Clouded Judgement

MARCH 31, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. How Will AI Effect Software Business Models? Like many, I’ve been thinking about how AI and foundation models will effect the world of software. In particular - how AI will effect software business models.

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Clouded Judgement

NOVEMBER 10, 2023

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! Follow along to stay up to date!

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Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Blulogix

FEBRUARY 9, 2024

This surge in subscription-based business models spans across various industries, from software and media to retail and services, reshaping the consumer landscape and redefining notions of customer engagement and value delivery.

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Business Model Subscription Payment Features Business 52

Subscription Flow

NOVEMBER 28, 2023

A major issue that arises, especially in the B2B SaaS business model, is how to break into the upmarket market as startups develop into scaleups that are primarily focused on increasing their market capitalization. Unique Ways to Use the B2B SaaS Business Model to Leverage Your Business’s Revenue Growth 1.

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SaaS Payments Payments Business Model Payment Services 59

Andreessen Horowitz

SEPTEMBER 28, 2019

The combination of cloud, social, and mobile took gaming beyond a small base of just console- and PC-gamers to a massive player base.

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Business Model Business Mobile Cloud 74

SaaStr

AUGUST 10, 2022

Cloud revenue growing 55% — and Atlassian reaffirms 50% Cloud growth for 2023 and 2024 also! 2000,000 Cloud Customers with an NRR of 130%, and 140% from “Large” Customers. This is the secret sauce to Atlassian’s business model. 5 Interesting Learnings. #1. No slow down from Atlassian. #2.

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SaaStr

JULY 5, 2023

So some SaaS and Cloud leaders have seen big impacts from the post-Covid hangover, but others have just kept accelerating. That’s about as good as it gets in SaaS and Cloud! Are we near or past the lows in SaaS and Cloud buying patterns? And here you can see the magic in Mongo’s business model.

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SaaStr

NOVEMBER 15, 2022

This flexible mindset creates just the right conditions for embracing evolving business models and new metrics. A general understanding of the SaaS business model grew as the SaaS sector matured. as a common language to analyze a cloud business. as a common language to analyze a cloud business.

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Metrics Machine Learning Artificial Intelligence Technical Review 238

Stax

APRIL 18, 2024

While they operate under different business models, ISVs and SaaS share similarities in software development, cross-platform accessibility, and industry reach. ISVs and SaaS providers differ in software distribution, licensing models, hosting responsibilities, support options, upgrade and maintenance procedures, and scalability.

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Casey Accidental

OCTOBER 20, 2020

This is part two of a three part series on sequencing business models. Casey’s first sequencing business models essay talked about the transition from a SaaS business model to marketplace business model, and why it’s so difficult. This essay is a collaboration with Gilad Horev. We’re not sure.

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SaaStr

NOVEMBER 25, 2022

They demonstrate spectacular growth and expansion while revolutionizing and disrupting industries with new business models. How Atlassian does business . The Atlassian business model is unique. Power of the Cloud. Atlassian Cloud Platform is a platform that all Atlassian products rely on.

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Scale Scaling Marketplace as a Service Entrepreneurship 243

SaaStr

MARCH 7, 2024

Some more recent commitments like Modal (high performance cloud), Cast AI (DevOps automation platform), Betterstack (see inside any tech stack and resolve incidents) or Abacum (financial planning & accounting platform) give a hint on what we’re intrigued by at the moment. 2024 is also a year of truth.

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Payments Payment Services Payment Solutions Scale 227

SaaStr

DECEMBER 11, 2021

Aaron Levie, CEO and Co-founder of Box, discusses the approaches he used for scaling his company in terms of hybrid work, adjusting to a dynamic economy during the pandemic, and the importance of the Cloud and digital technology for every business. Box has always lived in the Cloud, anti-on-prem. About the podcast.

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SaaStr

JULY 18, 2023

Join 12,500+ of the Best in SaaS and Cloud! Monday.com co-CEO Eran Zinman and Jason Lemkin do a deep dive on how Monday’s business model really works. So we’re getting closer!! SaaStr Annual 2023 is Sep 6-8 in the SF Bay Area! But what’s trending right now?

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Scale AI Scaling Business Model 221

SaaStr

DECEMBER 28, 2023

Main investing areas include: AI, cloud, collaboration, consumer/marketplaces, cyber security, gaming, and fintech. Many founders hit the brakes on growth to pivot towards profitability when in reality, the right combination is aiming for durable growth with a profitable business model. Our current set of funds totals $3.4B. #3.

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SaaStr

JANUARY 19, 2023

For example, there are certain technology platforms that are not compatible with others so that can be a nonstarter. It’s worth investigating whether the company has deeply penetrated an aspirational market and whether or not it has a business model compatible with your own. Visit the SAP.iO

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Technical Review Startup Scale Software Review 233

SaaStr

OCTOBER 31, 2019

Bessemer Venture Partners’ Alex Ferrara takes a look at trends and predictions for the cloud industry in 2019. One of the most popular sessions from SaaStr Annual, this presentation will provides an in-depth look at the cloud computing industry across Europe and globally. Want to see more content like this? A few more.

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Subscription Flow

NOVEMBER 30, 2023

Lo and behold, this is where the pay per use business model examples enter the picture because this is a completely new business model that drastically changes who gets what and how much is needed to accommodate flexible consumption. The specific advantages of this business model are as follows: 1.

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Payment Solutions Payment Features Pricing SaaS Payments 59

Andreessen Horowitz

FEBRUARY 29, 2024

Pivoting from growth at all costs in 2020 and 2021 to efficiency in 2022 and 2023 meant slashing budgets, shelving new projects, doing RIFs, and picking fights with your cloud provider over your bills. A Great company has a strong, defensible business model that can win market share from incumbents.

