Clouded Judgement

JANUARY 26, 2024

Many public software companies don’t report ARR, so I’ll take the quarterly subscription revenue and multiply it by 4 to approximate ARR. There have been many companies who’ve seen their quarterly net new ARR decrease each quarter through 2023. … And with regard to Gen AI, the momentum is outstanding.

Cloud 161

Cloud Marketplace as a Service AI Subscription 161

Clouded Judgement

MARCH 1, 2024

Anything AI related has always been “hot,” but it has really hit a fever pitch in the last few months. What’s most interesting about this, is a lot of the darling AI companies from last year have really slowed down, but everyone seems to have forgotten this and is ready to “find the next big thing.”

Cloud 311

Cloud AI Investment Revenue 311

Buffer Resources

OCTOBER 2, 2023

Meta + Facebook This was a particularly update-heavy week for Meta & Associates, as they held their Meta Connect 2023 conference and unveiled several updates aimed at enhancing user engagement and streamlining content sharing. Get the need-to-know highlights from the social media industry that happened the week of September 25-28.

Social Media 108

Social Media AI Search AI ChatGPT 108

Blulogix

DECEMBER 7, 2023

B2B Subscriptions in 2024: Embracing a Paradigm Shift with Usage-Based Pricing By BluLogix Team As the clock ticks towards 2024, a seismic shift is brewing in the B2B subscription landscape: the rise of usage-based pricing (UBP). This is not a subscription snooze-fest.

B2B 52

B2B Subscription Payment Features Pricing 52

Subscription Flow

DECEMBER 13, 2023

B2B payments in 2023 continue to transform as a result of significant technological advancements, particularly the increased importance of artificial intelligence, changing consumer expectations, and global economic shifts. Let’s demystify these by walking you through three prominent B2B payments trends in 2023. Let’s dive in!

Payment Services 59

Payment Services Payment Solutions Payments Payment Methods 59

User Pilot

APRIL 24, 2024

Generative AI has changed how tech companies do business. companies use AI in their operations and the number of jobs requiring AI has increased by 450% since 2013. In 2023, over 26% of investments in American startups were directed toward AI-related companies. How to implement AI to build better products.

AI 67

AI Artificial Intelligence SaaS Generative AI 67

FastSpring

AUGUST 2, 2023

The Croatia-based company was started around the time Croatia joined the European Union, but the country also wouldn’t start using the euro until 2023. To take advantage of our Contextual platform, its subscription and pricing capabilities, B2B offerings, and advanced reporting tools, just open a ticket with our support team here: [link].

Payment Solutions 146

Payment Solutions Payment Methods Merchant Services AI Search 146

Blulogix

DECEMBER 18, 2023

Usage Pricing: Turning Consumption into Revenue – A Practical Guide to Transitioning to Consumption Subscription Billing By BluLogix Team In the realm of consumption-based billing, navigating the intricate network of data staging and mediation stands as a pivotal factor in driving efficient billing processes.

Payment Features 52

Payment Features Subscription Pricing Revenue 52

Unbounce

JUNE 15, 2023

Artificial intelligence (AI) has revolutionized the way we live. From virtual assistants to self-driving cars, AI-powered technology is transforming us into a more efficient species by automating mundane tasks, providing personalized recommendations, and helping us make informed decisions. AI is coming to search. GPT’ to you.”).

Artificial Intelligence 98

Artificial Intelligence AI Search AI ChatGPT 98

Clouded Judgement

JULY 19, 2024

If we rewind the clock back to the start of 2023, here’s how the Magnificent 7 has performed from then till now: Apple +73%. First, AI tailwinds uniquely advantaged these players. While the Nasdaq was up 71% from the start of 2023, the IWM index (Russell 2000) was up only 27%. Big tech benefited greatly from a few things.

Cloud 141

Cloud Healthcare AI Revenue 141

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 177

Cloud Software GCP(Google Cloud Platform) AI 177

User Pilot

APRIL 6, 2023

A powerful AI tool can be the perfect companion to your customer success platform. However, AI tools also come with their own caveats. In this article, we will explore: How to leverage AI tools for customer success and retention. Best AI tools for customer success managers (CSMs). Why are AI and automation important?

