Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Powell said the Fed staff no longer is forecasting a recession. Cycle of Cloud Optimizations Q2 earning season has officially kicked off! The bars represent the YoY revenue growth, and the yellow line is the stock price.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! They don’t happen overnight.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

SEPTEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Seems like something has to give… Either software valuations need to fall to more appropriately price in the discount rate, or rates need to fall. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 183

Cloud Government Banking Software Review 183

Clouded Judgement

MARCH 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. There’s risk that the rebound is pushed further out in the future which makes it tricky to forecast / know when things get better. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 141

Cloud Forecasting Subscription Payment Features 141

Clouded Judgement

DECEMBER 21, 2023

Q3 earnings season for cloud businesses is now behind us. Commentary from the cloud providers seems to be that the major macro headwinds around optimizations and new deal scrutiny have started to abate. ” 3 months later, what happened to those green shoots? So we’d expect the YoY growth rate to pick up in Q3 ‘23.

Cloud 177

Cloud Software Benchmarks Retention 177

Andreessen Horowitz

DECEMBER 8, 2023

Introducing usage-based pricing requires a fundamental mindset shift away from securing cash up front and toward providing value so your customers consume more. The point of usage-based pricing is to create a great experience that encourages your customers to consume, but overages slow down that seamless adoption and usage experience.

Pricing 105

Pricing Scale Forecasting Compensation 105

SaaStr

JULY 18, 2022

So Gartner has its latest report out on worldwide IT forecasts, taking into account inflation, the Ukraine invasion, current effects, and other volatility today. Cloud spending is still expected to grow even faster in 2022 than 2021 , from 18.4% In fact, it looks like the best year ever for SaaS and Cloud. Go forth and conquer!!

Venture Capital 335

Venture Capital Software Cloud Forecasting 335

Clouded Judgement

SEPTEMBER 12, 2023

Q2 earnings season for cloud businesses is now behind us. Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. What I’ve shown below is the market-adjusted stock price reaction.

Cloud 169

Cloud Software Benchmarks Retention 169

Clouded Judgement

APRIL 12, 2023

Q4 earnings season for cloud businesses is now behind us. Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. So what are these consensus estimates and who creates them?

Cloud 161

Cloud Software Benchmarks Retention 161

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. The market is clearly pricing in lower rates + reacceleration of growth. Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis.

Cloud 161

Cloud Software Benchmarks Scale 161

Clouded Judgement

DECEMBER 20, 2022

Q3 earnings season for cloud businesses is now behind us. Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. So what are these consensus estimates and who creates them?

Cloud 130

Cloud Software Review Software Benchmarks 130

Tom Tunguz

AUGUST 16, 2023

Economic data is turning more positive, eg housing starts exceeded forecasts. On the other hand, enough uncertainty permeates the market to depress prices. The metrics for Series As remain unclear, which provides an opening for selective technology & team acquisitions at reasonable prices.

Startup 179

Startup Scale Strategy Forecasting 179

SaaStr

NOVEMBER 8, 2021

With too many examples from SaaStr Annual 2021 to call out specifically, here are 2 “Cloud talks plus decks” that I can imagine the Self-Taught Founder relying upon: David Sacks On SaaS Org Charts. 3 – Cloud = Consistently Bigger Than Expected. 3 – Cloud = Consistently Bigger Than Expected.

Scale 318

Scale Cloud Forecasting Pricing 318

User Pilot

FEBRUARY 14, 2024

There are 5 main ways to integrate Salesforce with other tools: Native integrations – require minimal setup and include tools like Google Cloud, Slack , MailChimp, DocuSign, and Jira. Pricing Userpilot has 3 pricing plans: Starter – from $249/month Growth – from $499/month Enterprise – custom pricing Userpilot pricing.

Payments 105

Payments Payment Services Payment Methods Payment Solutions 105

SaaStr

DECEMBER 26, 2022

Next year is forecasted to be even more bullish. Companies are witnessing slight pricing pressure, with the average spend per product dipping slightly. . Tackle.io’s 2021 state of cloud marketplaces report highlighted a similarly dramatic shift. Another exciting trend is that more products are being bought than ever before.

