ARR
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CRWD Earnings Alert: Everything you need to know 🚀🔥
$EXFY small cap software about to burst.
Toast Inc (TOST) Reports Strong Growth in Q3 2023 with a 40% Increase in ARR, down 16% today on week forecast
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Cisco buying cybersecurity company Splunk for $28 Billion
What do you guys think of UIPATH: A $1.249 billion ARR company with high growth rate
Confluent ($CFLT) Q2 2023 Summary - Stock up by 15.12% today
Microsoft’s stock hits record after executives predict $10 billion in annual A.I. revenue
Multiple lawfirms Investigating SentinelOne for possible violation
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Reliq Health Technologies: A Rapidly Growing Health Tech Company with Massive Growth Potential $RHT.v / $RQHTF | 0.59 / 0.455
Feedback?: Strategy for wheeling covered call and put sales, targeting leveraged dividend capture
Adobe lifts profit forecast for fiscal 2023 and beats estimates on quarterly results
CrowdStrike Earnings Top Estimates, Revenue Outlook Stay Positive
BigCommerce Stock Had a Big Drop Today
ARR YOLO can’t beat the dividends 22 y/o college student
Dynatrace beats earnings again - raises ARR to $1,163 million, Adjusted ARR growth of 29% year-over-year
The $BB today is not the $BB of yesteryear
Coho Collective (TSXV: COHO) | CEO UPDATE
Coho Collective (TSXV: COHO) | CEO UPDATE
Paycom Software Calls $PAYC - NOV.1 Earnings Call
CrowdStrike's earnings are tonight, this is why I'm getting 9/2 calls on it
AVYA, Extremely Undervalued and Short Squeezable
Cellebrite (CLBT) – Low Float De-SPAC, Severely Undervalued, Earnings This Week
Cellebrite (CLBT) – Low Float, Severely Undervalued, Earnings This Week (They’re gonna be good)
SaaS Manager interviewing for another role: How do I overcome some of my gaps and play to my strengths?
HS Govtech , Recession resistant SaaS company HS.CN / OTC : HDSLF – Buy out target?
Amesite: Ed-Tech for Enterprises is a great SaaS play
Small Cap Water Equities (PCYO, CWCO, VWTR).
Cybersecurity - The Best Long Term Play Of The 21st Century
$NILE Analyst Price Targets Are $6.00 And $7.00
DigitalOcean Stock Rallies on Strong Growth in Cloud Services for the Little Guy
ARR , a Real Estate Investment trust with over 10% divided, paid monthly $
Zuora inc $ZUO is the progress in the field of customer loyalty with its servicies aimed at improving the relationship between company and final customers
Zuora inc $ZUO is the progress in the field of customer loyalty with its services aimed at improving the relationship between company and final customer.
Do people here realize how hard it is for a company to hit $1B in ARR?
Samsara just IPO's and it's looking active.
$forg could easily double from here
buy the dip for SPLK? Original CEO is leaving as new former AMZN and GOOGL execs are coming in
Will Dillard's ($DDS) Buy Itself Entirely Back? Questions About The End Game For Serial Repurchasers
AMERICAN RARE EARTHS ... TICKER: ARR ... future independance from Chinese and other sources raw materials
$NOW.V NowVertical, smaller big data player could go 4x in the next 9 -12 months, executing roll up strategy
$ONDS presentation is out 🚀 TAM of $100b , only FAA approved drone company.
$IRNT- The DD to know going into next week. Technicals Included.
Remeber American Rare Earths ASX: $ARR? This is it now. Feel old yet?
Matterport Announces Record Second Quarter Earnings. Solid News. New Price Target of $22
Semrush ($SEMR) - Compelling Small Cap Growth Stock with Potential
Semrush ($SEMR) - An attractive martech powerhouse in the making
SEMRush ($SEMR) - An attractive MarTech powerhouse in the making
$AVPT earnings - a once spac now publicly traded company that is exceeding earnings estimates
Alteryx stock slumps after lower than expected guidance
+16% American Rare Earths ARR - Is this the point where I should go all in?
What would happen if Robinhood "lost" 5 million MAU?
I'm too dumb to do DDs but my smooth brain tells me that American Rare Earths' stock will go up a lot
VIAC and the Parable of Microsoft & IBM
ARR-News: American Rare Earths acquires scandium rights at Split Rocks Project in Western Australia
Great Interview from Jamie Rogozinski at LD Micro Conference - Check out SRAX too. Great Value here.
Mentions
It doesn't matter for the hyperscalers. They have good cash flow to fund this madness. For the worst case, they shove it down the throat of users, just Microsoft is doing by defaulting Copilot as on in its stack so that they can record part of their ARR as AI revenue.
Its valuation is ~$25B with a little over $30B in contracts for the datacenter buildouts alone with ARR expected to be between $7-9B by the end of 2026, this year it was roughly $1B. They also own parts of multiple other companies valued in the billions, P/E does not matter in this market when they are consistently able to generate cash flow and keep their customer base unlike some other neoclouds.
Not sure about next 12 months. I think it will take 2-3 quarters for maestro’s direct impact to show up in their revenue. Based on their recent earnings calls it already has indirect impact towards the stickiness of their ARR. So, I’m expecting palantir type growth in next 2-3 years.
The first car was little more than four wheels on a cart. The first airplane flew 260 yards. Three years ago ChatGPT came out and they're already at $20b in ARR. If you appreciate the pace of change, and know what I know, your reddit-driven-chatbot-AI statement would be couched.
Full of questions, no answer? You for real? I HAVE SO MANY QUESTIONS BECAUSE THEIR FINANCIAL REPORTING SUCKS ASS. I'm not looking for the "perfect setup", I'm asking for basic financial reporting haha. You are hiding behind their shit financial reporting to disagree and criticize anyone who is critical of it. And before I commented on this coming I looked all over their investor site and all over finance articles and basically no financial data to speak of other than ARR and talk of an adjusted EBITDA. Is the positive adjusted EBITDA where you came off saying that the company is "no longer burning money to stay afloat"? Because adjusted EBITDA doesn't measure that, especially when they could call basically anything "one-time" and add it back (again, no one can verify the legitimacy of their adjustments when they don't disclose actual details). Can you tell me exactly what the net cash after operations is? Net cash after operations and capex? After operations, capex, and financing costs? UFCF and LFCF? Because those are more accurate measures of their cash flow and if they are burning money or not. I looked all over and couldn't find any data provided anywhere for me to get answers. Can you provide me those answers or point me in the right direction for me to calculate them for myself? You say they a building a profitable company yet they reporting a net GAAP loss, haha. And again, I can find any actual financial statements to determine exactly what that looks like. I dont know what is non-cash or one-time because they dont show me that anywhere. I WANT to like the company, but won't be able to make up my mind until they show me actual data with some details other than their ARR. I just take exception to you being critical of people's answers when you don't seem to know any of the details yourself. You are basically just repeating info from their fluff press releases.
