Clouded Judgement

OCTOBER 13, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. So while it’s good to see broth expectations pick up for 2024, the current expectations would still be below the long term annual growth average. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 169

Cloud Artificial Intelligence Payment Features Subscription 169

User Pilot

JULY 21, 2024

These are the key questions we explore in the article based on our recent Product Metrics Benchmark Report 2024 which investigates company performance in 6 different metrics across 7+ industries. Companies analyzed in the SaaS Product Metrics Benchmark Report 2024 by industry. Book the demo!

Benchmarks 87

Benchmarks Onboarding Healthcare Metrics 87

User Pilot

JULY 14, 2024

That’s the average core feature activation rate across the companies we studied for our Product Metrics Benchmark Report 2024. Companies by industry analyzed in our Product Metrics Benchmark Report 2024. Track user behavior and adoption trends to find friction in the user journey and optimize the onboarding processes.

Benchmarks 87

Benchmarks Artificial Intelligence Underperforming Technical Team Onboarding 87

ChurnZero

OCTOBER 8, 2024

Their top metrics are almost all revenue-driven. Three of the 2024 Customer Success Leadership Study’s key findings suggest not. 2024 marks ChurnZero’s fifth annual report on the top trends in customer success; the largest and most definitive in the industry, with more than 1,000 CS leaders surveyed this year.

Leadership 59

Leadership Customer Success Compensation Trends 59

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!

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Tom Tunguz

MAY 16, 2024

Ramp published its quarterly spending trends & revealed how businesses are spending on AI. 1 However, this isn’t a uniform trend. 1 However, this isn’t a uniform trend. These data points suggest that AI infused software companies’ metrics will asymptote to overall software metrics in time.

AI 232

AI Churn Trends Pricing 232

User Pilot

AUGUST 17, 2024

‘How to optimize your product metrics for growth’ by Dan Olsen is one of the talks in this year’s Product Drive hosted by Userpilot. In his presentation, ‘How to Optimize Your Product Metrics for Growth’ , he will share tips on how to fix leaky funnels. Prioritize acquisition , conversion, and retention metrics.

Metrics 81

Metrics Acquisition Retention Onboarding 81

SaaStr

FEBRUARY 13, 2024

Sam Blond, Partner at Founders Fund and host of SaaStr’s CRO Confidential shares his advice for building an SDR function in 2024 based on his experience as CRO at Brex. There are two metrics Sam sees most commonly used to measure performance. How to Measure Performance At this point, we’ve decided it’s time to invest in SDR.

Sales Hiring 163

Sales Hiring Scale Underperforming Technical Team Revenue 163

SaaStr

APRIL 17, 2024

They’re still transitioning from onprem / appliciance model to cloud, which makes some of the metrics a touch confusing. For me, Net New Customer Count has become the metric I obsess the most about at scale. Rubrik has gone aggressively more upmarket — from just 23 $100k customers in 2019 to 1,742 in 2024. #3.

Scale 235

Scale Pricing Scaling Cloud 235

Clouded Judgement

JUNE 19, 2024

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., This metric is more self-explanatory, so I won’t go into detail.

Cloud 312

Cloud GCP(Google Cloud Platform) Software Azure 312

SaaStr

DECEMBER 21, 2023

PST, Jamin Ball, Partner at Altimeter Capital and author of Clouded Judgement , took us through the current state of SaaS and what we should expect in 2024. In practice, you take the valuation of a business and divide it by some metrics to get a multiple. Most commonly, the metric for software is forward revenue — Next 12 Months (NTM).

SaaS 255

SaaS Software Revenue Metrics 255

Sales Hacker

JANUARY 30, 2024

Only one month into 2024, we’re already seeing a significant shift in the marketing metrics world. Part of this re-evaluation has led many to believe it’s time to bid farewell to the Marketing Qualified Lead (MQL) as a primary metric and embrace the concept of pipeline as the new kingpin of success in marketing efforts.

