article thumbnail

Clouded Judgement 12.8.23 - Q3 Earnings Preview

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Companies have reduced headcount, but new bookings aren’t getting any easier Quarterly net new ARR growth : Some green-shoots! Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 161
article thumbnail

Clouded Judgement 4.7.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. That’s a big difference, especially when you layer in the growth in headcount from 2021 to 2022. Essentially companies grew headcount significantly to add less ARR. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

SaaS Is Growing Up: 4 Business Model Changes To Adopt with Notion Capital

SaaStr

Some of the changes we’ve seen in the last year or two include: CAC reduction Headcount optimization Price complexity Quality of revenue A different environment means a different strategy, and Notion Capital lays out four business model changes that could be helpful based on what peers are doing. You don’t want to be there.

article thumbnail

Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. Subscribe now Share Clouded Judgement Leave a comment

AI 183
article thumbnail

Clouded Judgement 3.31.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. If we believe that AI will ultimately allow us to do “more with less,” we may see headcount growth slow for traditional roles. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 130
article thumbnail

The ultimate customer support tech stack for 2022

Intercom, Inc.

Powered by a modern business messenger , it scales your ability to answer more questions from more customers without increasing headcount, budget, or hours logged. Cloud-based phone support: Aircall. Cloud-based phone support tool Aircall connects with Intercom to empower your agents to make a call right from the Intercom Messenger.

article thumbnail

A Complete Guide to SaaS Tax Software: Options, FAQs, and More

FastSpring

It takes an enormous amount of time, money, and headcount for SaaS companies to handle VAT, GST, and sales tax (and any other form of indirect tax) in-house. Request a demo or sign up for a free account to see how FastSpring can help you expand globally almost overnight without adding headcount.