#arr-metrics

#arr-metrics

Simply having data isn't enough-how you organize, govern, and activate it makes all the difference. Leading organizations implement three specific practices: connect all your data together, label and organize it so it's easy to find, and set controls to ensure only the right people (or agents) have access to sensitive data sets.

Subscription & Support, which generates 95.5 percent of the company's total revenue with $10.7 billion, saw 13 percent growth on an annual basis. Each segment within this division is now called Agentforce, a clear move to place AI even more centrally in external communications. However, expectations for the coming year ($45.8 to $46.2 billion) are on the low side compared to the $46.06 billion predicted by analysts.

We are raising fiscal year 2026 revenue guidance to $41.45 billion to $41.55 billion, and Q3 cRPO was exceptional, up 11% year-over-year at $29.4 billion, signaling a powerful pipeline of future revenue.

The AI investing boom (or perhaps bubble) is something Silicon Valley has seen many times before: a gold rush of VC money thrown at the Big New Thing. But one aspect of it is completely unique to these times: startups rocketing from $0 to as much as $100 million in annual recurring revenue, sometimes in a matter of months. Word on the street is that many a VC won't even look at a startup that's not on the ARR superhighway, aiming for $100 million in ARR before their Series A funding round.

Leading the pack has been the rise in agentic coding tools. These tools, such as Gemini Jules, Claude Code, and OpenAI Codex, are capable of writing entire programs and products. I put both Codex and Claude Code to the test, creating four plug-in add-on security products for WordPress using Codex, as well as a full-featured iPhone app using Claude Code.

Earnings-call word usage shows increased emphasis on growth in Q3 versus Q2, decreased mentions of tariffs and uncertainty, and slope of highlighted words represents change in usage between quarters.

Despite how modern it seems to be, the truth is that the subscription economy has been around for some time, surprisingly dating back to around 1800, with the first magazine subscriptions, or the subscriptions for fresh British milk, around 1860. Over the years, the of subscription-based companies has turned the subscription model into an ideal business strategy since it provides unique benefits. In the same way, the adoption of this model across multiple industries has led to negative repercussions for the general public.

Reddit reported on Thursday $690 million in ad revenue for Q4 2025, a 75% year-over-year increase. Which means its ad biz grew by at least 60% each quarter of 2025. Reddit also saw its active advertiser count grow by 75% YOY. In addition, Reddit reported $2.1 billion in total 2025 ad revenue - topping $2 billion in annual ad revenue for the first time and improving on its 2024 revenue by 74%.