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 244

AI Churn Trends Pricing 244

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 Subscription Payment Features 169

Kellblog

JANUARY 2, 2024

As per my custom, let’s review my 2023 predictions before presenting those for 2024. Expect more of this activity in 2024. Customer retention came into sharp focus in 2023 and with it a new, balanced view relying on both NRR and GRR as key retention metrics. Silicon Valley thrives again in 2024. 2023 Predictions Review 1.

AI Search 108

AI Search Technical Review Technical Advisors ChatGPT 108

User Pilot

MAY 22, 2024

This article will highlight 23 of the best UX research tools available in 2024. 23 best UX research tools of 2024 To help you choose the right tools for improving your user experience, we’ve compiled a list of the 23 best UX research tools of 2024. Trend analysis in Userpilot. A Mixpanel report.

User Experience 98

User Experience Interviewing AI Search Software Review 98

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 237

Scale Pricing Scaling Cloud 237

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 168

Sales Hiring Scale Underperforming Technical Team Revenue 168

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

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 189

Data Subscription Payment Features Cloud 189

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

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 256

SaaS Software Metrics Revenue 256

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

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 Subscription Payment Features 152

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

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 91

Metrics Marketing Technical Review Sales Funnel 91

User Pilot

JANUARY 8, 2024

A product adoption dashboard helps you visualize key adoption metrics so you can make data-driven decisions and boost user engagement. The most important metrics to track and why they matter. TL;DR A product adoption dashboard tracks and displays key metrics related to how users engage with your product.

Metrics 94

Metrics Customer Lifetime Value Engagement Onboarding 94

User Pilot

MAY 11, 2024

Userpilot provides 4 types of dashboards for tracking different product usage metrics – e.g., active users , average session duration , feature adoption rate, user retention, etc. Soon, Userpilot users can also create custom dashboards with their chosen metrics. Analytics dashboards : What is data analytics without a dashboard ?

Engagement 96

Engagement Pricing Retention Scale 96

User Pilot

APRIL 3, 2024

To make your life a little bit easier and help you choose the best dashboard analytics tool for your SaaS, we’ve produced a guide of 12 excellent platforms available on the market in 2024. TL;DR Dashboards display critical business data in real-time, streamlining decision-making and focusing on key metrics. Let’s dive in!

Scale 89

Scale SaaS Mobile Data Analysis 89

User Pilot

MAY 17, 2024

This article dives into some of the best tools in 2024. Analytics dashboards : Userpilot’s analytics dashboard helps you view all your key adoption metrics in one place, such as the number of active users , sessions per user , average session duration, feature adoption , etc. Product usage dashboard in Userpilot.

SaaS Payments 93

SaaS Payments Payment Methods Payment Solutions Payment Services 93

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 Metrics 311

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 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 Subscription 161

Totango

MAY 15, 2024

Establishing clear metrics, out-of-the-box templates, and KPIs to demonstrate the value of AI features ensures that AI initiatives deliver tangible benefits and effectively address customer needs. Prepare to showcase customer value. Our takeaway : The impact value of AI begins and ends with business goals.

Customer Success 104

Customer Success AI Underperforming Technical Team Technical Review 104

Totango

MAY 7, 2024

Strategy #3: Share revenue responsibility and success metrics There’s been a major shift in the B2B space over the past few years. It also means that both Sales and CS need to share responsibility for key revenue metrics, including: Net Revenue Retention Sales and CS should both own NRR.

Strategy 97

Strategy Sales Customer Lifetime Value Retention 97

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 Subscription 152

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

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

User Pilot

MAY 9, 2024

Analytics dashboards : Userpilot’s various dashboards enable you to track product usage metrics such as the number of active users , sessions , average session duration, and feature adoption rate from a single view. Userpilot’s analytics dashboards for tracking product metrics. Mixpanel’s product metrics dashboard.

Payment Services 91

Payment Services Payments Payment Solutions SaaS Payments 91

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

User Pilot

APRIL 17, 2024

Google Trends helps businesses differentiate products in crowded markets by identifying evolving consumer interests and regional search behaviors. This enables companies to make informed decisions, tailor products, and improve customer experiences based on a deep understanding of customer needs and trends. Userpilot’s pricing.

AI Search 85

AI Search Social Media Cross-platform App Design (Application) Systems Review 85

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 Subscription 161

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

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.

Subscription 59

Subscription Payment Features Healthcare Technical Review 59

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

User Pilot

FEBRUARY 15, 2024

You can also measure the impact of each variation on key metrics like activation , retention, and upsell rate. Its proactive insights feature enables users to discover and investigate new trends and important changes that can further optimize and solidify sales funnels. Stay ahead of the curb this 2024! Automation. Rage clicks.

Sales Funnel 96

Sales Funnel SaaS User Experience Forecasting 96

ChurnZero

MAY 2, 2024

The 2024 B2B SaaS Benchmarking Survey by SaaS Capital is the most comprehensive and up-to-date source of its kind for SaaS and customer success leaders who want to know where they stand compared to peers and competitors. You can watch the webinar in full here, or scroll on to discover four essential insights from this year’s survey.

Benchmarks 52

Benchmarks B2B SaaS Technical Review 52

Buffer Resources

MAY 9, 2024

Create visually appealing videos or carousel posts that provide practical advice or break down industry trends. Monitor LinkedIn analytics regularly to identify high-performing posts and trends. Use these metrics and insights to refine your strategy, improve your content calendar, and amplify your impact through data-driven decisions.

Social Media 125

Social Media AI Search Branding Engagement 125

How To Buy Saas

MAY 22, 2024

Focuses on SEO, PPC, and data analytics NinjaOutreach, Brightpearl Starts from From $8,000 per month (as per their website) Bristol, UK Top 12 SaaS Digital Marketing Agencies At the Moment Below is detailed information about each of the 12 of the best SaaS digital marketing agencies of 2024.

Technical Review 40

Technical Review Scale Sales Hiring Marketing 40