- The short version is $439M at the end of calendar year 2023, with 41% YoY ARR growth compared to ARR at the end of 2022.
- This would be a slowdown compared to earlier periods, but we've observed a gradual slowdown in ARR growth rates in successive quarters
- For example, in their quarter ending in July 2023, we estimate 51% YoY ARR growth. In April, we estimated 59% YoY ARR growth compared to the end of the same period the previous year. In January, we had 68% growth (their quarters end in January, April, July etc.)
Here's a link to the fuller, interactive chart: