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Q1 ‘25 earnings season for cloud businesses is now behind us. And no, this wasn’t all because of leap year last year (that would only account for a ~3% delta at most) The Hyperscalers (AWS, Azure, Google Cloud) also declined net new adds year over year, but not by as much. Net new ARR added was down 28% from Q1 last year.
Every week I’ll provide updates on the latest trends in cloud software companies. We saw it during the rise of the cloud. What actually happened was this: Cloud created new pain points and new markets (more data, more sprawl, more teams), which made old categories more valuable. Cloud shifted services to software.
Every week I’ll provide updates on the latest trends in cloud software companies. Let’s rewind the clock back to the pre-cloud days. Fast forward to the launch of AWS and the public cloud. There was an exponential drop off in costs / complexity to start a company going from on prem to cloud.
Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
Try ripping out ServiceTitan when it’s running your entire HVAC business – from lead generation to invoicing to payroll. “Industry Cloud” Becomes Standard Every major SaaS company will launch industry-specific versions of their platform. Predictions for H2 2025 and 2026 1.
Our platform accommodates one-time purchases or recurringpayments , subscription downloads and cloud-based offerings, trials with and without payments, and more.
Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
Every week I’ll provide updates on the latest trends in cloud software companies. With more recent cloud software companies, there was a lot of organic expansion - ie expanding into new markets and capabilities through internal product development. Subscribe now Share Clouded Judgement Leave a comment
Every week I’ll provide updates on the latest trends in cloud software companies. ARR (annual recurring revenue) is a hallmark SaaS metric rooted in predictability. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).
API-First Revenue Model Unlike the subscription-heavy models of traditional SaaS, 70-75% of Anthropic’s revenue comes from API calls through pay-per-token pricing. The Enterprise-First Strategy That Worked While OpenAI captured headlines with consumer ChatGPT adoption, Anthropic quietly built an enterprise juggernaut.
Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
Revenue growth is up 21% overall, and subscription growth is up 33% — at almost $5 Billion in ARR. Raising Guidance and Growth Rate for Cloud Revenue To +24% a Year That’s pretty darn impressive growth at almost $5B in ARR, and just as importantly, they’re raising their prediction here. #2. Wall Street is happy.
Every week I’ll provide updates on the latest trends in cloud software companies. There’s a real fear among incumbents that they’ll get reduced to dumb databases as the software stack shifts from cloud apps to agents. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!
There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. Today, we capture on average approximately 1% of our customers’ GTV as revenue from their subscription to and current usage of our products.
Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
Every week I’ll provide updates on the latest trends in cloud software companies. For those who don’t, I will take quarterly subscription revenue x 4 as a proxy for ARR. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).
Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
Every week I’ll provide updates on the latest trends in cloud software companies. The APM space was much larger, more established, and cloud infrastructure monitoring was more niche (where Datadog played). It was ~4 years after AWS was launched and the public cloud started to take off. Follow along to stay up to date!
Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
Operating a business entails a number of processes like managing products and payments, invoices, customer engagement, revenue, unpaid invoices and much more. That is why most modern SaaS and subscription-based businesses have transitioned to using a good billing software, reducing their workload by a great deal.
By Inga Broerman How Usage-Based Pricing is Transforming Subscription Billing The subscription economy is undergoing a transformation, driven by the rising popularity of usage-based pricing. The days of flat-rate subscriptions being the default option are gone. Your ERP cannot bill usage subscriptions.
Getting onboard a robust billing system means benefiting from advanced features like automated recurring billing, customized invoicing, and revenue recognition. A system which supports recurringsubscriptions, and advanced pricing strategies. The subscription plans must be transferred to the new software as they are.
With 200+ top AI demos and sessions from leaders like Perplexity, Google Cloud, GitHub, Rubrik and more, youll get the most comprehensive look at how AI is reshaping B2B. 150+ Sponsors Driving Innovation From the biggest names in cloud to the most exciting startups, our 150+ sponsors are showcasing the latest innovations in SaaS and AI.
