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. As a public company with significant scale, it’s hard to grow quickly if you have to rely solely on new customers for that growth.

Cloud 177

Cloud Software Azure AWS 177

Blulogix

JANUARY 26, 2024

In this blog, we will discuss some of the prominent trends in subscription billing and examine the crucial role of advanced platforms like BluIQ in steering the industry forward. Today, customers are increasingly leaning towards subscription models for access to products and services, moving away from traditional one-time purchases.

Payment Features 52

Payment Features Trends Subscription Innovation 52

Blulogix

JANUARY 26, 2024

What is the Future of Subscription Billing? In this blog, we will discuss some of the prominent trends in subscription billing and examine the crucial role of advanced platforms like BluIQ in steering the industry forward. They want the ability to customize their subscription plans.

Payment Features 52

Payment Features Trends Subscription Cloud 52

SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. This episode is an excerpt from a session at SaaStr Scale. This episode is an excerpt from a session at SaaStr Scale. But with cloud computing spend, it’s concentrated typically with one primary vendor. Rico Mallozzi, Sr.

Scale 198

Scale Marketplace as a Service Cloud SaaS Payments 198

Stax

FEBRUARY 28, 2024

Here’s an interesting stat: 70% of businesses consider subscription and membership models indispensable for future commercial growth and expansion. They must engineer a well-rounded solution that makes handling subscriptions a breeze (and yes, it is as hard as it sounds). However, only 10% of them currently employ these models.

Payments 88

Payments SaaS Payments Payment Services Merchant Services 88

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

SaaStr

MARCH 6, 2024

So Okta is one of our favorite SaaS and Cloud leaders. Salesforce and Marc Benioff at first said the core market, security identity, was too small of a market. Much, Much, Much More Efficient Than 12-24 Months Ago The story of almost every Cloud leader. The story is super inspiring. And a few other interesting learnings: #6.

Fractional VPE 215

Fractional VPE Part-Time VPE Scale SMB 215

Clouded Judgement

APRIL 5, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. They’ve shown they can hit escape velocity, at scale, with profitability. My point of this post is simply to point out some of the challenges that arise from a hype round at an “at scale” valuation.

Cloud 161

Cloud Scale Revenue Pricing 161

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 Subscription Payment Features B2B 52

Clouded Judgement

MARCH 22, 2024

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

AI Revenue Cloud Technical Advisors 183

Blulogix

JANUARY 9, 2024

Automation: A Game-Changer in Subscription Billing By BluLogix Team Welcome to the eighth installment of our series on selecting the right subscription billing platform. Today, we’ll explore another critical factor that can make or break your subscription billing success: automation.

Payment Features 52

Payment Features Payment Services Subscription Payments 52

SaaStr

APRIL 27, 2023

So whether you’re starting out, building your startup, or scaling up to meet the needs of consumers, business, and society, we connect you with the right people, products, and best practices to help you thrive and grow. Spendflo offers the best buying, negotiation, renewal & tracking service for your SaaS subscriptions.

Cloud 208

Cloud Scale Startup Sales Hiring 208

Stax

JANUARY 24, 2024

This makes the apparent new direction of Intuit, the developer of QuickBooks, symptomatic of the wider transition within the SaaS space towards cloud-based software solutions. Intuit also announced plans to stop selling several QuickBooks Desktop subscriptions to new U.S. subscribers after July 31, 2024.

Payment Solutions 88

Payment Solutions Payment Features Payment Services Payment Methods 88

SaaStr

JANUARY 24, 2024

Mark Roberge , SaaStr fan-favorite and Co-Founder and Managing Director of Stage 2 Capital brought together some of the top CROs in SaaS during the SaaStr Annual to share some of their greatest learnings and pivotal moments leading some of the Cloud 100 SaaS companies. It’s better to find the best ICP to get to $5M-$10M and scale from there.