Customer Success 87

Customer Success AI ChatGPT Management 87

Clouded Judgement

MAY 10, 2024

After a strong finish in Q4, we saw a return to weaker demand conditions in the first quarter, similar to what we experienced in 2023. So far - you’re either tied to AI tailwinds, or it’s rough out there. And in the public universe, it’s really only been the hyperscalers who’ve benefited from AI.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

User Pilot

JULY 24, 2023

TypeGenie is an AI-powered writing assistant that autocompletes repetitive content in customer service responses. As of 21 July 2023, there are 1,503 integrations in the Zendesk marketplace. It uses proprietary AI models, which enables teams to reduce the number of support tickets with unique human-like responses.

Marketplace as a Service 72

Marketplace as a Service AI Search Social Media SaaS 72

Clouded Judgement

OCTOBER 27, 2023

Further they said: “For H2 [H2 for their fiscal year is the quarters ending March ‘24 and June ‘24], assuming the optimization and new workload trends continue and with the growing contribution from AI, we expect Azure revenue growth in constant currency to remain roughly stable compared to Q2.”

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Blulogix

DECEMBER 21, 2023

Brace yourselves for a whirlwind of AI-powered personalization, dynamic pricing ecosystems, and real-world success stories that will ignite your imagination and leave you eager to join the UBP revolution. Subscription Billing 1. This is the magic of AI-powered personalization. Dynamic discounts: Forget static tiers.

AI Search 59

AI Search B2B Marketplace as a Service AI 59

Buffer Resources

OCTOBER 18, 2023

Now the social network lets you do everything from broadcasting to your followers to creating your own stickers with AI , with a host of new features only hitting the Meta-owned app in the last few months. Broadcast Channels, which hit apps in February 2023, offer you a chance to send mass updates to followers who have opted in.

AI Search 138

AI Search Social Media AI Subscription 138

Andreessen Horowitz

APRIL 23, 2024

They discussed the wide-ranging implications that generative AI will have across fintech and how it will boost jobs, rather than replace them. Alex Immerman: If 2023 was the year of efficiency, 2024 is the year of generative AI. My general view is that every part of AI will be way better next year. Mind sharing?

Payments 110

Payments Forecasting Payment Services Sales Hiring 110

Clouded Judgement

JANUARY 12, 2024

There are certainly some deals that happened in 2023 that haven’t announced yet (there’s always a lag), so I’d expect the 2023 bar to be slightly higher once everything has announced. And I do see investors and founders repeating a lot of the mistakes from 2021 today, especially in the AI domain.

Cloud 284

Cloud Venture Capital Acquisition Revenue 284

Clouded Judgement

OCTOBER 13, 2023

growth in 2023. Some of the optimism for longer term budget growth comes from AI/LLM spend. 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 169

Cloud Artificial Intelligence Subscription Payment Features 169

BetterCloud

SEPTEMBER 11, 2024

COVID and the ensuing restrictions led to the Great Resignation (March 2021 – June 2023 ) and has affected the productivity of US-based companies. With SaaS subscriptions we talk about the cost to the company. The Great Resignation required that companies lean into artificial intelligence (AI) and/or automation.

Artificial Intelligence 102

Artificial Intelligence AI Subscription Payment Features 102

Totango

NOVEMBER 27, 2023

After several years of relentless pursuit of new business, 2023 made it clear to many companies that growth at all costs is not a sustainable strategy. When customers achieve their goals, businesses will see more subscription renewals and expansion revenue from upsell and cross-sell opportunities.

Trends 95

Trends Customer Success Machine Learning Artificial Intelligence 95

Blulogix

DECEMBER 27, 2023

Subscription Billing Here's how UBP will play out as a theme throughout the year: Increased Adoption: Expect to see more B2B companies adopting UBP models, driven by customer demand and the need to stay competitive. But hold your horses Read More » December 19, 2023 The post UBP: The Theme for 2024 appeared first on BluLogix.

Artificial Intelligence 59

Artificial Intelligence AI Search B2B Subscription 59

Blulogix

DECEMBER 15, 2023

Future Trends and Closing Reflections The whitepaper provides a glimpse into future trends, such as dynamic pricing and the integration of AI, highlighting the evolving landscape and how embracing these innovations can further streamline consumption-based billing practices.

Data 52

Data Payment Features AI Search B2B 52

Buffer Resources

JANUARY 18, 2024

It’s not the first time I’ve tried out LinkedIn Premium — but it is the first time I’m approaching the platform’s paid subscription as a creator.  AI Profile writing assistant: A relatively new feature that will help you polish up the headline and about section on your profile.

