Clouded Judgement

SEPTEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. So the big question we have to ask ourselves now - does the Fed have a better ability to forecast today than they have in the past? Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 190

Cloud Government Banking Software Review 190

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. We then dipped below the trendline as we hit the period of “cloud optimizations,” and things have started to rebound. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

Cloud 184

Cloud Software Azure AWS 184

Clouded Judgement

JANUARY 13, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. That was more broadly a period of ZIRP, and it’s interesting that today the 10Y isn’t hugely different from where it was in the period of 2010 - 2020 Morgan Stanley CIO Survey Everyone is eagerly awaiting 2023 forecasts to be “de-risked.”

Cloud 130

Cloud Forecasting Subscription Payment Features 130

SaaStr

FEBRUARY 3, 2021

Okta is one of the more interesting Cloud and SaaS leaders, growing from its early roots as one of several Cloud identity vendors, to the break-out leader, to expanding its product profile to developers and customer identity, and more. It shows the size and scale of Cloud continues to just shock us. Well past $1B in ARR.

Outsourcing Services 284

Outsourcing Services Outsourced Development Cloud Scaling 284

Clouded Judgement

JANUARY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Many public software companies don’t report ARR, so I’ll take the quarterly subscription revenue and multiply it by 4 to approximate ARR. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 167

Cloud Marketplace as a Service AI Subscription 167

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. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 144

Cloud Forecasting Subscription Payment Features 144

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. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

Cloud 184

Cloud Software Benchmarks Retention 184

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. There’s a lot more volatility baked into these models, and they’re quite hard to forecast. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 144

Cloud Azure Trends Forecasting 144

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

SaaStr

AUGUST 26, 2024

With so much change in SaaS, Cloud, and AI the past few years, it’s albeit become much harder to predict so many things — including how events will go. They explore the unique challenges and opportunities presented by different approaches, from subscription-based models to enterprise solutions. The 10th Annual!!

Benchmarks 293

Benchmarks Finance Business Model Forecasting 293

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

Clouded Judgement

OCTOBER 3, 2024

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. So what are these consensus estimates and who creates them?

Cloud 167

Cloud Software Benchmarks Retention 167

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 167

Cloud Software Benchmarks Retention 167

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. So what are these consensus estimates and who creates them?

Cloud 176

Cloud Software Benchmarks Retention 176

Baremetrics

MAY 20, 2021

Financial forecast software helps you create projections of financial outcomes within a specified area of your company. This information can then feed into your business's larger overall financial model, whether it's a SaaS or a subscription service. In this article, we list the top 10 financial forecast software options for 2021.

Payment Solutions 87

Payment Solutions Forecasting Payments SaaS Payments 87

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! Follow along to stay up to date! Subscribe now Busy week! ” Data is more important than ever!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JUNE 20, 2023

Q1 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 167

Cloud Software Benchmarks Scale 167

SaaStr

JANUARY 7, 2021

SaaStr 308: RevenueCat CEO Jacob Eiting on Managing Millions in Mobile Subscriptions While Growing 20% a Month. 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.

Scale 293

Scale Sales Hiring Scaling B2B 293

Baremetrics

MAY 16, 2021

Revenue forecasting software is used to create predictions of sales. 1 Why Use Revenue Forecasting Software? 4 Azurepath 5 Forecast Pro 6 Anaplan 7 IBM Planning Analytics 8 NetSuite CRM 9 Workday Adaptive Planning 10 How Baremetrics Can Help. Why Use Revenue Forecasting Software? Table of Contents. start free trial.

Forecasting 80

Forecasting Payments Payment Solutions SaaS Payments 80

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

Baremetrics

JULY 25, 2019

If you’re like most SaaS founders, you’ve googled for a saas financial template you can use to forecast your subscription business. As of the writing of this post, a query for “SaaS forecasting” returns 2.8 Yet, while forecasting subscription businesses is a new frontier, it’s far from the state of the art.

Forecasting 88

Forecasting Scale Sales Hiring SaaS 88

Baremetrics

SEPTEMBER 14, 2021

That’s why we are going to give you a list of all the best accounting tools for small businesses in this article, so you can find the selection of accounting tools that fits your needs, from basic bookkeeping to financial forecasting and more. Forecasting What are the features you need to consider for accounting tools? Ease of use 3.

Payment Solutions 99

Payment Solutions Payment Features SaaS Payments Payment Services 99

FastSpring

AUGUST 11, 2020

When it comes to software and online purchases, those transactions are increasingly moving to a subscription-based model, where customers put their purchases on autopilot so they can have continuous access to SaaS products. Subscription services are what customers want. What are the advantages of using subscriptions as a revenue model?

