Clouded Judgement

MARCH 10, 2023

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. Net new ARR is simply the ARR of the current quarter, minus the ARR of the previous quarter.

Cloud 244

Cloud Trends Subscription Payment Features 244

Clouded Judgement

MARCH 1, 2024

” I heard that a lot in 2021, and unfortunately not many call options hit… It’s hard to invest at 100x ARR and exit at 10x and make a return VCs aim for. Funds have gotten quite large and haven’t deployed much in 2022 / 2023. Altimeter is an investment adviser registered with the U.S.

Cloud 311

Cloud AI Investment Metrics 311

Kellblog

OCTOBER 30, 2022

Forecast 2022 ARR growth of 36%, so they’re planning to accelerate. Margin profile of 77% subscription, 73% blended. The post Key Takeaways from the 2022 KeyBanc SaaS Metrics Survey appeared first on Kellblog. That said, let’s meet the Joneses , who have median: ARR growth of 31%, lower than I’d hope.

Metrics 136

Metrics SaaS Benchmarks Churn 136

OpenView Labs

JANUARY 13, 2022

This year we look back at 2021 and forward to 2022, measuring how our past predictions have stood up to another tumultuous year and laying out what you can expect in 2022. Science, conscious consumers, and next-gen founders will drive ESG’ innovation in 2022. Join Steven’s research, take a short survey Growth Strategies in 2022.

Pricing 82

Pricing Payment Services SaaS Payments Payment Solutions 82

ChurnZero

MAY 17, 2022

WASHINGTON , May 17, 2022 — ChurnZero , a leading Customer Success platform, has earned multiple accolades from business and SaaS industry groups for its product innovation and industry leadership. The company plans on doubling its headcount in 2022. entrepreneurs who lead high-growth companies and think big to succeed.

Marketplace as a Service 98

Marketplace as a Service Technical Review Headcount Software Review 98

Clouded Judgement

JANUARY 12, 2024

In 2021 and the first half of 2022 (when most of the 2022 activity happened) we essentially crammed 5 years worth of funding into an 18 month period. Public market investors felt all the pain in the 2022 down market. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 284

Cloud Venture Capital Acquisition Metrics 284

ChurnZero

FEBRUARY 8, 2022

ChurnZero, a leading Customer Success software platform, today announced it has been named to G2’s 2022 Best Software Awards, placing #31 on the Project Management Products list and achieving the highest rating for Customer Success software. To learn more, view G2’s 2022 Best Software List and read more about G2’s methodology.

Software Review 98

Software Review Technical Review Software Marketplace as a Service 98

Totango

APRIL 5, 2022

These benefits and others help make NPS software a worthwhile investment. Six of the Best NPS Software Solutions for 2022. The NPS SuccessBLOC allows you to automatically trigger and send NPS surveys at key points in your customer journey, such as after onboarding or prior to subscription renewal. Here are six of our top picks.

Software 101

Software Branding Customer Success Retention 101

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) 191

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 191

SaaStr

NOVEMBER 15, 2022

In 2022, founders and investors must be ready to pivot strategy at any moment. Instead, the best companies strictly define their segments, track them, and invest in the best ones. SaaS Subscriptions as Annuities: It’s common to consider subscription contracts as annuities with an upfront cost. Key Takeaways.

Metrics 214

Metrics Machine Learning Artificial Intelligence Technical Review 214

Clouded Judgement

MAY 19, 2023

For those who don’t, I’m using quarterly subscription revenue x4 to estimate ARR. The chart below shows Q1 ‘23 net new ARR added vs the quarterly average across the 4 quarters in 2022. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 161

Cloud Subscription Payment Features Retention 161

ChurnZero

FEBRUARY 11, 2022

Love is in the air TrustRadius has recognized ChurnZero with a 2022 Most Loved Award , and we couldn’t have done it without the support of our amazing customers and just want to say thank you! ChurnZero is rated as one of the 101 “Most Loved” software platforms for 2022 – placing the company in the top.0004%. We love you too!

Technical Review 52

Technical Review Software Review Technology B2B 52

ChurnZero

MAY 17, 2022

WASHINGTON , May 17, 2022 — ChurnZero , a leading Customer Success platform, has earned multiple accolades from business and SaaS industry groups for its product innovation and industry leadership. The company plans on doubling its headcount in 2022. entrepreneurs who lead high-growth companies and think big to succeed.

Marketplace as a Service 52

Marketplace as a Service Technical Review Headcount Software Review 52

Clouded Judgement

DECEMBER 30, 2022

And that’s a wrap for 2022! 2022 Top Performers Below is a table that shows the top 10 share price performers of 2022. What’s most interesting is that despite all of the volatility in software over the last year, there have been 5 companies that showed up in the top 10 year end multiples for 2022, 2021 AND 2020.

Cloud 130

Cloud Subscription Payment Features Pricing 130

ChurnZero

FEBRUARY 8, 2022

ChurnZero, a leading Customer Success software platform, today announced it has been named to G2’s 2022 Best Software Awards, placing #31 on the Project Management Products list and achieving the highest rating for Customer Success software. To learn more, view G2’s 2022 Best Software List and read more about G2’s methodology.

Software Review 52

Software Review Technical Review Software Marketplace as a Service 52

Frontegg

JANUARY 23, 2022

We sat down with her for an exclusive talk about PLG in 2022 and beyond. I would say that the majority of issues come down to not acknowledging user behavior and investing in old sales infrastructure instead of a core product growth team. Please share some information about upcoming Product-Led Hub events and your plans for 2022.

Social Media 52

Social Media Engineering Onboarding Investment 52

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. A robust recurring billing and revenue management system in place helps you meet these compliance requirements, automating tax management, revenue recognition, and reconciliations.

