SaaStr

MARCH 14, 2024

So RevenueCat (where I was fortunate enough to be the first investor) now is the embedded mobile subscription API for 30,000 (!) Billion in tracked revenue. Their 2024 State of Subscription Apps Report is out , and here were my top learnings: #1. 70% of Mobile Subscription Apps Now Offer Free Trials, At Least in Part.

Mobile 323

Mobile Subscription Payment Features Pricing 323

SaaStr

OCTOBER 11, 2023

That’s not just pretty epic growth at almost $7 Billion in revenue, it’s one heck of a comeback. ▶️ Radically more efficient, $600m+ adj operating income run-rate ▶️ 29% of biz from enterprise (Plus) — Jason ✨Be Kind✨ Lemkin  (@jasonlk) October 10, 2023 5 Interesting Learnings: #1. A tough transition.

Payments 298

Payments Merchant Services Revenue Payment Solutions 298

SaaStr

MAY 15, 2024

In this week’s Workshop Wednesday, RevenueCat CEO Jacob Eiting and Growth Advocate David Barnard share their annual State of Subscription Apps report with us. So, let’s look at the state of subscription apps and how B2B SaaS can learn from it. Churn is much higher on consumer subscriptions, but you have higher expansion revenue.

Payment Features 306

Payment Features Subscription B2B Mobile 306

FastSpring

NOVEMBER 2, 2023

We are excited to share the release of three new groundbreaking features designed to turbocharge your subscription revenue! They also complement several other subscription focused capabilities we have released over 2023. Check out our announcements for the Proration Preview and Subscription Plan Change History APIs.

Subscription 167

Subscription Payment Features Payment Methods Payment Solutions 167

SaaStr

NOVEMBER 3, 2022

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. ChartMogul is an analytics platform to help you run your subscription business. Which means better customer relationships, more data, and new sources of revenue.

Payments 264

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 264

SaaStr

OCTOBER 13, 2022

In June 2023, we’re heading back to London for SaaStr Europa and we wanted to give a special shout-out to some of the companies that will be there with us! ChartMogul is an analytics platform to help you run your subscription business. At SaaStr, our partners are an integral part of our events. Grab tickets here. .

GCP(Google Cloud Platform) 260

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 260

SaaStr

DECEMBER 29, 2022

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. The post Thanks to Maxio, Merge, Orum, SalesIntel, and Vendr for Sponsoring SaaStr Annual 2023! Join these incredible companies to experience all the value of SaaStr!

Scale 277

Scale Underperforming Technical Team B2B AI 277

Clouded Judgement

OCTOBER 11, 2024

As a result, software vendors often see an uptick in revenue and bookings during these periods. However, if we rewind the clock to a year ago, the budget flush at the end of 2023 felt stronger than most years. Selling software remained challenging in 2023 - despite budgets starting to grow again. Top 5 Median: 17.3x

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

FastSpring

JANUARY 9, 2023

For example, Stripe advertises subscription management features, however, many companies end up integrating with another service like Chargebee or Recurly to get the subscription management features they need. More subscription management features. Leverage Multiple Payment Processors to Increase Revenue.

Payment Methods 147

Payment Methods Payment Services Merchant Services Payment Features 147

SaaStr

FEBRUARY 21, 2024

Blackline is one of the leaders in accounting software and invoicing-to-cash. Blackline responded, and his record operating and net income margins in 2023. #4. 2023 Was Tough, But Predicting a Return to 20%+ Growth I love the boldness here with Therese back as CEO. Then 2023 was tough, and Therese came back. As CEO again.

Payment Features 292

Payment Features Scale Enterprise Software 292

SaaStr

DECEMBER 4, 2023

With the turbulence in the market in 2023, sales cycles have only been getting longer and a lot more complicated. They wanted to quantify this trend of a longer sales cycle, so they commissioned a study of 500 revenue leaders in the U.S. They offered monthly billing and increased their revenue by over 200%. #5:

SaaS Payments 287

SaaS Payments Payment Services Payments Payment Features 287

SaaStr

OCTOBER 20, 2022

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses. Join these incredible companies to experience all the value of SaaStr!

Scale 202

Scale compliance Healthcare Education 202

Clouded Judgement

MARCH 10, 2023

Growth Deceleration of Consumption Companies So far, 2023 guides have not been pretty for consumption software companies. Revenue multiples are a shorthand valuation framework. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Overall Stats: Overall Median: 5.8x

Cloud 244

Cloud Trends Subscription Payment Features 244

SaaStr

OCTOBER 18, 2023

So in 2023, Josh came back as CEO again to return the company to growth. Moving From Per-Seat Pricing to Consumption-Based Pricing, and See a Revenue Lift from It The analytics space has mixed models here, but Domo is moving to consumption-based pricing in part to ensure every employee at a customer that can use Domo, does use it.