Software Review 209

Software Review Software Azure Cloud 209

OPEXEngine

JANUARY 11, 2022

Consumption-based pricing is best used when you can accurately and easily break down your service offering into small, digestible units. Many companies in the technology industry are moving toward “pay for what you use” consumption-based pricing models. Four pricing models. Uncommitted contracts. Challenges and shifts.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

User Pilot

MAY 13, 2024

In this article, we’ll take a look at a few powerful marketing analytics software, focusing on their features and pricing. Enterprise – Pricing is available on request. Userpilot pricing plans. Marketing Intelligence Cloud – Analyze marketing data to generate meaningful insights and forecast results.

Software 105

Software Marketing Scale Social Media 105

OpenView Labs

SEPTEMBER 8, 2021

2021 has proven to be the year of usage-based pricing. . 45% of expansion stage SaaS companies now say they have a usage-based or consumption-based pricing model, according to data from OpenView’s forthcoming 2021 Finance and Operations benchmarks report. . Pricing: Keep it simple even if that means leaving some money on the table.

Pricing 64

Pricing Customer Success Scale Compensation 64

Baremetrics

SEPTEMBER 14, 2021

Without the basic bookkeeping and accounting tasks completed, and completed well, good luck moving on to the more difficult tasks such as analyzing your unit economics or performing price analysis. Forecasting What are the features you need to consider for accounting tools? Cost allocation analysis 3. Financial Statements 4.

Payment Solutions 99

Payment Solutions Payment Features SaaS Payments Payment Services 99

Subscription Flow

FEBRUARY 27, 2024

Subscription pricing with the help of automated billing software has transformed many industries and provided businesses with a dynamic way to generate revenue, especially in the SaaS space. Moreover, developing a profitable pricing strategy requires consistent model testing and compliance with international tax laws.

SaaS Payments 78

SaaS Payments Payment Services Payments Payment Solutions 78

Baremetrics

SEPTEMBER 26, 2021

That’s why we are going to give you a list of all the Sage Accounting alternatives in this article, so you can find the selection of accounting tools that fits your needs, from basic bookkeeping to financial forecasting and more. It is also an integral part of cost plus pricing. That’s where Baremetrics comes in.

Payment Features 96

Payment Features SaaS Forecasting Finance 96

Totango

MAY 17, 2022

Today’s leading CRMs tend to be cloud-based. A cloud-based CRM can be accessed anywhere and more easily synced with data from other apps, such as marketing, customer service and customer success apps. SAP Sales Cloud. SAP Sales Cloud. Enterprise software provider SAP offers a SAP Sales Cloud app with CRM features.

Payment Methods 80

Payment Methods B2B Payment Solutions Payments 80

Blulogix

APRIL 9, 2024

Recurring & Usage Billing Understanding Digital Inventory Complexity Digital inventory encompasses a wide array of products and services, from software and cloud storage to digital media and online subscriptions. Forecast Trends: Anticipate market shifts and adjust digital inventory offerings accordingly to stay ahead of the curve.

Scale 52

Scale Subscription Payment Features B2B 52

Kellblog

MAY 12, 2024

Financial projections and forecasts are not strategy. For example, he said, “Netflix’s overall challenge (in 2018) was that it could no longer count on contracting for existing good TV and studio films at reasonable prices.” Aspirations are not strategy. Goals and OKRs are not strategy. Era 2 (1995-1998).

Strategy 94

Strategy Government Machine Learning Artificial Intelligence 94

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?

SaaS Payments 130

SaaS Payments Cloud Technical Review Scale 130

User Pilot

OCTOBER 29, 2023

WTP helps SaaS companies choose optimum prices for their products to maximize profit. The conjoint analysis simulates real-life situations where users have to choose between packages or plans made up of different features and prices. WTA data for each feature can help you fine-tune the individual pricing plans.

