The rivalry between Anthropic and OpenAI has spilled onto a new battleground: their self-reported annual recurring revenue, with OpenAI accusing Anthropic of overstating its revenue metric in an ...

When David Matalon needs a straightforward way to talk about his company’s cash flows, he turns to the metric that software-as-a-service providers so often use in those situations: annual recurring ...

Bengaluru-based AI startup Emergent has landed in the middle of a controversy after its co-founder and CEO Mukund Jha claimed the vibe-coding platform hit $100 million in annual revenue run-rate (ARR) ...

Lovable is a Stockholm-based vibe-coding startup, last valued at $6.6 billion. It now has $400 million in ARR, up from $300 million a month ago and $200 million at the end of 2025. This year, the ...

AI is shifting software valuations away from annual recurring revenue toward new metrics. Traditional ARR is losing relevance as AI-driven usage and outcome-based business models emerge. Investors now ...

Shantanu Narayen, Chairman & CEO, announced "record revenue of $23.77 billion and non-GAAP EPS of $20.94," citing "significant AI-influenced and AI-first ending ARR, which accelerated through the year ...

ORG Wealth Partners acquired 315,000 shares in ARMOUR Residential REIT (ARR), with an estimated trade value of $4.71 million. The transaction represented 1.0% of reported 13F assets under management ...

ARMOUR Residential REIT is an mREIT focused on agency securities. The company is aggressive in issuing new shares and growing its absolute securities portfolio. While this has marginally reduced ...

It’s likely safe to say—creative accounting’s been around for as long as accounting itself. In 1494, for example, mathematician and ‘father of modern accounting’ Luca Pacioli wrote of Venetian ...

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Albert Lie is the co-founder and CTO at Forward Labs—next-gen AI-driven freight intelligence for sales and operations. AI startups are moving at breakneck speed, raising millions and hitting ...

Alvaro Morales is the cofounder and CEO of Orb, a flexible usage-based billing engine for modern software pricing models. The metric at the heart of every SaaS board meeting—annual recurring revenue ...