Clouded Judgement

MARCH 22, 2024

In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. Many laude the SaaS business model because ARR is inherently predictable - you know what you’re revenue will be over the coming 12 months, and sometimes even further out than that.

AI 183

AI Revenue Cloud Technical Advisors 183

Clouded Judgement

NOVEMBER 10, 2023

Model providers (OpenAI, Anthropic, etc as companies start building out AI). Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Stax

APRIL 18, 2024

While they operate under different business models, ISVs and SaaS share similarities in software development, cross-platform accessibility, and industry reach. ISVs and SaaS providers differ in software distribution, licensing models, hosting responsibilities, support options, upgrade and maintenance procedures, and scalability.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

Intercom, Inc.

DECEMBER 31, 2019

The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure).

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

OpenView Labs

FEBRUARY 9, 2021

This is why we’re seeing more and more SaaS companies—Datadog, Twilio, AWS, Snowflake, and Stripe, to name a few—find success with product led growth paired with usage-based pricing. Though it was pioneered in the infrastructure layer (think: AWS and Azure), it’s becoming increasingly popular for API-based products and application software.

Scale 98

Scale Pricing Scaling AWS 98

Blulogix

NOVEMBER 8, 2023

Here are some notable examples: Cloud Computing Major cloud providers like AWS, Azure, and Google Cloud offer pay-as-you-go pricing, enabling businesses to access computing resources based on their actual usage. Investing in robust billing and invoicing systems.

Technology 52

Technology Pricing Payment Features Subscription 52

ProfitWell

MAY 12, 2020

For businesses that want nearly the same level of control as an on-premise solution without the expense of upkeep, and with the added speed and flexibility of cloud computing, IaaS is a logical choice. This option will require significantly more time investment from an IT department than either of the other two options will.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59