Remove Churn Remove Marketing Remove Payment Features
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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

It is calculated by taking the annual recurring revenue of a cohort of customers from 1 year ago, and comparing it to the current annual recurring revenue of that same set of customers (even if you experienced churn). To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

Cloud 277
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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025. No one else was even building anything like this.

Payments 265
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Unlocking Growth in the Internet Economy: a Perspective from Stripe Head of Invoicing, Suzanne Xie (Video)

SaaStr

These days, as the business lead for invoicing at Stripe, Xie has earned her own stripes in navigating the unique challenges of building and thriving in the SaaS marketplace. Maybe your billing system is not ready, your invoicing is a patchwork, or your reconciliation and invoicing have to be done manually.

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Big Companies Don’t Churn. They Quit You.

SaaStr

Churn” is a term we all use in SaaS as a core metric, but its roots, as near as I remember and can tell, come from our B2C colleagues. Folks churn out of their Verizon plan, their Netflix subscription, etc. In a low-end subscription model for a tool, not a solution (e.g., the dynamics are similar.

Churn 362
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ServiceTitan: Benchmarking the S1 Data

Clouded Judgement

We go to market with our platform in three ways: Core, Pro and FinTech products. ” Market Opportunity From the S-1: “In the United States and Canada alone, end customers spend approximately $1.5 Today, we serve trades and markets that represent approximately $650 billion of the total $1.5

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Dear SaaStr: How Can a SaaS Business Reactivate Churned Customers?

SaaStr

Dear SaaStr: How Can a SaaS Business Reactivate Churned Customers? This may sound simple, but the #1 thing you can and should do is create a series of marketing campaigns targeted only to churned customers. RevenueCat manages 30% of all mobile apps subscriptions, across 10,000+ paid apps. So most importantly, go long.

Churn 313
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How FastSpring’s Proforma Invoice API Automates Subscription Renewals, Upgrades, and Add-Ons to Maximize Revenue

FastSpring

Throughout the year, sales and subscription management teams juggle hundreds or thousands of subscription upgrades, add-ons, and renewals across customer accounts. What if every customer renewal— from estimate to invoice —was predictable and seamless for everyone involved? The result? Streamlined approval processes.