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Darktrace
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=== ARR growth tied to new customer acquisition === A significant portion of Darktrace’s total addressable market opportunity depends on the company’s ability to grow its ARR independent of new customer acquisition. However, despite reporting higher platform adoption stats in the last couple of years, the company has not reported any meaningful uptick in average contract ARR (Dec- 21 level approx. flat vs. Jun-19). This is partly explained by Darktrace’s focus on acquiring new customers, SMB/mid-market skew in customer base and impact from new product launches. It remains to be seen whether Darktrace can decouple ARR growth from new customer acquisition, which will only get tougher with high competition and growing enterprise awareness of competing vendors. Unless the quality and stickiness of the customer base acquired is high, focus on new customer acquisition will not translate to sustainable profitable growth, in JP Morgan's view, even though the company may deliver healthy growth in the near term.
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