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

Clouded Judgement

For SaaS businesses that target smaller SMB customer segments, gross retention is typically in the mid to low 80’s with net expansion in the ~105% range. ” Let’s look at consumption revenue - this is also not technically recurring! It’s probably better described as re-occurring vs recurring.

AI 183
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Facebook Workplace’s Julien Codorniou on turning companies into communities

Intercom, Inc.

I saw we had the opportunity to do that in London and to do something that will be new for Facebook, in the same way that AWS was a new business model and product line for Amazon and a bet that paid off very well. We are going from having an enterprise business to having a mid-market business to investing in an SMB business.

Scale 151
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170+ Women in Sales Share Their Career-Defining Aha Moment

Sales Hacker

Cassie spent the first pre-SaaS chapter of her tech career in growth roles in subscription and marketplace businesses (TheLadders.com, GLG). It took me a long time to admit to myself that I don’t enjoy transactional SMB sales. Cassie is a graduate of Duke University and holds an MBA from the Tuck School of Business at Dartmouth.

Scale 130