Clouded Judgement

DECEMBER 22, 2023

The median projected growth rate today is 14% The piece left out of the analysis is interest rates, which are obviously higher today than the period of 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).

Cloud 184

Cloud Subscription Payment Features Revenue 184

Natalia Luneva

JANUARY 7, 2023

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User Experience 40

User Experience Payment Features Subscription Software 40

SaaStr

FEBRUARY 25, 2020

Say you sell a subscription-based software but you also send your customers a handy flash drive with a version of your software on it. The worst case scenario here is that you owe the state any sales tax you should have collected from your customer at the point of sale or when they pay their periodic subscription free.

Merchant Services 205

Merchant Services Technical Review Scale Sales Hiring 205

Clouded Judgement

JANUARY 13, 2023

As a reminder - from 2010 - 2020 the average 10Y rate was ~2.3%. That was more broadly a period of ZIRP, and it’s interesting that today the 10Y isn’t hugely different from where it was in the period of 2010 - 2020 Morgan Stanley CIO Survey Everyone is eagerly awaiting 2023 forecasts to be “de-risked.”

Cloud 130

Cloud Forecasting Subscription Payment Features 130

Clouded Judgement

SEPTEMBER 27, 2024

Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011). Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

OCTOBER 21, 2022

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%. I don’t think it goes back to ZIRP, but I think it looks closer to the average from 2010 - 2020 than what it does today.

Cloud 130

Cloud Software Review Subscription Payment Features 130

The Angel VC

DECEMBER 25, 2010

As 2010 is drawing to a close I’d like to take a moment to give you a quick update on my angel investment activities and more importantly, thank the incredibly talented and hard-working people who have made it such an amazing year. Mange tak to Mikkel , Morten , Alex , Michael and the whole crew.

Cloud 106

Cloud Investment B2B Subscription 106

Intercom, Inc.

JUNE 16, 2020

The rise of the subscription model challenges businesses to place equal emphasis on conversion and retention , or risk spending themselves into oblivion. In 2010, leading management thinker Roger Martin declared we’re entering the age of “customer capitalism.” Over the last 10 years, this thinking has come undone.

Scale 237

Scale Social Media Customer Support Scaling 237

Buffer Resources

AUGUST 16, 2023

We’ve shared a number of parts of Buffer’s business transparently over the years — and one piece we’ve always wanted to expand on is where your money goes when you pay for a Buffer subscription. A look at our pricing history Our ASP also reflects the changes we’ve made to our pricing model over the years.

Merchant Services 98

Merchant Services Payment Services Payment Features Payments 98

Clouded Judgement

NOVEMBER 3, 2023

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). So what’s holding up software stocks valuations??

Software Review 167

Software Review Cloud Software Azure 167

Clouded Judgement

JUNE 16, 2023

Said another way, the median NTM revenue multiple is ~23% below it’s historical average, but forward growth expectations are the lowest ever (~40% below historical average), and the 10Y is ~40% higher than it’s historical average (from the period 2010-2020). Median NTM Growth Rate was ~25% Median 10Y was ~2.3%

Cloud 130

Cloud Software Subscription Payment Features 130

Clouded Judgement

FEBRUARY 24, 2023

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). It makes sense the median multiple today is lower than the 2010-2020 average given the difference in rates.

Cloud 130

Cloud Subscription Payment Features Revenue 130

Intercom, Inc.

FEBRUARY 6, 2020

When Eren Bali founded Udemy in 2010, he had a vision for what the marketplace would be: a place where anyone could teach and learn anything. If you enjoy the conversation and don’t want to miss the rest of the series, just hit subscribe on iTunes , stream on Spotify , Stitcher , or grab the RSS feed in your player of choice.

Marketplace as a Service 243

Marketplace as a Service Scale Sales Recruiting Business 243

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

Chargebee

FEBRUARY 15, 2022

Headless subscription and revenue management tools are now to eCommerce what 'big data' was to digital businesses in 2010. Learn how eCommerce brands like the Dollar Shave Club leveraged headless subscription management to build advanced scale-worthy platforms with little time and money and took on market leaders.

