Andreessen Horowitz

APRIL 23, 2024

Alex Immerman: If 2023 was the year of efficiency, 2024 is the year of generative AI. Alex: Let’s forecast out. For both of you, subscription is a smaller-to-no piece of the story. BILL started much heavier on subscription, but has really leaned into payments over the last several years. It’s 2034.

Payments 110

Payments Forecasting Payment Services Sales Hiring 110

Clouded Judgement

MARCH 3, 2023

3 months ago they guided to 47% growth for 2023. The red dot is what they’re guided to for the full year 2023 growth (which means the quarterly YoY growth in Q4 ‘23 would be lower than the red dot which is at 24% ). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 146

Cloud Forecasting Subscription Payment Features 146

Clouded Judgement

JUNE 20, 2023

Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

Cloud 170

Cloud Software Benchmarks Scale 170

Clouded Judgement

SEPTEMBER 29, 2023

You can find the first link here Well, we now have the benefit of hindsight, and all the Fed officials who were saying we wouldn’t see rate hikes until the end of 2023 have proven completely wrong… From the time of those headlines to today we saw some of the steepest rates hikes we’ve ever seen!

Cloud 193

Cloud Government Banking Software Review 193

Clouded Judgement

MAY 26, 2023

2023 estimates seem de-risked at the moment (although Snowflake has taken down their 2023 YoY growth guide from 47% to 40% to 34% in last 2 quarters…so can’t be certain it’s truly de-risked). There’s a lot more volatility baked into these models, and they’re quite hard to forecast.

Cloud 146

Cloud Azure Trends Forecasting 146

Buffer Resources

JANUARY 7, 2025

According to Hubspot, 74% of marketers now use AI in their roles, compared to just 21% in 2023. The platform analyzes your data across advertising platforms and forecasts how future campaigns will perform, helping you distribute your budget more effectively. The shift to AI-powered marketing has been dramatic.

AI Search 119

AI Search AI Social Media Marketing 119

Clouded Judgement

JANUARY 6, 2023

As I’ve talked about before, the big risk for 2023 are fundamentals - are forward estimates too high? ” This all netted out to UBS reducing their ‘23 growth estimates from Azure from 27% to 25% (constant currency), and their AWS ‘23 forecast growth rate to 19% (current consensus is 22%).

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Stax

MAY 30, 2024

The software allows managers to view and modify work schedules, orders, inventory, invoices, customer account records, and other records in the database. Integrating an all-in-one payment processing solution could help FSM software providers beat their competitors. But integrating payment functionality is only part of the equation.

Payment Solutions 88

Payment Solutions Payment Services Merchant Services SaaS Payments 88

Clouded Judgement

DECEMBER 20, 2022

Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

Cloud 130

Cloud Software Review Software Benchmarks 130

How To Buy Saas

FEBRUARY 25, 2025

Salesforce boasts 150,000+ customers and $31.4billion in 2023 revenue , making it the worlds #1 CRM by market share (holding about 21.7% of the CRM market in 2023 more than the next four competitors combined). Excellent forecasting tools. Add-ons like Tableau CRM for big data analysis. Great for data-driven orgs.

Scale 52

Scale Underperforming Technical Team Technical Review Software Review 52

Buffer Resources

DECEMBER 6, 2023

— Gaetano 🇺🇦 (@gaetano_nyc) April 12, 2023 This was my most “viral” post of all time (on X).    Tanay Jaipuria , an architect of social media algorithms , broke down X’s algorithm after it open-sourced how it works in spring 2023. " Pause. A thread on how to answer.

Technical Advisors 138

Technical Advisors Social Media AI Search Branding 138

Panintelligence

DECEMBER 9, 2024

Its subscription-based model ensures flexibility and scalability, allowing organizations to easily adapt to evolving demands and access cutting-edge AI capabilities. Workday applies AI to human resources and financial management, utilizing predictive analytics for talent acquisition, workforce planning, and financial forecasting.

SaaS Payments 52

SaaS Payments Merchant Services Payment Services Artificial Intelligence 52

Clouded Judgement

OCTOBER 27, 2023

I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up). Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). which feels unlikely.