Entrepreneurship 305

Entrepreneurship Enterprise Pricing Churn 305

Clouded Judgement

FEBRUARY 10, 2023

” Were 2023 Software Estimates Already De-Risked To Start The Year? We’ve seen a number of companies report Q4 ‘22, and then guide for the full year 2023 (first look at 2023 guides, or the companies view on how the year will turn out). They guided 2023 1% above consensus. The primary reason (I think)?

Cloud 273

Cloud Software Review Technical Review Systems Review 273

Tom Tunguz

APRIL 1, 2024

Rubrik, a Palo Alto-based data security company, filed their S-1 yesterday. At $784m in ARR, growing 47% with 130% net revenue retention across 6100 customers, the company should be one of top 10 fastest growing software companies alongside Klaviyo, ZScaler, & Crowdstrike - in ARR terms. But overall revenue is growing 4.5%

Data 220

Data Subscription Payment Features Cloud 220

Stax

APRIL 8, 2025

Merchants paid a record $172 billion in payment processing fees in 2023. This helps the processor recoup lost revenue. Merchants can, however, negotiate with their payment processor to cut costs, tweak pricing, or secure better rates. Interchange and assessment fees are set by card networks and are non-negotiable.

Payment Services 88

Payment Services Merchant Services Payment Methods Payments 88

Clouded Judgement

JULY 16, 2024

We estimate our total addressable market opportunity across all enterprises and mid-market organizations to be approximately $50 billion as of December 31, 2023. We recognize revenue from our SaaS contracts ratably over the term of the subscription period, which is typically three years but can range from less than one year up to ten years.

Benchmarks 295

Benchmarks Data Machine Learning Artificial Intelligence 295

SaaStr

JANUARY 11, 2024

500k in revenue per employee at $2 Billion in ARR, and profitable. Sometimes in great ways — forcing B2C subscription businesses to relentlessly provide a great end-user experience. Every month, the meal kit, the clothing, the game subscription, the video subscription almost has to be better than the month before.

Retention 321

Retention B2C B2B Churn 321

Stax

JANUARY 28, 2024

Long before the digital age, newspaper and magazine companies have been using the subscription model to create and retain a consistent readership for their publications. The most potent benefit of the subscription-based business model is that companies are guaranteed a fixed revenue stream—if they can retain their customers or subscribers.

Payment Features 88

Payment Features Payment Methods Payment Solutions SaaS Payments 88

SaaStr

JUNE 3, 2023

Read more: [link] pic.twitter.com/FpyJ6Ohczn — Todd McKinnon (@toddmckinnon) May 31, 2023 #2. Check out our full earnings report: [link] pic.twitter.com/07P3aqzBer — Salesforce (@salesforce) May 31, 2023 #4. Billion, Growing 17% Overall with Subscription Revenue Growing 22%. Billion in ARR. Workday at $6.8

Cybersecurity 245

Cybersecurity Cloud Innovation Subscription 245

SaaStr

SEPTEMBER 6, 2023

As a reminder, I calculate ARR as quarterly subscription rev x 4. pic.twitter.com/6H4Knebr0A — Jamin Ball (@jaminball) August 31, 2023 5 Interesting Learnings: #1. RPO is a measure of revenue under contract that hasn’t been delivered yet. But we do seem to be past the lows. Quarterly net new ARR trends.

Cloud 298

Cloud Scale Payment Features Subscription 298

User Pilot

NOVEMBER 27, 2023

Tracking revenue on a spreadsheet is easy, but understanding the underlying factors influencing revenue growth rate is a different ball game. As you read on, you will learn: How to properly define revenue growth. Related metrics that impact your revenue and how to use the insights to turn your product into a growth engine.

Payments 105

Payments Revenue Payment Features SaaS Payments 105

Clouded Judgement

MARCH 1, 2024

Funds have gotten quite large and haven’t deployed much in 2022 / 2023. Revenue multiples are a shorthand valuation framework. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Overall Stats: Overall Median: 6.2x Top 5 Median: 19.6x Bucketed by Growth.

Cloud 317

Cloud AI Investment Metrics 317

FastSpring

OCTOBER 25, 2023

data suggest a smaller lift of only 11% in November, keep in mind that North America accounts for a very large share of global software and SaaS sales, with one study reporting 43% of 2022 global software revenue attributed to North America , and another reporting a share of up to 57.5% Upsell bigger subscriptions with more features.

