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ServiceTitan: Benchmarking the S1 Data

Clouded Judgement

Based on internal analysis of industry data, we estimate the customers of trades businesses, which we refer to as “end customers,” spend approximately $1.5 Today, we capture on average approximately 1% of our customers’ GTV as revenue from their subscription to and current usage of our products.

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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. Let’s get into some high level data. Of course, the above chart shows historical (ie lagging) data. The median beat was ~2.2%

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Clouded Judgement 6.13.25 - The Battle for Data Ownership

Clouded Judgement

Subscribe now You Own Your Data…Or Do you? Something I’ve written a fair bit about, and something I deeply believe, is this: you don’t have an AI strategy without a data strategy. But what if the data you think you have… you actually don’t? Follow along to stay up to date! And this matters.

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Apple Pay Recurring Payments: How it Works?

Subscription Flow

Apple Pay recurring payments, one of the evolving features of this payment method, simplifies subscription billing for customers by storing all their payment information and passwords in one place. Apple Pay is a secure and private payment option for all Apple users. What is Apple Pay?

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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

Data from Stripe (below) shows the speed at which AI native companies are growing compared to SaaS companies. If you wanted to scale users and growth, you needed to scale a physical data infrastructure footprint. If we look at the NetSuite S-1 (filed in 2007) they said this: “We use a single data center to deliver our services.

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OneStream: Benchmarking the S1 Data

Clouded Judgement

Our platform unifies core financial and broader operational data and processes within a single platform, with solutions that maintain the integrity of corporate reporting standards for Finance while providing operationally significant insights for business users.

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Frequently Asked Questions: Integrated Payments for Software Companies

USIO

Increased Revenue: Offering seamless payment solutions can boost conversion rates and customer retention. Operational Efficiency: Streamlines the payment process, reducing manual intervention and errors. Data Insights: Provides valuable transaction data that can be leveraged for business insights and optimization.