Clouded Judgement

MARCH 1, 2024

Anything AI related has always been “hot,” but it has really hit a fever pitch in the last few months. What’s most interesting about this, is a lot of the darling AI companies from last year have really slowed down, but everyone seems to have forgotten this and is ready to “find the next big thing.”

Cloud 311

Cloud AI Investment Metrics 311

Andreessen Horowitz

OCTOBER 12, 2023

What do enterprise buyers in healthcare care about most when evaluating AI products? We’ve designed this to mirror the thought process of an entrepreneur building an AI product with an enterprise use case. In other words, buyers aren’t seeking AI for AI’s sake.

Healthcare 109

Healthcare AI Payments Enterprise 109

Clouded Judgement

DECEMBER 1, 2023

Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. A strong data foundation is critical for an effective AI strategy! This was repeated quite a few times AI tends to be additive budget for large enterprises. This year, there was tons of experimentation.

AWS 293

AWS Cloud AI Search Cost optimization & reporting 293

User Pilot

FEBRUARY 14, 2024

Thanks to the Gong<>Salesforce integration you can use AI-generated insights from user communications in Salesforce for improved sales strategies. It uses AI and machine learning to analyze customer interactions across multiple channels, including phone calls, emails, video conferences, and messaging platforms.

Payments 101

Payments Payment Services Payment Methods Payment Solutions 101

Blulogix

DECEMBER 18, 2023

Usage Pricing: Turning Consumption into Revenue – A Practical Guide to Transitioning to Consumption Subscription Billing By BluLogix Team In the realm of consumption-based billing, navigating the intricate network of data staging and mediation stands as a pivotal factor in driving efficient billing processes.

Payment Features 52

Payment Features Subscription Pricing Revenue 52

Clouded Judgement

JANUARY 26, 2024

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. Many public software companies don’t report ARR, so I’ll take the quarterly subscription revenue and multiply it by 4 to approximate ARR. trillion by 2027.

Cloud 161

Cloud Marketplace as a Service AI Subscription 161

Clouded Judgement

FEBRUARY 2, 2024

So what you're seeing is much more of that continuous cycles by customers, both when it comes to AI or whether it comes to the traditional workloads.” Sometimes new workloads are AI related. They also are seeing AI revenue (largely compute) show up sooner than anyone else. ” What’s the TLDR?

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 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., Who are the real AI winners. net retention and CAC payback).

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

NOVEMBER 10, 2023

When I think about the monetization of AI (and which “layers” monetize first) I’ve always thought it would follow the below order, with each layer lagging the one that comes before it. Model providers (OpenAI, Anthropic, etc as companies start building out AI). 2024 will be the year of AI applications!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Buffer Resources

OCTOBER 2, 2023

Mark Zuckerberg introduced Meta AI , a new assistant that facilitates interactions across WhatsApp, Messenger, Instagram DMs, and soon, Quest 3. Instagram Here’s what’s been cooking at Instagram: You can now share AI stickers in Direct Messages. The possibilities are enticing.

Social Media 91

Social Media AI Search AI ChatGPT 91

Blulogix

DECEMBER 7, 2023

B2B Subscriptions in 2024: Embracing a Paradigm Shift with Usage-Based Pricing By BluLogix Team As the clock ticks towards 2024, a seismic shift is brewing in the B2B subscription landscape: the rise of usage-based pricing (UBP). This is not a subscription snooze-fest.

B2B 52

B2B Subscription Payment Features Pricing 52

FastSpring

AUGUST 2, 2023

Now as a successful international business, TestDome has been with FastSpring through all of it, and even when other payment platforms launched intriguing new products, Mario never saw a good reason to leave FastSpring. Are you still using the FastSpring legacy Classic platform (Springboard)? Read how Walls.io

Payment Solutions 136

Payment Solutions Payment Methods Merchant Services AI Search 136

Clouded Judgement

OCTOBER 27, 2023

Further they said: “For H2 [H2 for their fiscal year is the quarters ending March ‘24 and June ‘24], assuming the optimization and new workload trends continue and with the growing contribution from AI, we expect Azure revenue growth in constant currency to remain roughly stable compared to Q2.”

