Remove AWS Remove Headcount Remove Metrics Remove Payment Features
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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. However, it’s also one of the most loosely used metrics, and is frequently misused. It’s probably better described as re-occurring vs recurring.

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Clouded Judgement 3.31.23

Clouded Judgement

The majority of COGS (revenue less COGS = gross profit) fall in hosting costs (ie AWS), and some customer support. If we believe that AI will ultimately allow us to do “more with less,” we may see headcount growth slow for traditional roles. What do I mean by this? Revenue multiples are a shorthand valuation framework.

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ChartMogul 2021: Year in Review

Chart Mogul

Our mission is to build the world’s most powerful subscription analytics platform for the SaaS community. Building the leading subscriptions analytics platform means listening to our customers, and implementing changes to the product that bring them the most value. What’s new in ChartMogul in 2021? ChartMogul is a product-led company.