I'll ask you some of the questions I put on another comment. I constantly hear about the ARR. ANYTHING else about the company financials? Balance sheet figures? Cash? Debt profile? Operating cash flow? UFCF? LFCF? ANY of those that you care to know the details of? Because the details appear incredibly vague for everything else. ARR means nothing if the company doesnt have any cash to fulfill and becomes insolvent.
That video is nothing but fluff, the same as the company's press releases. Balance sheet figures? Cash? Debt profile? Operating cash flow? UFCF? LFCF? ANY of those that you care to know the details of? Because the video provided none of that from what I saw. I constantly hear about the ARR. ANYTHING else about the company financials? Because the details appear incredibly vague for everything else. ARR means nothing if the company doesnt have any cash and becomes insolvent.
In addition: Realize that this company has achieved $200m+ ARR in just a year. At the beginning of 2025, they practically only had development costs and no revenue. This scaling is impressive and their executive team is experienced enough to handle this kind of growth.
I wrote this to reply to someone here so I figured might as well post it to everyone else: TLDR: crypto converted HDC providers actually make money 1, Core scientific, their ER presentation says profit margins will be 75%-80%, they have a 10B / 12yr contract, upon full delivery by end of 2026: projected eps based on assumptions provided in their own guidance is $1.4-$2/share, stock is $14 today. They also claim to complete an entirely new customer contract before next ER in mid/late February, further boosting upside. 2, APLD, similar situation but they need to find their own financing and debt, so probably lower profit margins. At 60% their current contracts suggest $1.6-$1.9/share, stock is $23 today CEO also claims to have 2 contracts in late stage discussions and aims to complete terms by end of year, assuming 200MW capacity each would mean EPS of $2.2 - 2.8/share by end of 2026 or mid 2027. 3, Iren has a 3GW capacity for sale and has only sold ~200MW capacity so far, my own projections at full utilization suggests tens of billions of ARR. they also have similar messaging about being in talks with clients with much bigger capacity demand than the MSFT contract they announced in early November At a 40X P/E multiple: CORZ has about a 400% upside for just completing delivery APLD about 300% upside for doing the same thing IREN I’m less certain about because neo clouds have more complex structures but probably higher profits if they execute well Also 40x PE is probably low because obviously HDC hosts would be signing new contracts over these two years so growth will likely be higher than just 300-400%
TLDR: crypto converted HDC providers actually make money 1, Core scientific, their ER says profit margins will be 75%-80%, they have a 10B / 12yr contract, upon full delivery by end of 2026: projected eps based on assumptions provided in their own guidance is $1.4-$2/share, **stock is $14 today**. They also claim to complete an entirely new customer contract before next ER in mid/late February, further boosting upside. 2, APLD, similar situation but they need to find their own financing and debt, so probably lower profit margins. At 60% their current contracts suggest $1.6-$1.9/share, **stock is $23 today** CEO also claims to have 2 contracts in late stage discussions and aims to complete terms by end of year, assuming 200MW capacity each would mean EPS of $2.2 - 2.8/share by end of 2026 or mid 2027. 3, Iren has a 3GW capacity for sale and has only sold ~200MW capacity so far, my own projections at full utilization suggests tens of billions of ARR. they also have similar messaging about being in talks with clients with much bigger capacity demand than the MSFT contract they announced in early November At a 40X P/E multiple: CORZ has about a 400% upside for just completing delivery APLD about 300% upside for doing the same thing IREN I’m less certain about because neo clouds have more complex structures but probably higher profits if they execute well Also 40x PE is probably low because obviously HDC hosts would be signing new contracts over these two years so growth will likely be higher than just 300-400%
There’s plenty of hyperscaler demand. Just look at MU earnings for a glimpse of 2026. There is obviously the issue of profitability but companies like Iren and Nbis will keep winning hyperscaler contracts. The revenue is going to be insane. Like 2-3x every year. ARR is already spiking up with every quarter.
Honestly Perplexity is horrible for doing investment memos - super inaccurate / outdated / biased. Try “Dropbox ARR and ARPU for last 8 quarters” and you see 60% numbers are wrong. It regurgitates usually what Benzinga or Zack or [random low-quality irresponsible advice site] says, possibly out of date / wrong.
is NBIS a bargain right now, 5-9Bn ARR guidance next year but 20Bn market cap right now
Rezolve Ai Shatters Year-End Expectations: December Revenue Expected to Exceed $17 Million, ARR Expected to Exceed $200 Million RZLV earnings will be announced in april I think, so this has some bullish momentum to go. Today we will see a big spike cause of shorts covering
Really, why, they announced 200m ARR, which bit exactly??
Should look at RZLV, Short sellers been keeping a good stock down they just posted ARR and revenue for Dec. They just need a little help from us.
RZLV holy shit, reversal back to 6+? ARR above 200m damn
I'm an AI bull, and I think this may be the best thing. You have four profitable hyperscalers (MSFT, GOOG, AMZN, META) which were spending aggressively, but previously within their means, clearly showing accelerated growth as a result of their investment in AI. There is a real risk to excessive capex spending, but the underlying businesses will be fine. You also have three mega caps with the shovels (NVDA, TSM, ASML) with impenetrable moats. Their stocks have soared, but their performance has backed this up. Is there risk? Sure, only to the extent that we may be projecting this growth too far into the future, but their multiples have actually compressed. Maybe add AVGO to this as well--a great company, but richly valued, very justifiable if this boom cycle continues. Then we have the signs of the bubble all the bears talk about: - Preprofitable companies with narrow moats spending hundreds of times their ARR in capex. - Legacy database providers needing to commit hundreds of billions in capex to get into the AI game. - Newer automotive or database companies rebranding as "AI" trading at hundreds of times earnings (or even sales). - Rocket companies, most of them prerevenue, mooning due to the possibility of launching datacenters into space? - Neoclouds with junk bond status with market caps approaching $100 billion before reaching profitability. - Energy companies with no experience raising $16 billion in IPO not only before reaching profitability, but without even a **single cent of revenue**. - Private startups raising money at $12 billion valuation not only without profitability or revenue, but not even a product or customer. If/when this collapses, the entire sector (and the entire market) will take a hit, because no one's really going to distinguish between the good companies and the bad ones. If the bandaid needs to be ripped off, I'm starting to come around to the idea that a quick crash might be best. I'll be piling into the good companies afterwards, hoping for a lightning fast recovery a la the COVID crash and subsequent boom.
Yep, about. I’m not too worried. The news on this company and their claim for $500 million ARR by the end of 2026 is keeping me in it. Once the fund managers catch onto this one, it will send it upward. Buy ratings and a $10.58 12-month price target by analysts helps me overcome FUD.
