Clouded Judgement
JUNE 17, 2025
Q1 ‘25 earnings season for cloud businesses is now behind us. The 60 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between April 23rd – June 11th. In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way.
SaaStr
JUNE 11, 2025
Dear SaaStr: How Does a Founder Mindset Change As You Go From Startup to Scaleup? The big changes I see: Moving (Over Time) From Hustler to Strategist. Though Stay a Hustler, Too 😉 In the early days, you’re in the trenches—selling, building, and doing whatever it takes to survive. But as you scale, you have to step back and focus on strategy. You move from being the doer to the leader, managing teams and making high-level decisions.
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Tom Tunguz
JUNE 12, 2025
The Seed Surge of 2021 will lead to a raft of acquihires. In 2021 the total number of US software & AI seeds jumped from 2900 to 4300 - a 49% jump. Seeds fell to about 3000 creating a seed tabletop. Series As moved in lockstep both on the way up and the way down - creating a squeeze. These data form part of a longer term trend of a greater number of seeds but a relatively fixed number of Series As.
Stax
JUNE 18, 2025
Software tailored to your industry? That’s the main premise of vertical SaaS. Unlike horizontal SaaS solutions that serve a broad range of businesses, vertical SaaS solutions are designed with deep knowledge of specific markets—making them more intuitive, efficient, and impactful. This article explores what vertical SaaS is, its advantages, challenges, and how companies can win in this focused, fast-growing space.
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Underinvesting in software testing costs more than you think, and now you can prove it. This guide helps you quantify hidden costs like developer time, support overhead, tech debt, and lost revenue. Use the companion calculator to model your own data, and present your findings with a ready-to-edit presentation template. Whether you're making the case to leadership or validating outsourcing, this toolkit gives you the numbers and tools you need.
The Daily Egg
JUNE 17, 2025
With AI and LLMs shaping how people search for and find information online, SEO could be the very thing you need to ensure your brand. The post Why SEO Is Important (Even If You Don’t Rely on Google) appeared first on The Daily Egg.
SaaS Brief brings together the best content for SaaS professionals from the widest variety of industry thought leaders.
Clouded Judgement
JUNE 20, 2025
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now Cost of Intelligence It continues to shock me how quickly the cost of tokens (ie intelligence) has dropped. The chart below shows the evolution of the o-series of models (o1 and o3) pricing from the beginning of the year to today.
SaaStr
JUNE 18, 2025
Dear SaaStr: Should I Hire a Sales Consultant as My First Sales Rep? No, you shouldn’t hire a sales consultant as your first sales rep. Here’s why: As the founder, you need to be the one to close the first 10–20 customers yourself. This isn’t just about getting deals done—it’s about deeply understanding your sales process, your customers, and what works (and doesn’t) in your pitch.
Tom Tunguz
JUNE 8, 2025
Where venture capital flows, innovation follows. And for more than a decade, few faucets have been watched more closely than Y Combinator. An analysis of their investment patterns since 2020 doesn’t just reveal the accelerator’s strategy—it provides a map to the entire startup ecosystem’s next chapter. With Demo Day approaching this week & inspired by Jamesin Seidel’s YC Series A analysis , I wondered how YC investment patterns have changed since 2020.
Sales Enablement, SaaS and Growth
JUNE 7, 2025
Like many people I want to learn more about artificial intelligence (AI). This post is part of a series where I experiment with AI tools, share what I build and learn. My hope is that these posts will create discussion around this transformational technology, its use cases and maybe even help others on their journey of AI discovery. The focus of this experiment was to use AI tools to create a Marketing & Sales Funnel Calculator - an app that shows how many leads a Marketing team needs to gen
Speaker: Tamara Fingerlin, Developer Advocate
Apache Airflow® 3.0, the most anticipated Airflow release yet, officially launched this April. As the de facto standard for data orchestration, Airflow is trusted by over 77,000 organizations to power everything from advanced analytics to production AI and MLOps. With the 3.0 release, the top-requested features from the community were delivered, including a revamped UI for easier navigation, stronger security, and greater flexibility to run tasks anywhere at any time.
The Daily Egg
JUNE 23, 2025
This CRO audit guide is written for people who are going to sit down and do the work. There’s no sales pitch, no free CRO. The post How To Run a Quick CRO Audit and Fix Your Biggest Leaks appeared first on The Daily Egg.