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Clouded Judgement

OCTOBER 20, 2023

These are thought to be the early AI winners, largely due to all of the compute they’re selling to power GenAI applications. However, it’s important to keep in mind that while hype and expectations are quite high around AI, true enterprise buying cycles typically lag. Revenue multiples are a shorthand valuation framework.

Cloud 161

Cloud Azure AWS Software Review 161

Blulogix

DECEMBER 15, 2023

From revenue loss and delayed invoicing to customer dissatisfaction and compliance risks, inaccuracies or delays within these processes can significantly disrupt business operations. The Compelling Case for Change The B2B subscription landscape whispers of a transformative force – usage-based pricing (UBP).

Data 52

Data Payment Features AI Search AI 52

Clouded Judgement

MARCH 31, 2023

How Will AI Effect Software Business Models? Like many, I’ve been thinking about how AI and foundation models will effect the world of software. In particular - how AI will effect software business models. The challenge with AI is that it introduces another (potentially large) component to COGS. Double the price!

Cloud 130

Cloud Sales Hiring AI Headcount 130

Clouded Judgement

OCTOBER 13, 2023

Some of the optimism for longer term budget growth comes from AI/LLM spend. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 169

Cloud Artificial Intelligence Subscription Payment Features 169

Clouded Judgement

JANUARY 12, 2024

Founders should always be aware of what metrics would be required to exit at the valuation they’re raising at under standard exit multiple assumptions (I hope my weekly posts help shed light on what “standard” multiples are). I hope this post provides a bit of a cautionary tale of raising a mega round ahead of your metrics.

Cloud 284

Cloud Venture Capital Acquisition Metrics 284

SaaStr

JANUARY 20, 2022

ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. Our clients love to use our solution. Every day, all day.

DevOps as a Service 203

DevOps as a Service AI Search Cloud compliance 203

ProfitWell

SEPTEMBER 24, 2019

And one of the types that a lot of companies miss is revenue backlog : the total unrecognized revenue across the term of a given subscription agreement. Revenue backlog is unrecognized revenue from a subscription business. How do SaaS subscription companies classify a revenue backlog? It’s not invoiced.

Payment Features 40

Payment Features Deferred Revenue Revenue Subscription 40

Clouded Judgement

APRIL 5, 2024

.” For startups, their valuation follows an arc from pure hype based valuations (all on potential) in the earliest days when you’re just a team and and idea, to pure fundamental based valuations in the public markets when you’re given a valuation multiple against a financial metric like revenue or free cash flow.

Cloud 161

Cloud Scale Pricing Revenue 161

Clouded Judgement

JUNE 9, 2023

Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. ” They’re also seeing some real strength in AI Services. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI).

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

AUGUST 11, 2023

And everyone hoping for AI acceleration will need to wait. In summary, I don’t expect real AI tailwinds to show up in non-hyperscaler businesses in a meaningful way through the rest of 2023. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Subscribe now Busy week! ” Data is more important than ever!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Buffer Resources

JANUARY 18, 2024

It’s not the first time I’ve tried out LinkedIn Premium — but it is the first time I’m approaching the platform’s paid subscription as a creator.  AI Profile writing assistant: A relatively new feature that will help you polish up the headline and about section on your profile.

Technical Review 103

Technical Review Systems Review Sales Recruiting AI Search 103

Baremetrics

MAY 13, 2021

All the data your startup needs Get deep insights into your company's MRR, churn and other vital metrics for your SaaS business. By using software with an AI algorithm or other automation, you can improve the accuracy of your financial model. Start with a free trial to make your financial modelling seamless. Try Baremetrics free.