Technical Review 119

Technical Review Systems Review Sales Recruiting AI Search 119

Blulogix

DECEMBER 12, 2023

The Compelling Case for Change By BluLogix Team The B2B subscription landscape whispers of a transformative force – usage-based pricing (UBP). Subscription Billing Think of it as a seismic shift in the B2B world, where customers no longer feel like they’re stuck on a never-ending subscription treadmill.

Pricing 59

Pricing AI Search Subscription Payment Features 59

Clouded Judgement

AUGUST 11, 2023

And everyone hoping for AI acceleration will need to wait. In summary, I don’t expect real AI tailwinds to show up in non-hyperscaler businesses in a meaningful way through the rest of 2023. 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 Trends Azure GCP(Google Cloud Platform) 130

Blulogix

DECEMBER 19, 2023

Subscription Billing 1. Stay tuned for the next post in the series, in which we’ll explore the exciting future of UBP , where AI personalizes pricing and ecosystems flourish. Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions. Buckle up, the adventure continues!

AI Search 59

AI Search Subscription Payment Features Finance 59

Clouded Judgement

FEBRUARY 3, 2023

We have companies like BuzzFeed and C3 making loose announcements about how they will incorporate generative AI into their business, sending their stocks up 50-100%+. A 2023 recession feels less likely, with 2024 being the more realistic timing if we do in fact get to a deeper recession. The market was offsides. Market Offsides.

Cloud 130

Cloud Azure AWS Generative AI 130

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). Are 2023 Numbers De-Risked? My sense is the market really only cares about one thing right now (putting aside AI hype…) Are forward estimates going up or down?

Cloud 130

Cloud SMB Trends Subscription 130

Blulogix

OCTOBER 11, 2023

A collection of recorded webinars and videos on Software-as-a-Service and Subscription Management Webinars & Videos 1. Automated Support : Integrate chatbots or AI-driven support to handle common customer inquiries and provide assistance in real-time, reducing the burden on your support team.

Payment Features 52

Payment Features SaaS AI Search Subscription 52

Buffer Resources

AUGUST 2, 2023

The rise of newsletters In January 2023, I noticed an increase in reception around niche newsletters. The Rundown did the same when AI took off. Looking at the overall market sentiment in April 2023, it was clear that there was a lot of uncertainty. ExplodingIdeas.co landing page ExplodingIdeas.co

Business 96

Business Venture Capital Technical Review Trends 96

Subscription Flow

JULY 26, 2024

According to the 2023 McKinsey Global Payments Report , the digital world is about to enter a whole new era of decoupling that will bring about many changes in the payments space. A huge volume of subscription based businesses also trust Stripe for recurring billing and payment collection. Have you heard of the term decoupling?

Payment Services 52

Payment Services SaaS Payments Payment Methods Payment Solutions 52

Buffer Resources

JANUARY 18, 2024

It’s not the first time I’ve tried out LinkedIn Premium — but it is the first time I’m approaching the platform’s paid subscription as a creator.  AI Profile writing assistant: A relatively new feature that will help you polish up the headline and about section on your profile.

Technical Review 67

Technical Review Systems Review Sales Recruiting AI Search 67

Buffer Resources

OCTOBER 18, 2023

Now the social network lets you do everything from broadcasting to your followers to creating your own stickers with AI , with a host of new features only hitting the Meta-owned app in the last few months. Broadcast Channels, which hit apps in February 2023, offer you a chance to send mass updates to followers who have opted in.

AI Search 52

AI Search Social Media AI Subscription 52

Buffer Resources

JANUARY 18, 2023

Description : ChatGPT is an AI tool that you can ask questions on any topic – the only limit is your imagination (and the fact that it only has knowledge up to 2023). How it helps : Where ChatGPT (and any other AI research tools) wins over Google is that it can curate information for you. ChatGPT Price : Free (for now).

Payment Services 137

Payment Services Payments Payment Methods AI Search 137

Sales Hacker

MARCH 1, 2024

Here are a few benefit sticking points: Owned media can be measured by subscriptions. Platforms like Substack and Patreon allow consumers to connect and support creators through subscriptions. With subscriptions, SaaS companies are able to organically build a targeted email list.

VP of Engineering 78

VP of Engineering Scale SaaS AI Search 78