I’m waiting for a good price in the short term (which I might not get) but in the long term if they meet that 8B ARR they should be worth considerably more
Delayed Q is no big deal. They have 650 PMTAs. The last one was sold to Big Tobacco for $1M...why? Fda and states are pulling illegal vapes.. SBX is legal in almost 50 states...that's another revenue stream..an $8b mkt. Then the age gating tech. CEO is from Harvard and quite successful. $40m mkt cap is too high? 650 PMTAs...and last one sold for $1m SBX has gone from 0 revenue to almost $50m ARR in less than 6 mos.
Don't work nor are we affiliated with OpenAI. The tech is incredibly advanced and pushes towards some ground breaking work that we ourselves have experienced and utilise on a daily basis. The people running it? Not so much. 1. OpenAI released "state of enterprise" report. *Our opinion* :The report is optimised for optics and lacks ground in regards to many claimed statements. The report was not only contradicting in itself but also belittling to those not classed as Enterprise. They have not identified their definition of Enterprise, however in our experience of working with tech vendors it's usually government, education and anyone with a certain ARR. Reports like these are a build up to validate price increases. **Evidence** : - The document states enterprise is where innovation occurs. - Initially attempts to state adoption as seats purchased. Not true as compared to page 15 and their actual link where you can download the document from. - They frequently state how it should not be used to gain medical, legal and financial info. All use cases point to those industries in the report. There are various caveats to what allows these use cases to run but, they are also a huge security threat when you realise what is going on to make these function. Lots more but these are some main bits. 2. Security vulnerabilities are not taken seriously. Due to the fact we reported multiple major breaches in their security accreditations and privacy, we cannot share these. What we can share is: - Any attempt to report incidents relating to : legal, trust, privacy, security are routed to the same system. The system changes aliases of the mailbox randomly but we suspect when you use scary words like ISO compliance, minors and vulnerable people, etc. Same mailbox which is support@openai.com - They have websites and forms outlining they will review cases where their products impact safety acts. These pages are specific to certain countries (UK and AU). Routed to the same support bot mailbox or not even registered in most cases. One public example: https://counterhate.com/blog/we-tested-openai-reporting-system-european-union-this-is-what-we-found/ - We also spoke to staff at OpenAI in person about risks to minors and vulnerabilities and showed the evidence of our findings. Was told to email them. No response or acknowledgement received to the four people we emailed. 3. Governance red flags. The products frequently go through many changes without advise to businesses. These aren't just to "major releases". We frequently see major changes in the interface AND reasoning. Regardless of the model version, multiple changes take place that don't just break workflows, they impact operations and capabilities. These are never updated but luckily we have evidence packs we maintain. Why? These are used to indicate why we had to remove the process despite its initial value. 4. Personal and business users have the same model trained data with the same level of restrictions and the same weightings. Which is why it alarmed us when 5.1 released and it tried to roleplay and flirt with us when we were performing basic document analysis on a brand new account. 5. Majority of connectors are... Concerning. On its own, perfect but it is combining analysis of data with user data. Spotify alone is a excellent example. Spotify has its own AI tech to create playlists. LLMS cannot process music the way we do. At best it identifies pitch, distortion, etc via metadata and other background operations. So comparing what it has access to VS what it's capabilities are can be pretty alarming.
Our chocolate is made of 62% dark chocolate and uses only pure premium ingredients, aimed to change the premium chocolate luxury market. People on social media are calling us “The Rolex of chocolates”, “edible art”, “diamond” etc. Here are some information for better understanding. I can share the website and socials privately (we have the blue checkmark on Instagram). About me Founder & CEO: Business Psychologist from Switzerland with deep expertise in consumer (food) behavior, leadership, and premium market psychology. From Switzerland’s finest chocolates to Amsterdam’s innovation - a lifelong passion turned global vision. The company was born from expertise in consumer psychology, love for design, and an obsession with creating indulgence that connects emotionally. Problems: * Same Taste, Same Story - Traditional brands lack innovation and storytelling. * Retail-Dependent - Limited to boutiques, not built for scale. * Disconnected from Digital Consumers - Gen Z & Millennials want design and experience, not just flavor. * Pricing Paradox - High prices without efficiency or modern marketing. Solutions: * Fresh Design - Art-inspired bars with unique gem-cut moulds and modern storytelling. * Digital-First - D2C via Shopify, powered by influencer marketing and social reach. * Global Scale - High-margin (81.6%) model with DHL worldwide fulfillment. * Accessible Luxury Premium craftsmanship - priced for modern, design-led consumers. Market analysis: Expanding $31.9B Market Driven by Premiumization and Online Growth Insights: • Market Size: USD 31.9 B (2024) → USD 40.6 B (2030) • Growth: ~4.3% CAGR • Top Region: USA and Middle East (≈ 40%) • Fastest Growth: Asia Pacific Trends: • Premium gifting • Ethical sourcing • Online sales ↑ ~7% CAGR • Gen Z & Millennial luxury demand Investor value: * High-Margin Model - 81.6% gross margin, proven D2C economics * Scalable Growth - €40K MRR → €15M+ ARR by 2027 * Global Reach - DHL partnership for worldwide delivery * Strong Brand - 70 influencers (50M reach), luxury IP & design
I am unable to send you a DM. Will post the needed information here. Can share the website and socials privately. About me Founder & CEO Business Psychologist from Switzerland with deep expertise in consumer (food) behavior, leadership, and premium market psychology. From Switzerland’s finest chocolates to Amsterdam’s innovation - a lifelong passion turned global vision. The company was born from expertise in consumer psychology, love for design, and an obsession with creating indulgence that connects emotionally. Problems: * Same Taste, Same Story - Traditional brands lack innovation and storytelling. * Retail-Dependent - Limited to boutiques, not built for scale. * Disconnected from Digital Consumers - Gen Z & Millennials want design and experience, not just flavor. * Pricing Paradox - High prices without efficiency or modern marketing. Solutions: * Fresh Design - Art-inspired bars with unique gem-cut moulds and modern storytelling. * Digital-First - D2C via Shopify, powered by influencer marketing and social reach. * Global Scale - High-margin (81.6%) model with DHL worldwide fulfillment. * Accessible Luxury Premium craftsmanship - priced for modern, design-led consumers. Market analysis: Expanding $31.9B Market Driven by Premiumization and Online Growth Insights: • Market Size: USD 31.9 B (2024) → USD 40.6 B (2030) • Growth: ~4.3% CAGR • Top Region: USA and Middle East (≈ 40%) • Fastest Growth: Asia Pacific Trends: • Premium gifting • Ethical sourcing • Online sales ↑ ~7% CAGR • Gen Z & Millennial luxury demand Investor value: * High-Margin Model - 81.6% gross margin, proven D2C economics * Scalable Growth - €40K MRR → €15M+ ARR by 2027 * Global Reach - DHL partnership for worldwide delivery * Strong Brand - 70 influencers (50M reach), luxury IP & design Happy to answer all your questions!