Subscription 52

Subscription Payment Features Management Branding 52

Baremetrics

MARCH 30, 2021

These are some of the most revered apps when it comes to subscription billing platform and recurring payments management. Check out the Baremetrics free trial to get better analytics on your subscription customers. Chargebee vs. Recurly: An overview These two subscriptions and billing systems have more or less the same features.

Payment Features 95

Payment Features Payments Payment Solutions Payment Services 95

Tom Tunguz

SEPTEMBER 3, 2012

Over the weekend, I watched Page One, a documentary which chronicles the turmoil occurring within the New York Times in 2009 and 2010 when newspapers were going out of business all over the country. 10% of revenues originate from digital subscriptions, evidence the paper is mastering a new art form - making money on the web.

Advertising 100

Advertising Subscription Payment Features Innovation 100

Tom Tunguz

DECEMBER 7, 2015

Today, more than 82% of revenues are subscription dollars. However, professional services’ contribution to revenue has fallen from 32% in 2010 to about 20%, likely because ULTI is moving into the mid-market and the product has improved so less service is required to satisfy customer needs.

Software 100

Software Marketing Forecasting Enterprise 100

Baremetrics

OCTOBER 21, 2021

Challenge: UXPin needed a tool to consolidate their subscription data and track metrics. UXPin offers four subscription levels to suit the design needs of companies ranging from startups to large enterprises. A need to consolidate financial data in one place UXPin was founded in Poland in 2010. You can see it in real-time here

Payment Services 98

Payment Services SaaS Payments Payments Metrics 98

Chart Mogul

MARCH 9, 2020

Established in 2010, Buffer hardly needs an introduction. We spoke to Buffer’s CEO Joel Gascoigne about his experience building Buffer and the role and place subscription data plays for the company. For the first 2-3 years of Buffer’s existence, Joel and his team did not need a specialized solution for subscription analytics.

Payment Solutions 113

Payment Solutions Payment Features Payments Social Media 113

Baremetrics

APRIL 2, 2021

These are some of the most revered apps when it comes to subscription billing platform and recurring payments management. Chargebee vs. Recurly: An overview These two subscriptions and billing systems have more or less the same features. They are endowed with a load of integrations that come in handy in your subscription business.

Payment Features 88

Payment Features Payments Payment Solutions Payment Services 88

Tom Tunguz

SEPTEMBER 21, 2014

Tableau sells software the old-fashioned way, with perpetual licenses not subscriptions. Since at least 2010, Tableau has been run profitably. All of the businesses we’ve looked at in the past have been purely SaaS businesses. Today, we’ll examine Tableau, the market leader for data visualization software.

Benchmarks 100

Benchmarks SaaS Payments Metrics Scale 100

Andreessen Horowitz

MARCH 11, 2024

Over the last decade, we’ve seen record growth in player demand driven by several tailwinds, including: the rise of mobile and emerging markets, new business models like free-to-play and subscriptions, transmedia storytelling, and much more. This is a ~20x increase from a $10M average budget for a single platform game in 2010.

Outsourcing Services 93

Outsourcing Services Investment Outsourced Development Marketplace as a Service 93

Chart Mogul

DECEMBER 4, 2020

When Stripe was launched in 2010, dealing with payments online wasn’t a straightforward matter. As I outlined in the beginning, handling payments wasn’t easy in 2010, even for developers. Doing that has allowed them to expand the product and go after subscription companies and larger customers, such as Lyft.

Payment Methods 105

Payment Methods Payment Services Payments Payment Solutions 105

Stax

DECEMBER 20, 2023

On a federal level, the Durbin Amendment , part of the Dodd-Frank Wall Street Reform and Consumer Protection Act was introduced in 2010 and limits transaction fees. And paired with Stax ’s subscription-based pricing model, you can easily navigate the world of surcharging while reducing overall payment processing costs at the same time.

Merchant Services 88

Merchant Services Payment Services Stax Payment Methods 88

Andreessen Horowitz

SEPTEMBER 21, 2023

If you want to see the future of financial services regulation, look to the UK The foundation: UK’s banking market and infrastructure In 2010, the UK was dominated by a small handful of large banks. or the rest of Europe. In the UK, you can pay your tax bill with HM Revenue and Customs with an open banking initiated payment.

