Reddit Posts
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
Rockwell Automation Reports Strong Q4 Earnings and Upside Guidance for FY23
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
Understanding the Potential of CrowdStrike Holdings (CRWD): A Due Diligence Analysis
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
RZLV 543% revenue growth in second half of 2025 ARR is scaling fast.. Exited 2025 with $232M ARR 90%+ core software margins and 66% gross margins overall Strong balance sheet with over $100m cash on hand Probably profitable this year which is rare for an AI company Achieved positive EBITDA in December 2025 TAM of $30 trillion Ohhh and the CEO just bought 9 million shares
RZLV 543% revenue growth in second half of 2025 ARR is scaling fast.. Exited 2025 with $232M ARR 90%+ core software margins and 66% gross margins overall Strong balance sheet with over $100m cash on hand Probably profitable this year which is rare for an AI company Achieved positive EBITDA in December 2025 TAM of $30 trillion Ohhh and the CEO just bought 9 million shares
RZLV they just beat expectations and CEO bought 9 million shares. Fair value at current revenue is 5-6$ and 2026 exit ARR fair value is 10-12$ per share
Take out the value of the subs and the core AI business is trading at 2x 2026 ARR.
It’s currently adding 20,000 subscribers per day. That’s a lot of dudes in woods. That’s about $20M more ARR per day. Every three days, that’s like someone buying one more Falcon 9 launch per year. Also, United and other large airlines are currently installing it on every plane they operate
The point of the major indices (SP500 and NAS100) is to represent the largest parts of the market; it's not to create the "best investment vehicle". Since both indices have a high concentration of growing and stable companies, it just so happens they've consistently risen over time and because of that are "great" long term investment vehicles. So when you have OpenAI at $25b ARR and growing very fast and SpaceX at around $15b (I don't track them as closely so could be a little behind), these numbers drawf some of the smaller members of NAS100. In that sense they are a better respensentation of the NAS100 market and by definition a larger part of the market. IMO - NASDAQ is accelerating membership to encourage more pre-IPO's to list on their exchange. I also believe there will be large public demand for both OpenAI and SpaceX in which case it can be done more "safely" through QQQ. Simply put, if you don't want to buy the index then don't. I suspect overwhelming majority who own QQQ couldn't even list more than 25 tickers - in that sense most haven't even know what they were buying in the index.
The debt load is still a bit risky, but early birds get a bigger chunk of the worm. I’ll take a small slice after I see at least one quarter of that 9B in ARR.
It’s how I’ve traded for 10 years, currently making 18% ARR for the last 6
I think young folks tend to have free time to pirate and stream. And then those who have the skills to automate already make decent money to not worry about 1-9 price changes. And then as you grow older, time is a scarce resource and you really dont wanna be getting text from kids and family "hey plex is down or why is it slow" I have an entire ARR stack and jellyfin setup and only cause I love it but i only share it with folks who know that this aint a 100% uptime service and if its down , wait a day or two. Simple. I still pay for Hulu, Netflix, YT premium cause its easier.
>It’s not really apples to oranges here though. I cited annual revenue numbers. You compared them to the expected cumulative cash burn through from today through 2030. If you want to compare apples to apples, the ARR today is $25b and projected to be $30b for 2026; while cash burn is projected around $18 to $25b (from the latest estimates I can find.) And they just raised $120b.
So your thought process is, "If a company discontinues one product, that means they aren't monetizing any of their products." ? Is that supposed to be a serious response to the ARR numbers I mentioned?
OpenAI ARR was about $10b in ARR in March 2025, and is around $25b ARR today. It is being monetized. With an extraordinarily rapid growth rate. Companies are falling over themselves to adopt AI coding agents. Not profitable yet, but these companies are all in a rapid growth phase which plenty of other tech companies have followed in the past. I don't understand how Redditors have such strong opinions about AI with so little valid information.
OpenAI recently raised $120b in funding. With ARR reaching $25b and growing fast, it won't be long before cash flow can help cover some of their costs. And if they IPO and sell just 10% of shares that's probably $80-125b - let's say some of it is exit - $60-100b+ going to their cash reserve. Of course they can also sell more than 10% stake in the IPO. I don't know if OpenAI will succeed as a business in the long run, as there is competition. But I know they do have substantial funding and resource to fund their efforts.
I am assuming he is doing this to put all resources and focus on enterprise customers. Claude/anthropic is catching up in MRR and ARR by solely focusing on B2B segment. Sora was obviously a loss making proposition for them
Needham analysts upgraded PATH from Hold to Buy, citing the company's first full-year GAAP profitability and $1.85B ARR growth of 11% YoY in Q4 FY2026. They highlighted the $500M buyback authorization as a strong signal of confidence, alongside mid-teens FY2027 revenue guidance. This follows BMO and UBS price target adjustments to $14 on March 16.
Two percent daily increase! Extrapolate that to a year and that’s more than 700%! (And now you understand ARR)
Can you confirm this: * **First-ever GAAP Profitability:** ull-year GAAP profitability for the first time in history ($57M operating income). The "unprofitable tech" label is officially dead. * **The Cash Pile:** **$1.69 billion** in cash with **zero debt**, basically 25% of the company is just liquid cash. * **Actual Cash Flow:** They generated **$372M in adjusted Free Cash Flow** for the year (23% margin), they're printing money now. * **Fighting Dilution:** They finished a $1B buyback and just authorized another **$500M**. * **AI is Real Money:** AI products already contribute **$200M to their ARR** (Total ARR is now at **$1.85B**, up 11%). * **Margins:** 85% non-GAAP gross margins... Once they scale the "Agentic AI" part, that leverage is going to be massive.