Metrics 98

Metrics Marketing Technical Review Sales Funnel 98

SaaStr

JULY 2, 2024

2024 is the tale of two markets, so let’s get into some of the data. in February 2024, and it’s roughly the same, or a little lower since then. Over the last couple of years, that number has trended higher as businesses try to grow through the prior round of valuations. Now, it’s even higher at 17,700. It was 10.8

Venture Capital 249

Venture Capital Management Scale AI 249

FastSpring

FEBRUARY 8, 2024

Explore the Power of Changelog Integration in Our Documentation Navigating the Tax Landscape: Key Changes That Demand Your Attention in 2024 Quarterly B2B Onboarding Update: Your Complete Guide to Seamless Transactions! Analyze Chargeback Trends Regularly review your Chargeback Overview Dashboard in the FastSpring platform to identify trends.

Payment Methods 78

Payment Methods Customer Support Merchant Services Payments 78

User Pilot

JUNE 26, 2024

These webinars are useful for CS teams across industries since they help businesses drive long-term revenue growth and stay updated with the latest trends in customer success. You will also find webinars related to analyzing key metrics , utilizing in-app messaging, and introducing engagement gamification techniques in onboarding flows.

Customer Success 86

Customer Success Onboarding User Experience Engagement 86

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. On the former - we’ll see a lot of these experiments translate to production facing apps in 2024. Follow along to stay up to date!

AWS 293

AWS Cloud AI Search Cost optimization & reporting 293

Neil Patel

FEBRUARY 3, 2023

So, to understand future search trends, we must look at what’s shifted. Google Algorithm Changes Redefine Effective Content There’s no doubt that the major May algorithm update helped Google redefine effective content, setting up new SEO trends for 2023. What Future Trends Will Shape Search?

AI Search 144

AI Search Trends Artificial Intelligence AI 144

Clouded Judgement

JANUARY 5, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. As you can see, from December 14th to today we’ve seen projections for where rates end 2024 move up As we head into this year, I think there’s really one thing to keep an eye on - do 2024 estimates trend up or trend down throughout the year?

Cloud 152

Cloud Trends Payment Features Subscription 152

Tom Tunguz

APRIL 1, 2024

Metric 2023 2024 Delta Subscription Revenue, $m 385 538 40% Subscription GM 83% 81% - Legacy Revenue, $m 214 90 -58% Legacy GM 44% 47% - The company’s subscription revenue increased from $385 to $538 million with a gross margin of 81-83%. The contribution margin has improved from -117% in 2022, to -38% in 2023, to -12% in 2024.

Data 178

Data Payment Features Subscription Cloud 178

ChurnZero

JANUARY 25, 2024

How will customer success jobs, and the skills they require, evolve in 2024? Let’s explore the essential trends, specializations, and factors driving the evolution of CS skills in 2024, and consider how you can upskill yourself and your team to stay at the cutting edge.

Customer Success 52

Customer Success Sales Recruiting Sales Hiring Scale 52

Clouded Judgement

OCTOBER 3, 2024

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., This metric is more self-explanatory, so I won’t go into detail.

Cloud 161

Cloud Software Benchmarks Retention 161

Clouded Judgement

MARCH 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Update on Q4 Earnings One metric I love tracking in net new ARR added in a quarter. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 311

Cloud AI Investment Revenue 311

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. As we head into the end of 2024 I wonder if a similar, but even stronger, budget flush will play out. I created this subset to show companies where FCF is a relevant valuation metric. Follow along to stay up to date!

