{"id":1668,"date":"2026-02-26T12:39:21","date_gmt":"2026-02-26T03:39:21","guid":{"rendered":"https:\/\/us-stocks.owl358.com\/?p=1668"},"modified":"2026-02-26T12:39:21","modified_gmt":"2026-02-26T03:39:21","slug":"post-1668","status":"publish","type":"post","link":"https:\/\/us-stocks.owl358.com\/?p=1668","title":{"rendered":"\u30af\u30e9\u30a6\u30c9\u6295\u8cc7\u518d\u71c3\u3067\u898b\u76f4\u3055\u308c\u308b\u7c73\u56fdSaaS\u9298\u67c47\u9078\uff1aARR\u30fbNRR\u3067\u9078\u3076\u6709\u671b\u682a"},"content":{"rendered":"<p>\u30af\u30e9\u30a6\u30c9\u6295\u8cc7\u304c\u518d\u3073\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u307e\u3059\u3002<br \/>\n\u30c7\u30fc\u30bf\u4f7f\u7528\u91cf\u306e\u5897\u52a0\u3001AI\u5c0e\u5165\u52a0\u901f\u3001\u4f01\u696d\u306e\u30c7\u30b8\u30bf\u30eb\u5909\u9769\u30cb\u30fc\u30ba\u304c\u91cd\u306a\u308a\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30e2\u30c7\u30eb\u3092\u63a1\u7528\u3059\u308bSaaS\u4f01\u696d\u304c\u6295\u8cc7\u5bb6\u306e\u8996\u70b9\u3067\u518d\u8a55\u4fa1\u3055\u308c\u308b\u72b6\u6cc1\u3067\u3059\u3002<br \/>\n\u7279\u306bARR\uff08\u5e74\u9593\u7d4c\u5e38\u53ce\u76ca\uff09\u3068NRR\uff08\u30cd\u30c3\u30c8\u30fb\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u7387\uff09\u306f\u7d99\u7d9a\u8ab2\u91d1\u30d3\u30b8\u30cd\u30b9\u3092\u8a55\u4fa1\u3059\u308b\u4e0a\u3067\u4e0d\u53ef\u6b20\u306a\u6307\u6a19\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\n\u3053\u306e\u8a18\u4e8b\u3067\u306fARR\u3068NRR\u3092\u91cd\u8996\u3057\u306a\u304c\u3089\u3001\u7c73\u56fdSaaS\u9298\u67c4\u306e\u4e2d\u3067\u3082\u6709\u529b\u3068\u8003\u3048\u3089\u308c\u308b7\u9298\u67c4\u3092\u8a73\u3057\u304f\u89e3\u8aac\u3057\u307e\u3059\u3002\u6295\u8cc7\u5224\u65ad\u306b\u5f79\u7acb\u3064\u5b9f\u52d9\u7684\u30dd\u30a4\u30f3\u30c8\u3082\u4f75\u305b\u3066\u3054\u7d39\u4ecb\u3057\u307e\u3059\u3002<\/p>\n<h2 style=\"font-size: 22px;\">ARR\u3068NRR\u3068\u306f\u4f55\u304b\uff1aSaaS\u6295\u8cc7\u306e\u8981\u70b9\u3092\u7406\u89e3\u3059\u308b<\/h2>\n<p>ARR\u306f\u5e74\u9593\u7d4c\u5e38\u53ce\u76ca\u3067\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u578b\u30d3\u30b8\u30cd\u30b9\u306e\u53ce\u76ca\u529b\u3092\u793a\u3059\u4e3b\u8981\u6307\u6a19\u3067\u3059\u3002<br \/>\nARR\u306e\u4f38\u3073\u306f\u65b0\u898f\u5951\u7d04\u3060\u3051\u3067\u306a\u304f\u65e2\u5b58\u9867\u5ba2\u306e\u30a2\u30c3\u30d7\u30bb\u30eb\u3084\u30af\u30ed\u30b9\u30bb\u30eb\u304c\u3069\u308c\u3060\u3051\u6210\u529f\u3057\u3066\u3044\u308b\u304b\u3082\u53cd\u6620\u3057\u307e\u3059\u3002<br \/>\nNRR\u306f\u65e2\u5b58\u9867\u5ba2\u304b\u3089\u306e\u53ce\u76ca\u304c\u524d\u5e74\u5ea6\u6bd4\u3067\u3069\u3046\u5909\u5316\u3057\u3066\u3044\u308b\u304b\u3092\u793a\u3059\u5024\u3067\u3059\u3002100%\u8d85\u3067\u3042\u308c\u3070\u9867\u5ba2\u304b\u3089\u306e\u7dcf\u652f\u51fa\u304c\u5897\u3048\u3066\u3044\u308b\u72b6\u614b\u3067\u3001120%\u8d85\u306e\u6570\u5024\u306f\u975e\u5e38\u306b\u5f37\u3044\u9867\u5ba2\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3068\u8ffd\u52a0\u5229\u7528\u306e\u6210\u529f\u3092\u793a\u3057\u307e\u3059\u3002<br \/>\nARR\u3068NRR\u3092\u4e21\u65b9\u898b\u308b\u3053\u3068\u3067\u3001\u65b0\u898f\u9867\u5ba2\u306e\u7372\u5f97\u529b\u3068\u65e2\u5b58\u9867\u5ba2\u306e\u53ce\u76ca\u62e1\u5927\u529b\u3092\u540c\u6642\u306b\u8a55\u4fa1\u3067\u304d\u307e\u3059\u3002<\/p>\n<h2 style=\"font-size: 22px;\">\u6295\u8cc7\u5224\u65ad\u306e\u30c1\u30a7\u30c3\u30af\u30dd\u30a4\u30f3\u30c8<\/h2>\n<p>SaaS\u6295\u8cc7\u3067ARR\u30fbNRR\u3092\u8a55\u4fa1\u3059\u308b\u969b\u306e\u30c1\u30a7\u30c3\u30af\u30dd\u30a4\u30f3\u30c8\u3092\u307e\u3068\u3081\u307e\u3057\u305f\u3002<\/p>\n<ul>\n<li>ARR\u6210\u9577\u7387\u304c\u5b89\u5b9a\u3057\u3066\u9ad8\u3044\u4f01\u696d\u304b\u3092\u78ba\u8a8d\u3059\u308b<\/li>\n<li>NRR\u304c100%\u4ee5\u4e0a\u304b\u3064\u6539\u5584\u50be\u5411\u306b\u3042\u308b\u304b\u3092\u898b\u308b<\/li>\n<li>ARPA\uff08\u9867\u5ba2\u3054\u3068\u306e\u5e73\u5747\u53ce\u76ca\uff09\u306e\u63a8\u79fb\u3092\u898b\u308b<\/li>\n<li>\u89e3\u7d04\u7387\uff08\u30c1\u30e3\u30fc\u30f3\uff09\u304c\u4f4e\u304f\u6291\u3048\u3089\u308c\u3066\u3044\u308b\u304b\u3092\u78ba\u8a8d\u3059\u308b<\/li>\n<li>AI\u88fd\u54c1\u3068\u306e\u89aa\u548c\u6027\u3084\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306e\u6295\u8cc7\u6ce2\u53ca\u52b9\u679c\u3092\u8a55\u4fa1<\/li>\n<li>\u7af6\u5408\u512a\u4f4d\u6027\u3068\u30d7\u30ed\u30c0\u30af\u30c8\u72ec\u81ea\u6027\u304c\u3042\u308b\u304b\u3092\u5224\u65ad<\/li>\n<\/ul>\n<p>\u3053\u308c\u3089\u3092\u8907\u5408\u7684\u306b\u5224\u65ad\u3059\u308b\u3068\u3001\u6210\u9577\u4f59\u5730\u306e\u3042\u308b\u9298\u67c4\u3092\u9078\u3073\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n<h2 style=\"font-size: 24px;\">\u9298\u67c47\u9078\uff08ARR\u30fbNRR\u57fa\u6e96\u3067\u9078\u51fa\uff09<\/h2>\n<p>\u4ee5\u4e0b\u306e\u9298\u67c4\u306fARR\u6210\u9577\u3001NRR\u6c34\u6e96\u3001AI\u6d3b\u7528\u306e\u53ef\u80fd\u6027\u3001\u30af\u30e9\u30a6\u30c9\u6700\u9069\u5316\u9700\u8981\u306a\u3069\u3092\u7dcf\u5408\u7684\u306b\u8a55\u4fa1\u3057\u3066\u9078\u3073\u307e\u3057\u305f\u3002<\/p>\n<ol>\n<li style=\"font-size: 20px; font-weight: bold;\">Snowflake Inc.