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5 Interesting Learnings from Procore at $1 Billion in ARR

SaaStr

It’s a true vertical SaaS leader — “Cloud for Construction” — growing an impressive 33% at $1 Billion (!) Strong growth, break-even margins, and very high quality revenue. They already manage invoicing, so adding “Procore Pay” to invoicing makes a ton of product sense. in ARR now.

Scale 214
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Days Sales Outstanding Formula: What is DSO and How Do You Calculate It?

Stax

In an ideal world, all customers would pay an invoice the moment they receive it. But in reality, companies often have to spend considerable time and resources chasing down late payments that are stuck in Accounts Receivable. Promptly collecting payments from your customers is essential to run a sustainable business.

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Subscription-Based Monetization: A Strategic Imperative for the Digital Age

Blulogix

Subscription-Based Monetization: A Strategic Imperative for the Digital Age By BluLogix Team The digital transformation sweeping across industries has introduced a paradigm shift in how businesses generate revenue and engage with customers.

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Crafting the Blueprint: How to Build a Monetization Framework for Agile Success

Blulogix

Crafting the Blueprint: How to Build a Monetization Framework for Agile Success By BluLogix Team A Step-by-Step Guide to Architecting Your Monetization Strategy In the dynamic realm of agile monetization, constructing a robust Monetization Framework is akin to drafting a master blueprint for a skyscraper.

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ISVs vs SaaS: What’s the Difference?

Stax

Independent Software Vendors (ISVs) and Software-as-a-Service Providers (SaaS) operate within the same market, thus creating a push-and-pull revenue dynamic. SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users. What are SaaS companies?

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Clouded Judgement 5.5.23

Clouded Judgement

Microsoft was more constructive that the optimization headwind would return to normal in the next couple or few quarters. I’m excited about the potential for a more constructive environment as we get closer to year end. Revenue multiples are a shorthand valuation framework. Amazon not so much. Top 5 Median: 10.7x

Cloud 130
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The Annual Per-Seat SaaS Contract: Not Quite The Gold Standard It Used To Be

SaaStr

SaaS then remixed this model by charging less in Year 1 for a “subscription”, but often more over time, especially by Year 3. The majority of Shopify revenue is from payments and merchant services, not even software. The big upfront fee was naturally paid up front, like other software you buy. You no longer bought.