Remove AWS Remove Business Model Remove Headcount Remove Payment Features
article thumbnail

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

Clouded Judgement

Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. Do you have ARR or ERR?

AI 183
article thumbnail

Clouded Judgement 3.31.23

Clouded Judgement

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. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 130
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 these revenues are pay-per-use, rent payments are both large and regular. How the hell does that happen?