No position. ARR growth is notable, but for listed names I’d still watch margin durability and capex trends before assuming this translates into sustained earnings upside.
The revenue growth is real, and you're right that most analysts drastically underestimated AI scaling. But from a value investing perspective, revenue growth without a path to sustainable profitability and a defensible moat is only half the picture. The better question for public market investors isn't "is Anthropic growing?" (obviously yes) but "which publicly-traded companies capture durable value from this growth?" AMZN is arguably the most direct play: AWS hosts Anthropic, inference usage scales AWS revenue, and Amazon holds warrants in Anthropic. If Anthropic hits $25B+ ARR, the AWS margin benefit is material. This is partially priced in but not fully. NVDA is the picks-and-shovels play: every dollar of AI inference requires GPU compute. Nvidia captures upstream margin regardless of which AI company wins the model race. The risk is custom silicon (Trainium, TPUs) displacing H100s over time. The honest value investor caution: "AI is growing exponentially, therefore buy AI stocks" is the same reasoning used to buy dot-com companies in 1999. The underlying growth was real. The stock prices were still wrong for many of them. The discipline is still: know what you're paying relative to intrinsic value. Run discounted cash flows, check margin of safety, and don't confuse a great industry with a great investment at any price. AMZN at ~35x forward earnings is still defensible given the tailwinds. But broad "AI stock" buying without individual company analysis is speculation, not investing.
Brother, I'm not saying Anthropic has perfect information and has an open book. I didn't claim any of that. I'm basing the post on $6 billion ARR added in Feb, which you don't need to see their books to believe.
Waymo has $350m ARR. So you're saying on open market it would be over 350x sales? Even with their growth rate that is insane. Price to sales ratio of SP500 is about 3.25.
> It's a shame because Amazon has Robotics and space related deals that would catapult this to a higher level. Not to mention self driving cars. That's not how it works for mega cap companies. AMZN has some $700b in revenue and $75b in profit. Those upstart segments would need to grow large and fast to have any meaningful impact on AMZN stock because otherwise it's drops of water in a big lake. Take GOOGL Waymo for example. ARR for Waymo is $350m. Imagine it's a standalone public company away from Alphabet. Let's a assign it a very generous market cap of $30b. With GOOGL be well over $3t market cap, that would make $30b slice less than 1%.
Fair, investments don't flow into ARR directly. The narrower point is that OpenAI's actual paying customers include entities with a financial interest in keeping OpenAI viable, Microsoft, its partners, and its ecosystem. That doesn't make the ARR fake, but it does make the quality of that ARR harder to assess than a typical SaaS business where customers have no stake in your survival. At $500B you're paying for clean, durable, independent revenue growth. Whether that's what you're actually getting is the open question.
Did you know that investments aren’t included in ARR?
The issue isn't Microsoft's revenue, it's what's underneath OpenAI's. OpenAI spent $12.43B on Azure inference against $3.76B in external revenue in 2024, and its biggest "customer" is also its largest investor with a 27% stake and $250B in future purchases locked in. When the investor and the infrastructure vendor are the same entity, the headline ARR numbers become hard to read; you can't easily separate genuine external demand from capital rotating between friendly balance sheets. The question is whether OpenAI's valuation at $500B reflects a real independent business or a captive customer dressed up as one.
This is soooooo dumb. By the summer both OpenAI and Anthropic will have a $50B ARR, which is enough to sustain what is being built. 12 months from now it’s gonna be 100B each. The current infrastructure spend is peanuts compared to what we will need 2 years from now.
Have you been living under a rock? Anrthopic released Opus 4.6 a few months ago and have more than doubled their ARR from $9 billion to $19 billion in two months.
First they came for the earnings calls Then they came for the EBITDA and ARR
There is absolutely no reason for the stock to be flat, AI doomer narrative will die when OpenAI bumps 26 ARR like Anthropic just did
Violent ups and downs suck, but that's the nature of high capex startups. It's why there are so few startup airlines. difficult to buy equipment and plan capacity. Pair this with reddit disdain for AI and you get feverish excitement when it dumps. NBIS is fine. Big ARR without hyperscalers.
I can almost picture a Big Short 2 scene- Michael Scott is dancing with an AI stripper in VR who tells him she is propped up by 10,000 GPU’s and needs $200 billion investment to show tits in next version, while the current ARR for the model is $20M/year. Yep. It’s a bubble. 💯
Half the ARR at 1/3 the market cap. It's not about who's biggest. It's about percentage gains in my portfolio brother. Iren has a 4.5GW portfolio of grid secured energy. Ignoring them is your own loss. From my perspective, the nebius ship has already sailed
They are forecasting half the ARR of nebius. They are late to the game and only bare metal so no sticking power once the hyperscalers are saturated with infrastructure. They also don’t have any subsidiaries unlike nebius which has avride and clickhouse validated at billions of dollars. There’s no reason to pick this company when there are better options available in the same sector. Hence why they are not a good company.
Which is exactly why they are a good investment. They have a 4.5GW pipeline. They have a $10B contract with Microsoft that simply hasn't hit the books yet. They are forecasting $3.7B ARR this year, and that's without any incremental revenue from a 1.4GW campus that's being energized in Q2. They are being valued like a shitty company from people like you that only give them a cursory look. I assure you, in 6 months it will be a different story.