Cost optimization & reporting 159

Cost optimization & reporting Cloud Azure AWS 159

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. Analyzing extensive datasets to forecast trends. Totango designated as a “Strong Performer” Forrester’s 2023 report named Totango a “Strong Performer.”

Trends 98

Trends Customer Success Machine Learning Artificial Intelligence 98

Buffer Resources

SEPTEMBER 28, 2023

Also sends out notification reminders and with Alpenglow Pro will notify you if the next forecast is looking good compared to your desired threshold. Kirsti took over hosting from Nick Bennet in September 2023. Lexi : The Burden of Joy Lexi’s debut novel will be published November 1, 2023, from a new small press.

Social Media 105

Social Media Construction Forecasting Payment Features 105

Stax

JANUARY 31, 2024

The Visa interchange fee increases occurring in both October 2023 and April 2024 are expected to cost an additional $502M in yearly fees for all relevant merchants. The first occurred in October 2023. Audit your data security measures. A great payment provider can save your business tons of money in processing fees.

Payment Services 88

Payment Services Merchant Services Payment Methods Accept Credit Card Payments 88

Point Nine Land

JUNE 18, 2023

Both can be used to report on customers, subscriptions, and revenue. Cohort analysis is the best way to forecast customer lifetime and get a solid estimate of LTV and CAC payback times — obviously extremely important so you know how much you can spend on customer acquisition. Should I look at churn or retention cohorts?

SaaS Payments 128

SaaS Payments Payment Services SaaS Payments 128

SaaSHolic

MAY 15, 2023

BTG Tech Day 2023 Scenes from the future: A 10- and 20- Year Forecast of Your Industry Amy Webb, Quantitative futurist and CEO (Future Today Institute) Amy Webb, Quantitative futurist and CEO of Future Today Institute highlights the importance of preparing for the future by analyzing data and identifying trends, rather than predicting the future.

Payment Methods 52

Payment Methods Blockchain Artificial Intelligence Payment Services 52

OpenView Labs

JANUARY 13, 2022

These companies might have introduced a new usage limit for their free plan or for an entry-level paid subscription, for example, rather than testing a more disruptive pay-as-you-go offering. Plus companies face significant change management hurdles if they choose to migrate their legacy subscription customers onto a new pricing model. .

Pricing 98

Pricing Payment Services SaaS Payments Payment Solutions 98

Blulogix

DECEMBER 19, 2023

Subscription Billing 1. Train them on UBP billing models and prepare them for the shift in financial forecasting. Remember, transitioning to UBP is not just about flipping a switch; it’s about orchestrating a symphony of internal alignment, system readiness, customer communication, and a dash of experimentation.

AI Search 59

AI Search Payment Features Subscription Finance 59

Subscription Flow

DECEMBER 27, 2023

Let us dig straight into the meat of this blog: customer renewal rate is way of determining the imprint of customers who renew their subscriptions to your product or service. This is why more precise revenue forecasts translate into more precise sales and marketing budgets and reduced wasteful spending. What Is Customer Renewal Rate?

SaaS 64

SaaS Subscription Payment Features Forecasting 64

Chart Mogul

DECEMBER 20, 2022

Check out the CMRR Forecast Report to see a breakdown of all scheduled monthly MRR movements from now into the future, and how they will impact your MRR and ARR. Many of our customers use MRR movements from ChartMogul to predict churn or generate financial forecasts. We’ve got even bigger plans for 2023.

Systems Review 52

Systems Review Payment Solutions Payments Azure 52

User Pilot

APRIL 24, 2024

In 2023, over 26% of investments in American startups were directed toward AI-related companies. Use predictive analytics to forecast customer behavior As AI excels in identifying patterns, it can predict future behavior fairly accurately based on historical data. Generative AI has changed how tech companies do business.

AI 93

AI Artificial Intelligence SaaS Generative AI 93

Chart Mogul

NOVEMBER 17, 2023

Increasingly, our Databox customers who use ChartMogul for their subscription … How many tools do you use to collect data? Increasingly, our Databox customers who use ChartMogul for their subscription analytics have been asking us to build a bridge between our platforms. And data in the Benchmarks Group is updated in real-time.

