The EU Just Killed ARR
The EU Just Killed ARR Annual Recurring Revenue (ARR) has been the backbone of SaaS for two decades. It gave investors predictable growth curves. It gave founders leverage in fundraising. It let boards sleep at night. But ARR was never a really well defined metric. And now, it may be practically dead in Europe. With the EU Data Act (effective September 2025), every SaaS contract with an EU customer becomes a “cancel anytime” subscription. Customers can walk away with two months’ notice. No e