There is very little detailed analysis on the LPSN sub. It's either dead or the minute someone applies any analysis, it is shut down or the person banned. Lol. Discord from Tradespotting is also low on analysis - I only look at the free side and I noted he was quite tetchy with some people after recent earnings call saying he always said manage risk responsibly. It's no Carvana which I think Tradespotting once said LPSN had potential to be, it doesn't have squeeze potential. I don't want to be all negative: They’ve clearly found some operating leverage: adjusted EBITDA $10.8m on $59m revenue (~18% margin) is a legit short‑term improvement. Syntrix and Google Marketplace gives an angle for news‑driven pops if they announce more proof‑points (new big logos, usage spikes, ARR milestones). Balance sheet is still alive - net loss narrowed from -$134m to -$67m for 2025; debt is painful but they bought time, which keeps the equity as a viable trading instrument. But: Structural top‑line decline is explicitly guided to continue; they are not even pretending to re‑accelerate in 2026. NRR below 80% with falling RPO - this is not a compounding SaaS engine, it’s slow erosion. FCF still negative, cash trending down; any macro or execution wobble re‑opens the “more dilution / more refi” scenario. Management is framing 2025 as “defining” and “inflection,” but the numbers don’t support a true growth inflection - that disconnect is a tell to me. As you can gather: I enjoy picking at the scabs of my failed investments 😅 Godspeed whatever you decide, friend
An EXIM Letter of Interest is preliminary debt, not a non-dilutive grant. To unlock the US456M debt facility, standard project finance mandates a 30% to 40% equity contribution. ARR must independently raise 130-180 million dollars to access those funds. Since ARR’s current market cap is ~US$100M, they would have to issue more shares than currently exist, guaranteeing severe dilution before commercial production begins. Also, the resource grade is around 0.329% TREO. Getting anything economical at this grade requires massive bulk-tonnage mining operations, making the half-billion-dollar CAPEX unavoidable. There is something to be said about the strategic value of a domestic RRE mine but the main thing holding up RRE production is the processing and refining not the actual mining of the stuff. I just think there are better critical mineral plays that don’t threaten to dilute shareholders into infinity. Executive pedigree does not alter the mathematics of capital dilution. I’m not saying there’s no chance this mine gets built, I’m saying just because it does doesn’t mean shareholders don’t get fucked.
ARR 15M$ de cash Pas de dettes 2,3B de ressources en Terres Rares US Nouveau CEO ancien groGoat de Barrick Gold expert pour te faire passer des mines explorer en productrice de Tiers1 153M$ de cap Besoin contruction de la mine couvert par l EXIM 457M$
Mec pourquoi tu écris de la merde en esqaya’t de te faire passer pour un GOAT ? American Rare Earth ARR a non seulement la plus grande ressources de terres rares aux US non exploité mais ton argument sur leur besoin financier sans indiquer qu ils ont sécurisé 456M$US par l EXIM montre ton incompétznce comme GOAT 🤣🤣 SOURCE https://investornews.com/critical-minerals-rare-earths/american-rare-earths-secures-exim-bank-support-with-us456m-letter-of-interest-for-wyoming-rare-earth-project/ Allez passe ton chemin ARR c est une futur pépite américaine Elle va avoir la même trajectoire que USAR Le CEO est un ancien de Barrick Gold dans les construction de mines de taille XXL Rentre chez ta mère étudier les dossiers
The updated February 2025 Scoping Study for ARR Halleck Creek mine states the Initial CAPEX for the 3 Mtpa base case is US$456 Million. To reach the 6 Mtpa "billion-dollar potential" scenario, they need US$737 Million. This is a company that will have to get over half a billion dollars in CAPEX funding and quite literally move a mountain before there are any profitable returns on this thing. You can put money into it, and maybe the company will be worth something half a decade from now, but until then enjoy getting your stake diluted to nothing. Not only did you go out of your way to post prime ai slop images (worlds biggest RRE resource in the USA? You can’t even satirize that it’s so stupid), but you couldn’t even be bothered to spellcheck your text either.
It might be the source you're looking at is off or the ticker is wrong? (Here's a snapshot from Yahoo Finance) * **Q4 2025 Revenue:** $228 million, representing year-over-year growth of 547%. * **Annualized Run Rate Revenue:** $1.2 billion at the end of December 2025. Targeting an annualized run rate (ARR) revenue of between $7 billion and $9 billion by the end of 2026. * **Adjusted EBITDA Margin:** Expanded from 19% in Q3 to 24% in Q4 2025. * **Cash and Cash Equivalents:** $3.7 billion at the end of 2025. * **2026 Revenue Guidance:** Expected between $3 billion and $3.4 billion. * **2026 CapEx Plan:** $16 billion to $20 billion.
This is a really clear breakdown—EPS misses got the headlines, but ARR and gross margins are where the story actually lives. $360M recurring revenue with 60% margins is massive for a $700M market cap. The deferred revenue and cash position show they’re not just burning money—they’ve built a self-funding engine. Guild growth plus content reinvestment makes this compounding effect very real. Definitely makes the sell-off look overblown.
Anthropic added $6 billion of ARR in the month of February alone. One month. $6 billion ARR. Source is Semianalysis. Demand for AI is absolutely off the charts.
