 60B anually then that is bad. Obviously none of us know what their real burn rate is, but revenue is an irrelevant number if you don't have the full picture.