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Clouded Judgement 5.5.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Microsoft was more constructive that the optimization headwind would return to normal in the next couple or few quarters. I’m excited about the potential for a more constructive environment as we get closer to year end.

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Clouded Judgement 7.7.23 - Hot Economy and Rising Rates

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. The strength was driven primarily by a jump in leisure, hospitality and construction. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

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Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. They were also more constructive on cloud optimizations bottoming. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Follow along to stay up to date!

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ISVs vs SaaS: What’s the Difference?

Stax

SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users. Some well-known examples are Adobe, a design and creator platform, Autodesk, a leading construction management system; and Meditech, a healthcare information systems solution. What are SaaS companies?

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Monetization: What SaaS platform builders need to know to prepare for growth, Part 2

CloudGeometry

It’s easy to get lost in the noise of “SaaS monetization makes the world go round,” “Subscriptions mean printing money,” and other hype. Cost to serve a customer-facing feature is money that comes out of your pocket, and goes straight into the cloud provider’s pocket. So why put it on our shortlist?

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29 Latin American SaaS Superstars

SaaStock

Omie is a management platform in the cloud for small and midsized companies, bringing together ERP, Financial Services, Entrepreneur Education and a vibrant Marketplace for vertical 3rd party solutions, all combined in an easy to use environment. Founded : 2012. Based in: Rio de Janeiro, Brazil. Funding to Date : $6.6M Funding to Date : $7.5M

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UserGuiding Pricing Guide: Is It Worth the Money? (+ Better Alternatives)

User Pilot

TL;DR UserGuiding is a cloud-based digital platform that provides onboarding solutions. It has a 14-day free trial and three subscription packages: Basic, Professional, and Corporate. UserGuiding is a cloud-based digital platform that provides onboarding solutions for teams. What is UserGuiding? Userpilot’s pricing plans.

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