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Technical Review Innovation Cloud Trends 111

SaaStr

OCTOBER 26, 2022

So this year has been rough on SaaS and Cloud stocks, with multiples down 75% from a year ago and the markets overall down 50% or more. Despite being freemium, Wix’s business model isn’t hyper efficient. But the impact hasn’t been even. And those without both have suffered the most. About $230,000 in revenue per employee.

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Payments Payment Solutions Payment Methods SaaS Payments 245

SaaStr

JUNE 5, 2020

Salesforce’s IPO is also seen as a test of a new business model that could shake up the software industry. The company is the poster child for subscription-based software, a model that’s gaining popularity among corporate buyers. The SKYY First Trust Cloud Computing ETF has grown to $3.3 Why Let Banks In?

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Venture Capital Technical Review SaaS Scale 233

Andreessen Horowitz

OCTOBER 16, 2023

And yet, figuring out what goes into the “cost” for delivering products and services is not as simple as it may sound, particularly for high-growth software businesses that might use emerging business models or be leveraging new technology. When do they matter during a company’s growth?

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Business Model Cloud Startup Technology 78

ProfitWell

MAY 12, 2020

The three major cloud service models are SaaS, PaaS, and IaaS. Many business owners do not know the difference between these offerings and are therefore unaware of which option is best for their company. In this article, we'll break down the difference between the three models and help you decide which fits your needs best.

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Cloud Azure SaaS Underperforming Technical Team 59

Intercom, Inc.

DECEMBER 31, 2019

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). Big tech takes over.

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Payment Solutions Payment Methods Software SaaS Payments 259

SaaStr

AUGUST 9, 2019

Eyal and Megan host a fireside chat between Google Cloud and Zenoss, a leader in software-defined IT operations. I thought CRM, in the cloud, et cetera, was never going to be anything. Do you not think that actually we’ve just transferred to cloud lock-in versus on-prem lock-in? So what do I know right? vendors right?

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SaaS Payments Cloud Technical Review Scale 137

CloudGeometry

MARCH 3, 2022

Cost to serve a customer-facing feature is money that comes out of your pocket, and goes straight into the cloud provider’s pocket. When you want to procure more cloud resources faster, cloud providers make it easiest to buy speed, whether or not that pays off for you in the long run. It‘s almost always a function of time.

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Well Architected Framework VPCs (Virtual Private Cloud) SaaS Cloud 130

SaaStr

JULY 4, 2020

Andy shares the hard-learned lessons changing business models, going from services to SaaS, and much more. #2: 2: “Flexport: How to Build a Truly Global Business From Day One” Ryan’s changed an industry with a lot of lessons we can all learn. #3:

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Business Model Cloud Retention Enterprise 191

Neil Patel

JANUARY 1, 2021

GaaS games can often be streamed directly from the cloud to a user’s device, which allows them to be accessed from anywhere, anytime. Games as a Service has also been referred to as “cloud gaming,” “gaming on-demand,” “live service games,” or “game streaming.” Games as a Service Business Models. Cloud Gaming Services.

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Payments Payment Services Payment Methods Payment Solutions 122

Blulogix

APRIL 9, 2024

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: Integration and Automation: Scaling Your Business Efficiently In subscription-based business models, particularly those operating within the digital space, managing digital inventory emerges as a critical yet complex task.

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SaaStr

OCTOBER 26, 2022

Grammarly launched during the age of cloud computing, big data, and natural language processing algorithms. Put users at the center of product decisions, innovate with a hypothesis-driven approach, then align your business model with user interests. This created an opening for the brand to introduce its communication system.

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Sage Intacct

AUGUST 21, 2019

Particularly with land-and-expand subscription business models, they need to track upsells and renewals against the performance obligations from the original sale, in order to track and increase CLTV.

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Cloud Finance Business Model Subscription 74

Subscription Flow

NOVEMBER 7, 2023

Cloud-based CRM SubscriptionFlow connects to social media sites, email marketing services, and well-known payment gateways. Salesforce: In the CRM space, Salesforce is a significant ‘force’ to be reckoned with as it provides enterprise-grade cloud-based automation software.

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Payments Payment Services Payment Methods Payment Solutions 59

Blulogix

JANUARY 5, 2024

Understanding these terms is crucial, as they form the building blocks of any subscription-based business model. Let’s explore the key definitions that every business owner, finance professional, and product manager should know. It’s a dynamic field that encompasses a wide range of terms and concepts.

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Trujay

OCTOBER 20, 2021

However, it has only recently begun to make its way into everyday usage, aka cloud computing– a business model in which customers pay to use software […]. This may come as a surprise, but Software as a Service (SaaS) has been around for over five decades. Yes, you read that right – more than 50 years.

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Trends Marketing SaaS Business Model 77

SaaStr

JUNE 17, 2023

Investors may be concerned if a startup fails to reach the necessary growth line, potentially inquiring as to whether its business model is able to scale or if there are problems with its go-to-market approach that need course-correcting.

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Venture Capital Scale Technical Review Software Review 238

Kellblog

JUNE 10, 2021

How NDR should vary as a function of stage, expansion model, business model, target market, sales motion, and pricing model. How usage-based (aka, consumption-based) pricing models will be as transformation to subscription SaaS as subscription SaaS was to perpetual license software.

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Benchmarks Retention Subscription Payment Features 109

Blulogix

OCTOBER 11, 2023

MSPs typically manage a myriad of services, from cloud infrastructure to software applications and more. However, in today’s fast-paced business landscape, Read More » November 8, 2023 Blog Transforming the Technology Industry: The Power of Usage-Based Pricing The technology industry is in the midst of a profound transformation.

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