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Clouded Judgement 1.12.24 - Hard Truths

Clouded Judgement

Subscribe now Reinventing Founder Friendliness - Back to the Future This week I joined Ed Sim (Founder and Managing Partner at Boldstart Ventures) on Harry Stebbings podcast to chat about the state of venture backed companies heading into 2024 and 2025. 2025 is probably the year of max pain in the venture ecosystem.

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$25 trillion by 2025

ProfitWell

We talk expansion revenue with Kajabi, and behind the scenes of this year’s Recur Boston conference with event master Erin Phinney. Your top subscription news. We’re hearing word that Boston-based Flywire , a global payment SaaS platform and processor, just formed a partnership with Bank of America. Big banks x SaaS.

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Clouded Judgement 7.21.23 - Are Software Companies Bad Businesses?

Clouded Judgement

Does the data support it? When we look at the quarterly trends (below) the data is even better So no, software companies don’t suck. Let’s look at Salesforce - they may be in maturity mode in their core CRM business, but they also have marketing, commerce and data cloud products that are not in maturity mode.

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We?re About To See a Lot More SaaS Debt

SaaStr

Few folks have more data than Nathan Latka and he offers up some insights on how to properly leverage up in SaaS. It’s hard to imagine a world where analysis didn’t understand recurring, subscription based revenue for technology products. interest rate due in 2025. Debt for SaaS companies done right is a gift. — ed.

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The CFO’s Guide to Subscription Billing

SmartKarrot

With substantial changes in our current business landscape in recent years, most modern businesses have shifted towards subscription-based recurring billing and operational models. Recent studies have shown that the global subscription billing management industry is forecasted to reach a market value of approximately $10,772.14

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How to Make Money From OTT Platforms and Video on Demand

Neil Patel

This method is best suited to subscription-based businesses. For example, fitness coaches can use VOD platforms to offer monthly subscriptions for on-demand fitness classes. Subscription Video on Demand (SVOD). Subscription video on demand (SVOD) is one of the most popular ways of monetizing a VOD platform.

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Follow your compass

ProfitWell

Today, we see Apple struggle in the subscription department. Your top subscription news. Apple subscriptions: what gives? It looks like Apple, although a brand we know and love for trailblazing in this space, could be struggling in the subscription sense. Enabling a data-driven process. for the first time ever.