Remove recur all pricing-change
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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between Jan 24th – March 27th. Over my years as a VC, I’ve had the opportunity to meet with hundreds of entrepreneurs who are all building special companies.

Cloud 177
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How I Reverse-Engineered a $100M Exit with SaaStr Founder and CEO Jason Lemkin

SaaStr

Today that would be a dream, but in 2011, people didn’t understand the metrics around recurring revenue businesses, so investors weren’t sure it was a good business. The low point was in 2021, with $100k of revenue per employee for all of these unicorns, and we were only 10% as efficient as we used to be.

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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. And once a customer has paid back the initial acquisitions costs to acquire it, all future streams of revenue can loosely be described as a cash flow annuity.

AI 183
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5 Best Paddle Alternatives in 2024

FastSpring

It’s a capable solution, but by no means is Paddle a universal, one-size-fits-all option. FastSpring is an experienced merchant of record that provides an all-in-one payment platform for SaaS, software, and digital goods businesses, including VAT and sales tax management, payment localization, and consumer support. Digital invoices.

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A Look Back at Q3 '23 Public Cloud Software Earnings

Clouded Judgement

The 63 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between October 25th – December 7th. Over my years as a VC, I’ve had the opportunity to meet with hundreds of entrepreneurs who are all building special companies.

Cloud 177
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Recurring Billing: Definition, How it Works, and Best Practices

Stax

For businesses offering subscriptions, memberships, retainers, and other recurring services, recurring billing is a powerful solution to streamline processes and ultimately enhance revenue generation. Users are used to recurring charges, and businesses are primed to take advantage. Learn More What is Recurring Billing?

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Doing 5, 6 or 7 Figure Deals? Don’t Forget the Services Revenue

SaaStr

I mean, it’s not recurring. We had a brutal negotiation over price. After getting beat down on pricing on the annual contract price … the Schedule for Services they sent us (without me even asking) guaranteed us another $20k a year in services, with $250 an hour as the assumed price for the services.

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