Want to see RNG full AI Analyst Report?
Total ARR
Represents the total annual recurring revenue, offering a comprehensive view of the company's recurring income potential and growth trajectory.ARR has steadily scaled to a sizable $2.67B base, and percentage growth has moved down into mid-single digits as the business matures; crucially, ARR quality is improving—$100M of new‑product ARR, pure‑AI ARR tripling, and RCAI customers now ~10% of ARR with higher ARPU and >100% net retention—which explains management’s shift to margin, cash‑flow and buybacks. Watch enterprise pricing pressure and the March convertible refinancing as the main near‑term execution risks despite stronger FCF and margin momentum.
Date | Total ARR |
|---|---|
Jun 30, 2026 | $2.76B |
Mar 31, 2026 | $2.71B |
Dec 31, 2025 | $2.67B |
Sep 30, 2025 | $2.63B |
Jun 30, 2025 | $2.59B |
Mar 31, 2025 | $2.53B |
Dec 31, 2024 | $2.49B |
Sep 30, 2024 | $2.48B |
Jun 30, 2024 | $2.43B |
Mar 31, 2024 | $2.37B |