USIO
JUNE 20, 2025
If you’re running a business today, Embedded Payments aren’t just a tech buzzword. They’re a competitive edge. Let’s explore what these payments really are, why they matter, and how your business can leverage them to streamline operations, improve customer experience, and unlock new revenue streams. What Are Embedded Payments? In the simplest terms, these payments are payment capabilities built directly into your digital product, platform, or service.
Clouded Judgement
JUNE 6, 2025
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now How to Spot ERR Last March (crazy it’s already been a year since I wrote this post!) I wrote an article about ERR vs ARR. Here’s a quick summary of that post. ARR (annual recurring revenue) is a hallmark SaaS metric rooted in predictability.
SaaStr
JUNE 21, 2025
We analyzed every major public SaaS company’s YTD performance through just about the end of the first half of 2025. The results may change how you think about building software. TL;DR: The SaaS market has clearly bifurcated in 2025. AI-native + mission-critical = strong performance (Palantir +165%, ServiceNow +12%). Traditional horizontal SaaS faces big headwinds (Salesforce -18%, Asana -31%).
Speaker: Alex Salazar, CEO & Co-Founder @ Arcade | Nate Barbettini, Founding Engineer @ Arcade | Tony Karrer, Founder & CTO @ Aggregage
There’s a lot of noise surrounding the ability of AI agents to connect to your tools, systems and data. But building an AI application into a reliable, secure workflow agent isn’t as simple as plugging in an API. As an engineering leader, it can be challenging to make sense of this evolving landscape, but agent tooling provides such high value that it’s critical we figure out how to move forward.
Tom Tunguz
JUNE 15, 2025
Databricks seems to be closing the gap on Snowflake faster than expected. Last week Databricks shared some important updates on their business which allows us to compare the progress of the two companies. Quarterly revenue between the two company shows nearly identical slope, two parallel lines. Snowflake recently exceeded $1b in quarterly revenue mark while Databricks just touched $750m and is targeting $925m for the next quarter.
Sales Enablement, SaaS and Growth
JUNE 9, 2025
Like many people I want to learn more about artificial intelligence (AI). This post is part of a series where I experiment with AI tools, share what I build and learn. My hope is that these posts will create discussion around this transformational technology, its use cases and maybe even help others on their journey of AI discovery. The focus of this experiment was to use AI tools to create a sales methodology selector tool - you simply answer a few questions, and the tool makes a recommendation
The Daily Egg
JUNE 8, 2025
Too many business decisions hinge on habits, instinct, or the loudest person in the room. Hypothesis testing offers a better way. Instead of working off. The post How To Use Hypothesis Testing to Drive Revenue appeared first on The Daily Egg.
USIO
JUNE 12, 2025
Embedded payments are becoming the backbone of modern commerce, and no one explains it better than our CEO, Louis Hoch. In a recent episode of the PayPod podcast, Louis joined host Kevin Rosenquist to unpack what’s driving the evolution of payments – from invisible infrastructure to intelligent automation. Whether it’s a fintech startup, a government agency, or a national subscription platform, Louis emphasized one key idea: the future of payments is flexible, seamless, and built to adapt.
Advertiser: ZoomInfo
AI adoption is reshaping sales and marketing. But is it delivering real results? We surveyed 1,000+ GTM professionals to find out. The data is clear: AI users report 47% higher productivity and an average of 12 hours saved per week. But leaders say mainstream AI tools still fall short on accuracy and business impact. Download the full report today to see how AI is being used — and where go-to-market professionals think there are gaps and opportunities.
Clouded Judgement
JUNE 13, 2025
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now You Own Your Data…Or Do you? Something I’ve written a fair bit about, and something I deeply believe, is this: you don’t have an AI strategy without a data strategy. But what if the data you think you have… you actually don’t?
