Why ARR Alone Misleads in Data Businesses

Varsha argues labeling revenue isn't ARR, and emphasizes momentum metrics over traditional SaaS KPIs for leading indicators.

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In this episode of Run the Numbers, CJ sits down with Varsha Udayabhanu of Invisible to unpack what enterprise AI adoption actually looks like beyond the hype. They cover forward deployed engineers, eight-week solution sprints, value-based pricing when outcomes are hard to meter, ARR vs. services revenue, and why “momentum” beats traditional SaaS metrics. A tactical look at trust, expansion, and building durable AI revenue.

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LINKS:

Varsha: https://www.linkedin.com/in/varshaudayabhanu/

Company: https://invisibletech.ai/

CJ: https://www.linkedin.com/in/cj-gustafson-13140948/

Mostly metrics: https://www.mostlymetrics.com

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