Clouded Judgement

JANUARY 13, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. As a reminder - from 2010 - 2020 the average 10Y rate was ~2.3%. The average yearly growth in IT budgets from 2010 - 2019 was 4.1%, so the projections for 2023 are below the historical yearly average. Follow along to stay up to date!

Cloud 130

Cloud Forecasting Subscription Payment Features 130

Clouded Judgement

OCTOBER 21, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. And to get ahead of some questions, the long term average I’m using is from 2010-2020 (so excluding the crazy multiples of Covid). The average 10Y in the period of 2010 - 2020 was ~2.3%. Follow along to stay up to date!

Cloud 130

Cloud Software Review Subscription Payment Features 130

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This growth adjusted premium also comes at a time when the 10Y is nearly double what it was from 2010 to 2020. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Software Review 170

Software Review Cloud Software Azure 170

Clouded Judgement

JUNE 16, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I’m using the period of 2010+ given that’s really when cloud software came about. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 130

Cloud Software Subscription Payment Features 130

Clouded Judgement

FEBRUARY 24, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. So today, the median multiple is ~25% lower than where it’s longer term average (pre 2010 we don’t have much data on cloud software multiples as there weren’t many public cloud software companies). Follow along to stay up to date!

Cloud 130

Cloud Subscription Payment Features Revenue 130

Tom Tunguz

OCTOBER 12, 2014

In 2009 and 2010, the company recognized more revenue from services than subscription. Over time, subscription revenue will continue to increase compared to services revenue. In contrast, WorkDay typically signs 3-5 subscription year agreements, so the subscription revenue is a substantial annuity of long duration.

Benchmarks 113

Benchmarks Deferred Revenue Venture Capital Outsourced Development 113

Intercom, Inc.

MAY 10, 2018

When I think about growth and Dropbox, Drew Houston’s classic talk from the 2010 Startup Lessons Learned Conference immediately comes to mind. One of the most amazing new trends is the way internet-connected physical objects interrupt your real life experience as you’re walking around. You can do paid referrals or paid ads.

Acquisition 224

Acquisition Marketplace as a Service Retention Startup 224

SaaStr

SEPTEMBER 12, 2019

At Twilio, I think my entire job there my first two years was throwing t-shirts at people, because everyone had a Twilio t-shirt I think in the developer community in 2010, and that was our marketing strategy. Many of our users begin their journey with Slack on our free subscription plan. I call that product led growth. But it worked.

Investment 108

Investment Underperforming Technical Team Sales Hiring Software Review 108

ChurnZero

JANUARY 13, 2022

Following the trends from the last few years, we fully expect to see an acceleration in the number of Customer Success leaders who join the ranks of the C-suite over the course of 2022. This role is made for her,” said Kirsten Davies, SVP and Chief Information Security Officer, The Estée Lauder Companies. markets at Blackbaud.

VP of Engineering 98

VP of Engineering Customer Success Outsourcing Services Technical Review 98

Intercom, Inc.

APRIL 22, 2019

With the advent of the subscription economy, support is increasingly responsible for fostering that relationship over time (which can lead to more long-term revenue). Boomi is a cloud integration company that I worked on and built for 10 years and was acquired by Dell in 2010. Short on time?

Scale 157

Scale Scaling Underperforming Technical Team AI Search 157

Sales Hacker

MARCH 25, 2025

and then like, if I go to 2010 in the startup space. Ray Smith: It’s a great point, Scott is like, as I mentioned, and that cynical phase around 2010, it seemed like every startup, every business was slapping AI. It really does need to be broken down into parse and process the invoice, then check the ERP, then do these things.

AI Search 65

AI Search AI Scale Software 65

Baremetrics

FEBRUARY 23, 2021

For those who are not yet familiar, Stripe is essentially an one-stop financial solution for eCommerce businesses that was founded in 2010. Specializing in market and subscription payments, many eCommerce companies favor this third-party processor because it is quick, easy, and cost-effective. Braintree: Conclusion.

Merchant Services 59

Merchant Services Payment Services Payment Methods SaaS Payments 59

ProfitWell

MAY 18, 2020

Why it's never been easier to sell subscription. How is DTC growth trending over time? ??7 Some good news regarding this data—overall, DTC growth is continuing to trend upward. How are churn and new revenue trending over time? Now that brick-and-mortar stores are shuttered, subscription services are filling the void.

Data 52

Data Sales Hiring Customer Lifetime Value Subscription 52

Neil Patel

DECEMBER 30, 2022

Following the advice you got about video optimization back in 2010 won’t get you very far today. This tool gives specific information on YouTube search volumes and trends. Promote subscriptions or notifications for your channel. Video SEO is one of those things that constantly evolves, making it tricky to understand.

Social Media 93

Social Media Engineering Engagement Travel 93

SaaStr

AUGUST 7, 2020

We’ve been looking at retail for three, four quarters and it’s been trending down. When we’ve seen a lot of very interesting data I could share with you around the downward trend. That trend you can see it in Q4. We did things like we said, “Look, give us a year annual subscription.

Payment Solutions 204

Payment Solutions Pricing Payments Payment Services 204

How To Buy Saas

FEBRUARY 29, 2024

If you think about catching up with one of the biggest tech trends in recent years, this list will provide you with IT service providers working in different industries, with different tech stacks, and from different countries. Businesses of any size and industry can find reliable SaaS development partners.

DevOps as a Service 40

DevOps as a Service Development Technical Review Blockchain 40

Intercom, Inc.

