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

Clouded Judgement

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. Many investors laugh (and some rightly so) at the fact that software companies’ valuations are often described as a multiple of revenue.

AI 183
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Buyer Trends: Top Insights from $3B in SaaS Transactions with Vendr

SaaStr

As buyers grapple with expanding technology, higher prices, and a need for efficiency, SaaS companies need to deliver what their audience is looking for to win in the market. They review the changing market, buyer trends, and tips for the road ahead. They review the changing market, buyer trends, and tips for the road ahead.

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Mastering Partner Marketing: What NOT to Do and How to Excel with Drata CMO Sydney Sloan

SaaStr

Salesloft, partner marketing, customer marketing, and more. The Challenges and Pitfalls of a Partner Ecosystem Drata attributes much of its success to its partner ecosystem, which is an interesting case study for most, so how do they break up marketing, sales, and resource allocation vs. a more direct-sales modeled business?

AWS 206
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How Recurring Revenue Sustains Modern Businesses Amidst Uncertainty

Blulogix

How Recurring Revenue Sustains Modern Businesses Amidst Uncertainty By BluLogix Team The Vital Role of Recurring Revenue In an era marked by rapid technological advancements and shifting consumer preferences, recurring revenue models have become the lifeline for modern businesses.

Revenue 52
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RealPage: When Does Revenue Management Software Become Anti-Competitive?

Software Platform Consulting

The complaint provides fascinating reading about pricing and software platforms. Revenue Management Software Revenue management, or pricing optimization, software is an essential tool for many businesses. RealPage has three pricing optimization products, two of which it bought (YieldStar and LRO).

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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

There were also quite a few questions around cost and compliance. And on the latter - there will be more guardrails and structure in place to appease some of the compliance questions. Revenue multiples are a shorthand valuation framework. This year, there was tons of experimentation. Overall Stats: Overall Median: 5.8x

AWS 293
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Understanding Subscription Revenue Management with a New Approach

Subscription Flow

Customers can pay for goods and services according to their consumption ( pay-as-you-go ), scale their service usage up or down in accordance with business needs, and have their subscriptions automatically renewed thanks to subscription billing and revenue management. What Entails Effective Subscription Revenue Management?