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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. Many investors laugh (and some rightly so) at the fact that software companies’ valuations are often described as a multiple of revenue.

AI 183
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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 they don’t want to pay double the price, then Notion has a decision to make - do they sell the Notion AI SKU at a price that dilutes gross margins if it ends up generating more revenue? Top 5 Median: 11.4x

Cloud 130
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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. This year, we also migrated ChartMogul to AWS cloud.

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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. When I left Buildium five years later we’d grown from a start-up to a business with more than 12,000 customers and $16M in revenue.

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It’s a Rough Time to Be a Startup – Here’s What You Can Do About It

OpenView Labs

Salesforce, which turned 20 in March, surpassed $13 billion in annual revenue this year. That’s certainly true in developer tooling (AWS), sales and support (Salesforce), MarTech (Adobe), commerce (Square), HR tech (Workday) and even vertical markets (Veeva). SaaS is now ubiquitous. Your marketing should start to mimic a B2C business.

Scale 70
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It’s a Rough Time to Be a Startup – Here’s What You Can Do About It

OpenView Labs

Salesforce, which turned 20 in March, surpassed $13 billion in annual revenue this year. That’s certainly true in developer tooling (AWS), sales and support (Salesforce), MarTech (Adobe), commerce (Square), HR tech (Workday) and even vertical markets (Veeva). SaaS is now ubiquitous. Your marketing should start to mimic a B2C business.

Scale 51
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It’s a Rough Time to Be a Startup – Here’s What You Can Do About It

OpenView Labs

Salesforce, which turned 20 in March, surpassed $13 billion in annual revenue this year. That’s certainly true in developer tooling (AWS), sales and support (Salesforce), MarTech (Adobe), commerce (Square), HR tech (Workday) and even vertical markets (Veeva). SaaS is now ubiquitous. Your marketing should start to mimic a B2C business.

Scale 40