Implied ARR is the SaaS metric used to convert GAAP revenue for public SaaS companies into an equivalent to Annual Recurring Revenue (ARR) used by investors and private SaaS companies. Dave "CAC" Kellogg and Ray "Growth" Rike discuss the what, why and how behind Implied ARR.

During this episode CAC and Growth discuss multiple Implied ARR topics including:

  • Implied ARR Calculation Formula
  • Why Investors Calculate Implied ARR
  • SaaS Metrics that use Implied ARR
  • Challenges with Implied ARR
  • Implied ARR versus Trailing Twelve Month Revenue


If you are interested in how public SaaS companies analysts use Implied ARR, and what the differences are between private SaaS companies ARR and public SaaS companies Implied ARR this is another great listen!

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