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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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Breaking Into Asia? Benchmarking Data and Insights on SaaS Subscriptions in Asia

FastSpring

When you’re expanding your software business into new regions, industry benchmarking data can help you make better strategic decisions by answering important questions about business in the region. How can businesses best position their subscription products for success in the Asian market? or EU, or are they different? averaged 89%.

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Figma - Benchmarking the S1 Data

Clouded Judgement

Here’s some additional data on their products I mentioned above (all copy / pasted from the S1) FigJam : “FigJam is our product tailored for ideation, brainstorming, and rapid communication of ideas. .” Access to Figma is sold as an annual or monthly subscription, per seat.

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Clouded Judgement 5.16.25 - Net New ARR Trends

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Net New ARR Trends We’re about halfway through Q1 ‘25 earnings season. For those who don’t, I will take quarterly subscription revenue x 4 as a proxy for ARR. Unfortunately, the trends have not been good!

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Clouded Judgement 6.13.25 - The Battle for Data Ownership

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date!

Cloud 144
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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. Subscribe now Overall Trends When looking at the aggregate net new ARR added in Q1, it doesn’t pain the best picture. Let’s get into some high level data.

Cloud 277
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Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

New spending data from Ramp reveals a possible trend: end user AI adoption may be hitting its first growth slow down. But it’s just one data point, albeit across many Ramp customers. The spending data captures signatures and payments, not the decision-making process that began quarters earlier.

AI 277