AI companies' fuzzy ARR math: principal vs agent revenue recognition is now a market problem
matt_slotnick · x · 2026-10-09
Matt Slotnick jokes (with real substance) that the future of global markets depends on the public understanding what ARR actually is — and grasping the difference between principal and agent revenue recognition. The quip targets how AI companies increasingly blur revenue metrics, making ARR figures easy for investors to misread.
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