60x ARR not unheard of
This looks like a classic “story is real, market still doesn’t care” microcap setup, but the key question is contract quality, not just logos and ARR. Main thing I’d dig into is how much of that 15m ARR is true recurring SaaS vs usage-based, and what the minimums and termination clauses are on those 5m+ contracts. A single 8m deal that can be walked away from in 12 months is very different from a 5-year take-or-pay. Also: gross margin trajectory and implementation cost. If each new logo needs a semi-custom integration and on-site team, they might be buying growth at thin margins. I’d want cohort-level data: expansion vs churn per customer, and how many pilots convert to full contracts. On comps, I’d anchor more on high-friction enterprise logistics names like Descartes or even MercuryGate than general SaaS. Tools like Snowflake, Palantir, and DreamFactory-style API layers are great analogs for how sticky data-integrated platforms can become once embedded in customer workflows. So yeah, the mismatch is interesting, but it only works if those big contracts are durable and gross margins scale up, not down.
RIME [https://www.globenewswire.com/news-release/2025/12/11/3204015/0/en/SemiCab-Awarded-6-Million-Contract-Expansion-Accelerating-Projected-ARR-to-Over-13-Million.html](https://www.globenewswire.com/news-release/2025/12/11/3204015/0/en/SemiCab-Awarded-6-Million-Contract-Expansion-Accelerating-Projected-ARR-to-Over-13-Million.html)
sure thing bud so a company with more than 8B$ in ARR next year is worth 5b
$ADBE Q4'25 Earnings Highlights 🔹 Revenue: $6.19B (Est. $6.11B) 🟢; UP +10% YoY 🔹 Non-GAAP EPS: $5.50 (Est. $5.39) 🟢 🔹 RPO: $22.52B (Est. $22.28B) 🟢 🔹 Total Customer Group Subscription Revenue: $5.96B; UP +12% YoY Guidance (Q1'26): 🔹 Revenue: $6.25B–$6.30B (Est. $6.24B) 🟢 🔹 Non-GAAP EPS: $5.85–$5.90 (Est. $5.66) 🟢 🔹 Business Professionals & Consumers Subscription Revenue: $1.74B–$1.76B 🔹 Creative & Marketing Professionals Subscription Revenue: $4.30B–$4.33B 2026 Outlook: 🔹 Revenue: $25.90B–$26.10B (Est. $25.90B) 🟢 🔹 Business Professionals & Consumers Subscription Revenue: $7.35B–$7.40B 🔹 Creative & Marketing Professionals Subscription Revenue: $17.75B–$17.90B 🔹 Total Adobe Ending ARR Growth: 10.2% YoY (target) 🔹 GAAP EPS: $17.90–$18.10 🔹 Non-GAAP EPS: $23.30–$23.50 Segment Performance: 🔹 Digital Media Revenue: $4.62B; UP +11% YoY 🔹 Digital Experience Revenue: $1.52B; UP +9% YoY 🔹 Digital Experience Subscription Revenue: $1.41B; UP +11% YoY 🔹 Business Professionals & Consumers Subscription Revenue: $1.72B; UP +15% YoY 🔹 Creative & Marketing Professionals Subscription Revenue: $4.25B; UP +11% YoY Other Metrics: 🔹 GAAP Operating Income (Q4): $2.26B 🔹 Non-GAAP Operating Income (Q4): $2.82B 🔹 GAAP Net Income (Q4): $1.86B 🔹 Non-GAAP Net Income (Q4): $2.29B 🔹 Operating Cash Flow (Q4): $3.16B 🔹 Revenue (FY25): $23.77B; UP +11% YoY 🔹 Total Adobe ARR at Year-End: $25.20B; UP +11.5% YoY 🔹 Operating Cash Flow (FY25): $10.03B Capital Return: 🔹 Share Repurchases (Q4): 7.2M shares 🔹 Share Repurchases (FY25): 30.8M shares Commentary: 🔸 “Adobe’s record FY2025 results reflect our growing importance in the global AI ecosystem and the rapid adoption of our AI-driven tools.” – Shantanu Narayen, CEO 🔸 “Looking ahead to FY2026, we are confident in our ability to deliver industry-leading innovations, double-digit ARR growth and world class profitability.” – Dan Durn, CFO
That’s a weird and arbitrary prediction after a macro fed event that has nothing to do with $PATH… $PATH just crushed earnings with revenue up 16% YOY, ARR up 11% YOY, and GAAP profitable. This shit will blow over quickly.
NBIS 700% Y/Y growth to 7B-9B ARR, $5B cash to spend on CAPEX, 4 subsidiaries & one of which has the potential to become bigger than the parent company (Avride), lowest analyst rating 13% from current prices with an average of $163. But of course, whatever wall street regards say.
Thanks, I think the risk/reward looks promising right now. Im not smart enough to find winners in pre-revenue biotech companies but they have seen a very aggressive uptake in sales going from 43m sales last year to 300+ this year and imo at least 600m next year if they slightly beat their current ARR which it looks like they will.
I mean I wouldn’t go that far to compare to pltr or government contracts? they have a good UI and they have good hardware. That’s the moat. Others do this, they do it better. Big thing is ARR is great and will increase.
IOT has amazing ARR and banks were curious at this quarters stock price in comparison to Q1 vs Q2 after liberation day. They laughed. I put this on here and was downvoted.
Yeah I'm just gonna have to wait for the call to be over and read over the transcript. I mean, top line is solid with 20% growth on ARR which is good, but they have a profitability issue that I felt would have been turned around this quarter. I assume it also has to do with the light Q4 guide and CFO stepping down. I'm a bit shocked with AGX. Don't own the name, but bottom line numbers look good and gross margins expanded nearly 400 basis points. Solid company with big backlog and great balance sheet too. I guess it did run up well into earnings, but those numbers should at worst have it flat.
$IOT * *Q3 revenue of $416.0 million, representing 29% year-over-year growth in actuals and in constant currency* * *Ending ARR of $1.745 billion, representing 29% year-over-year growth in actuals and in constant currency* * *2,990 customers with ARR over $100,000, including an increase of 219 in Q3, a quarterly record* * *164 customers with ARR over $1,000,000, including an increase of 17 in Q3, tying a quarterly record* * *Achieved the first quarter of GAAP profitability* “Samsara had another strong quarter of durable and efficient growth, ending Q3 with $1.75 billion in ARR,” said Sanjit Biswas, CEO and co-founder of Samsara. “Our momentum is driven by our partnership with some of the world’s largest and most complex physical operations organizations. We delivered a milestone large customer quarter, and our $100K+ ARR customers now represent over $1 billion in ARR, growing 36% year-over-year. As we enter the Age of Intelligence, we’re helping our customers use AI to operate smarter and improve the safety, efficiency, and sustainability of their operations.”