**Rubrik (NYSE: RBRK)** reported strong Q4 and full‑year fiscal 2026 results, driven by subscription growth and improved cash generation. **Q4 subscription ARR grew 34% YoY to $1.46B** and Q4 revenue rose 46% YoY to $377.7M. Fiscal 2026 subscription revenue was $1.26B (+53% YoY) and GAAP gross margin improved to 80.1%. The company finished FY26 with $1.68B in cash and short‑term investments, operating cash flow of $282.9M, and free cash flow of $237.8M, and provided FY27 ARR, revenue, margin and FCF guidance.
Thinking about going heavy in snapchat stock at this price. worst management and share based compensation in history, but they have 1 billion arr a year now with subscribers which is super high margin + their ad business should see a nice uptick with the 800 dollar item tariff getting removed + possible good news with perplexity deal rollout on earnings call next quarter. It's worth their 8 billion market cap just based on the 1 bill a year subscriber ARR (yes Im regarded and everyone gets killed that thinks this is the snapchat low so i expect to get rekt)
Why are people calling it a bad acquisition? And saying Google (of all companies) have bad leadership because of this? ”Especially with SaaS downturn this is a huge over pay”. First of all Wiz isn’t a public traded company, so it’s not priced the same way a publicly traded company is. Second of all, please look at the cybersec sector for a comparison and not just all SaaS. CRWD is at 23 price to sales, if they were bought out today they could easily reach the same multiple. Salesforce being at 4 P/S is completely irrelevant for this acquisition. We’ve even seen cybersec companies trading at higher P/S, and if you have half a brain you’ll understand that cybersec companies aren’t ones to worry about the ”AI SaaS-pocalypse”. Third of all Wiz is already growing extremely quickly. Do you really think having access to all of Google’s cloud clients isn’t going to show up in the growth numbers as well? Over time this will almost guaranteed accelerate the Wiz growth. Maybe not this year, but over time. Forth this is a tool for Google cloud. They have a better offer, and they can also SELL MORE to clients that already have their cloud service. Combining cloud and cybersec is incredibly smart. If Google Cloud was a separate company the multiple would be sky high, cybersec multiples are also sky high. ”Average P/S for SaaS is 2.1” Probably correct, but completely irrelevant. If you think Google buys average companies you’re just plain wrong. Google would only buy truly excellent companies and excellent companies rarely trade for average prices. Also what else should Google do? They are a money printing machine. Sure they are paying a big premium in relative to average market valuations, but 32 billion is absolutely nothing for Google. In fact they have enough money in their cash balance to just buy it without a loan. 32b is less than their 2 last qusrters reported free cash flow. I think it’s a completely fine acquisition of a super high growth company, that also becomes a tool for Google’s Cloud toolbox. ”50% of fortune 100 companies are customers, with 40% growth they soon have no more room to grow” Ok that’s just a bad take. Wiz earn ARR, which means their revenue is recurring, so they can grow even if they don’t acquire a single new customer. Also a cast majority of the worlds companies ARE NOT A FORTUNE 100 COMPANY. Wiz doesn’t exclusively make business with fortune 100. There are plenty of huge companies they can make new deals with.
I do believe what they are reporting, yes. They are reporting annualized revenue because they are growing very quickly. If your business revenue is 10x'ing ever year (like it has for the last 3 years) then when you report your yearly revenue you're going to under-represent the trajectory of your business by over 50%! If the business was highly cyclical, then picking some "optimal month" and reporting that months revenue would be sketchy. But that's not what OpenAI and Anthropic are doing. For example, you never hear xAI report 'ARR' because the business isn't growing. Their models suck and everyone hates them, goonbots aren't a viable business model. But despite that company being far more shady and less moral, they don't report ARR. It's because ARR has nothing to do with the shadiness. It's just a metric.
The multi-cloud angle is what makes this more defensible than the sticker price implies. Wiz staying available on Azure, AWS, and OCI means Google can collect security telemetry across competitor environments. That's insanely valuable data for training threat detection models and it creates a moat that pure Google Cloud customers alone couldn't generate. They're not just buying ARR, they're buying a cross-cloud data position that compounds with time.
Easily overpaid 3x, SaaS value for 1B ARR is 10 billion tops
All promises and no path to profitability? 100 billion market cap. 17th straight earnings beat, Revenue nearing 1.5 bil/year, increasing ARR, +100% EPS beat, 500 mil share buyback once they finish buying back the current 1 bil? Best i can do is tree fiddy.
What? No. 10% ARR growth is garbage. 700 points above inflation, at 16x PE with little EPS growth? 12 to 14x PE max until something changes. Walk away.
$32 Billion for $1 Billion in ARR. That's a 32x price to Sales. Google really has great leadership getting a company at such a bargain. This is such a steal compared to the average price to sales of software companies of 2.1x.
