Software Q1 Earnings Wrap: Record ARR Growth, But Extreme Dispersion

Q1 earnings season is just about done, and this Q has been great for software. Looking at the YoY growth in quarterly net new ARR added, this was the best quarter (by a long shot) in last ~5 years

This chart uses a basket of ~50 public companies who report ARR or subscription rev. Not an exhaustive list, but a representative ones

Another call out. while the aggregate net new ARR was high, 17% of the companies saw ARR shrink QoQ (so they added negative net new ARR). This was the second highest percent of companies who shrunk QoQ in last 5 years

TLDR - aggregate was great, but very high dispersion!

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Looking at the YoY growth in quarterly net new ARR added, this was the best quarter (by a long shot) in last ~5 years\nThis chart uses a basket of ~50 public companies who report ARR or subscription rev. Not an exhaustive list, but a representative ones\n<img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/18fdeec0989175f1987f9e72a80f1a7f\" tg-width=\"918\" tg-height=\"544\"> \nAnother call out. while the aggregate net new ARR was high, 17% of the companies saw ARR shrink QoQ (so they added negative net new ARR). This was the second highest percent of companies who shrunk QoQ in last 5 years\nTLDR - aggregate was great, but very high dispersion!\n<hr>\n😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.\n🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!\n<a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a>\n<img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\" tg-width=\"1080\" tg-height=\"1350\"></body></html>","htmlText":"<html><head></head><body>Q1 earnings season is just about done, and this Q has been great for software. Looking at the YoY growth in quarterly net new ARR added, this was the best quarter (by a long shot) in last ~5 years\nThis chart uses a basket of ~50 public companies who report ARR or subscription rev. Not an exhaustive list, but a representative ones\n<img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/18fdeec0989175f1987f9e72a80f1a7f\" tg-width=\"918\" tg-height=\"544\"> \nAnother call out. while the aggregate net new ARR was high, 17% of the companies saw ARR shrink QoQ (so they added negative net new ARR). This was the second highest percent of companies who shrunk QoQ in last 5 years\nTLDR - aggregate was great, but very high dispersion!\n<hr>\n😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.\n🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!\n<a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a>\n<img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\" tg-width=\"1080\" tg-height=\"1350\"></body></html>","text":"Q1 earnings season is just about done, and this Q has been great for software. Looking at the YoY growth in quarterly net new ARR added, this was the best quarter (by a long shot) in last ~5 years This chart uses a basket of ~50 public companies who report ARR or subscription rev. Not an exhaustive list, but a representative ones Another call out. while the aggregate net new ARR was high, 17% of the companies saw ARR shrink QoQ (so they added negative net new ARR). This was the second highest percent of companies who shrunk QoQ in last 5 years TLDR - aggregate was great, but very high dispersion! 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! 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