Clouded Judgement

JUNE 2, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. It’s a bit of a swag as not all companies report ARR (and where they don’t I’m calculating ARR as quarterly subscription revenue x4). Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 130

Cloud Trends SMB Subscription 130

Clouded Judgement

NOVEMBER 4, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. The prevailing narrative today is “higher for longer” and that’s what moved the market down on Thursday Macro Impacts on Software Performance So far we’ve had ~30 cloud software companies report Q3. This was expected.

Cloud 130

Cloud Pricing Revenue Subscription 130

SaaStr

JANUARY 20, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

DevOps as a Service 204

DevOps as a Service AI Search Cloud compliance 204

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. If we rewind back the clock to the start of 2022 the big debate was rates. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

APRIL 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. That’s a big difference, especially when you layer in the growth in headcount from 2021 to 2022. 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 Headcount Subscription Payment Features 130

Clouded Judgement

SEPTEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I do think the economy will start slowing next year, and just like they did in late 2021 / 2022, the Fed can very quickly change their course of action. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 183

Cloud Government Banking Software Review 183

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. All of these broadly falling into the bucket of customers looking to spend less, with a similar marginal cost structure for the cloud providers (hence the lower operating margin from AWS). Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

JANUARY 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Had we not gone through 2020-2022 there would still be excess to remove. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Follow along to stay up to date!

Cloud 130

Cloud Interviewing Subscription Payment Features 130

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. From a new logo bookings perspective, we had our largest Q2 and second largest quarter ever, only behind the seasonally larger Q4 2022.”

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

NOVEMBER 18, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. 10:42 PM ∙ Nov 16, 2022 I decided to run the numbers. Overall, out of my set of 96 cloud software companies, there were 49 that at one point traded >10x NTM from 2015 - 2020. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Pricing Investment Revenue 130

Clouded Judgement

SEPTEMBER 30, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Budget growth for 2022 was revised down a full 1% from the prior quarters survey (from 4% to 3% ), demonstrating near term budget pressure. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 130

Cloud Subscription Payment Features Trends 130

Clouded Judgement

MARCH 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The Fed pivoted and started raising rates extremely quickly in 2022. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Follow along to stay up to date!

Cloud 130

Cloud Banking Investment Startup 130

SaaStr

DECEMBER 21, 2022

They aren’t seeing any decline in their business at the end of 2022. And my old division of Adobe, Document Cloud, is growing 21% at $2.4 Document Cloud revenue was $2.38 Document Cloud revenue was $2.38 Adobe – Adobe Reports Record Q4 and Fiscal 2022 Revenue [link]. Creative Cloud crossed $10B in ARR.

Scale 252

Scale Cloud Subscription Payment Features 252

Clouded Judgement

DECEMBER 2, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. The 2023 guidance would imply closer to $780m of net new ARR added, and flat / down net new ARR added in 2023 vs 2022 In summary - 2023 expectations went from roughly $3.55B ARR (37% growth) to $3.3B (low 30’s growth).

Cloud 130

Cloud Forecasting Software Review Revenue 130

Tom Tunguz

APRIL 1, 2024

y/y, estimated sales efficiency is 0.11, & contribution margins are negative : Rubrik sells $1 of subscription software for $0.88. It’s a strategic imperative to metamorphose from an on-premises perpetual-license company to a subscription-software company as fast as possible. But overall revenue is growing 4.5%

Data 189

Data Subscription Payment Features Cloud 189

Clouded Judgement

FEBRUARY 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. They just reported Q4 ‘22, and in the full year 2022 they grew 63%. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Follow along to stay up to date!

Cloud 130

Cloud Azure Revenue Subscription 130

Clouded Judgement

SEPTEMBER 22, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. As a reminder, in the summer of 2021 they were saying they wouldn’t hike rates through the end of 2022…We all know how quickly that changed when they skyrocketed rates very shortly thereafter. Follow along to stay up to date!

Cloud 152

Cloud Revenue Software Metrics 152

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. After all, the real headwinds to software started in the Q3 / Q4 2022 timeline, so by Q3 / Q4 2023 we’d start lapping those tough periods. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Software Review 161

Software Review Cloud Software Azure 161

SaaStr

NOVEMBER 8, 2023

So Zoominfo is one of our favorite SaaS / Cloud leaders at SaaStr. And also, because it’s one of the Cloud leaders at scale ($1B+ ARR) that’s sort of canary in the coalmine. As we’ll see below, folks aren’t cancelling their subscriptions so much as trying just to downgrade and buy less. #2.

Scale 198

Scale Cloud Scaling Subscription 198

SaaStr

NOVEMBER 15, 2022

In 2022, founders and investors must be ready to pivot strategy at any moment. as a common language to analyze a cloud business. The shift to using SaaS metrics as a common language led to a common definition of what a great cloud business should look like. So, where should cloud businesses go from here?

Metrics 204

Metrics Machine Learning Artificial Intelligence Technical Review 204

Chart Mogul

DECEMBER 20, 2022

If you thought 2021 was a busy year for product development at ChartMogul, we shifted into hyperdrive for 2022. And if we had to give it a name, we’d call 2022 ‘The Year of the Destination.’ . And if we had to give it a name, we’d call 2022 ‘The Year of the Destination.’ . Cloud storage and data warehouses.