SaaS 105

SaaS Interviewing Pricing Market Research 105

Blulogix

MARCH 19, 2024

Unlike physical inventory, digital inventory—comprising software licenses, cloud services, digital content, and more—presents unique challenges in tracking, billing, and ensuring compliance. Analyze this data to identify trends, forecast demand, and make informed decisions about inventory adjustments or new service offerings.

B2B 52

B2B Subscription Payment Features Management 52

SaaStr

JANUARY 7, 2021

Most of us think a lot about standard B2B SaaS and Cloud subscriptions, but we are still new to the issues, challenges, and opportunities in mobile subscriptions. Just because your team can forecast it doesn’t mean it will happen. Listen to this episode as Romain explains how his team is navigating both segments and how you should too.

Scale 255

Scale Sales Hiring Scaling B2B 255

Sales Hacker

FEBRUARY 12, 2021

Analytics and forecasting. Forecasting: This feature lets you see if your sales team is on target and you can use this data to inform future campaigns. Another thing that’s worth mentioning about HubSpot is the pricing. The only extra costs you might forecast are for additional users. Sales enablement. Automation.

Payment Solutions 84

Payment Solutions Enterprise Scale Payments 84

Stax

MARCH 6, 2024

Create Pricing Plans: Subscription offerings need to be defined according to the business model and services. Plans include pricing, billing cycles (e.g., Tiered pricing: Different pricing tiers are set at fixed intervals but offer varying service or product access levels. monthly, quarterly), and any terms or conditions.

Merchant Services 88

Merchant Services Payment Services Payment Methods Payment Features 88

Baremetrics

AUGUST 30, 2021

It is a complete cloud-based billing system that is both innovative and simple to use. Chargebee assists companies that offer subscription services in automating their billing procedures by enabling you to modify pricing, provide coupons, and conduct campaigns—all without the assistance of a developer. Want to try it for yourself?

SaaS Payments 93

SaaS Payments Payment Solutions Payment Methods Payments 93

Kellblog

FEBRUARY 6, 2021

Founded in 2013 in New York, this is a cloud-based budgeting solution that appears to be bootstrapped and has fewer than 10 employees. Founded in 2106 in San Francisco by serial entrepreneur and new friend, David Greenbaum , OnPlan is a financial modeling, scenario analysis, and forecasting tool. They have 93 reviews and 4.1

Finance 87

Finance Forecasting Software Review Systems Review 87

Stax

FEBRUARY 21, 2024

For modern Software as a Service (SaaS) companies, the automobile is replaced by primarily digital and cloud-based solutions and software. Forecasting and budgeting The Magic Number aids in creating more accurate revenue forecasts and budget plans by providing insights into the relationship between investments and growth.

SaaS Payments 88

SaaS Payments Payments Payment Services Stax 88

OPEXEngine

JANUARY 25, 2022

With 331 SPAC deals enthusiastically closed in 2021, and the collective pool now trading on average 42% below purchase price— we are living in a far different landscape of capitalization opportunities than we were this time last year. Gartner : IT spending growth forecast for 2022-2023. ** FloQast : Market Capitalization prediction for 2022.

Venture Capital 52

Venture Capital Cybersecurity Forecasting Finance 52

ProfitWell

SEPTEMBER 10, 2020

Gartner is estimating that the cloud services industry as a whole will outpace the growth of overall IT services by a factor of three, with SaaS making up $143.7 28% of IT spending will shift to the cloud by 2022. Gartner is also predicting that nearly a third of IT spending will shift to the cloud by that same year.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

Clouded Judgement

DECEMBER 2, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. 2023 Forecasts There are 2 primary questions that matter right now for software stocks - are rates going up or down, and are numbers (foreword estimates) going up or down. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Forecasting Software Review Revenue 130

Baremetrics

MARCH 16, 2021

1 Recurly vs. Zuora at a Glance 2 Recurly Overview 3 Zuora Overview 4 Features Recurly's Best Features Zuora's Best Features 5 Pricing 6 Ease of Use 7 The Bottom Line 8 Billing Software Made Simple. Zuora Overview Zuora is a cloud-based platform that also helps companies with subscription management. Table of Contents.

Payment Solutions 59

Payment Solutions Payment Features Payments Merchant Services 59