Scale 226

Scale Sales Hiring Scaling Revenue 226

SaaStr

JANUARY 5, 2022

In 2015, SaaS cloud-based content management tool Box went public. We restructured all of our messaging around our Content Cloud to create a simplified go-to-market message that says what it does, and does what it says. At Box, we’ve found a lot of success in getting customers to adopt new features within Content Cloud.

Scale 260

Scale Scaling Sales Hiring Software Review 260

Clouded Judgement

SEPTEMBER 12, 2023

Q2 earnings season for cloud businesses is now behind us. As you can see from the data below most cloud businesses beat the consensus estimates for Q2 Source: company filings and Pitchbook consensus estimates Historically, the median beat of consensus estimates is closer to ~4%.

Cloud 169

Cloud Software Benchmarks Retention 169

Clouded Judgement

JULY 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s look at Salesforce - they may be in maturity mode in their core CRM business, but they also have marketing, commerce and data cloud products that are not in maturity mode. Follow along to stay up to date! ” Quite the claim!

Cloud 130

Cloud Software Sales Hiring Scale 130

SaaStr

MAY 22, 2022

Cloud Stocks May Be Down. But the Cloud Remains on Fire. SaaStr 554: The Builders and Sellers Playbook: Proven Models that Help GTM and Product-led Teams Scale with CircleCI CEO Jim Rose. Unlocking Growth in the Internet Economy: a Perspective from Stripe Head of Invoicing, Suzanne Xie. That Matters More.

Scale 248

Scale Sales Hiring Payment Features Marketing 248

How To Buy Saas

MAY 15, 2024

In today’s world, cloud computing has become very popular among businesses of all sizes because of its effective tech services. Cloud computing services have helped businesses conveniently access and utilize tools to perform different tasks. You can get them all through cloud computing. Ensure cloud security and compliance.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

Clouded Judgement

APRIL 12, 2023

Q4 earnings season for cloud businesses is now behind us. As you can see from the data below most cloud businesses beat the consensus estimates for Q4. This quarter more than half of cloud software businesses missed next quarters consensus. They do this to set themselves up to consistently beat estimates, demonstrating momentum.

Cloud 161

Cloud Software Benchmarks Retention 161

SaaStr

MARCH 31, 2021

UiPath is one of the most amazing not-really-an-overnight success stories in Cloud, SaaS and software. It was founded way back in 2005 as an outsourcing company, then developed Windows software to automate scripts and more, and turned this into a powerhouse for automating complex functions integrating Cloud and on-prem. ” #5.

Outsourcing Services 361

Outsourcing Services Outsourced Development Payment Features Cloud 361

SaaStr

JANUARY 10, 2024

It’s a true vertical SaaS leader — “Cloud for Construction” — growing an impressive 33% at $1 Billion (!) Procore is still growing its customer count by a healthy 10% a year at scale. They already manage invoicing, so adding “Procore Pay” to invoicing makes a ton of product sense.

Scale 208

Scale Payment Services Payment Features Construction 208

Andreessen Horowitz

AUGUST 4, 2020

Today, about 90% of public SaaS companies and the 2019 Forbes Cloud 100 have subscription-based revenue models. By adding … The post Fintech Scales Vertical SaaS appeared first on Andreessen Horowitz.

Scaling 145

Scaling SaaS Cloud Subscription 145

SaaStr

APRIL 17, 2024

But now a second SaaS security leader has filed to IPO, Rubrik. They’re still transitioning from onprem / appliciance model to cloud, which makes some of the metrics a touch confusing. New Customers Still Growing 22% at Scale. For me, Net New Customer Count has become the metric I obsess the most about at scale.

Scale 228

Scale Pricing Scaling Cloud 228

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. As you can see from the data below most cloud businesses beat the consensus estimates for Q1. As a public company with significant scale, it’s hard to grow quickly if you have to rely solely on new customers for that growth.

