Remove Azure Remove Investment Remove Payment Features
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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

And no, this wasn’t all because of leap year last year (that would only account for a ~3% delta at most) The Hyperscalers (AWS, Azure, Google Cloud) also declined net new adds year over year, but not by as much. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

Cloud 277
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SaaS Platform Explainer: Definition, Examples, and How to Grow in the Software as a Service Industry

Stax

SaaS operates on a subscription model, making it easier to manage cash flow and reduce upfront expenses. Automatic updates SaaS platforms automatically roll out updates, so you always work with the latest features and security enhancements. Lower upfront costs Say goodbye to expensive licenses and infrastructure costs.

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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

This behavior can create a surge in purchasing activity, as organizations look to make strategic investments without losing their allocated funds. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Securities and Exchange Commission.

Cloud 167
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Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). This is for information purposes and should not be construed as an investment recommendation.

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Best Applicant Tracking Systems for 2025

How To Buy Saas

This model offers easy accessibility (anywhere, anytime), automatic updates, and lower upfront costs (subscription-based pricing). Paid plans include Startup (around $189/month), Growth ($329/month), and Business ($529/month) annual subscriptions come at a ~17% discount. separate pipelines per client, invoicing).

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Top Tools for Monitoring API Performance

Teamgate

Don’t just focus on the subscription price – factor in any additional fees for advanced features or add-ons. Tool Key Features Pricing Integration Capabilities Ideal Use Cases Middleware Uptime tracking, AI-powered alerts, instant root cause analysis, one-minute installation Free Forever Account (up to 100 GB); pay-as-you-go at $0.30

Scale 52
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GTM 139: AI Agents Are Changing Everything — Microsoft’s VP of AI Agents on the New Era of Work and Software | Ray Smith

Sales Hacker

It really does need to be broken down into parse and process the invoice, then check the ERP, then do these things. You know, like there, there’s one kind of case to be made where let’s say, you know, I have an AI agent that I want to send my invoices and follow up on invoices. How do they do retail transactions?