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Clouded Judgement 1.24.25 - The Year of Enterprise AI

Clouded Judgement

Subscribe now The Year of “Enterprise AI” One of the biggest challenges facing AI systems in enterprises today is the “last mile” problem: how do you make AI both reliable and accurate for specific enterprise use cases? This is what I’m calling “Enterprise AI.”

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5 Interesting Learnings from Atlassian at $4.75 Billion in ARR

SaaStr

Revenue growth is up 21% overall, and subscription growth is up 33% — at almost $5 Billion in ARR. 500 $1M+ Customers Atlassian is going more and more enterprise, which has become key to maintaining growth. 500 $1M+ Customers Atlassian is going more and more enterprise, which has become key to maintaining growth.

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ServiceTitan: Benchmarking the S1 Data

Clouded Judgement

Today, we capture on average approximately 1% of our customers’ GTV as revenue from their subscription to and current usage of our products. ” How ServiceTitan Makes Money From the S-1: “We have two general categories of revenue: (i) platform revenue and (ii) professional services and other revenue. .”

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RevenueCat: Free Trials Are Way Up, Pricing is Stable in Mobile Subscriptions

SaaStr

So RevenueCat (where I was fortunate enough to be the first investor) now is the embedded mobile subscription API for 30,000 (!) Their 2024 State of Subscription Apps Report is out , and here were my top learnings: #1. 70% of Mobile Subscription Apps Now Offer Free Trials, At Least in Part. Billion in tracked revenue.

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The State of Subscription Apps with RevenueCat’s CEO Jacob Eiting and Growth Advocate David Barnard

SaaStr

In this week’s Workshop Wednesday, RevenueCat CEO Jacob Eiting and Growth Advocate David Barnard share their annual State of Subscription Apps report with us. So, let’s look at the state of subscription apps and how B2B SaaS can learn from it. Churn is much higher on consumer subscriptions, but you have higher expansion revenue.

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Usage-Based Revenue Models: Successes and Pitfalls from Checkr COO Lindsey Scrase on CRO Confidential

SaaStr

When Lindsey joined, she inherited an already built-out self-serve/PLG model for small businesses and a mid-market and enterprise sales, customer success, and post-sales team. But at the start of its expansion play, Checkr’s enterprise motion failed, and sales cycles were slow, taking up to a year for $100k & up deals.

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Navigating Subscription Billing Account Complexity in Modern Enterprises

Blulogix

By BluLogix Team Navigating Subscription Billing Account Complexity in Modern Enterprises In the era of digital transformation, enterprises face unprecedented challenges in managing account complexities. This alignment is crucial for maintaining transparency and facilitating accurate financial reporting.

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