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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. As a public company with significant scale, it’s hard to grow quickly if you have to rely solely on new customers for that growth. net retention and CAC payback). Because of this we have to use an implied ARR metric.

Cloud 277
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5 Interesting Learnings from Okta at $2.75 Billion in ARR

SaaStr

The Learning : At scale, customer count growth in your premium tier matters more than total customer adds. scale is still a stong growth engine. Best-in-class SaaS companies typically see 35-40% international mix at this scale. Okta’s hitting this while growing, proving you can scale without proportional headcount growth.

Scale 227
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Klaviyo: Benchmarking the S-1 Data

Clouded Judgement

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. Our subscription plans are tiered based on the number of active consumer profiles stored on our platform and the number of emails and SMS messages sent.

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Webinar Recap | Scaling Payments: Strategies to Attach and Amplify Processing Volume

Stax

He shared that successful partners often see this payment revenue “two or three or four times, even higher than what the SaaS fees are.” ” This means that the money you make from payments can easily overshadow your subscription revenue.

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Top Fraud and Payment Trends for 2023: What SaaS Pros Need to Know

Fraud is ever changing – especially for merchants that offer online services and subscriptions. In the report, you’ll find: The scale and type of fraud seen in the global marketplace. A robust set of performance benchmarks that merchants can use to help optimize their fraud management and prevention practices.

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21 of The Top Product Announcements You Missed at SaaStr Annual

SaaStr

Learn how Pendo can help companies go from startup to scale-up here. Bandwidth’s nationwide network is built to support scale, provide deeper insights to help prevent user dissatisfaction, and by removing the middleman, SaaS companies enjoy direct-to-carrier pricing. Head over to the company’s website to get started.

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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. As a public company with significant scale, it’s hard to grow quickly if you have to rely solely on new customers for that growth. net retention and CAC payback).

Cloud 318