Cloud 161

Cloud Software Benchmarks Scale 161

Clouded Judgement

DECEMBER 20, 2022

Q3 earnings season for cloud businesses is now behind us. As you can see from the data below most cloud businesses beat the consensus estimates for Q3. This quarter more than half of cloud software businesses missed next quarters consensus. They do this to set themselves up to consistently beat estimates, demonstrating momentum.

Cloud 130

Cloud Software Review Software Benchmarks 130

Blulogix

JANUARY 13, 2024

Why Scalability Matters in Subscription Billing Solutions By BluLogix Team Welcome to the twelfth chapter of our comprehensive guide on choosing the most suitable subscription billing platform. The ability to scale effectively is crucial for the growth and evolution of your subscription-based business.

Subscription 52

Subscription Payment Features Cloud Pricing 52

SaaStr

DECEMBER 21, 2022

And my old division of Adobe, Document Cloud, is growing 21% at $2.4 Document Cloud revenue was $2.38 One of its oldest products and divisions, Document Cloud, is growing the fastest. Creative Cloud crossed $10B in ARR. Adobe is almost 100% subscription revenue based now. Billion in ARR! Not too shabby.

Scale 262

Scale Cloud Subscription Payment Features 262

Stax

APRIL 17, 2024

Companies and software providers that embed payment solutions into their services and platform are likely to attract and retain more customers. By using a cloud-based integrated payment software solution, you can provide a streamlined user experience while also earning an additional revenue stream through monetization.

Payments 68

Payments Merchant Services Payment Methods Payment Services 68

SaaStr

NOVEMBER 8, 2023

So Zoominfo is one of our favorite SaaS / Cloud leaders at SaaStr. And also, because it’s one of the Cloud leaders at scale ($1B+ ARR) that’s sort of canary in the coalmine. As we’ll see below, folks aren’t cancelling their subscriptions so much as trying just to downgrade and buy less. #2.

Scale 208

Scale Cloud Scaling Subscription 208

Blulogix

APRIL 6, 2024

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: The Key to Service Activation and Provisioning In the competitive landscape of subscription-based services, the ability to quickly and efficiently activate and provision services for customers stands as a critical differentiator.

Subscription 52

Subscription Payment Features B2B Scale 52

SaaStr

MARCH 15, 2021

. “Demo-Driven Revenue Acceleration: 3 Ways to Use Product to Engage and Scale with Demostack” This session on how to really do demos proved pretty popular. #3. or Really, #1) “State of the Cloud 2021 with Bessemer Venture Partners” This annual SaaStr tradition with Bessemer Venture Partners is better than ever.

Cloud 140

Cloud CTO Scale Venture Capital 140

SaaStr

MAY 22, 2024

OK Gartner is NOT a SaaS or Cloud company. And … 92% of its revenue is from subscriptions. But — it’s one that is very important to many of us that sell into the enterprise. Its research and reports in enterprise software are critical.

Revenue 232

Revenue Enterprise Cloud Pricing 232

Blulogix

MARCH 7, 2024

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: Conquering Metering Challenges As the subscription economy grows, B2B businesses are increasingly adopting usage-based, consumption, and SaaS metering models.

B2B 52

B2B Subscription Payment Features Systems Review 52

SaaStr

APRIL 4, 2019

Join us for a fireside chat between Google Cloud and Zenoss, a leader in software-defined IT operations, as we discuss the most common and emerging challenges facing SaaS companies today for both technical and non-technical backgrounds. Eyal Manor – VP, Engineering @ Google Cloud. Want to see more content like this session?

Cloud 168

Cloud Scale Trends Machine Learning 168

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. Table of Contents.

SaaS Payments 93

SaaS Payments Payment Solutions Payment Methods Payments 93

SaaStr

APRIL 24, 2021

So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur. Doesn’t ARR stand for Annual Recurring Revenue? But like “Cloud” and “SaaS”, its definitely has evolved. You pay a subscription for websites to help you sell stuff.

Merchant Services 358

Merchant Services SaaS Payments Payment Solutions Payment Services 358