This was a clean quarter from CRWD. The revenue beat was expected, but the standout for me is the consistency in ARR growth and how efficiently they’re converting it into cash. Nearly $400M in operating cash flow during a macro where most cybersecurity names are still juggling higher costs says a lot about how sticky Falcon has become. The raised full-year guide also signals that the AI-driven security demand isn’t slowing, especially as enterprises consolidate vendors. If they keep this margin profile while expanding modules, CRWD feels less like a growth at all costs story and more like a mature compounder now.The only thing I’m watching is whether last year’s outage has any lingering impact in renewals, but so far the recovery looks stronger than most expected.
NBIS already diluted. Announced its scaling up ARR to $7B-$9B and a META deal during the same ER call it announced 10% dilution on, went up 7% AH. NBIS already had around $4.8B cash prior to diluting, so I think they’re done with dilution in the near term. IREN’s team just choose the worst time to announce dilution lol.
**Pure Storage (NYSE: PSTG)** reported third quarter fiscal 2026 results for the period ended November 2, 2025, with **Q3 revenue of $964.5M (+16% YoY)** and subscription services revenue of **$429.7M (+14% YoY)**. Subscription ARR reached **$1.8B (+17% YoY)** and RPO was **$2.9B (+24% YoY)**. GAAP gross margin was **72.3%** and non-GAAP gross margin **74.1%**. GAAP operating income was **$53.9M** (5.6% margin); non-GAAP operating income was **$196.2M** (20.3% margin). Operating cash flow was **$116.0M** and free cash flow **$52.6M**. Company raised FY26 revenue and non-GAAP operating income guidance and returned \~$53M in share repurchases. The company highlighted product updates, cloud expansion with Azure Native, Pure1 AI Copilot enhancements, Portworx and Fusion integrations, and new cyber resilience partnerships. "Pure Storage delivered another strong quarter as global customers increasingly choose Pure to solve their toughest data management challenges," said Charles Giancarlo, Pure Storage CEO and Chairman. "Competitive advantage in the AI era demands data accessibility. Pure's Enterprise Data Cloud breaks data free from application silos, allowing enterprises to harness the power of AI, automation, and analytics."
### CRWD Stock Overview As of December 1, 2025 (pre-market), CrowdStrike Holdings (CRWD) is trading around $505.68, down slightly by 0.68% in early trading. This follows a close of $509.16 on November 28, reflecting some pre-earnings caution. The stock has been volatile but strong year-to-date, up significantly in the cybersecurity sector amid rising AI-driven threats and integrations like those announced with AWS Marketplace. Q3 earnings are scheduled for after market close on December 2, with consensus expecting ~$1.22B in revenue and $0.94 EPS— a beat could spark a rally, while a miss might pressure the stock given its premium valuation (forward P/S around 22-29x). ### Bullish vs. Bearish Case CrowdStrike remains a leader in endpoint security, with recent analyst upgrades (e.g., JPMorgan to $580 PT, KeyBanc to $570 PT) highlighting growth in ARR (targeting $10B by 2031) and Charlotte AI advancements. However, high expectations and sector rotation risks could cap upside. Here's a quick comparison: | Factor | Bullish Case (Buy Calls) | Bearish Case (Buy Puts) | |---------------------|--------------------------------------------------|-------------------------------------------------| | **Analyst Consensus** | Moderate Buy (40+ analysts); Avg PT $540 (10% upside from $505) | Some models see 2025 avg $422-507, with lows to $350-380 | | **Earnings Outlook** | History of beats; post-earnings drift +9% in 3 weeks (77% positive) | Implied move ±7.55%; EPS down YoY could disappoint | | **Technical Sentiment** | Bullish indicators (24/30 green days); Fear & Greed at 39 (Fear, entry point) | Nearing end of bullish cycle; support at $400, resistance $530 | | **Market Drivers** | AI/cyber boom; Outperformed S&P by 142% since 2023 | Valuation stretched; Tech multiple compression risks | | **Long-Term Forecast** | $766-825 by 2030; Strong ARR growth | Correction to $275-382 if growth slows | Sources: Aggregated from analyst reports and models (e.g., TipRanks, CoinCodex, MarketBeat).<grok:render card_id="a28592" card_type="citation_card" type="render_inline_citation"> <argument name="citation_id">15</argument> </grok:render><grok:render card_id="133f67" card_type="citation_card" type="render_inline_citation"> <argument name="citation_id">16</argument> </grok:render><grok:render card_id="c4a791" card_type="citation_card" type="render_inline_citation"> <argument name="citation_id">17</argument> </grok:render><grok:render card_id="8b9f46" card_type="citation_card" type="render_inline_citation"> <argument name="citation_id">21</argument> </grok:render><grok:render card_id="082430" card_type="citation_card" type="render_inline_citation"> <argument name="citation_id">22</argument> </grok:render> ### Options Recommendation: Buy Calls Based on the prevailing bullish analyst sentiment, historical post-earnings strength, and technical signals, I'd lean toward **buying calls** for potential upside into earnings and beyond. The stock's momentum in cybersecurity (e.g., record ARR in Q2) supports a 7-10% move higher on a beat, aligning with the avg PT of $540. Puts could hedge a miss, but the risk/reward skews positive—avoid if you're risk-averse, as options are speculative. - **Expiration**: January 2026 (gives room for earnings reaction and Q4 momentum without excessive theta decay). - **Strike Price**: $520 (slightly OTM at current $505; ~3% above spot for leverage. Breakeven ~$525-530 assuming $2-3 premium, based on typical IV around 40-50% pre-earnings). - **Why this strike?** Balances cost vs. probability—ITM ($500) for safer delta (~0.6) but lower ROI; deeper OTM ($540) for higher leverage but lower odds. Monitor IV crush post-earnings. This isn't financial advice—options can expire worthless. Consult a broker, consider your risk tolerance, and watch for earnings catalysts. Recent X chatter shows optimism around drift patterns but some cycle-end warnings.<grok:render card_id="957eb9" card_type="citation_card" type="render_inline_citation"> <argument name="citation_id">11</argument> </grok:render><grok:render card_id="a77d0c" card_type="citation_card" type="render_inline_citation"> <argument name="citation_id">12</argument> </grok:render> If the stock dips to $500 support pre-earnings, that's an even better entry for calls.
Same. I sold lots of covered calls (DIS, WMT, LUV, ARR, NYMT, too many to remember) and my 100 or 200 shares of NVDA got called away for $7 in 2018.