\uff08SNOW\uff09<\/li>\n<li style=\"font-size: 20px; font-weight: bold;\">Datadog, Inc.\uff08DDOG\uff09<\/li>\n<li style=\"font-size: 20px; font-weight: bold;\">CrowdStrike Holdings, Inc.\uff08CRWD\uff09<\/li>\n<li style=\"font-size: 20px; font-weight: bold;\">Okta, Inc.\uff08OKTA\uff09<\/li>\n<li style=\"font-size: 20px; font-weight: bold;\">Zscaler, Inc.\uff08ZS\uff09<\/li>\n<li style=\"font-size: 20px; font-weight: bold;\">MongoDB, Inc.\uff08MDB\uff09<\/li>\n<li style=\"font-size: 20px; font-weight: bold;\">ServiceNow, Inc.\uff08NOW\uff09<\/li>\n<\/ol>\n<h2 style=\"font-size: 22px;\">\u500b\u5225\u9298\u67c4\u89e3\u8aac<\/h2>\n<p><strong>Snowflake\uff08SNOW\uff09<\/strong><br \/>\n\u30c7\u30fc\u30bf\u30af\u30e9\u30a6\u30c9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4f01\u696d\u3068\u3057\u3066NRR\u304c\u9ad8\u6c34\u6e96\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\nSnowflake\u306eNRR\u306f\u7d99\u7d9a\u7684\u306b120%\u524d\u5f8c\u3067\u63a8\u79fb\u3057\u3066\u3044\u308b\u3068\u5831\u544a\u3055\u308c\u3066\u304a\u308a\u3001\u5927\u53e3\u9867\u5ba2\u306e\u8ffd\u52a0\u5229\u7528\u304c\u6210\u9577\u306e\u539f\u52d5\u529b\u3067\u3059\u3002<br \/>\nAI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u5897\u52a0\u3067\u30c7\u30fc\u30bf\u51e6\u7406\u9700\u8981\u304c\u62e1\u5927\u3057\u3066\u304a\u308a\u3001ARR\u5897\u52a0\u306e\u4f59\u5730\u304c\u9ad8\u3044\u3068\u8a55\u4fa1\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n\u8cfc\u5165\u30b7\u30ca\u30ea\u30aa\u3068\u3057\u3066\u306fAI\u30c7\u30fc\u30bf\u57fa\u76e4\u306e\u5229\u7528\u5897\u3001\u6d88\u8cbb\u8ab2\u91d1\u578b\u58f2\u4e0a\u306e\u5f37\u5316\u304c\u30dd\u30a4\u30f3\u30c8\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p><strong>Datadog\uff08DDOG\uff09<\/strong><br \/>\n\u53ef\u89b3\u6e2c\u6027\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63d0\u4f9b\u3059\u308bDatadog\u306f\u3001ARR\u30fbNRR\u3068\u3082\u306b\u9ad8\u3044\u6c34\u6e96\u3067\u3059\u3002<br \/>\nDevOps\u3068\u30af\u30e9\u30a6\u30c9\u904b\u7528\u306e\u8907\u96d1\u5316\u304b\u3089\u89b3\u6e2c\u30c4\u30fc\u30eb\u306e\u9700\u8981\u304c\u5897\u3057\u3066\u304a\u308a\u3001NRR\u304c120%\u524d\u5f8c\u3067\u63a8\u79fb\u3059\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002<br \/>\n\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\u306f\u4f01\u696d\u306e\u30af\u30e9\u30a6\u30c9\u30cd\u30a4\u30c6\u30a3\u30d6\u5316\u304c\u7d9a\u304f\u9650\u308a\u9700\u8981\u304c\u5b89\u5b9a\u3059\u308b\u53ef\u80fd\u6027\u3067\u3059\u3002\u30ac\u30a4\u30c0\u30f3\u30b9\u306e\u5b89\u5b9a\u6027\u3082\u6ce8\u76ee\u70b9\u3067\u3059\u3002<\/p>\n<p><strong>CrowdStrike\uff08CRWD\uff09<\/strong><br \/>\n\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3SaaS\u3092\u63d0\u4f9b\u3057\u3001ARR\u306e\u4f38\u3073\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002<br \/>\n\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u53ce\u76ca\u304c\u53ce\u76ca\u306e\u5927\u90e8\u5206\u3092\u5360\u3081\u3001NRR\u3082\u9ad8\u3044\u6c34\u6e96\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\nAI\u306b\u3088\u308b\u8105\u5a01\u691c\u77e5\u3084\u4e88\u9632\u306e\u6a5f\u80fd\u5f37\u5316\u306f\u4e2d\u9577\u671f\u306e\u7af6\u4e89\u529b\u3092\u9ad8\u3081\u308b\u8981\u7d20\u3067\u3059\u3002\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u6295\u8cc7\u306f\u666f\u6c17\u5909\u52d5\u306b\u6bd4\u8f03\u7684\u5f37\u304f\u3001\u9577\u671f\u6295\u8cc7\u306e\u5019\u88dc\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p><strong>Okta\uff08OKTA\uff09<\/strong><br \/>\n\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u30fb\u30a2\u30af\u30bb\u30b9\u7ba1\u7406\uff08IAM\uff09\u306e\u30ea\u30fc\u30c0\u30fc\u4f01\u696d\u3067\u3059\u3002<br \/>\nOkta\u306f\u5927\u4f01\u696d\u3092\u4e2d\u5fc3\u306b\u5229\u7528\u304c\u9032\u3093\u3067\u304a\u308a\u3001ARR\u306f\u5805\u8abf\u3067\u3059\u3002<br \/>\nNRR\u306f\u7af6\u5408\u4ed6\u793e\u3068\u6bd4\u8f03\u3057\u3066\u9ad8\u3044\u6c34\u6e96\u3092\u4fdd\u3063\u3066\u304a\u308a\u3001\u4f01\u696d\u5185\u3067\u306e\u8a8d\u8a3c\u9700\u8981\u306e\u5897\u52a0\u304cARR\u5897\u306b\u5bc4\u4e0e\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n\u7279\u306b\u30ea\u30e2\u30fc\u30c8\u30ef\u30fc\u30af\u3084\u30bc\u30ed\u30c8\u30e9\u30b9\u30c8\u306e\u5c0e\u5165\u304c\u9032\u3080\u4e2d\u3067\u8a8d\u8a3c\u57fa\u76e4\u3078\u306e\u9700\u8981\u306f\u7d99\u7d9a\u3059\u308b\u3068\u8003\u3048\u3089\u308c\u307e\u3059\u3002<\/p>\n<p><strong>Zscaler\uff08ZS\uff09<\/strong><br \/>\n\u30bc\u30ed\u30c8\u30e9\u30b9\u30c8\u30fb\u30a2\u30af\u30bb\u30b9\u3068SASE\uff08Secure Access Service Edge\uff09\u3092\u63d0\u4f9b\u3059\u308b\u4f01\u696d\u3067\u3059\u3002<br \/>\nARR\u306f\u5b89\u5b9a\u3057\u305f\u5897\u52a0\u304c\u7d9a\u3044\u3066\u304a\u308a\u3001\u30af\u30e9\u30a6\u30c9\u79fb\u884c\u3068\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u904b\u7528\u6700\u9069\u5316\u306e\u9700\u8981\u304c\u8ffd\u3044\u98a8\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\nNRR\u306e\u6c34\u6e96\u3082\u6bd4\u8f03\u7684\u9ad8\u304f\u3001\u65e2\u5b58\u9867\u5ba2\u306e\u7d99\u7d9a\u5229\u7528\u304c\u53ce\u76ca\u5897\u306b\u3064\u306a\u304c\u3063\u3066\u3044\u307e\u3059\u3002\u7af6\u4e89\u6fc0\u5316\u306e\u30ea\u30b9\u30af\u306f\u3042\u308a\u307e\u3059\u304c\u30bc\u30ed\u30c8\u30e9\u30b9\u30c8\u9700\u8981\u306f\u6301\u7d9a\u3057\u307e\u3059\u3002<\/p>\n<p><strong>MongoDB\uff08MDB\uff09<\/strong><br \/>\n\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u578b\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3067\u9ad8\u3044\u63a1\u7528\u7387\u3092\u8a87\u308a\u307e\u3059\u3002<br \/>\n\u30af\u30e9\u30a6\u30c9DB\u30b5\u30fc\u30d3\u30b9\u3092\u4e3b\u529b\u3068\u3057\u3001ARR\u306e\u4f38\u3073\u304c\u5805\u8abf\u3067\u3059\u3002<br \/>\n\u65e2\u5b58\u9867\u5ba2\u306e\u5229\u7528\u7bc4\u56f2\u62e1\u5927\u306b\u3088\u308bNRR\u6539\u5584\u304c\u898b\u3089\u308c\u3001ARR\u3068NRR\u306e\u30d0\u30e9\u30f3\u30b9\u304c\u826f\u597d\u3067\u3059\u3002<br \/>\n\u958b\u767a\u8005\u30b3\u30df\u30e5\u30cb\u30c6\u30a3\u306e\u652f\u6301\u304c\u5f37\u3044\u70b9\u3082\u9577\u671f\u6210\u9577\u306e\u4e0b\u652f\u3048\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p><strong>ServiceNow\uff08NOW\uff09<\/strong><br \/>\n\u4f01\u696d\u5411\u3051\u696d\u52d9\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4f01\u696d\u3067\u3059\u3002<br \/>\nServiceNow\u306fARR\u304c\u9ad8\u304f\u3001NRR\u3082\u5b89\u5b9a\u3057\u3066\u3044\u308b\u70b9\u304c\u7279\u5fb4\u3067\u3059\u3002<br \/>\n\u4f01\u696d\u5185\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u81ea\u52d5\u5316\u30cb\u30fc\u30ba\u306f\u5805\u8abf\u306b\u63a8\u79fb\u3059\u308b\u305f\u3081\u3001ARR\u5897\u52a0\u304c\u898b\u8fbc\u307e\u308c\u307e\u3059\u3002<br \/>\n\u696d\u52d9\u52b9\u7387\u5316\u6295\u8cc7\u306e\u5b9a\u7740\u304c\u5f37\u3044\u8ffd\u3044\u98a8\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<h2 style=\"font-size: 22px;\">SaaS\u9298\u67c4\u6bd4\u8f03\u8868<\/h2>\n<table border=\"1\" cellspacing=\"0\" cellpadding=\"8\">\n<thead>\n<tr>\n<th>\u9298\u67c4<\/th>\n<th>ARR\/NRR\u306e\u50be\u5411<\/th>\n<th>\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Snowflake (SNOW)<\/td>\n<td>\u9ad8ARR\u30fb\u9ad8NRR<\/td>\n<td>\u30c7\u30fc\u30bf\u5206\u6790\u30fbAI\u30c7\u30fc\u30bf\u5229\u7528<\/td>\n<\/tr>\n<tr>\n<td>Datadog (DDOG)<\/td>\n<td>\u5b89\u5b9aNRR<\/td>\n<td>\u53ef\u89b3\u6e2c\u6027\u30c4\u30fc\u30eb\u9700\u8981<\/td>\n<\/tr>\n<tr>\n<td>CrowdStrike (CRWD)<\/td>\n<td>\u9ad8ARR\u30fb\u9ad8NRR<\/td>\n<td>\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u6295\u8cc7<\/td>\n<\/tr>\n<tr>\n<td>Okta (OKTA)<\/td>\n<td>\u9ad8NRR<\/td>\n<td>\u30bc\u30ed\u30c8\u30e9\u30b9\u30c8\u30fbIAM<\/td>\n<\/tr>\n<tr>\n<td>Zscaler (ZS)<\/td>\n<td>\u9ad8ARR<\/td>\n<td>\u30bc\u30ed\u30c8\u30e9\u30b9\u30c8\u30fbSASE<\/td>\n<\/tr>\n<tr>\n<td>MongoDB (MDB)<\/td>\n<td>\u9ad8ARR<\/td>\n<td>\u30af\u30e9\u30a6\u30c9DB<\/td>\n<\/tr>\n<tr>\n<td>ServiceNow (NOW)<\/td>\n<td>\u5b89\u5b9aARR\u30fb\u9ad8NRR<\/td>\n<td>\u696d\u52d9\u81ea\u52d5\u5316<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 style=\"font-size: 22px;\">\u5b9f\u6226\u7684\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8<\/h2>\n<p>\u6295\u8cc7\u3092\u3059\u308b\u4e0a\u3067\u306f\u3001ARR\/NRR\u306e\u52d5\u304d\u3060\u3051\u3067\u306a\u304f\u3001\u56db\u534a\u671f\u6c7a\u7b97\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3001\u9867\u5ba2\u69cb\u6210\u3001ARPA\u306e\u63a8\u79fb\u3001\u30c1\u30e3\u30fc\u30f3\u7387\u306b\u3082\u6ce8\u76ee\u3057\u3066\u304f\u3060\u3055\u3044\u3002<br \/>\n\u7279\u306bNRR\u304c\u8907\u6570\u56db\u534a\u671f\u9023\u7d9a\u3067\u6539\u5584\u3057\u3066\u3044\u308b\u4f01\u696d\u306f\u3001\u65e2\u5b58\u9867\u5ba2\u306e\u53ce\u76ca\u62e1\u5927\u304c\u9032\u3093\u3067\u3044\u308b\u8a3c\u62e0\u3067\u3059\u3002<br \/>\n\u8cfc\u5165\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u306f\u62bc\u3057\u76ee\u3092\u5f85\u3064\u6226\u7565\u304c\u6709\u52b9\u3067\u3059\u304c\u3001\u30c8\u30ec\u30f3\u30c9\u304c\u5d29\u308c\u3066\u3044\u308b\u3068\u5224\u65ad\u3055\u308c\u308b\u5834\u5408\u306f\u6a5f\u52d5\u7684\u306b\u5229\u76ca\u78ba\u5b9a\u3084\u640d\u5207\u308a\u30e9\u30a4\u30f3\u3092\u6c7a\u3081\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n<h2 style=\"font-size: 22px;\">\u95a2\u9023\u5185\u90e8\u30ea\u30f3\u30af<\/h2>\n<ul>\n<li><a href=\"https:\/\/us-stocks.owl358.com\/?p=1645\" target=\"_blank\" rel=\"noopener\">\u30af\u30e9\u30a6\u30c9\u6295\u8cc7\u518d\u958b\u3067\u898b\u76f4\u3055\u308c\u308b\u7c73\u56fd\u682a \u2014 \u904e\u53bb\u306b\u58f2\u3089\u308c\u904e\u304e\u305f\u9298\u67c4\u7fa4<\/a><\/li>\n<li><a href=\"https:\/\/us-stocks.owl358.com\/?p=1649\" target=\"_blank\" rel=\"noopener\">Hyperscaler\u306e650B\u30c9\u30ebAI\u6295\u8cc7\u3067\u7206\u767a\u3059\u308b\u7c73\u56fd\u682a\uff5c\u672c\u547d\u9298\u67c4\u3092\u5fb9\u5e95\u5206\u6790<\/a><\/li>\n<li><a href=\"https:\/\/us-stocks.owl358.com\/?p=1659\" target=\"_blank\" rel=\"noopener\">OpenAI\u00d7Microsoft\u306e\u518d\u7de8\u3068\u4f01\u696d\u306eAI\u6226\u7565<\/a><\/li>\n<li><a href=\"https:\/\/us-stocks.owl358.com\/?p=1662\" target=\"_blank\" rel=\"noopener\">Applied Materials\u304c\u793a\u3057\u305fAI\u9700\u8981\u306e\u884c\u65b9<\/a><\/li>\n<\/ul>\n<h2 style=\"font-size: 22px;\">\u307e\u3068\u3081<\/h2>\n<p>SaaS\u9298\u67c4\u9078\u3073\u3067\u306fARR\u3068NRR\u3092\u4e2d\u5fc3\u306b\u636e\u3048\u308b\u3053\u3068\u304c\u6709\u52b9\u3067\u3059\u3002<br \/>\nARR\u306f\u53ce\u76ca\u57fa\u76e4\u306e\u62e1\u5927\u5ea6\u5408\u3044\u3092\u3001NRR\u306f\u65e2\u5b58\u9867\u5ba2\u306e\u53ce\u76ca\u7dad\u6301\u30fb\u62e1\u5927\u529b\u3092\u305d\u308c\u305e\u308c\u793a\u3057\u307e\u3059\u3002<br \/>\n\u4eca\u56de\u7d39\u4ecb\u3057\u305f7\u793e\u306f\u305d\u308c\u3089\u306e\u89b3\u70b9\u3067\u4ed6\u793e\u6bd4\u8f03\u306b\u8010\u3048\u308b\u4f01\u696d\u3067\u3059\u3002<br \/>\n\u305f\u3060\u3057\u6295\u8cc7\u306f\u30ea\u30b9\u30af\u3092\u4f34\u3044\u307e\u3059\u306e\u3067\u3001\u30dd\u30b8\u30b7\u30e7\u30f3\u30b5\u30a4\u30ba\u3084\u640d\u5207\u308a\u30e9\u30a4\u30f3\u306e\u8a2d\u5b9a\u3092\u5fd8\u308c\u306a\u3044\u3088\u3046\u306b\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<h3>\u53c2\u52a0\u4e2d\u306e\u30e9\u30f3\u30ad\u30f3\u30b0\u30b5\u30a4\u30c8\u69d8\u3067\u3059\u3002<\/h3>\n<p>\u4e00\u65e5\u4e00\u56de\u30af\u30ea\u30c3\u30af\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u2193\u2193\u2193<\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11197777\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/americastock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u7c73\u56fd\u682a\u3078\" width=\"88\" height=\"31\" border=\"0\" \/><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11197777\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a title=\"\u7c73\u56fd\u682a\u30e9\u30f3\u30ad\u30f3\u30b0\" href=\"https:\/\/blog.with2.net\/link\/?id=2124557&amp;cid=5291\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/blog.with2.net\/img\/banner\/c\/banner_1\/br_c_5291_1.gif\" alt=\"\u7c73\u56fd\u682a\u30e9\u30f3\u30ad\u30f3\u30b0\" width=\"110\" height=\"31\" \/><\/a><\/p>\n<p><a href=\"https:\/\/airw.net\/kabu\/rank.cgi?id=beibei\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/01\/air_rank.gif\" alt=\"\u682a\u5f0f\u6295\u8cc7\u30e9\u30f3\u30ad\u30f3\u30b0\" border=\"0\" \/><\/a><\/p>\n<p><a title=\"\u4ed5\u624b\u682a\" href=\"https:\/\/kabu-sokuhou.com\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/kabu-sokuhou.com\/img\/item\/banner.gif\" alt=\"\u6ce8\u76ee\u9298\u67c4\" width=\"110\" height=\"31\" \/><\/a><\/p>\n<h3>\u305d\u306e\u4ed6\u3001\u95a2\u9023\u30d6\u30ed\u30b0\u2193\u2193\u2193<\/h3>\n<p>\u682a\u306e\u88cf\u300a\u65e5\u672c\u682a\u95a2\u9023\u300b<br \/>\n<a href=\"https:\/\/ameblo.jp\/ura-kabu\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-446\" src=\"https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/4.jpg\" alt=\"\u682a\u306e\u88cf\" width=\"200\" height=\"113\" srcset=\"https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/4.jpg 200w, https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/4-120x68.jpg 