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Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Consumption Trends We’re now through earning season. Is there any incremental signal on consumption trends reversing? They were also more constructive on cloud optimizations bottoming.

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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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Clouded Judgement 5.5.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. 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.

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User Behavior Patterns: 8 Examples & How to Analyze Them

User Pilot

Behavioral analysis aims to identify these trends to improve the user experience. Trend analysis helps identify changing user needs over time. Keep up with changing user behavior – Track user behavior trends and preferences over time so you’re always meeting changing user expectations. Trends analysis in Userpilot.

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The top 6 subscription KPIs to measure for growth

ProfitWell

The good news is that the most important subscription KPIs are constant across SaaS businesses, whether you’re selling a timekeeping software or an accounting tool. Read on to find out what the top six subscription KPIs are, why you should be tracking them, and how. Why subscription companies need to track KPIs. SaaS Bookings.

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Clouded Judgement 7.7.23 - Hot Economy and Rising Rates

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. The strength was driven primarily by a jump in leisure, hospitality and construction. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

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Subscribing to the future with Zuora’s Carl Gold

Intercom, Inc.

?. The subscription model has revolutionized virtually every industry. Success in the subscription economy isn’t about having the best product; it’s about having the strongest customer relationships. From legacy business to subscription service. To navigate the current minefield of growth, businesses need to shift their focus.

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