SaaStr
JUNE 19, 2025
Rolling out our AI SDR this morning. It took a bunch of training, tooling, etc. But … 🔥Already got 15 meetings from it, 7.5% hit rate That’s more than any human SDR did in 30+ days before (More to come) — Jason ✨👾SaaStr.Ai✨ Lemkin (@jasonlk) June 16, 2025 The Top 3 Reasons AI Sales Tools “Don’t Work” (Spoiler: They Actually Do, If You Use The Tools Properly) I get this question at least 3x a week: “Jason, we tried AI sales tools and they just don’t wor
Tom Tunguz
JUNE 19, 2025
Systems of record are recognizing they cannot “ take their survival for granted.” One strategy is to acquire : the rationale Salesforce gives for the Informatica acquisition. Another strategy is more defensive - hampering access to the data within the systems of record (SOR). Unlike the previous software era where SORs built platforms on top of themselves to develop broader ecosystems (in Salesforce’s case Veeva & Vlocity ), the AI shift does seem to be more defensive.
Sales Enablement, SaaS and Growth
JUNE 9, 2025
Like many people I want to learn more about artificial intelligence (AI). This post is part of a series where I experiment with AI tools, share what I build and learn. My hope is that these posts will create discussion around this transformational technology, its use cases and maybe even help others on their journey of AI discovery. The focus of this experiment was to use AI tools to create a sales email grader - you write a sales email and and within seconds the tool uses 50+ sales methdologies
Speaker: Pete Uselman, Director of Partner Experience at Wind River Payments
Most integrated payments providers share a percent of the payment revenue with their software partners. But, oftentimes, that revenue share is only a fraction of the true income potential software providers can realize. If you want to maximize income opportunities from your payments program, check out Wind River Payments’ webinar-on-demand.
The Daily Egg
JUNE 3, 2025
The July 1st, 2024, sunsetting of Universal Analytics (UA)colloquially known as Google Analytics 3 (GA3)introduced all sorts of data discrepancies and migration issues for users. The post 5 Ways Google Analytics Is Inaccurate (+ How to Improve Data Quality) appeared first on The Daily Egg.
USIO
JUNE 9, 2025
You’re here because someone—maybe your CEO, maybe your investor, maybe your gut—told you that owning payments could be a game-changer for your platform. They’re right. But here’s the part that gets glossed over: how you own payments matters. Should you become a full Payment Facilitator (PayFac)? Or should you partner with a PayFac-as-a-Service provider?
Payrix
JUNE 23, 2025
What are contactless payments? A contactless payment is a transaction that occurs without the physical contact of a credit card to a payment terminal, device, or other point-of-sale system. When a contactless payment is initiated, customers are usually instructed to “tap-to-pay,” meaning they only need to hover their card near the contactless reader and the payment will be accepted.
SaaStr
JUNE 6, 2025
So Jamin Ball of Altimeter has a great summary of the cumulative revenue growth of all public SaaS companies … and it’s not a great story: Aggregate net new ARR added in Q1 from the software universe isn't looking good! Down nearly 30% YoY from Q1 last year pic.twitter.com/9MLyLe3XXf — Jamin Ball (@jaminball) June 5, 2025 Bottom Line Up Front : The aggregate cloud software market just delivered its worst quarterly performance in years, with net new ARR additions plummeting
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For SaaS businesses, improving retention is one of the easiest and most effective ways to drive revenue and profits. With a clear link between failed payments and customer churn, having a robust failed payment recovery solution isn’t optional—it’s essential. Achieving your retention goals starts with the right solution.
Tom Tunguz
JUNE 9, 2025
Doctors and security research have more in common than you might think. Doctors defend human bodies against an ever-shifting landscape of viruses & infections. Security researchers do the same thing, but at massive scale—protecting thousands of servers instead of a single patient. The doctors’ responsibility are to defend a human body from an ever-shifting landscape of potential viruses and infections.
Intercom, Inc.
JUNE 16, 2025
You satisfy your customers, but can you satisfy our curiosity? With Emily Bach, Customer Support Team Lead at Mangomint. Please tell us a little bit about your company and what you do there. I’m a Customer Support Team Lead at Mangomint – a SaaS company that supports businesses in the health and wellness industry. What word or phrase in customer service jargon should be retired?
The Daily Egg
JUNE 23, 2025
Half marketing automation platform, half agency for small businesses (SMBs). That’s what Wishpond is all about. The company targets folks with limited digital marketing literacy, The post Wishpond Review | Reluctant to Recommend to SMBs appeared first on The Daily Egg.
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