Path: Revenue + 14 percent year-over-year ARR of $1.853 billion increased 11 percent year-over-year Announces new $500 million stock repurchase authorization following the completion of its $1 billion stock repurchase program
Don’t let me down PATH 🚀 Tell me you’re still growing ARR tonight please
We will find out soon enough. Anthropic raising their ARR by 30% over the span of a month tells me the entire bubble narrative could be killed very quickly. If openAI does something similar, it’s return to full bull cycle. The threat here is not demand, it’s china Taiwan
OpenAI and Anthropic already have ARR in the $20b+ range - they are just getting started and growth rate is very high. Those amounts already puts them ahead of hundreds of companies in the SP500 in top line so their markets appear quite large. Have you been keeping up with the news? The US government is already heavily using Anthropic - well at least they were... Regarding the hyperscalers - it takes at least a few years to plan, construct and online an AI datacenter. Why are they building so many of them? Because existing capacity has already been reached. That is why your so called "neo clouds" are able to grow revenue so quickly. Your CRWV NBIS IREN and non-public Lambda and filling in the shortages that even your megacaps and fronteir LLM companies are buying capacity from them. So what happens when the big hyperscalers start onlining these brand new shiny AI datacenters that have huge engergy and GPU costs? The companies will charge a rate that gives them a path to ROI. Do you believe these megacap companies that produce $75-125b in profit each year (and growing) wouldn't have considered such a basic business/finance concept? Also consider that big portions of AI datacenter cost is useful for decade (cooling, security) or decades (land, building) and only some amounts need replacing every few to several years. Main point is if I'm spending $80-100b CAPEX per year for a few to several years, does not mean I need to make additional profit of $80-100b each and every year to just break even. The "cost" of the resource is stretched out to several to dozens of years. I entered the workforce during the dotcom boom and I worked in tech and big tech/Mag7. During that time, many "dot com" stocks had propped up valutions that were 1-5% intrinsic value (this is what you call a bubble) if even that and the rest "potential". It's a very different landscape compared to today. The companies profiting from AI are predominantly long established and historically profitable companies who just found a new runway of growth - GPU, rack systems, memory, storage, power and cooling infrastructure, cabling, networking, hyperscalers, chip design and testing etc.
USAR smallcaps ARR penny/small RML penny mec ele sera cote a 50M$US sur le nasdaq la elle est a 60M$ ASN 100m$AU cest penny
You think they will miss earnings? Looking at past results they tend to beat. Business model wise I know that they have a strong focus on data protection and recovery. That should translate in high ARR percentages if they win customers for those kind of services. But as I stated I’m not deep enough involved in this sector. I’m just looking for a short term swing with a bet on outperforming earnings as a catalyst.
He gained a 200m contract and lost more in ARR from subscribers canceling in 1 day. He's actually just retarded and Anthropic played 9d chess here.
Imagine throwing ARR around as PROOF of actual revenue LMAO
And yet their ARR just increased another $5B in 2 months
I just disputed my doordash order. They forgot the smoked salmon on my bagel. Made back $33.50 in 1 minute. That's $17M ARR (annualized)
Couldn’t disagree more. Investors pile into high ROC and ROE stocks because of the quality of business, currently the tech/AI large caps continue to fit this. They are also largely immune from Middle Eastern geopolitics because they are tech, not industrials, so high oil prices doesn’t matter. We’re in a classic scenario that we’ve seen time and time again over the last 5+ years, that large tech is both growth AND defensive. I would also argue that valuations aren’t even particularly stretched given underlying business performance. Anthropic’s growth in ARR to me justifies a lot of the AI buildout and confirms there is real demand. I don’t believe we’re seeing euphoria in market. I’m sure this trade is will become a bubble, it has all the makings of how bubbles start, I just don’t think we’re anywhere near there yet. Sure, we’ll see investors pour money into rubbish companies without doing proper due diligence and they’ll lose their money. But rubbish companies and rubbish investors exist always, bubble or not. I’ll tell you what war is good for… money printing. I’ll tell you what money printing is good for… stocks. I’ll tell you what money printing is NOT good for… bonds.
It's not that difficult to calculate. Take the ARR and divide by 12. That's what they made this month.
Market seems happy with IOT and MRVL numbers. $IOT • Reported GAAP EPS of $0.04 up 300.00% YoY • Reported revenue of $444.3M up 28.30% YoY • Samsara projects Q1 FY2027 total revenue of $454M to $456M, a 24% increase. For FY2027, Samsara anticipates total revenue of $1.97B to $1.98B, with 21%-22% growth. Samsara achieved strong revenue growth in Q4 FY2026, with total revenue increasing 28% year-over-year to $444.3M. The company's ending Annual Recurring Revenue (ARR) grew 30% year-over-year to $1.89B. Samsara reported GAAP earnings per share of $0.04 in Q4 FY2026, marking its second consecutive quarter of GAAP profitability. GAAP income from operations was $9M for the quarter, an increase from a loss of -$18.4M in Q4 FY2025. Samsara is innovating with its AI-powered platform, leveraging its data asset that captures over 25T data points annually. The company is unleashing AI agents, such as its AI Safety coach, to automate workflows and transform customer operations. Samsara reported a GAAP net loss per share of $(0.02) for the full fiscal year 2026, despite achieving GAAP profitability in Q4 FY2026. The full fiscal year 2026 also showed a GAAP net income (loss) of -$9.12M. $MRVL • Reported GAAP EPS of $0.47 up 104.35% YoY • Reported revenue of $2.22B up 22.08% YoY • Marvell expects Q1 FY27 net revenue of $2.4B +/- 5%, GAAP diluted net income per share of $0.31 +/- $0.05, and non-GAAP diluted net income per share of $0.79 +/- $0.05.
my daughter, EBIDTA, and my son, ARR, are level 9 wim hoff breather certified. Best in their daycare!
got my 100 shares recently when mNAV dipped below 1.0 - great time to buy long term. I'm holding for 10+ years expecting > 40% Avg. ARR
You realize that OAI isn't an event-based or seasonally popular product like Superbowl food or ice cream, right? It doesn't spike during January/February and then dwindle throught the year. ARR for tech companies (excluding companies like Intuit) is not a bad statistic. Considering OAI quadrupled in value over three investment rounds, ARR is required to understand the potential of a company.