Its the comparison with other stocks in the same ish game, BBAI, SOUN, etc, even PLTR, but not what they do other than saas, ai etc, but their revenue to market cap. RZLV has a way to go because 90million ARR isn't enough, they should announce $150m arr in December, that may not be enough, it may take until Spril for earnings and revenue is announced. I've said before I could be wrong, its all probability at the end of the day, so either they will balance down to RZLV or we will balance up around their MC to revenue value. Im very bullish, even with the news over the last few days.
Short or long term? The big variable that makes things unpredictable is the small float. Even if the company is priced very conservatively by the market as roughly $750 million (based on 1,100 current GPUs), that would be equivalent to a FAIR share price of roughly $37 if we assume a roughly 5% ownership for SONM shareholders. BUT 19 of the estimated 20 million shares would be locked up for 12 months, creating huge upward/squeeze pressure. In which case we could see prices upwards of $100 in the first days/weeks. The market will have to guess ARR until an official revenue projection is filed, but the market will work out fairly quickly they will have deployed 4,000 or will deploy soon 4,000 GPUs and price that in, putting them at somewhere in the region of 200 million ARR i.e. anywhere from a 2 billion to 6 billion valuation, which is equivalent to $100/share to $300/share, and that's again before accounting for any squeeze dynamics. Personally speaking, I will set my own price targets and adjust them accordingly when we have the first official filings confirming the PIPE and what information they make available. I personally don't see myself taking any profits before $80.
Someone convince me to not buy NBIS. They are projecting 8B ARR eoy, which would put them $500+
All these ARR firms registered in Delaware also misreport.
Tbf some are essentially a free gift in two situations: 1. very high entry valuation for company with ARR that is not commensurate with valuation paid; 2. Investment in exchange for future deal sourcing.
Why not learn something about the company. They expect 150 million ARR this year, and a lot more next year with the help of Google and Microsoft. Watch Thiele https://youtu.be/D8iZdZUofTA?si=lOSqCqGv9gItXq9f
It’s true the company is expensive NOW, but they’re guiding for $7B to $9B in 2026 ARR and have shown a lot of numbers and confidence backing their goals. If they hit those goals NBIS is CHEAP right now. But, admittingly, it’s an IF. That said, I’m pretty confident they’re not talking out their asses.
This will be an ARR summation and I reckon the money will never get paid in full.
Your point is fair as well but not all short seller research groups are the same and quality and evidence greatly differs from case to case. Why are you generalizing instead of referring to the specific reports claims directly? The content if this report and whether the discussed evidence there is valid should be the center of the discussion under this post not the bad image of short reports and the ARR numbers covered in the press releases
Maybe i got tilted a little too much, Im just tired of people shilling more than suspicious companies in this sub without even slightly acknowledging possible investigations and spreading misinformation especially pretending that ARR numbers in the companies press releases have any validity for estimating actual future revenue. If you check the SEC the last audited numbers are from 2024 and in the investigations by numerous law firms are still ongoing…
I dont think you have understood my post the press releases are unaudited and they can write whatever marketing bullshit they want there also the last real audited numbers are from 2024 and there current actual renevue should be around 1.000.000 the bloated crap numbers they have released are mostly from awful aquisitions and fantasy ARR which doesnt have anything to do with actual future revenue
Interested in the meme stock thesis for NBIS? CRWV is absolutely saddled with debt and has little to no cash on hand, OKLO make literally no revenue and is the highest form of speculation but NBIS ARR for 2026 is 7-9Bill and has 20 billion in contracts for the next five years? Don’t buy the tops for sure but it’s a screaming buy atm. Just the nature of high beta stocks during their big breakout moments. I don’t know enough about ASTS but they also have genuine revenue no?
This is bullish for BESS plays as well such as EOSE, FLNC and TSLA. DataCenters will be buying lots of behind the meter storage for both backup and to buy electricity when the rates are lowest and then store it for when rates are high. FLNC just released and had a strong guide for 2026: The Company is initiating fiscal year 2026 guidance as follows: * Revenue of approximately $3.2 billion to $3.6 billion with a midpoint of $3.4 billion. As of September 30, 2025 approximately 85% of the midpoint of the Company's revenue guidance is covered by the backlog as of that date. * Adjusted EBITDA^(1) of approximately $40.0 million to $60.0 million with a midpoint of $50.0 million. * ARR of approximately $180.0 million by the end of fiscal year 2026. [https://ir.fluenceenergy.com/news-releases/news-release-details/fluence-energy-inc-reports-2025-financial-results-and-initiates](https://ir.fluenceenergy.com/news-releases/news-release-details/fluence-energy-inc-reports-2025-financial-results-and-initiates)
Scam company. They don’t have any real partnerships that they advertise on their website. Faking ARR. please do our own DD. Don’t buy anything you see on Reddit or TikTok.
PLTR up 5% on rumors it added $12k more in ARR
We have not seen any announcements of even the slightest progress from these law firms. On the contrary, Dan from RZLV has continued to emphasize its previously announced ARR exit data on multiple occasions recently.
There will be at least an ARR update in December, if not other useful info. Confirming $150,000,000 ++ hit will be the hat trick, 1. $100k revenue to $6 million, 2. $70 million ARR achieved raised to $90m ARR, already signed, 3. when the $100 million raised to $150 is confirmed as hit!! I'm not sure how much more the people with trust issues want. Maybe some want external fully audited accounts. Very bullish.
check the ARR trading multiple of SOUN
This is all garbage and vaporware please delete this post. Where is proof for all those customer relationships? Only bold claims nothing is peer reviewed then this nonsense fantasy math and most importantly **ARR numbers have nothing to do with Reality** . Seriously I wanna have whatever drugs you are on. Also put in at least some effort. Investing.Com is NOT a credible source nor are the companies press releases / unaudited reports. Only thing which might be credible are 10Q/10K filings. And i couldnt find anything there confirming your claims or the companies. People really need to stop Clown to Clown Convos with ChatGBT asap or humanity is in serious trouble…
Yes, it should be at $15-20 already with $90,000,000 ARR already signed, December will see an update to confirm hitting the $150,000,000 EOY target. I'm just waiting patiently for all the ducks to line up, April earnings will put the iceing on the cake , very bullish.
