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 Payment Features Subscription 130

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 161

Cloud Marketplace as a Service AI Payment Features 161

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

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 141

Cloud Forecasting Payment Features Subscription 141

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 141

Cloud Azure Trends Forecasting 141

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

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 177

Cloud Software Azure AWS 177

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 183

Cloud Government Banking Software Review 183

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 177

Cloud Software Benchmarks Retention 177

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 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

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.

Payments 80

Payments Forecasting 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

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 161

Cloud Software Benchmarks Scale 161

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 257

Benchmarks Finance Business Model Forecasting 257

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 Payment Features Subscription Management 52

Blulogix

APRIL 9, 2024

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: Integration and Automation: Scaling Your Business Efficiently In subscription-based business models, particularly those operating within the digital space, managing digital inventory emerges as a critical yet complex task.

Scale 52

Scale Payment Features Subscription B2B 52

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

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 251

Outsourcing Services Outsourced Development Cloud Scaling 251

OPEXEngine

MARCH 8, 2022

SaaS firms, in particular, have revenue recognition, subscription billing, and SaaS and GAAP investor reporting needs that require specialized functionality in their financial management systems. Here are 4 reasons why your SaaS business needs a tech stack built for the subscription-based business model. Native general ledger.

Payment Features 52

Payment Features Subscription Startup Scale 52

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

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 90

Payments Payment Services Payment Methods Payment Solutions 90

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

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

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

Subscription Flow

JULY 11, 2024

NetSuite is Oracle’s cloud-based ERP ( Enterprise Resource Planning ) software, designed to help companies manage their financial tasks, handle supply chain operations, optimize workflows, and more. SubscriptionFlow is an example of a subscription management software that offers NetSuite integration services.

Payments 52

Payments Payment Services Payment Solutions Payment Methods 52

Subscription Flow

JULY 11, 2024

NetSuite is Oracle’s cloud-based ERP ( Enterprise Resource Planning ) software, designed to help companies manage their financial tasks, handle supply chain operations, optimize workflows, and more. SubscriptionFlow is an example of a subscription management software that offers NetSuite integration services.

Payments 52

Payments Payment Services Payment Solutions Payment Methods 52

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 252

Scale Sales Hiring Scaling B2B 252

Stax

MARCH 6, 2024

For businesses offering subscriptions, memberships, retainers, and other recurring services, recurring billing is a powerful solution to streamline processes and ultimately enhance revenue generation. Consider this: Consumers are already conditioned to the subscription model. 98% of consumers have a streaming service subscription.

Merchant Services 88

Merchant Services Payment Services Payment Methods Payment Features 88

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 82

Payment Methods B2B Payment Solutions Payments 82

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

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

Baremetrics

DECEMBER 7, 2023

The goal of the series is to provide practical advice on organizing and automating your financial backend, which results in more accurate forecasts and a faster feedback loop through a quicker closing of the books. For simplicity, we’re going to leave out Google Cloud from the example below. Transaction type: Expense.

Banking 52

Banking Outsourcing Services SaaS Payments Advertising 52

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. And because of the digital nature of SaaS businesses and their subscription-based business models, the ability to collect data on how the company is performing is easier and faster than ever.

SaaS Payments 88

SaaS Payments Payments Payment Services Payment Solutions 88

Chart Mogul

DECEMBER 20, 2022

With our new destinations, you can send your clean and tidy revenue data to be combined with other data points in: Amazon S3, Google Cloud, Microsoft Azure , Snowflake, Amazon Redshift, or Google BigQuery. But that’s just cloud storage and data warehouse destinations! . Cloud storage and data warehouses. Scheduled email exports.

Systems Review 52

Systems Review Payments Payment Solutions Azure 52

Subscription Flow

JANUARY 1, 2024

Read more: Commerce Subscription Trends & Predictions for 2024 Why you may need a CRM for ecommerce business? Pipedrive: This is a cloud-based CRM system for small and medium-sized businesses with the inclusion of integrable modules. As a result, all routine customer interactions are automated to the greatest extent possible.

Payment Methods 52

Payment Methods Payment Features Payment Solutions Payments 52

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 127

SaaS Payments Cloud Technical Review Scale 127