HomeARR Path and Product Launches
ARR Path ($B, log) vs Public Launch Events
ARR Path ($B, log) vs Public Launch Events#
On a log scale both companies' ARR climbs in steps, and each step lines up with a product launch.Draft, pending review
How to read this chart
Figures are annualized revenue as disclosed in the press, on a log axis. Shaded bands mark the main growth phases; vertical dashed lines mark product launches.
Source: FinSight compilation and estimates · Updated 2026-09-04
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