Data Analysis 52

Data Analysis Benchmarks Payment Features Subscription 52

Chart Mogul

NOVEMBER 30, 2023

Decision-makers still rely on ChartMogul charts and segments to analyze our subscription data, but as we started collecting a lot more different types of data from a lot more sources, we needed a sustainable data management plan for our growing team.

Engineering 52

Engineering K8S orchestration (Kubernetes) Data AWS 52

How To Buy Saas

JANUARY 24, 2021

It has seen growth from 51% to 73% from 2018 to 2020 and expected to grow by 86% by end of 2023 as per the survey done by finance online. The biggest once seems to be security. Talk to our expert to help guide you in choosing the right and secured Software as a service for your business. What Is SAAS? IS Netflix a saas?

Software Review 52

Software Review Software Technical Review SaaS 52

Chart Mogul

JULY 28, 2023

Whether it’s a billing system, CRM, or subscription analytics platform; it’s important not to lose sight of its core function: making your life easier. Before 2023 every sales manager had a credit card and was just buying things left and right. Understand the purpose: it’s to streamline and optimize operations.

Scale 52

Scale Sales Hiring Scaling Sales 52

Chart Mogul

SEPTEMBER 15, 2023

Software subscriptions are the life of every SaaS business and must be accounted for properly in your general ledger. That is SaaS subscription revenue and the corresponding deferred revenue balance. I’m also a board member of Beek , a B2C subscription audiobook company, and I’ve advised many companies across both models.

Scale 52

Scale Underperforming Technical Team Sales Hiring SaaS 52

Kellblog

FEBRUARY 2, 2023

Some believe that capital won’t flow again until after an extinction-level event for startups in 2023/2024. Kellblog Predictions for 2023 With that warm up, here are my predictions for 2023. In 2022, that great ( fka master ) pendulum started to reverse its course and that will continue in 2023. SaaS sprawl.

Software Review 139

Software Review Development Team Review Underperforming Technical Team Scale 139

Kellblog

NOVEMBER 23, 2022

One year of forecast. This year that’s your 2022 forecast, which is your first through third quarter actuals combined with your fourth-quarter forecast. The proposed operating plan (2023). The last point is critical for several reasons: The oldest trick in the book is to hit 2023 financial goals (e.g.,

Technical Review 136

Technical Review Software Review Forecasting Churn 136

Sales Hacker

JANUARY 28, 2025

Fast forward to, uh, to 2022, the beginning of 2023 and you have AI. There was pre AI, you know, that you’re designing it for a, you know, some, some person that could be like an HR professional for an HR app or an employee portal, or it could be a customer portal, or it could be, um, it could be a sales app or a forecasting tool.

Sales Hiring 95

Sales Hiring AI Scale Cloud 95

Panintelligence

DECEMBER 4, 2024

A 2023 survey found that 91.9% of organizations achieved measurable value from data and analytics investments in 2023. Driving long-term revenue growth Data: A discount offered for annual subscriptions results in a 30% increase in customer sign-ups compared to monthly plans.

Data 52

Data Social Media Sales Hiring Forecasting 52

How To Buy Saas

MARCH 2, 2025

SaaS tools are cloud-based software applications provided over the internet on a subscription basis. Its no surprise that the SaaS market has exploded worldwide SaaS revenue reached over $197 billion in 2023 and is forecast to hit $232 billion in 2024. Clearly, SaaS is here to stay. Whats the cancellation policy?

Payment Services 52

Payment Services Payment Solutions SaaS Payments Technical Review 52

Kellblog

JUNE 17, 2023

Insight Partners recently published an excellent 2023 Sales KPI Report. They use what I believe is a non-standard definition of CAC payback period , defining it on ARR as opposed to subscription gross profit. months assuming the more standard formula and 80% subscription gross margins.

Scale 130

Scale Sales Benchmarks Consulting 130

Kellblog

JANUARY 2, 2024

As per my custom, let’s review my 2023 predictions before presenting those for 2024. 2023 Predictions Review 1. I think Silicon Valley is driven by a master pendulum that in turn drives numerous sub-pendulums — and they all swung back in 2023. Please remember that I do these for fun and fun alone. Retain is the new add.

AI Search 131

AI Search Technical Review Technical Advisors ChatGPT 131