Thanks for the clarification on the OpenAI commitment—I had assumed it was included in the $392 billion backlog figure, so I stand corrected on that specific number. However, the comparison of scale is still a bit off: Size of Cloud: Azure is not three times the size of GCP. $75 billion is the reported annual run rate for azure( from the Q4 2025 earning report). You're comparing the entire Intelligent Cloud segment (which includes Windows Server, SQL Server, developer tools, etc.), not just Azure IaaS/PaaS. While Azure is certainly larger than GCP, comparing GCP to the whole Intelligent Cloud segment is an inaccurate comparison of cloud revenue. That said, your point remains valid that Azure is still significantly larger (around 1.75 times the size of GCP 43 billion ARR Q4 2024 expected to reach 61 billion dollars at the end of FY2025) and is showing impressive 40% growth (33% overall intelligent cloud), even when compared to GCP's robust 32% to 33% rate. AI Strategy: Your point about Azure being the "building block" for aspiring AI companies is spot-on—Microsoft's strategy of selling compute capacity and partnering with multiple players (like the recent deal with Anthropic's Claude) is powerful. This, however, supports my overall point: Microsoft is pursuing an open partnership model because of not having competitive in-house full stack , while Google is doubling down on a closed, full-stack, in-house approach (from silicon to model to data centres). Future Weaknesses: While Microsoft's growth is undeniable, its current AI strategy, built heavily on these sprawling partnerships, is starting to show weaknesses and is proving to be more complex than initially perceived—something you can verify with recent news about Microsoft re-evaluating their broader AI strategy. I feel Google's full-stack, composed approach looks more sorted and stable for the future, whereas Microsoft's strategy, while high-growth, appears more hollow regarding long-term structural control. Google knows this is an existential race for search, which is why they are diversifying aggressively now as compared to other companies including Microsoft. I see Google making a more composed, long-term strategic pivot right now. Ultimately, I'm bullish on both and own both, as I agree both companies are positioned to be eventual winners.
Thanks for the clarification on the OpenAI commitment—I had assumed it was included in the $392 billion backlog figure, so I stand corrected on that specific number. However, the comparison of scale is still a bit off: Size of Cloud: Azure is not three times the size of GCP. $75 billion is the reported annual run rate for azure( from the Q4 2025 earning report). You're comparing the entire Intelligent Cloud segment (which includes Windows Server, SQL Server, developer tools, etc.), not just Azure IaaS/PaaS. While Azure is certainly larger than GCP, comparing GCP to the whole Intelligent Cloud segment is an inaccurate comparison of cloud revenue. That said, your point remains valid that Azure is still significantly larger (around 1.75 times the size of GCP 43 billion ARR Q4 2024 expected to reach 61 billion dollars at the end of FY2025) and is showing impressive 40% growth (33% overall intelligent cloud), even when compared to GCP's robust 32% to 33% rate. AI Strategy: Your point about Azure being the "building block" for aspiring AI companies is spot-on—Microsoft's strategy of selling compute capacity and partnering with multiple players (like the recent deal with Anthropic's Claude) is powerful. This, however, supports my overall point: Microsoft is pursuing an open partnership model because of not having competitive in-house full stack , while Google is doubling down on a closed, full-stack, in-house approach (from silicon to model to data centres). Future Weaknesses: While Microsoft's growth is undeniable, its current AI strategy, built heavily on these sprawling partnerships, is starting to show weaknesses and is proving to be more complex than initially perceived—something you can verify with recent news about Microsoft re-evaluating their broader AI strategy. I feel Google's full-stack, composed approach looks more sorted and stable for the future, whereas Microsoft's strategy, while high-growth, appears more hollow regarding long-term structural control. Google knows this is an existential race for search, which is why they are diversifying aggressively now as compared to other companies including Microsoft. I see Google making a more composed, long-term strategic pivot right now. Ultimately, I'm bullish on both and own both, as I agree both companies are positioned to be eventual winners.
They have significantly boosted revenues via partnerships with other companies. They're already up to over $20 Billion in ARR, up from $13 Billion just a few months ago. Their revenue growth has been parabolic.
\> startup announces massive deal \> other company in the deal is another startup \> both have same investors \> now claims they have xMM in ARR I hate Silicon Valley man
Too inebriated to read all of the back and forth. Just gonna throw this out there regarding the size of their cloud: Yes they were only at 550 GPUs just a few months ago. They managed to snag $500m in financing for B200s and B300s, it's all over the QAI LinkedIn because of SC25. I think that might have been by design. Now they're claiming 1100 deployed enterprise grade GPUs. The $500m is enough to get them in the ballpark of 14k to 15k enterprise GPUs deployed and it's highly likely that they have the allocation for that many from their suppliers. I'm not an insider but they've been very excited about the $500m on X and LinkedIn. That's enough to pull about $750m in ARR (conservatively) -- put em at a low multiple to remain conservative (let's just say 10x) and you've got a $7.5bn company. Nebius is doing 103x earnings right now -- so yeah uhhh calculate with the $7.5bn and don't be too shocked if they can hit the $20+ billion range. It's looking pretty exciting with the breadcrumbs layed out the way they are.
Cursor AI coding agent just crossed $1 billion in ARR. In 3 years. Ai don't do nuttin, /s
Umm. Did you see Cursor just crossed $1billion in ARR? they've been in business for only 3 years.
Wait till you hear about the $90million ARR already signed 😀
AI coding agent, Cursor, has been in business for 3 years and just crossed $1b in ARR. 3 years! AI is revolutionary and will continue to grow.
Over the long run, I would be getting around $52 per day on average if I was only using $24,000 BP, which equates to around $13,138 per year or \~55% ARR. In 2025, it's been much higher but this year has been unusual (and we're not done yet)
|| || |**Base case (Dell + Mining)**| || || |HIVE delivers on 11,000+ GPUs by 2026, hits a significant portion of the $120M ARR, and grows mining as guided| || || |**US$7.50 – US$9.00**|
With a 6-7B ARR for 2025, 3B deal with Meta they start providing in January and the MSFT 17-19bill over five years I’m pretty confident I won’t be waiting any longer than 2026 May for my bags to be up 25-30%. Can’t banbet that far out but got one for 150 in January so we’ll see!
Valuation looks high for $9B ARR. Check [Seedscope.ai](http://Seedscope.ai) for comps PitchBook for market data and build your own model.
OCI looks solid if margin lift tracks utilization and database attach. On recent builds, Autonomous DB plus RDMA kept unit costs sane; key tells are backlog burn, capex per new ARR, GPU deliveries, and Azure interconnect activity. I’ve run Kong for APIs and Datadog for telemetry, with DreamFactory generating REST over Oracle/SQL Server to speed integrations. If utilization and attach rates trend up alongside backlog conversion, the dip is worth a nibble; if capacity sits idle, it’s a pass.
ARR guidance for 2027 is 7-9B, they’re having to actively refuse customers, and they’re growing with much less debt than competitors. Google just dedicated 40B to building data centres so clearly they don’t think demand is short term. So why do you think the opposite?
It's 6 Gw. Each GW for cloud can do around $5B ARR. 30b arr for Google after 2027 if they sell all capacity.