120w, https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/4-160x90.jpg 160w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/a><br \/>\n\u682a\u306e\u88cf\u3010\u6210\u679c\u3068\u6295\u8cc7\u8853\u3011\u300a\u65e5\u672c\u682a\u95a2\u9023\u300b<br \/>\n<a href=\"https:\/\/k-u-merumaga.owl358.com\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-445\" src=\"https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/3.jpg\" alt=\"\u682a\u306e\u88cf\u3010\u6210\u679c\u3068\u6295\u8cc7\u8853\u3011\" width=\"200\" height=\"113\" srcset=\"https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/3.jpg 200w, https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/3-120x68.jpg 120w, https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/3-160x90.jpg 160w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30af\u30e9\u30a6\u30c9\u6295\u8cc7\u304c\u518d\u3073\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u307e\u3059\u3002 \u30c7\u30fc\u30bf\u4f7f\u7528\u91cf\u306e\u5897\u52a0\u3001AI\u5c0e\u5165\u52a0\u901f\u3001\u4f01\u696d\u306e\u30c7\u30b8\u30bf\u30eb\u5909\u9769\u30cb\u30fc\u30ba\u304c\u91cd\u306a\u308a\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30e2\u30c7\u30eb\u3092\u63a1\u7528\u3059\u308bSaaS\u4f01\u696d\u304c\u6295\u8cc7\u5bb6\u306e\u8996\u70b9\u3067\u518d\u8a55\u4fa1\u3055\u308c\u308b\u72b6\u6cc1\u3067\u3059\u3002 \u7279\u306bARR\uff08\u5e74\u9593\u7d4c\u5e38\u53ce\u76ca\uff09 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":15,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[1188,1187],"tags":[785,1189,402,1177,1190,7],"class_list":["post-1668","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-arrnrr","category-saas","tag-arr","tag-nrr","tag-saas","tag-1177","tag-1190","tag-7"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2024\/12\/us.jpg","jetpack_sharing_enabled":true,"jetpack_likes_enabled":true,"_links":{"self":[{"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/posts\/1668","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1668"}],"version-history":[{"count":1,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/posts\/1668\/revisions"}],"predecessor-version":[{"id":1669,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/posts\/1668\/revisions\/1669"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/media\/15"}],"wp:attachment":[{"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1668"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1668"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1668"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}