Merchant Services 118

Merchant Services Payment Solutions Payment Services Payment Methods 118

SaaStr

JANUARY 14, 2020

And from about 2007 till 2010 we bootstrapped and built the first version of the Pluralsight you see today. That was in 2010, and we committed the company to go big with this cloud-based SaaS business model that would allow us to reach individuals anywhere in the world. Our salesforce didn’t know which one to sell.

B2B 173

B2B B2C Scale New CTO 173

Frontegg

MAY 27, 2021

But back to the product side, adopting PLG means creating the optimal user journey to engage the customer from the login stage onwards – seamless login, onboarding, subscriptions plans, built-in security, and support features all need to work in tandem to create the best results. Best For: Subscription Management, Billing.

Payment Solutions 98

Payment Solutions SaaS Payments Payments Scale 98

Sales Hacker

SEPTEMBER 11, 2020

If you sell an HR platform with a subscription that starts at 50 seats, you should scratch any seed-stage startups off your list. Founded in 2010. Raised seed in 2010. Founded in 2010. Instead of asking, “ Who should I be prospecting into? ” Are they trying to expand internationally? Raised Series D in 2016. Sumo Logic.

Outsourcing Services 104

Outsourcing Services Scale Startup Outsourced Development 104

Chargify

AUGUST 6, 2019

Welcome to the Subscription Rockstars series! And, of course, we will pay special attention to how their subscription billing models and pricing strategies contributed to their growth. 2010: 3,855 customers. 2010: 176 employees. In 2010, HubSpot CMO Mike Volpe explained their approach on Quora. . 2007:$255,000.

Subscription 40

Subscription Payment Features Revenue Software Review 40

Neil Patel

JULY 30, 2021

However, Google made the tool available to the public in 2010, which made it simpler for all website owners to access and use. comes free with every Hootsuite account, too, so you don’t need a paid subscription to benefit from the tool. Google’s own URL shortening tool, Goo.gl, launched back in 2009. Sounds good, right?

Social Media 134

Social Media Scale Mobile Branding 134

Baremetrics

AUGUST 6, 2021

mostly referred to as Stripe) was founded in 2010. MRR Movements You can view new and active subscriptions with a click of a button with Stripe reports, but you can’t drill down and distinguish between plan quantities, upgrades, downgrades, failed charges, or refunds with the same ease. Stripe, Inc. What is a Stripe Monthly Report?

Payment Services 98

Payment Services Payments SaaS Payments Payment Methods 98

SaaStr

APRIL 30, 2022

So growth of the kind of subscription, eCommerce industry has been over 100% year on year for the past five years, according to McKinsey. When Patrick and John in 2010 were at Y Combinator and spend their days doing office hours with the whole Y Combinator and a little water in the valley. Transcript. Thank you very much.

SaaS Payments 246

SaaS Payments Metrics Payment Methods Scale 246

FastSpring

APRIL 1, 2021

Once the trial ends, you send them an email or in-app prompt that directs them to a paid subscription link. Opt-in free trial conversion rates vary from low single digits to upwards of 25% depending on the product category and target customer. Let’s say you have a 30-day trial period.

Payment Solutions 138

Payment Solutions SaaS Payments Payment Methods Strategy 138

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. Adam: You’ve gotten to work with a slew of interesting companies over the years: Gusto, Product Hunt, Angel List, even Boba Guys. You can do paid referrals or paid ads.

Acquisition 224

Acquisition Marketplace as a Service Retention Startup 224

FastSpring

JUNE 19, 2019

Engagement drives conversion from free consumption to a paid subscription.”. We make our freemium product work so well, If they like our product, very soon they are going to pay for the subscription,” he said. We’re taking twice as many photos as we were in 2013, and image sharing on Instagram since 2010 has spiked.

Payment Methods 104

Payment Methods Trends Payments Payment Services 104

Baremetrics

FEBRUARY 6, 2022

That could mean they have unsubscribed from your email newsletters, haven’t renewed their subscriptions to your service, or just won't buy from you again. It’s got a definable and actionable formula: customers that churned over a time period divided by customers at the start of that given time. Of course, churn is an inevitability.

Metrics 106

Metrics Social Media Scale Churn 106