DECEMBER 31, 2019

Here, we trace some of the biggest trends and stories in technology over the past decade, and try to find a narrative to make sense of it all. To give some perspective, there were about 300 million smartphones sold in 2010. There is a great responsibility to ensure it trends towards the former, not the latter. There are about 3.2

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

SmartKarrot

JANUARY 18, 2022

Found by Manoj Dawane in 2016, VTION is an Indian-origin media technology innovation company that aims at measuring media audiences by analyzing consumer trends and behaviors. Found by Girish Mathrubootham and Shan Krishnasam in 2010, Freshworks specializes in providing SaaS customer engagement solutions to businesses of all sizes.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

SaaStr

JUNE 4, 2019

So, I’ve had success at running surveys and getting customer feedback in various places including at LinkedIn where when I was there in 2010, we started something called global recruiting trends and to this day they still run that type of research although the format as you would expect has shifted over the years.

Sales Recruiting 234

Sales Recruiting Scale Underperforming Technical Team Pricing 234

Hitenism

JANUARY 16, 2017

Part of this has to do with reducing costs and tightening budgets, but it also reflects a much larger trend across SaaS. SaaS products are converging around a similar trend. We often associate SaaS with the standard 30-day trial feeding into a recurring subscription. To put it bluntly, we’ve had it easy in SaaS.

Scale 147

Scale Venture Capital SaaS Headcount 147

SaaStr

NOVEMBER 28, 2019

Felix : And then kind of as we raised our series B round where we said, okay, let’s try to build a really good and successful company, that’s when we shifted to a hundred percent subscription. It can order subscription. But again, at the time SaaS wasn’t, subscription wasn’t the norm at all.

Sales Hiring 195

Sales Hiring Scale Sales Recruiting Government 195

SaaStr

NOVEMBER 2, 2019

And so I’m so thrilled to welcome back Krish Subramanian, founder and CEO at Chargebee, the startup that lets you go beyond payment, billing, and recurring invoices to delivering subscription experiences that wow and what they’re doing now in the world of rev ops, trust me, it’s pretty mind blowing.

Scale 155

Scale Sales Recruiting SaaS Payments Payment Services 155

Hull

JANUARY 22, 2019

We've Spotted the trends, tactics & techniques from sitting deep in the data layer of scaling SaaS teams. Trend #1: The most effective users of martech are engineers. Trend #2: Growth is not marketing; Growth is operations. Customer data integration enables powerful, precise messaging. But what most people miss.

SaaS Payments 77

SaaS Payments Engineering Technical Advisors Payment Solutions 77

Neil Patel

FEBRUARY 16, 2021

Matt Cutts of former Google fame said a few years back : I filmed a video back in May 2010 where I said that we didn’t use “social” as a signal, and at the time, we did not use that as a signal, but now, we’re taping this in December 2010, and we are using that as a signal. foodies and natural recipe seekers).

Social Media 142

Social Media Outsourcing Services Engineering Content Marketing 142

Sales Hacker

MARCH 16, 2020

Let’s hear from Luigi about the subscription economy and the subscription business model! How 7 mantras can teach the concept of recurring revenue. Bundles & subscriptions are everything! Everything is turning into a subscription — the way that SaaS B2B salespeople sell. What You’ll Learn. Is that accurate?

Revenue 88

Revenue Scale Sales Hiring Subscription 88

SaaSOptics

AUGUST 16, 2018

We were born and raised and bred serving the needs of early stage emerging and growth SaaS and subscription based businesses. Exclusively, we have a modern financial platform for early stage and growth subscription businesses and really focusing on three major pain areas of these businesses. Ari Newman: 00:07:36 .

SaaS 40

SaaS Sales Hiring Scale Venture Capital 40

SaaSOptics

AUGUST 16, 2018

We were born and raised and bred serving the needs of early stage emerging and growth SaaS and subscription based businesses. Exclusively, we have a modern financial platform for early stage and growth subscription businesses and really focusing on three major pain areas of these businesses. Ari Newman: 00:07:36 .

SaaS 40

SaaS Sales Hiring Scale Venture Capital 40

SaaSOptics

AUGUST 16, 2018

We were born and raised and bred serving the needs of early stage emerging and growth SaaS and subscription based businesses. Exclusively, we have a modern financial platform for early stage and growth subscription businesses and really focusing on three major pain areas of these businesses. Ari Newman: 00:07:36.

SaaS 40

SaaS Sales Hiring Scale Venture Capital 40

ProfitWell

JULY 15, 2019

Bundled service providers like AOL have phased out and cloud-based subscription services are enjoying their time in the sun. We’ve got words like subscription, ad supported, license, and ASP, that are well understood. Fast forward to the mid-aughts. Dyson's projections prove accurate, and the web is saturated with free content.

Pricing 41

Pricing Business Model Cloud Venture Capital 41

OpenView Labs

JUNE 4, 2019

Netflix has become the largest subscription video provider in the US, outstripping cable and satellite. By 2010, Blockbuster had gone bankrupt.”. And it’s not just cable and stores—video streaming companies are changing the way video is produced.

Innovation 76

Innovation Technical Review Travel Business Model 76

FastSpring

JUNE 2, 2025

Dan Engel, Co-Founder and first CEO of FastSpring By 2010, FastSpring had grown significantly, with Deloitte & Touches 2011 Technology Fast 500 awards ranking FastSpring the #1 fastest-growing company in the Greater L.A. What gets me excited is kind of the bigger trend we’re playing into in enabling. I’m, ready to go.

Payment Methods 100

Payment Methods Merchant Services Payment Solutions Payment Services 100