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ISVs vs SaaS: What’s the Difference?

Stax

SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users. While they operate under different business models, ISVs and SaaS share similarities in software development, cross-platform accessibility, and industry reach. What are SaaS companies?

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Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement

And the promise of the software business model is as companies mature and go out of growth mode the profits will show up. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Coming in to Q1 there was broader optimism.

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The decade software ate the world

Intercom, Inc.

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).

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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. In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set.

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Transforming the Technology Industry: The Power of Usage-Based Pricing

Blulogix

Traditional pricing models, such as fixed subscriptions and one-time purchases, no longer align with the dynamic and ever-evolving nature of this sector. In response to these challenges, a new pricing model has emerged as a disruptive force – Usage-Based Pricing. Investing in robust billing and invoicing systems.

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Streamlining Success: Five Keys to Automating Usage-Based Billing for Managed Services Providers

Blulogix

A collection of recorded webinars and videos on Software-as-a-Service and Subscription Management Webinars & Videos Key 1: Comprehensive Data Integration The foundation of successful usage-based billing automation for MSPs lies in comprehensive data integration. Generate immediate invoices. Calculate charges in real time.

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Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

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