For me the thesis is mostly about the platform model. Falcon started as endpoint security but they keep layering more modules on top, so existing customers expand usage over tima instead of just staying static. That's why the ARR expansion numbers stay strong. On top of that, cyber spend tends to be pretty resilient companies cut a lot of things in downturns, but security usually isn't one of them. So i see it as a high quality compounder in a structurally growing sector. The tricky part isn't really the business quality, it's just figuring out how much of that future growth is already priced in at any given time
Nebius secured 1.2GW of power in their Independence site, Missouri. That power is not accounted for in their ARR. Ape in now or be left behind.
CRWD every earnings be like slight beat, margins up, ARR accelerating and the market's like 'yeah, just send it higher'. Valuation looks like cybersecurity is the only industry left on earth. But honestly, as long as AI keeps making threats more complex, security budgets are usually the last thing to get cut. So, maybe the real question ins't is ite expensive? but rather if not CRWD. Who else are you willing to pay a premium for in this sector?
>just to be mid as fuck This "mid as fuck" AI is writing 100% of the code for Claude Code, which added about $10 billion ARR in the last 3 months. [https://www.reddit.com/r/Anthropic/comments/1pzi9hm/claude\_code\_creator\_confirms\_that\_100\_of\_his/](https://www.reddit.com/r/Anthropic/comments/1pzi9hm/claude_code_creator_confirms_that_100_of_his/) [https://www.reddit.com/r/stocks/comments/1rka9t3/anthropic\_said\_to\_near\_20b\_run\_rate\_in\_pentagon/](https://www.reddit.com/r/stocks/comments/1rka9t3/anthropic_said_to_near_20b_run_rate_in_pentagon/)
What do you think of Claude Code being 100% written by AI now? Anthropic just reached $20b ARR and they added $10b in the last 3 months. Most of it is Claude Code. Does it say anything about Anthropic's team?
You’re using the ARR. so multiply the 200m by 12- 2.4bn-gets you a fair way to your 6bn increase.
CrowdStrike (NASDAQ: CRWD) reported FY2026 results with total revenue up 22% to $4.81 billion and a non-GAAP net income of $956.6 million ($3.73/share). Annual Recurring Revenue (ARR) grew 24% year-over-year to reach a milestone $5.25 billion, while free cash flow rose to a record $1.24 billion. The company expanded its portfolio through the acquisitions of SGNL and Seraphic Security, and strengthened its Microsoft partnership via an expanded Azure Marketplace alliance. Looking ahead, CrowdStrike raised its FY2027 ARR outlook and reiterated its long-term target of achieving $20 billion in ending ARR by FY2036.
Are you profitable at the strike Do you want to hold the shares or allow call away. Do you want them called away at the current strike to close the trade. If the underlying is depressed, would you sell a new cc at a lower strike for the same expiration? IE, would you risk call away at the new lower strike. What's the ARR vs basis of the remaining 40% profit Way too many unanswered variables to give a firm opinion I'd let it sit and enjoy the 40% at a new lower risk. Because, I wouldn't want to risk call away at a new lower strike. Therefore I'm unlikely to tempt call away at a new lower strike. So I'm unlikely to resell a new lower strike.
do you not realize AI and machine-learning based mass surveillance could be $1T addressable market, utilizing synergies and accelerating digitial innovation to disrupt an ecosystem in need of a paradigm shift that can lead to unprecedented times, further synthesizing ARR from governmental contracts as we shift into a k-shaped economy???????
My international funds were up 40% last year so that seems tippy to me. EM is a death trap during a slow down. Bonds will be unattractive sub 3%. A well diversified portfolio will get you a 2% dividend and a 10% ARR in the U.S. That 9% dollar drop makes our stuff cheaper to the outside world. No tax on tips and OT hitting this year. Tax cuts, rate cuts and over a trillion plus in foreign direct investment plus the AI stimulus money and onshoring. Hard to see a lasting downturn in this scenario. But valuations are high.
Zscaler (NASDAQ: ZS) reported strong Q2 FY2026 results and raised full-year ARR guidance to 24%. Revenue grew 26% YoY to $815.8M, ARR grew 25% to $3,359M, and non-GAAP operating margin exceeded 22%. Cash from operations was $204.1M and free cash flow $169.1M. and stock dumps. I call BS
Because the dimensionality of the chess that AI visionary regards are playing is increasing by the day. Give it time, numbers and cash flows always win over circlejerk fantasies. Today was a pretty important day based on a couple insights from earnings released: - CrM demonstrated the end-user AI revenue momentum continues building with Agent Force ARR growing roughly 60% QoQ. Not the first but the latest argument to dispel the “AI is only generating revenue for picks and shovels dealers” myth - NVDA confirmed the upstream momentum is beyond all expectations There’s just absolutely no sign that we’re nearing a bubble of any sort, economically or market-wise. Revenues and profits are growing across the chain. Valuations aren low. Yes, there are legitimate risks with the AI story like to any other like power bottleneck and software billing models, but those are already more than priced in. Per DCF analysis, Nvidia is trading at a price that implies drastic slowdowns in revenue growth (and/or margins) starting with this year, and it’s fwd GAAP PE is under 24 Meanwhile crayon-eaters are “rotating” into grocery stores at fwd PE 50 and tractor companies at fwd PE 33.