Payment Features 85

Payment Features Payments Payment Methods Subscription 85

SaaStr

NOVEMBER 26, 2019

We created and served up apps via the cloud on a subscription basis. This is when I got hooked on tech, and SaaS, and cloud, and making things faster and better. The feedback we got was, “Wow, you’re so calm and happy on these end of month forecast calls.” By the way, we did not end up missing.

Scale 276

Scale Sales Hiring Underperforming Technical Team Sales 276

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. SaaS companies’ success is largely dependent on their use of subscription billing.

SaaS Payments 105

SaaS Payments Payment Services Payments Payment Solutions 105

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. Sign up for the Baremetrics free trial and start monitoring your subscription revenue accurately and easily.

Payment Features 96

Payment Features SaaS Forecasting Subscription 96

Neil Patel

JANUARY 5, 2021

The SaaS market is growing at 18% a year , and by 2021 the mobile SaaS industry is forecast to be worth $7.4 Users of SaaS software download their cloud-based apps for business use. Usually, you’ll pay monthly, quarterly, or yearly subscription fees. There’s no disputing the growth in the software as a service (SaaS) sector.

Sales 143

Sales SaaS Systems Review Software Review 143

Baremetrics

AUGUST 30, 2021

The advent of cloud-based SaaS offerings has revolutionized the way of doing business. SaaS companies generate their revenue from the subscription payments that customers pay for using their software. It helps in forecasting profit iii. SaaS offerings facilitate this flexibility. Table of Contents. What is ARR? What is ARR?

SaaS Payments 98

SaaS Payments Payment Services Payments Outsourced Development 98

Baremetrics

AUGUST 18, 2021

Overview Baremetrics Application of Baremetrics on Net Revenue and Operating Income Dashboards and metrics Forecasts Benefits of using Baremetrics Why Do You Need Baremetrics? Baremetrics is a subscription analytics platform designed for companies offering subscription services or products. Table of Contents. Conclusion.

Payment Services 90

Payment Services Payments Revenue SaaS Payments 90

User Pilot

FEBRUARY 14, 2024

The Stripe<>Salesforce integration synchronizes payment data between Stripe and Salesforce, allowing for the management of subscriptions, invoices, and payment analytics directly within Salesforce. It also offers tools for managing recurring payments and subscriptions. View invoices and subscriptions from Salesforce.

Payments 105

Payments Payment Services Payment Methods Payment Solutions 105

Baremetrics

AUGUST 30, 2021

Chargebee is a subscription billing and payment software system ideal for SaaS and subscription-based companies. It is a complete cloud-based billing system that is both innovative and simple to use. All of these services are offered as a cloud-based SaaS plug-and-play solution. Supporting various subscription plans.

SaaS Payments 93

SaaS Payments Payment Solutions Payment Methods Payments 93

User Pilot

AUGUST 18, 2024

Then read on to discover the top 20 cloud-based apps that will help streamline different parts of your business. SaaS tools are cloud-based software applications that users can access over an internet connection instead of installing apps on individual computers. Wondering what type of tools you should have in your stack?

Scale 104

Scale Scaling Software Review Social Media 104

Blulogix

MARCH 19, 2024

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: Managing Digital Inventory Complexity As the digital economy continues to expand, B2B companies are increasingly offering a variety of digital products and services, necessitating sophisticated strategies for managing digital inventory.

B2B 52

B2B Subscription Payment Features Management 52

Blulogix

DECEMBER 4, 2024

By BluLogix Team The Rise of the Subscription Economy for IT Service Providers Introduction The subscription economy is reshaping how businesses across all industries operate , and IT Service Providers (ITSPs) are no exception. Increased Customer Loyalty Subscription-based services also help build stronger customer relationships.

Subscription 59

Subscription Payment Features Outsourced Development Pricing 59

IT World

APRIL 21, 2020

SAP remained profitable in the first quarter, with the COVID-19 pandemic only beginning to hit cloud bookings and software license sales in the last two weeks of March, executives said in a call to discuss its first-quarter earnings on Tuesday. Comparison shopping? Comparison shopping? To read this article in full, please click here

Payments 59

Payments Payment Solutions Forecasting Systems Review 59

Neil Patel

FEBRUARY 19, 2021

Sure, there’s value in studying short-term data for day-to-day business planning, but don’t neglect your trend forecasting. As cloud computing grows in popularity , you need cybersecurity expertise to help you safeguard critical business data. Subscription-Based Business Models. Current 2021 Trends in Entrepreneurship.

Entrepreneurship 144

Entrepreneurship Payment Methods Trends Payment Services 144

Baremetrics

AUGUST 18, 2021

A bill is typically used at businesses where the customer pays for the product or service upfront, including restaurants, subscription businesses, and retail outlets. A crystal-clear dashboard gives you a holistic view of your expenses, profit, and forecasted cash flow for specific timeframes. When should you do a monthly subscription?

Payment Features 83

Payment Features SaaS Payments Payment Methods Payments 83