Cloud 161

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 161

Clouded Judgement

JANUARY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Net new ARR is something I track very closely for all of the private companies I work with, and it’s also an important metric to look at in public companies. Gartner estimates $5 trillion in tech spending in 2024, growing to $6.5

Cloud 161

Cloud Marketplace as a Service AI Payment Features 161

Scytale

AUGUST 13, 2024

In this guide, we’ll break it all down, exploring the best ISO 27001 compliance software for 2024. Look for software with dashboards that offer insights into nonconformances, compliance metrics, and trends, so you can stay informed and take action when needed. What is ISO 27001 Software?

compliance 52

compliance Software Government Management 52

Scytale

AUGUST 13, 2024

In this guide, we’ll break it all down, exploring the best ISO 27001 compliance software for 2024. Look for software with dashboards that offer insights into nonconformances, compliance metrics, and trends, so you can stay informed and take action when needed. What is ISO 27001 Software?

compliance 52

compliance Software Government Management 52

Chart Mogul

NOVEMBER 3, 2023

Here are a few topics from their conversation: Is efficiency still a priority in 2024 Their most impactful growth initiative this year Making smart growth investments Key metrics to measure efficiency Will efficiency still be the top priority for 2024? I think 2024 is going to be a graveyard for a lot of companies.

AI Search 52

AI Search Benchmarks Venture Capital AI 52

Clouded Judgement

SEPTEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s put aside the short term, and think about what the drivers will be of software valuations over the next couple quarters into the first half of 2024. Are 2024 estimates too high? Follow along to stay up to date! Just right?

Software Review 130

Software Review Cloud Software AWS 130

Clouded Judgement

FEBRUARY 23, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. For both of those metrics I look at NTM (next twelve months) vs LTM (last twelve months). Of course, there are way more factors than just growth / FCF when determining valuation, so this is a crude metric. Follow along to stay up to date!

Cloud 152

Cloud Metrics Revenue Payment Features 152

Subscription Flow

DECEMBER 15, 2023

The monitoring of these Key Performance Indicators (KPIs) or metrics impacts the economy of not only a company but the subscription business economy as a whole. Together, we will identify the critical indicators and developments that will enable you to prosper in the rapidly changing 2024 subscription economy.

Payment Features 59

Payment Features Subscription Healthcare Technical Review 59

Clouded Judgement

FEBRUARY 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” From AWS (paraphrased): They said they expect the reaccleration they saw in Q4 to continue into 2024 2024 Estimate Updates One important metric I’m tracking this quarter is the change in 2024 estimates pre / post earnings.

Cloud 161

Cloud AWS Metrics Payment Features 161

Clouded Judgement

FEBRUARY 9, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Going in to this earnings season I expected a big driver of stock price performance to be how 2024 full year estimates change pre / post earnings. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 195

Cloud Pricing Startup Revenue 195

Clouded Judgement

OCTOBER 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. As you can see, the market is predicting one more hike, and then a slow decrease throughout 2024. As you can see, Fed officials are saying the fed funds rate will be ~5% in 2024, and ~4% in 2025. Follow along to stay up to date!

Cloud 152

Cloud Banking Payment Features Subscription 152

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS was the the most positive sounding when it came to trends around optimizations. Quite different then the expectation for acceleration in software in 2024. AWS was the most positive sounding when it came to trends around optimizations.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

User Pilot

JULY 21, 2024

TL;DR Userpilot is an all-in-one product growth platform that helps boost growth metrics at every stage of the user journey. The Starter plan only gets trend reports and access to analytics dashboards. Monitor user actions with tracked events and visualize them with product trend reports. Product analytics. User engagement.

Technical Review 79

Technical Review Pricing Software Review Enterprise 79

Clouded Judgement

APRIL 11, 2024

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., This metric is more self-explanatory, so I won’t go into detail.

Cloud 177

Cloud Software Azure AWS 177

How To Buy Saas

MAY 10, 2024

Let us take you through some of the key features of Semrush: Keyword Research: Semrush offers 6 different tools to ensure effective keyword research and provide important suggestions and metrics like search volume, keyword difficulty, CPC, SERP features, competition, and much more. Pricing Plans Monthly Plan Annual Plan Pro $129.95/mo

AI Search 59

AI Search Scale Engineering Pricing 59