Systems Review 52

Systems Review Payments Payment Solutions Azure 52

Baremetrics

JANUARY 3, 2022

I’m going to discuss SaaS conferences, why they are worth attending, and which ones are set for 2022. If you are hosting a SaaS conference in 2022 and don’t see it on the list, or you have more information to provide, feel free to get in contact with me ! This list is tentative. How do you choose the right SaaS conference to attend?

SaaS 98

SaaS Payment Methods Payment Solutions Payments 98

Intercom, Inc.

NOVEMBER 30, 2021

Cloud-based phone support: Aircall. Cloud-based phone support tool Aircall connects with Intercom to empower your agents to make a call right from the Intercom Messenger. Subscription payment and management: Stripe. No chatbot can help calm an angry customer quite like your support team can. Social media: Twitter.

Technical Review 249

Technical Review Customer Support Payment Methods Payment Solutions 249

Totango

MAY 17, 2022

Well we’re here to help with our guide to the best CRMs for both small businesses and enterprises in 2022. Today’s leading CRMs tend to be cloud-based. A cloud-based CRM can be accessed anywhere and more easily synced with data from other apps, such as marketing, customer service and customer success apps. SAP Sales Cloud.

Payment Methods 80

Payment Methods B2B Payment Solutions Payments 80

SaaStr

OCTOBER 13, 2022

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

GCP(Google Cloud Platform) 183

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 183

SaaStr

NOVEMBER 2, 2022

While the average Cloud stock has fallen almost 50% in 2022, Duolingo’s has stayed up, and is down just 10% in the past 6 months. The core product is very B2C, but the upgrade to paid has very SMB B2B metrics, and 80% of the revenue is subscription based. So it’s doing what Wall Street wants today.

Scale 289

Scale B2C SMB B2B 289

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. Here’s our watchlist of Customer Success leaders to follow in 2022. 10 Customer Success Leaders to Watch in 2022. markets at Blackbaud.

VP of Engineering 98

VP of Engineering Customer Success Outsourcing Services Technical Review 98

Clouded Judgement

AUGUST 25, 2023

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. We then multiply the total number of companies in each segment by our respective average ARR per customer per segment as of December 31, 2022.

Benchmarks 246

Benchmarks Artificial Intelligence Data Software Review 246

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. In 2022, our ASP was $20, and our Operating Costs hit $19,757,852.

Merchant Services 82

Merchant Services Payment Services Payment Features Payments 82

OPEXEngine

FEBRUARY 15, 2022

Cloud Operations and Platform Support. Self-hosted SaaS environments that don’t leverage third-party vendors must also proportionally split their self-hosting expenses between company use for business operation and customer subscription platform usage. . Professional Services. Customer Support. 3rd Party Fees.

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52

How To Buy Saas

JULY 19, 2022

Most contemporary businesses today work on the cloud, and they are investing heavily in SaaS subscription management softwares. As you identify your sales and business software requirements, you must think about the below questions: Are you focused on increasing your business sales figure in 2022? ControlHippo.

Scale 52

Scale Management Social Media Software Review 52

SaaStr

OCTOBER 26, 2022

So this year has been rough on SaaS and Cloud stocks, with multiples down 75% from a year ago and the markets overall down 50% or more. Pure software (“Creative Subscriptions”) has more traditional software gross margins of 61%. But it’s also a sign of how much tougher the public markets have gotten in 2022. 116% NRR.

Payments 209

Payments Payment Solutions SaaS Payments Payment Methods 209

All that Saas

AUGUST 9, 2022

The Best Flowchart Software in 2022. This platform enables the user to share diagrams and flow charts among the teams using links within the cloud. The pricing model of Visio has one-time licensing, subscription as well as a free trial. As a result, this will boost his business which will grow competently! Non Profit.

Software Review 52

Software Review Software Business Pricing 52

FastSpring

MAY 30, 2019

We’ve all heard how effective subscriptions can be for growing companies. Perhaps one of the biggest benefits of implementing a subscription model is that it allows software companies to avoid the unpredictability of one-time sales by guaranteeing a steady stream of revenue. What is Annual Recurring Revenue? How to Calculate ARR.

Finance 65

Finance Subscription Payment Features Payments 65

SaaSOptics

MARCH 10, 2022

Chargify is a powerful B2B SaaS subscription management software that enables you to employ complex pricing strategies (like prepaid usage or real-time multi-attribute billing), so you can bill exactly the way you want—without the time or financial investment of building out a custom solution.

Payment Services 87

Payment Services SaaS Payments Payments Payment Solutions 87

OPEXEngine

FEBRUARY 1, 2022

That’s a 5x growth in six years, and it is estimated to reach $171 billion in 2022, continuing to dominate the cloud services market. Subscription businesses have the unique advantage of having the visibility and predictability of future revenue, with ARR (annual recurring revenue) being a leading indicator of future growth.

SaaS Payments 52

SaaS Payments Payment Services Payment Solutions SaaS 52

All that Saas

DECEMBER 4, 2021

RumbleTalk Review (2022) – Group Live Chat Software. Subscription Name: Free. Unlimited cloud storage. Cloud-hosted chat platform for groups and web events. Embedding high-quality cloud-based group chat can be done seamlessly for a live event or even a webpage. Professional. Enterprise. Custom website page.

Software Review 59

Software Review Technical Review Pricing Mobile 59