Salesforce closed over 22,000 Agentforce deals in Q4 alone, a massive 50% jump from the previous quarter. The combined ARR for Agentforce and Data Cloud hit $1.8 billion, up from $1.4 billion just three months ago. The platform served 11.14 trillion AI tokens during the quarter, signaling that customers are actually using these AI agents in production, not just testing them. Damn. That’s pretty good.
**Everpure (NYSE: PSTG)** reported fiscal Q4 and full-year 2026 results, with **Q4 revenue $1.1B** (+20% YoY) and **FY26 revenue $3.7B** (+16% YoY). Q4 subscription revenue was **$440M**; subscription ARR was **$1.9B** (+16% YoY). RPO rose to **$3.7B** (+40% YoY). Everpure generated **FY26 free cash flow $616M**, held **$1.5B** in cash and equivalents, and returned **$343M** to shareholders via buybacks in FY26. Management provided FY27 revenue guidance of **$4.3B–$4.4B** and Q1FY27 revenue guidance of **$990M–$1.01B**. "Everpure delivered an outstanding fourth quarter, achieving our first billion-dollar revenue quarter and capping off a strong fiscal year," said Charles Giancarlo, Chairman and CEO of Everpure. "These results prove our impact in modernizing data storage. Our new name 'Everpure' represents the next step in our mission—enabling our customers to better manage and utilize their global data in the AI era."
I don't think so this year, but she'll sign supply contracts which will make her explode in value, and quickly. American Rare Earth ARR is my favorite for a quick x10 increase.
But if they can hold on for dear life. They will be making Trillions in ARR in 10 years.
So CRWD has a very strong network effect moat as you mentioned . CRWD has very impressive ARR (annual recurring revenue), when it defends against one type of attack with one client, it uses that learning to defend against that type of attack for all clients . It’s very hard for a new entrant to gain the type of credibility CRWD has , and it keeps getting harder by the day . A network effect moat like CRWD has is the same type of moat that GOOGL has. I mean someone can come along and replace Googl technically , but becomes less and less likely .
Sir you have no clue how datacenters work, do you? Anyone who's done the most basic of research can see the facts: What's the lead time on natural gas turbines for electricity, which is a backbone to near-term compute in America? (hint: its 5+ years) What has the price of high-bandwidth memory done in the last 12MO? What's the price of storage done in the same timeframe? Does the above indicate a lack of demand? How many datacenters have been cancelled due to NIMBY despite total annual AI capex going from 120B to 600B? How would this impact supply/demand given that: openAI went from $200M to $15BN ARR in 3 years, what's the TAM in 3 years? This is not an outlier since Anthropic is basically running parallel numbers. My suggestion? Find a new hobby, cause you don't understand a goddam thing about datacenters. Do you think you could go to a datacenter and have them commit even a pathetic mW worth of H200/Blackwell clusters to you, let alone any of the 15+ gW coming online in 2025/2026? Shit no, you'd be told to fuck off & if you're lucky they'll talk to you in 2027. And they won't because frontier labs are their best customer and will continue to be. Best you're gonna get is some AWS-level cloud-computing. Stop embarrassing yourself talking about how you can use the latest version of chatGPT today therefore compute demand isn't accounted for.
Not a programmer. The launch of CoWork a couple weeks ago changed how I'm operating. Early adopter of GPT, but didn't have enough applicability for me being a non-programmer. I wear a few hats, sales, marketing, some product development, etc, also handle my own ~$600k of ARR. CoWork took AI from being a somewhat helpful, sometimes knowledgeable chat bot, to an alternative operating system that actually completes projects and tasks for me. The ability to spin up interactive HTMLs repeatedly and at scale, organize files/folders, complete missing information, drag info out of PDFs and enter it on websites, complete excels based on web data, etc. So much love. Dropped my chatGPT to $20/mo, Anthropic earned my $200.
3.4B planned ARR for iren this year compared to 7-9B for nebius. They should be worth less than half
Green Thumb down 20%ish on the month, back near 3 mo average. I’m in for more shares in this mid-high $8 range. Very few growing, retail businesses out there with $1.7B ARR and zero debt. If GTI was operating in any other sector it would be $30 a share. Schedule III is coming, I’m increasingly confident the framework and timing will be announced in March before the planned April CBD pain trials. Feels like a cycle repeating itself. Pre-EO it was scromitting, now it’s ‘psychosis’, then silence, then complaints/capitulation by SAM. Downside from here feels like 20%, upside could be 100%. If you’re buying shares rather than options, it seems worth trying to catch another wave.