Payment Services 78

Payment Services Payment Solutions Payment Methods Payments 78

Blulogix

DECEMBER 21, 2023

Brace yourselves for a whirlwind of AI-powered personalization, dynamic pricing ecosystems, and real-world success stories that will ignite your imagination and leave you eager to join the UBP revolution. Subscription Billing 1. This is the magic of AI-powered personalization. Dynamic discounts: Forget static tiers.

AI Search 59

AI Search AI B2B Marketplace as a Service 59

Blulogix

FEBRUARY 19, 2024

This blog post delves into advanced strategies that can help subscription services foster deeper connections with their customers, thereby improving retention rates and fostering brand loyalty. Regular check-ins and usage reviews can help customers get the most value out of their subscription.

Retention 52

Retention Engagement Strategy AI Search 52

OPEXEngine

MARCH 8, 2022

SaaS firms, in particular, have revenue recognition, subscription billing, and SaaS and GAAP investor reporting needs that require specialized functionality in their financial management systems. Here are 4 reasons why your SaaS business needs a tech stack built for the subscription-based business model. Native general ledger.

Subscription 52

Subscription Payment Features Startup Scale 52

Clouded Judgement

JUNE 2, 2023

One of my favorite metrics to look at is net new ARR added in a quarter. It’s a bit of a swag as not all companies report ARR (and where they don’t I’m calculating ARR as quarterly subscription revenue x4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 130

Cloud Trends SMB Subscription 130

Clouded Judgement

APRIL 28, 2023

After all, they had a lot of AI tailwinds, and benefited tremendously from consolidation (without a headwind of a larger base of smaller startups, like AWS). Unfortunately, the takeaway may be the Microsoft relative strength was unique to Microsoft (gaining share, ahead in AI, etc). All eyes shifted to the AWS report on Thursday.

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

JUNE 16, 2023

Time will tell, but the market has voted Of course, there’s also the scenario where this is all just an AI infused equity bubble :) If we wrap this up and look at a growth adjusted multiple, EV / NTM Rev / NTM Growth Rate (chart below), you’ll see that we’re now right where we were immediately before Covid.

Cloud 130

Cloud Software Revenue Subscription 130

Blulogix

DECEMBER 27, 2023

Subscription Billing Here's how UBP will play out as a theme throughout the year: Increased Adoption: Expect to see more B2B companies adopting UBP models, driven by customer demand and the need to stay competitive. Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions.

Artificial Intelligence 59

Artificial Intelligence AI Search B2B Subscription 59

ProfitWell

MARCH 24, 2020

The subscription model is booming. Almost everything is sold as a subscription, from socks to razor blades, and of course software. Without further ado, let's look at nine subscription-based companies absolutely nailing it in 2020. What is a subscription company? So why the subscription business model?

Subscription 72

Subscription Payment Features Payment Methods Payments 72

Blulogix

FEBRUARY 20, 2024

This blog post explores how technology underpins successful monetization strategies, transforming the way businesses approach subscription models, pricing, and customer engagement. Data Analytics and AI: Analytics and artificial intelligence are at the heart of understanding customer behavior and preferences.

Payments 52

Payments Payment Services Artificial Intelligence Technology 52

SaaS Metrics

MARCH 25, 2024

For example, AIs have just come out, and we can use them everywhere in our lives. Read more The post The Role of Emerging Technologies in Transforming the iGaming Industry first appeared on SaaS Metrics. Every day, technology is developing more and more, and we are witnessing it very closely.

Technology 52

Technology Consulting AI Metrics 52

Intercom, Inc.

NOVEMBER 30, 2021

Here’s an example of key goals and metrics to consider. Reporting and AI-powered conversational insights. Subscription payment and management: Stripe. When a customer wants to change or upgrade their subscription plan, they’ll often reach out to your trusted support team. It includes: Live chat. Team Inbox.

Technical Review 249

Technical Review Customer Support Payment Methods Payment Solutions 249