> We don't have a recent ARR, and their ARR calculation has had irregularities.
What do you mean by ARR though?
Is there an Annual Recurring Revenue published at all?
They've published several Annualized Run Rates, but this is, basically, a bullshit figure you cannot trust because it can be made to say a lot of positive things based on one-off events.
They aren't the same and the latter is essentially always intended to at the very least paint a rosy picture.