Their Service Cloud helps businesses “deflect 30% of cases” out of the box. Salesforce reports that companies using Agentforce achieve a “double digit percentage increase in customer satisfaction and deflection rates” with a 50% increase in case resolution.
Users describe desired outcomes in natural language: “Build me a SaaS tool for managing freelance projects with time tracking, client billing, and automated invoicing.” With a bit of a cowboy mentality for now. ” The AI handles architecture, data modeling, user experience, and deployment.
Unlike traditional subscription-based models that offer predictable, fixed charges, consumption billing charges customers based on the actual use of services. In industries like cloud computing, telecommunications, and IT services, consumption billing has gained significant traction because it aligns the cost directly with service usage.
QuickBooks is different; it is a cloud-based solution and you can access all the features on the web across all your devices. It is a subscription-based integrated payment platform that helps you process credit card payments. This means you need your laptop or desktop to fully utilize Quicken.
Most SaaS businesses prefer to manage their accounting processes through cloud-based software solutions, but even for that you need to know the nitty-gritties of SaaS accounting. The revenue earned over the subscription period does not relate to the amount earned at a given point of sale like in traditional businesses.
TL;DR SaaS platforms are cloud-based software solutions that offer ready-to-use tools over the internet, enabling businesses to scale operations, improve efficiency, and integrate with other applications without managing infrastructure. SaaS operates on a subscription model, making it easier to manage cash flow and reduce upfront expenses.
By Inga Broerman Scaling with Usage-Based Models: A Practical Guide to Metering The rise of usage-based pricing is revolutionizing the subscription economy. Whether its cloud storage, software access, or other services, customers appreciate paying only for what they use.
There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. How Figma Makes Money From the S-1: “Our subscription model is designed to meet the diverse and evolving needs of our growing community and customer base.
Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively.
SaaS has revolutionized how we work, but let’s be honest, managing all those subscriptions can feel like juggling flaming torches. You’re dealing with contracts, security concerns, and costs that seem to spiral out of control. This blog is your guide to conquering SaaS chaos. So, what is SaaS vendor management?
Intruder provides ongoing monitoring to find security weaknesses in networks, websites, APIs, and cloud setups. Their system helps businesses spot and fix security problems quickly. But as we grew, especially with the introduction of manual invoicing, it became nearly impossible to keep track of our performance.”
For example, Zoom offers add-ons like audio conferencing, cloud storage, large meetings, or premium support. For instance, creating invoices is vital for a small business proprietor but not so much for an accountant. Customer expansion through add-ons Add-ons are additional features that enhance core product functionality.
SaaS businesses are increasingly cloud based, which means that their services can be accessed from all over the globe. However, since the SaaS businesses now are more cloud-based than geography-based, this definition of nexus is becoming outdated. If it is only delivered through cloud, then it might not be liable for tax.
At its most basic, shadow IT occurs when anyone in your organization uses IT-related resources that has neither IT or security involvement or knowledge. Naturally, it includes any cloud services, software, and even hardware. Now that security and IT teams have successfully managed BYOD, todays main source of shadow IT is SaaS.
By BluLogix Team Why Cloud Adoption Demands Better Internal Billing Public sector IT is moving to the cloudand fast. From statewide digital transformation initiatives to university research platforms running on AWS and Azure, cloud services have become essential infrastructure. Schedule a Demo Today Cloud Is Usage-Based.
Typical business applications include: Back-Office Automation: AP/AR processing, invoicing, and HR onboarding can be fully automated. AI reads invoices, approves payments, and flags anomalies without human intervention. For example, automating invoice processing often cuts manual workloads by 70% or more.
High-Volume Usage Processing With the ability to handle 1–2 billion transaction events per month , BluLogix is well-suited for usage-heavy verticals like telecom, IoT, AI infrastructure, and cloud services. This makes it ideal for UCaaS, SaaS, and MSPs that sell through distributors and partners.
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