Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date!

Cloud 167

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

Clouded Judgement

MARCH 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Consumption Chart Last week I talked a bit about consumption trends. Growth Deceleration of Consumption Companies So far, 2023 guides have not been pretty for consumption software companies. Follow along to stay up to date!

Cloud 244

Cloud Trends Subscription Payment Features 244

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. Embed different payment types both in invoices and reminders.

SaaS Payments 281

SaaS Payments Payment Services Payments Payment Features 281

FastSpring

NOVEMBER 9, 2023

Looking to join SaaS founders and tech enthusiasts who are discussing the most innovative trends for SaaS companies? Our platform includes branded localized checkout, subscription management, and so much more. The post Join FastSpring at SaaS North 2023! If so, join FastSpring at the SaaS North November 15-16th!

Merchant Services 158

Merchant Services SaaS Payments Payment Methods Payment Services 158

Stax

OCTOBER 13, 2024

Research shows that 64% of small businesses use accounting software and the market for accounting software solutions is projected to be worth $4.3billion by 2023. It is a subscription-based integrated payment platform that helps you process credit card payments.

Payment Methods 88

Payment Methods Payment Solutions Payments Payment Services 88

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 219

Data Subscription Payment Features Cloud 219

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

Clouded Judgement

FEBRUARY 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. ” Were 2023 Software Estimates Already De-Risked To Start The Year? The graph below shows how companies have guided for 2023 relative to consensus at the start of the year. They guided 2023 1% above consensus. Hard Landing?

Cloud 273

Cloud Software Review Technical Review Systems Review 273

SaaStr

SEPTEMBER 6, 2023

Quarterly net new ARR trends. 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. Things may not be easy going forward. But we do seem to be past the lows. Big Customers Take Years to Get Huge.

Cloud 292

Cloud Scale Subscription Payment Features 292

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

Subscription Flow

DECEMBER 18, 2023

One crescendo in the symphony of seasonal commerce is subscription boxes. This article is for subscription box retailers so that they can maximize not only the festivity of this time but also the sales. However, we have come up with some different subscription box trends that you can follow for Christmas 2023.

Subscription 105

Subscription Payment Features Trends Social Media 105

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

FastSpring

OCTOBER 25, 2023

Q4 sales numbers usually outperform the rest of the year thanks to year-end holidays and their associated shopping cycles — but how much does that trend carry over into software and SaaS sales? sales trends by month and quarter. Global sales trends by month and quarter. Below, we’ll cover: U.S. How B2B vs. B2C sales compare.

SaaS Payments 158

SaaS Payments Software Review Payment Solutions Payment Methods 158

Stax

MARCH 4, 2024

In 2023, the cost of fraud to online businesses was $48 billion globally, according to Mastercard. To stay ahead of fraud means merchants must understand the threats, use trusted and secure providers, and keep up to date on payment security trends. of the global population using this method of payment in 2022.

Merchant Services 88

Merchant Services Payment Methods Payment Services Payment Features 88

User Pilot

MAY 17, 2025

In this post, we’ll take you through 10 mobile app development trends and the mobile app development changes shaping 2025. Mobile app development trends In 2025, app developers are moving quicker, using smarter tools, and finding easier ways to create better experiences for users across all kinds of mobile devices.

Mobile 90

Mobile Payment Solutions Trends Payments 90

OpenView Labs

NOVEMBER 30, 2023

Every year, OpenView uncovers the latest SaaS pricing trends, and this year is no different. Our seventh annual SaaS Benchmarks report , released earlier this fall, revealed five key trends around pricing (in addition to a range of other important SaaS metrics) based on findings from more than 700 SaaS companies.

Pricing 52

Pricing Data Benchmarks AI 52

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. While it is too early to call an end to cloud optimization and a significant level of macro uncertainty remains, these new trends, along with the tenor of our customer interactions are encouraging.” Follow along to stay up to date!

Trends 130

Trends Cloud Azure GCP(Google Cloud Platform) 130

Clouded Judgement

DECEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date!

Cloud 196

Cloud Software Review Subscription Payment Features 196

Clouded Judgement

MARCH 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Funds have gotten quite large and haven’t deployed much in 2022 / 2023. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 317

Cloud AI Investment Metrics 317

Clouded Judgement

AUGUST 25, 2023

We built our data store from the ground up to be agile, unbound by specific schema or data structures, and, as of June 30, 2023, we are able to process data from over 300 native integrations and open APIs without friction. The vast majority of our subscription plans today are monthly.

Benchmarks 246

Benchmarks Artificial Intelligence Data Software Review 246

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.

Payment Services 59

Payment Services Payment Solutions Payments Payment Methods 59

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

Clouded Judgement

MARCH 8, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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. A year ago, they guided 2023 growth to 16%.