SaaS Payments 159

SaaS Payments Payment Solutions Software Review Payment Methods 159

Clouded Judgement

DECEMBER 29, 2023

Subscribe now 2023 Top Performers In 2023, there were 14 cloud software companies that were up 100%+ this year (in the index I track of ~80 total)! Below you can see the top performers from 2023. Revenue multiples are a shorthand valuation framework. Follow along to stay up to date! Overall Stats: Overall Median: 6.5x

Cloud 196

Cloud Software Review Subscription Payment Features 196

FastSpring

MAY 20, 2024

Moving some, all, or simply more of your software offerings from a one-time perpetual license model to a software as a service (SaaS) subscription model can be daunting, but it’s so powerful for building dependable, recurring revenue. Letting FastSpring handle the subscription infrastructure.

SaaS Payments 158

SaaS Payments Payments Merchant Services Payment Solutions 158

Baremetrics

SEPTEMBER 15, 2021

Software monetization is simply the act of generating revenue from software. We are going to walk you through a couple of the most popular pricing models—perpetual license and annual license, along with its variant subscription model —as well as mention a couple of the other popular ways to monetize software. Payment ii.

Payment Features 95

Payment Features Payments Payment Solutions Subscription 95

Clouded Judgement

AUGUST 25, 2023

Klaviyo Overview From the S1 - “Klaviyo enables businesses to drive revenue growth by making it easy to bring their first-party data together and use it to create and deliver highly personalized consumer experiences across digital channels. The vast majority of our subscription plans today are monthly.

Benchmarks 246

Benchmarks Artificial Intelligence Data Software Review 246

FastSpring

MARCH 3, 2023

Zuora is a recurring billing and monetization solution for: Subscription management Revenue recognition Payment collection Quotes And more… However, Zuora has one main shortcoming — it doesn’t handle sales tax or transaction liability for you. Provide electronic invoicing of all transactions.

Payment Services 78

Payment Services Payment Methods Payments Merchant Services 78

Clouded Judgement

MARCH 8, 2024

The full year guide assumes 14% growth for this upcoming year after they grew 31% in 2023. They did call out a couple one time benefits they saw in 2023 they don’t expect to see in 2024. The other one time benefit from 2023 was ~$40m of multi-year license deals. A year ago, they guided 2023 growth to 16%.

Cloud 167

Cloud Subscription Payment Features Revenue 167

Frontegg

MAY 28, 2022

With online transactions expected to cross the USD 5 trillion mark by 2023 , payment processing services have taken center stage. Top 7 Payment Processing Services. 49 per transaction Pros: Best in industry payment options, Good scaling option for SMBs Cons: Can become pricey, Better for high revenue businesses.

SaaS Payments 98

SaaS Payments Payment Services Payment Methods Payments 98

Stax

MARCH 18, 2025

According to the US Federal Reserve in 2022, general-purpose card payments reached $153.3 On top of that, 69% of Americans online in 2023 said they used digital payment methods to make a purchase. Systems used for this include payment gateways , subscription billing software, and eCommerce platforms with built-in payments.

Payment Services 88

Payment Services Merchant Services Payment Methods Payment Solutions 88

FastSpring

AUGUST 3, 2022

and decrease again in 2023. I spoke with FastSpring’s former VP of Revenue Operations about this, and you can stream our entire conversation at the bottom of this piece. You might be in a position where you need to raise your prices or find new ways of increasing revenue from your existing customers.

Scale 146

Scale Revenue Sales Compensation 146

ChurnZero

FEBRUARY 8, 2023

February 8, 2023 — ChurnZero, the platform and partner for Customer Success, has earned the G2 2023 Best Software Awards for Fastest Growing Product and Best Product Management Product, based on customer reviews submitted to G2. Washington, D.C.,

Software Review 98

Software Review Software Customer Lifetime Value Marketplace as a Service 98

SaaStr

JANUARY 27, 2024

Speaking of the long game, Matt talks about the launch of the 100-year subscription plan last year. Then, in 2023, they moved into messaging. He loves subscription models where people pay for something that gives them value. Flash forward to now, it’s the #1 revenue driver for them.

Underperforming Technical Team 333

Underperforming Technical Team Social Media Government Subscription 333

Chart Mogul

OCTOBER 17, 2024

But as we grew, especially with the introduction of manual invoicing, it became nearly impossible to keep track of our performance.” You have to reconcile different currencies, deal with fluctuating conversion rates, and convert annual payments into monthly revenue. It’s far more complicated than it seems.”

Payment Solutions 52

Payment Solutions Payment Methods Payment Features Payments 52