article thumbnail

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. Headcount planning, budgeting, fundraising, etc can often be largely based on a top line plan.

AI 183
article thumbnail

MongoDB at $1.5B in Revenue — An Epic Growth Story

SaaStr

CIOs and others want to concentrate their budget on vendors they trust, so if you have a strong brand, you can benefit from this trend. Here you can see the magic in MongoDB’s business model. They kept the headcount kind of flat. Yet leaders like MongoDB are growing quicker than startups, and it’s usually the opposite.

Revenue 196
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Clouded Judgement 3.31.23

Clouded Judgement

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.

Cloud 130
article thumbnail

We Haven’t Hit Peak SaaS

Hitenism

In 2014, Mixpanel’s Series B pitch deck spelled out the company’s expansion plans over the next two years: 3x sales headcount and rapidly race towards distribution. Double headcount every 6-9 months. Part of this has to do with reducing costs and tightening budgets, but it also reflects a much larger trend across SaaS.

Scale 147
article thumbnail

Why a Low Customer Acquisition Cost (CAC) Isn’t Always a Good Benchmark

OPEXEngine

What it tells you about your company will depend on your goals, your business model and needs, and your customer lifecycle. Only you can make such judgments for your business after you analyze your numbers and see how they trend over time. However, this metric calls for discerning judgment. What is CAC?

article thumbnail

Top 10 Customer Service Trends for 2021

SmartKarrot

Hence, it is must to update yourself with the new customer service trends that are prevalent in the SaaS industry. So, to stay ahead of the curve, it is worth having a look at the latest trends in customer service that are going to hit the road in the year 2021. So, let’s look at those trends here. #1 8 Enabling self-service.

article thumbnail

Top 10 Customer Service Trends for 2021

SmartKarrot

Hence, it is must to update yourself with the new customer service trends that are prevalent in the SaaS industry. So, to stay ahead of the curve, it is worth having a look at the latest trends in customer service that are going to hit the road in the year 2021. So, let’s look at those trends here. #1 8 Enabling self-service.