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Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Sentiment Software sentiment is incredibly low at the moment - and rightfully so. Nearly 70% of software companies who reported Q1 with an April quarter end guided Q2 below consensus!

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The decade software ate the world

Intercom, Inc.

Putting narrative order on the past decade, a 10-year-period that has somehow remained stubbornly nameless, is quite the challenge, but it’s impossible to make sense of the 2010s without understanding the role of software. What was perhaps less predictable was the ensuing prevalence of the subscription-based business model.

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

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. Why do software companies get “credit” simply for revenue? Follow along to stay up to date!

AI 183
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ISVs vs SaaS: What’s the Difference?

Stax

Independent Software Vendors (ISVs) and Software-as-a-Service Providers (SaaS) operate within the same market, thus creating a push-and-pull revenue dynamic. TL;DR ISVs develop and distribute software products independently and often collaborate with hardware manufacturers and platform providers. Learn More What are ISVs?

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

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Model providers (OpenAI, Anthropic, etc as companies start building out AI). Either way - it’s clear these models are becoming cheaper and more effective, which is an exciting future for AI! Datadog Gives Software the All Clear?

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4 SaaS benefits & advantages: Software as a Service pros & cons

ProfitWell

First, to nip any confusion in the bud, SaaS stands for “software as a service.” Simply, any company that sells software via a central, cloud-based system can be considered SaaS. PaaS’s delivery model is similar to SaaS, however instead of delivering the software over the internet, PaaS is a platform for software creation.

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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.