Is anyone else staring to suspect the numbers are cooked?
11 replies (most recent on top)
@m9 Dont wanna say too much so as to not out myself. But there were a catagory of products that were never classified as ARR previously, that they just went to SVP for approval to now classify them as ARR. Nothing about them changed, or was updated other than changing the ARR.
Yeah, curious about the reclassifying ARR comment as well. Following...
@ev adding a logo is no adding revenue and is smoke not pipeline, da!
Hey,
What did they reclassify as ARR? This is very very serious.
@ev I could add 100 new logos to a pipeline today.
Lets see how many move to customers.
@ev Nice. Let’s see how much Bobs Chicken Shack impacts revenue.
"Over the last few months, we’ve seen well over 100 new logos added to our pipeline"
@bn I don’t care how it’s classified. Revenue is the only number I want to see.
@bp It takes time to apply lipstick on a pig
We won’t know for sure until November. Funny how the best analytic company can’t get results ready until five weeks after quarter close.
They increased ARR numbers by reclassifying what counts as ARR.