article thumbnail

Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

And once a customer has paid back the initial acquisitions costs to acquire it, all future streams of revenue can loosely be described as a cash flow annuity. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Do you have ARR or ERR?

AI 183
article thumbnail

4 Traits of Fast-growing SaaS Companies

OpenView Labs

As investors, we keep a close eye on customer acquisition cost (CAC) payback. We use it as an indicator that a company has the right fundamentals in place to effectively ramp up customer acquisition. AWS and other infrastructure providers have been using UBP for nearly a decade. The takeaway.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Why Self-Service and Product-Led Growth Won’t Replace Sales [Opinion]

Sales Hacker

This is part of a phenomenon called Product Led Growth (PLG) , an end-user growth model that relies on the product itself to be the primary driver of customer acquisition, conversion, and expansion. Sales still makes up 25% of their headcount on average. Sounds an awful lot like Sales. No hassle and no credit card required.

article thumbnail

After Selling For $580M, Here’s What I Learned About SaaS During My Time At Buildium

Outseta

In this post I’m going to share the most important lessons about growing a SaaS business that I learned at Buildium—collectively, these things had an awful lot to do with the company being valued so highly. While that’s the case, paid advertising was always a key—and highly effective—component of Buildium’s customer acquisition strategy.

article thumbnail

ChartMogul 2021: Year in Review

Chart Mogul

This year, we also migrated ChartMogul to AWS cloud. This year, we added 17 new members to our team, growing our headcount from 43 at the start of the year to 60 now (up 39% YoY). QR codes — added the ability to quickly copy your newly created API keys by scanning the QR code (instead of needing to type them out on your mobile device).

article thumbnail

When Does Open Source Make Sense for a Business?

OpenView Labs

The Apache Software License v2 has long been a highly popular open-source license, but it has caused a lot of headaches in recent days as cloud services ( cough, cough, AWS ) have forked a number of projects and developed PaaS offerings around them. This is often where licensing questions start to come up as well.

article thumbnail

It’s a Rough Time to Be a Startup – Here’s What You Can Do About It

OpenView Labs

That’s certainly true in developer tooling (AWS), sales and support (Salesforce), MarTech (Adobe), commerce (Square), HR tech (Workday) and even vertical markets (Veeva). Those on the front lines know that more competition means greater saturation of traditional marketing and sales channels, increasing customer acquisition costs (CAC).

Scale 70