Checkout their earnings on Yahoo Finance [https://finance.yahoo.com/quote/RZLV/financials/](https://finance.yahoo.com/quote/RZLV/financials/) Only 5.3 million USD for 2025. They are claiming exit ARR of 209 million USD for 2025, and that Dec 2025 was profitable month. Why is the stock price so low? because the trading algorithms and most institutional investors only see 5.3 million in audited earnings. However, some institution were convinced and invested 500 million USD. The last dilution was brutal at 4 dollar, and now the stock price is sinking to 2 dollars. Why? Lack of audited earnings for 2025 in my opinion. The company has promised to provide audited earnings for 2025 end of March/early April, when that happens the stock is likely to rerate. Watch this [https://youtube.com/shorts/QAMmUxBMuqY?si=LUDr6vIzS-pHhHHf](https://youtube.com/shorts/QAMmUxBMuqY?si=LUDr6vIzS-pHhHHf) not financial advice, but until real earnings are presented, the stock price is in big trouble. So it could be a buying opportunity. I think management is panicking by pay youtube influencers to promote the stock. I think it would be easier to provide audited earnings, and also quarterly earnings.
The comparison made is between consumer products and enterprise grade core systems. Please note that I am talking about a subset of the software industry. I do believe that some companies are threatened by this AI revolution more than others. If you are strictly offering some kind of workflow optimization like a ServiceNow, you might have reasons to worry. Especially if they charge by the user because if they start adding AI themselves they might cannibalize license numbers. Instead, if you offer a system of record that customers will trust to hold their core business data and functions, which is auditable for regulatory reasons (think financial services for example), took time and effort to upgrade from a legacy system and improved ROI. If that system is in the cloud and lowers personal costs already but guarantees 99% uptime. Who in their right mind would rip it out just because the competition was built quickly by AI? Remember that even AI scientists will tell you they don't know why or how AI does what it does. So when the system decides to issue a business decision or take an action on a workflow and you can't tell why, how will you know it's the right one? When the regulators need to audit your business, what will you tell them? In the industry I serve, there is currently an absolute zero level of appetite for this. Zero. My customers tell me that. Are they interested in AI being infused in the layers that I provide on top of the core? Of course. And you know what that is? An opportunity for me to sell a new product and improve ARR. And since I don't price my products by the user, efficiency does not eat into my sales. The real analogy here is that AI is like seeing the Internet in 1995 and saying that Samsung is toast because we won't be buying TVs anymore. Eventually we might stop buying TVs and watch everything on our phones, but that took 20 years and in the meantime there was mad money to be made on the right stocks. The market sold software as one block. Because the market is highly regarded. I think there is nuance there and money to be made in it for those who know how to evaluate a company and its business.
anyone have a good example/learning resource for enterprise SaaS rev forecasting (top down ARR momentum and bottom up reps)? My model is do fucked 🙏🏻
I work for a software company and we have been beaten down 50% despite consistently announcing record sales, ARR, deals etc... The idea that our customers are going to rip out systems of record that are trusted, tested, auditable in a highly regulated industry, and provide analytics capabilities with a single kid vibe coding with a random AI is absolute stupidity. I know what Claude can do. I know AI is insanely capable. I know I sound like the guy who said the Internet would not replace the fax machine. I still think the AI hopium wave is fentanyl driven.
It’s widely reported by Bloomberg and others that Amazon, SoftBank and Microsoft are participating in the round as well. https://finance.yahoo.com/news/openai-funding-track-top-100-030310241.html Valuation is tied to company performance. OpenAI revenue is exploding its the fastest growing company to ever hit 20B ARR.
Institutional ownership doubled in the past 12 months. Short interest halved. ARR expected to grow 5x. Landing F500 clients. Winning sovereign AI work from countries including Isreal. I say puts. Do only puts. Post it online so I can see your wild success. Sounds like you got burned on the way down and lost your house payment.
u/brokenlegdude1 is this stock/company not in the perfect position to moon? Why would all of us degens not rally to a stock like this with a clear growth trajectory in a growing market, rather than companies that are truly going bankrupt? I am with you, $S sentinelone is close to profitability and already at $1B in ARR. Growing at 20% per year, can someone do the math on what it would hypothetically be worth at $2B in ARR and profitable? I am guessing the multiple goes from 4x revenue to more like 20x revenue. So that is a 10 bagger in about 4 years time? Why let all of the big investors get that benefit?
Love the MCP angle and have been tracking retail sentiment around the two recently. $FIG has Bullish sentiment, strong Q4 beat (40% growth), $1.37B guidance for 2026 and their MCP integration is already live with the Figma MCP server + Claude Code two-way workflows. the market is clearly rewarding execution. $ADBE has neutral sentiment despite MCP launches (Express add-ons, LLM Optimizer). but have concerns with AI competition from Canva/Midjourney/OpenAI, software quality issues, and decelerating ARR growth. Adobe IS integrating MCP but multiple analyst downgrades (Goldman Sell at $290, Jefferies Hold at $400) suggest the market wants to see monetization before re-rating. The thesis makes sense directionally but FIG is executing better. ADBE could be a value trap or could wait and see how they roll out these new products.
no. It tanked because u had to dig into the numbers to see that the acquisition of CyberArk drew down the EPS. Because of a difference in ARR computing
they beat every metric. The CyberArk aquisition - CyberArk computed ARR differently than PANW. If you normalize and integrate with the PANW accounting logic, PANW beat on all metrics. This is screaming "buy me".
okay, so I did enough DD to call BS on $PANW after market price reaction. So maybe we wait tomorrow....wait no...tomorrow actually..., if you like money, you should buy LEAPS on PANW, ZS. Guidance was GOOD! It includes it's largest acquisition ever for 25B. CEO:" Cyberark computes ARR differently from us, so we had to strip out a few millis out of Cyberark ARR. Hence if you take it out and net it back, we did better." 8 figure deal with an LLM provider. Yeah, this looks like a buy.