I can’t tell if you are rage baiting me. But let me lay out some high level facts about Nebius, can’t speak for Iren or CoreWeave 1. $17B contract of committed spend by Microsoft, extendable to $19B where Nebius collects revenue for utilized capacity 2. $3B deal with Meta across five years. Not much is known yet to me on this deal but I have a feeling that it’s “only” 3B because Nebius stated half of 2026 future capacity is already sold out 3. They guided to 7-9B ARR as a $22B company while increasing guidance to 2.5 GW of capacity vs 1 GW forecast by 2026 year end
Here’s the deal. The CEO came out flying and set huge expectations but has never backed it up. And no, setting ARR guidance is not backing it up. Instead of announcements about contracts and customers-so we can see where that ARR guidance should be coming from-we get meaningless fluff and pump PR. The Amazon PR a week or so ago was what ended it for me. The PR was written to suggest Amazon had validated RZLV, but Amazon was talking about agentic commerce in general. Why does that merit a PR?
the company confirmed $90million signed ARR contracts on Oct 1st. they raised their eoy forecast from $100 million to $150 million and added 2026 forecast of $500million ARR. they have brought senior people from microsoft, Google and Tata. what has happened since then for your trust to decide, if you the the CEO is dodgy or shady, fine, but he's now got senior people from trillion $$ companies conspiring to run a lie?? or maybe, people need to Google patience and learn how to do it! realistically the next update will be confirming $150 million in ARR contracts secured by EOY. I'm hoping that will be announced sometime before Xmas, however we may have to wait until April. As for the share price currently, being shorted by 2 or 3 short funds isn't helping. the market has also dropped as a whole esp AI/Tech stocks. I'm very bullish on the stock long term.
The information from the link you submitted is outdated, originally, to elaborate they planned for 1 billion ARR per their Q2 earnings report, but with the recent explosive demand and projected data centre rollout they changed their ARR expectations to 7-9 billion as well as their energy capacity expansion metrics per the Q3 shareholder statement release. This is most likely due to them expecting to realize a lot more of their revenue in 2026 due to rapid development and utilization of data centres hence the insane Capex numbers and ATM share offering. They also have substantial revenue from other sources as it’s not purely a data centre play, the Microsoft deal should start paying in Q4 and going into Q1 next year we could have a more clear trajectory but it is looking promising. Again they did not hit the expected revenue target (by a slim amount) due to being out of capacity not lack of demand. Obviously the market could turn off the narrative for AI and the pull back can continue into 2026 but I find that unlikely as: 1) the capital commitments by large corporations and governments are already in effect and should scale into 2030, corporate contracts are usually pre negotiated and enacted years ahead of time so they won’t be able to just legally discard their financial commitment if sentiment changes; whether the commitment leads to profit in the long run is debatable but the capital commitments are already in play and will flow into these corporations 2) if this stock goes down to the 50-60$ range you are quite literally looking at a price below contracted earnings Again I personally would DCA into this stock whether it goes up or down at this point, and at least going into Q2 next year before considering taking any losses/gains on my position. The fundamentals of the company should not be questioned due to stock price performance as market sentiment tends to be over reactive.
$9B ARR by the end of the year from $1B at the start.
ARR is up to 7bn in October …
Projected 7-9 billion ARR on 19% margin for 2026 currently trading at 3x forward earnings (backed by 20 billion in contractual revenue) is probably why, the earnings is set to grow exponentially next year so I am aggressively buying at these level’s
Incorrect - the actual revenue figure is the 1.68 billion. 7-9 billion is the ARR - two different metrics.
I hope they achieve that ARR. Their guidance is really optimistic imo. I’m long the stock I just think it’s hella expensive.
But they are shorting the company so they would word this to seem a sinking ship but ARR is predicted annual recurring revenue which could mean they have large increases baked in their contracts with Google, Microsoft and Amazon if they meet specific metrics. Working for Nvidia and Apple this is very common. “We will buy but prove during XX period of time your product works and we will go from XX spend to XX spend with you if the product meets our needs”
Dec ARR is 1B, aka a monthly revenue of 83 million (hence my estimate for 220M Q4 revenue). I didn't even mention 5B in my comment.
Let’s talk revenue, not ARR. ARR is forward looking math, revenue is actual. NBIS will do roughly $500M in 2025, it’s likely that grows well over 100% in 2026 to $1.37B (consensus). That’s amazing growth. I see a path to +$2B based on ramp timing and execution, but they aren’t doing $5B next year, cmon.
ARR is not actual revenue, its forward looking run rate. There isn’t a chance in the world they even do close to $5B in 2026. Please do your research then come back and discuss. Coreweave right now does 10x the revenue of NBIS which is why their CapEx/debt is so much higher. They have the highest performance custom GPU stacks with integrated software as well. NBIS is a great company, and will do very well too, no need to shit on either of them. You can’t build out revenue in this business without huge CapEx, impossible.
December 2025 ARR will be $1B. $1.37B for 2026 would be \~12% quarter-over-quarter at best (I'm being conservative w/ Q4 2025 revenues at 220M). Remember that with a conservative Q4 at 220M, the Q-to-Q growth from Q3 2025 to Q4 2025 would be \~50%. Wondering at the maths you used to arrive at "literally incredible."
ARR is set for 7-9B 2026 so 2027 they will have that minimum. on a side note who is the dumbass who downvoted me for literally quoting their q3 earnings report?
Full of shit. $7 to $9 billion in ARR leaving 2026? Even at 10% profit and 35x, they're a $45b company. AI is replacing jobs daily. It isn't going anywhere. Seriously.
7-9 billion ARR by end of 2026*
According to WSJ, about 60% the ARR and much less unprofitability of OpenAI: https://www.wsj.com/tech/ai/anthropic-business-model-ai-9e26b4ef With about 1-2% of the commitments lol
Their ARR guidance is 7-9b by end of 2026 too, and they haven't set targets they can't hit
Ridiculous compared to this. 20 billion in ARR to cover 1.5 trillion in capex over 8 years. That one is a bit stretched. However, Anthropic who makes 9 billion in ARR committing to 50 billion over the next 3-5yrs doesn’t seem outlandish to me
Their ARR for next year is 6-7 billion and they're usually extremely conservative with their guidance - that means right now it's barely trading at 2-3x valuation which is criminally cheap compared to most tech stocks that are upwards of 8-12x earnings valuation.. they've got almost $20 bill in contracts to execute over the next 5 years and own stakes in companies worth around 4-6 billion as well. This price is super cheap and anything lower is a fire sale. I don't know how you'd justify it any other way.
When these AI companies turn to the public for money you know the bubble is near popping. You think a $9bn ARR company with hundreds of billions in debt are a good investment? Better to burn your money. Not to mention that Gemini and GPT are the only ones with staying power and will likely be the winners in the end when they’re sweeping up all the broke competition.