Cloud 167

Cloud Subscription Payment Features Revenue 167

Subscription Flow

DECEMBER 22, 2023

In order to prepare for the future, businesses need to monitor the trends in the previous year and strategize for the future. In this article, we will discuss the eCommerce subscription trends to follow in 2024 to beat the competition and achieve sales targets. Customers appreciate and demand personalization.

Payment Methods 59

Payment Methods Artificial Intelligence Trends Payment Services 59

Buffer Resources

NOVEMBER 4, 2024

  WhatsApp Business reported  having over 200 million monthly active users in June 2023. In a September 2023 interview, X CEO  Linda Yaccarino shared  that the company currently had 550 million MAUs, so we've gone with that value. Many brands use Twitter as an alternate customer service channel.

Social Media 123

Social Media Payments Branding Payment Methods 123

Clouded Judgement

JANUARY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Many public software companies don’t report ARR, so I’ll take the quarterly subscription revenue and multiply it by 4 to approximate ARR. Follow along to stay up to date!

Cloud 167

Cloud Marketplace as a Service AI Subscription 167

Stax

AUGUST 29, 2024

The question is: how do payment service providers work and how can you choose the right one for your business? PSPs offer joint merchant accounts and flat-rate processing fees that make them ideal solutions for small businesses that only process payments occasionally. Read on to find out.

Merchant Services 88

Merchant Services Payment Services Payment Methods Payment Solutions 88

Clouded Judgement

APRIL 19, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Their GAAP revenue grew 5% in 2023, and 29% in Q4 ‘23 YoY. Rubrik’s subscription ARR was $784m at the end of 2023 and growing 47% YoY. For context, full year GAAP revenue in 2023 was $628m. NTM revenue multiple.

Cloud 144

Cloud Scale Subscription Payment Features 144

FastSpring

FEBRUARY 15, 2024

Otter’s 2023 Pro Pricing Changes Otter revamped its pricing options in mid-2023, with package pricing changes going into effect in August 2023. subscriptions on both Apple and Google’s app stores.” Purchases tied to users accounts are often in the form of in-app currency or subscriptions. to $129.99

Payment Methods 157

Payment Methods Payment Solutions Merchant Services Payment Services 157

Clouded Judgement

DECEMBER 23, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. As I’ve said many times before, in 2023 the focus for software valuations will completely shift from interest rates (and multiples) to fundamentals. This should be no surprise given the trends in net new ARR. Q3 was a tough quarter.

Cloud 130

Cloud Sales Hiring Trends Subscription 130

User Pilot

SEPTEMBER 21, 2023

It involves collecting and analyzing user data, from website visits, page views, clicks, and purchases, to in-app behavior like feature usage and navigation, in order to identify patterns and trends. This early warning system enables you to intervene with retention strategies, reducing the likelihood of users canceling their subscriptions.

Payment Features 105

Payment Features Customer Lifetime Value User Experience Churn 105

User Pilot

NOVEMBER 27, 2023

Improve business valuation Your company’s valuation is tied closely to its revenue performance, especially because you’re a subscription business. x 100 = 5% Monthly recurring revenue (MRR) Your MRR represents the total predictable revenue your company expects to generate from recurring payments in a single month.

Payments 105

Payments Revenue Payment Features SaaS Payments 105

Clouded Judgement

SEPTEMBER 30, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. The expected budget growth for 2023 currently sits at 2.8%. So clearly the early expectations for growth in 2023 are coming in low. Within the broader IT budgets, software did have the highest growth expectations for 2023 at 3.1%.

Cloud 130

Cloud Subscription Payment Features Trends 130

Stax

JANUARY 17, 2024

Unlike payments facilitated by card networks like Visa or Mastercard, ACH payments are managed by a body called the National Automated Clearing House Association (NACHA). In Q3 of 2023, the total volume of payouts on ACH networks reached 7.8 Security Payment processing involves the exchange of sensitive customer data.

Payment Services 88

Payment Services SaaS Payments Merchant Services Payment Facilitation 88

Clouded Judgement

APRIL 12, 2023

The last few quarterly earnings recaps have followed a similar trend - performance getting worse. We’re undoubtedly set up for a very interesting 2023. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. net retention and CAC payback). Subscribe now When Will Macro Improve?

Cloud 167

Cloud Software Benchmarks Retention 167

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Early Look at May Consumption Trends This week kicked of Q1 earnings reports for companies with April quarter ends. This means we got commentary for the first time on May trends. Follow along to stay up to date! What did we learn?

Cloud 144

Cloud Azure Trends Forecasting 144

SaaS Metrics

NOVEMBER 10, 2022

SaaS, On Demand Software or Software as a Service, is a subscription software that allows users to access and use it remotely. The post 5 SaaS Trends We Can Expect in 2023 first appeared on SaaS Metrics. SaaS has become increasingly popular as more businesses appreciate.

Trends 52

Trends SaaS Payment Features Subscription 52