SaaS Payments 52

SaaS Payments Payment Services Payment Solutions SaaS 52

Clouded Judgement

JUNE 2, 2023

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). The one point to call out is this is happening across a backdrop of mass layoffs - so companies have less quota capacity to close net new ARR in Q1 than they had across 2022.

Cloud 130

Cloud Trends SMB Subscription 130

Intercom, Inc.

MARCH 10, 2022

This end-to-end payment process removes the need to fumble around for customer plans or payment details. When integrated with our platform, your sales and support teams can initiate subscription upgrades, accept secure payments via the Messenger, and see their query history.

Payment Methods 209

Payment Methods Technical Review Payments Payment Solutions 209

Clouded Judgement

SEPTEMBER 29, 2023

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Securities and Exchange Commission.

Cloud 183

Cloud Government Banking Software Review 183

Clouded Judgement

NOVEMBER 4, 2022

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. I think we’ll get a more sudden one once the data is more clear.

Cloud 130

Cloud Pricing Revenue Subscription 130

Clouded Judgement

SEPTEMBER 22, 2023

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 152

Cloud Revenue Software Metrics 152

Clouded Judgement

MARCH 17, 2023

They take in customer money (deposits), pay out interest on those deposits, and then invest deposits in an attempt to get a higher yield than interest they pay out This is the borrow short lend long saying you may have heard of. This total was ~$90B These securities are held on their balance sheet as Held To Maturity (HTM).

Cloud 130

Cloud Banking Investment Startup 130

Buffer Resources

NOVEMBER 7, 2023

   Location: Appleton, Wisconsin Initial capital invested: Very little! Investments in things like accounting software, my LLC paperwork, and some initial office supplies my first year in business added up to only $1,629.43 (and that included health insurance). It worked really well for a period of time.

Scale 111

Scale Scaling Payment Solutions Payment Services 111

Clouded Judgement

NOVEMBER 18, 2022

Can You Beat the Market Investing Businesses With in 10x+ NTM Revenue Multiples? This week I saw the below tweet and it got me thinking - can you beat the market investing in software businesses at a >10x NTM revenue multiple? 10:42 PM ∙ Nov 16, 2022 I decided to run the numbers. Follow along to stay up to date!

Cloud 130

Cloud Pricing Investment Revenue 130

Kellblog

MARCH 29, 2023

Phrasing these strategies in terms of songs/albums: (1) Staying Alive , (2) Get Back [to where you once were valued], and (3) Born to Run [convince VCs that, “tramps like us, baby, we were born to run” — i.e., that we have a lean machine where ARR is a predictable output of VC investment.]

Metrics 123

Metrics Compensation Benchmarks Interviewing 123

Clouded Judgement

APRIL 6, 2023

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). The median software company added nearly 20% LESS net new ARR in Q4 ‘22 vs Q4 ‘21!

Cloud 130

Cloud Headcount Subscription Payment Features 130

Clouded Judgement

OCTOBER 27, 2023

Google Cloud did have a huge Q3 in 2022, so the YoY comp for this quarter was a tough one (ie lots of the decel from 28% to 22% was more mathematical, and not quite as bad as the numbers would suggest). Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Clouded Judgement

OCTOBER 28, 2022

As I have talked about previously, the two quarters of contracting GDP were more of a head fake driven by one offs (net exports and private investments). Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). The economy grew 2.6%

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

JANUARY 20, 2023

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). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 130

Cloud Interviewing Subscription Payment Features 130

Clouded Judgement

NOVEMBER 3, 2023

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Securities and Exchange Commission.

Software Review 161

Software Review Cloud Software Azure 161

Clouded Judgement

JANUARY 6, 2023

If we rewind back the clock to the start of 2022 the big debate was rates. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

SEPTEMBER 30, 2022

Budget growth for 2022 was revised down a full 1% from the prior quarters survey (from 4% to 3% ), demonstrating near term budget pressure. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). The expected budget growth for 2023 currently sits at 2.8%.

Cloud 130

Cloud Subscription Payment Features Trends 130

SaaSHolic

MAY 1, 2023

Here are a few: Pix: Pix is a new payment system that was launched by the Brazilian Central Bank in 2020. It allows individuals and businesses to make instant, secure payments using their mobile phones. Why Jabuticabas are Great Investment Opportunities So why are Jaboticabas great investment opportunities?

Technical Review 52

Technical Review Payment Solutions Payment Methods Software Review 52

ChurnZero

DECEMBER 17, 2021

Customer Success software provider, ChurnZero, announces plans to open a new office in the Netherlands to support global expansion efforts in 2022. ChurnZero, a leading Customer Success platform, today announced that it is establishing and investing in a new office in Amsterdam to help accelerate its global growth. ChurnZero Inc.

Sales Hiring 98

Sales Hiring Innovation Customer Success Subscription 98

Totango

OCTOBER 12, 2022

Recent years have seen an astonishing rise in the popularity of subscription-based products and services. Given the current state of affairs, it’s no surprise that 58% of respondents in our 2022 Customer Success Industry & Salary Report identified churn reduction as a top priority. Expert collaborators.

Customer Success 110

Customer Success Churn Enterprise Trends 110

Chart Mogul

DECEMBER 20, 2023

Here are the highlights that stick out for me when looking back on 2023, the best year* yet for ChartMogul. *Of course…we do say that every year, as you can see in our 2022 , 2021 , 2020 , 2019 , 2018 , 2017 , and 2016 posts. Launching ChartMogul CRM On April 4th, after months of stealth work, we launched ChartMogul CRM into the world.

Scale 52

Scale Subscription Payment Features Benchmarks 52