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11 results for “revenue streams”
...revenue. Revenue. Yep. Pilot revenue. Is that a good idea? No. That is not a good idea because you two things. You're misrepresenting what your forward looking financials are gonna be because you're it's it's not accurate. You should only I suppose s
16:33 / 17:48
from transcript16:33 – 17:48
...revenue. And in practice, it actually wasn't. Both of these, I think, are in the category of non revenue incentives that evolved to it sounds like becoming revenue incentives. And I mentioned that I can relate at I'm gonna use actually an SDR example
27:00 / 28:10
from transcript27:00 – 28:10
...Revenue. Yep. Pilot revenue. Is that a good idea?
15:46 / 16:48
from transcript15:46 – 16:48
...revenue. People are worried that things are being conflated into ARR numbers or that ARR is not going to be actually recurring, that it's gonna dissipate. I'm curious from your portfolios, are you seeing revenue quality issues amongst AI predicated s
56:13 / 57:15
from transcript56:13 – 57:15
...revenue. So the ACV of AE sourced outbound opportunities was significantly, almost exponentially higher than the SDR sourced opportunities. And when we dug a little bit deeper to understand, it all went back to who they were targeting.
27:42 / 28:49
from transcript27:42 – 28:49
...It's a fair question. But in taking a step back, your entire financial model should add up to revenue. Right? Let me take actually a step back. You can actually
25:28 / 26:35
from transcript25:28 – 26:35
...you know, while it was still kind of getting into customers' hands. If that trend continues past the July, then I would say, hey. That's reason for concern, but this is a very understandable time for that to happen from my perspective. So, basically,
6:38 / 7:45
from transcript6:38 – 7:45
...its net revenue is far less than half of the then current $100,000,000 figure that they announced. So this yields an interesting question about gross revenue versus net revenue. We talked a lot about people kind of doing fuzzy things with ARR, but I
58:30 / 59:31
from transcript58:30 – 59:31
...revenue, the majority of the revenue. Airbnb would count in this as well, to the people providing the service, and that's marketplace dynamics. If you wanted to call it reoccurring revenue, yeah, that might be dishonest or not accurate because unless
1:00:39 / 1:01:45
from transcript1:00:39 – 1:01:45
...revenue didn't match the money coming into the bank account. When you're dealing with any type of investor who is, let's call it smart, thoughtful Mhmm. Any of these words you'd like to use, Alex, any smart investors who say, what was $20.24 revenue?
27:00 / 28:07
from transcript27:00 – 28:07
...revenues and enormous margins, and these products are in critical
32:14 / 33:15
from transcript32:14 – 33:15
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