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5 Interesting Learnings from AppFolio at $660,000,000 in “ARR”

SaaStr

market cap (11x) – Growing 29% a year — efficiently – Only 30% of revenue from software, rest payments + services – 20% Free Cash Flow, 16% non-GAAP margins – Frozen… pic.twitter.com/8PLvYP1JRz — Jason ✨Be Kind✨ Lemkin  ?? 5 Most of Their Revenue, Like Shopify and Bill, is Not From Software.

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SaaS Is Growing Up: 4 Business Model Changes To Adopt with Notion Capital

SaaStr

PST, Stephanie Opdam, Partner at Notion Capital, shares four business model changes that will allow SaaS companies to build resilience and staying power over time. Now, the lows appear to stabilize around the levels we saw in 2016. They don’t have the highest revenue per head, but they certainly have the highest profitability.

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How Adopting Mobile Payments Can Help Your Business Grow in 2024

Stax

Fast forward to now where much has changed, and research anticipates contactless mobile payments to exceed one billion users globally by 2024. Customers can pay with their watch or phone just by tapping it on a card reader, and businesses can host an entire POS system on a mobile phone.

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Microsoft office and home business 2016 free

Natalia Luneva

Looking for: Microsoft office and home business 2016 free. Microsoft Office 2016. Plus, discover and organize the information that’s most relevant to you right now across all your Office microsoft office and home business 2016 free. Annual commitment payment is available for Office Enterprise plans.

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UIPath S-1 Analysis: How 7 Key Metrics Stack Up

Tom Tunguz

In 2021, the business counted more than 8000 customers, with 1000 paying more than $100k and 89 paying more than $1m. The company also mentions the 2016 cohort of customers expanded 51x in the last 5 years. Larger enterprise contracts imply longer contract terms and larger pre-payments, boosting these figures.

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Perpetual License vs. Annual License vs. Subscriptions

Baremetrics

The ultimate goal of any developer with an idea for some useful software is monetization. Software monetization is simply the act of generating revenue from software. Baremetrics provides an easy-to-read dashboard that gives you all the key metrics for your business, including MRR, ARR, LTV, total customers, and more.

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5 Interesting Learnings from Toast at $500m in ARR, and a $3B Total Run Rate

SaaStr

While its software has decent margins of 66%, software is only 10% of Toast’s total GAAP revenue. It loses money on the hardware (gross margin negative) and the payments solutions have barely a 20%+ margin and constitute the vast majority of revenue today. Mediocre margins in payments. And a few bonus notes: #6.