How ARR shows up in this material {'In the conversation with Cognition Labs, ARR comes up as a way of sizing how much real-world traction an AI product like Devon has — revenue that recurs each year from existing customers, as opposed to one-off sales. Wu and the surrounding discussion use it the way the software industry always has: as the headline commercial metric for a subscription-driven company. When the material says a company has crossed some ARR figure, it is pointing at recurring, contracted revenue — the business-side signal that people are actually paying for the product, year over year.'}