Clouded Judgement

DECEMBER 21, 2023

Subscribe now Is Software Rebounding? This is the first quarter we’ve heard that message, and a good leading indicator for the rest of the software buying universe. I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs. net retention and CAC payback).

Cloud 177

Cloud Software Benchmarks Retention 177

Baremetrics

MAY 13, 2021

Cash flow modelling software lets you use historical data from a time period to develop a forecast of your incoming cash from revenue. For SaaS businesses, you use your contraction monthly recurring revenue (MRR) , churn, and average revenue per customer in addition to other transaction data to predict your future cash flow.

Payment Services 78

Payment Services Payment Solutions Payment Methods Payments 78

User Pilot

JUNE 5, 2024

This article shows what you should look for when choosing customer retention software and showcases 12 tools worth considering. These tools include product growth platforms , CRMs, customer support software, feedback tools , analytics solutions, and automation tools. Zendesk is a customer service software for omnichannel support.

Retention 105

Retention Software SaaS Social Media 105

Baremetrics

MAY 4, 2021

Financial forecasting models are used to predict financial outcomes within a specified area of your business, like recurring revenue or payroll. Adopting this approach provides you with invaluable insights into your subscription-based business, helping you calculate costs, improve budgeting, and allocate resources.

Forecasting 98

Forecasting Benchmarks Finance Subscription 98

Baremetrics

DECEMBER 7, 2023

The benefits of a well-thought-out process includes increased visibility to your revenues, expenses, and cash flows, and a faster feedback loop to make your forecasting more operationally focused. If you get the setup wrong, you end up with bad data, incorrect reports and forecasts, which has a material impact on the business.

Payment Solutions 52

Payment Solutions SaaS Payments Payments Software Review 52

Baremetrics

SEPTEMBER 2, 2021

Most SaaS businesses adopt a subscription-based model supported by a recurring payment system. Setting up a recurring payment system can be complicated and requires the right tools to measure, manage, and review payments regularly. What is Recurring Billing? How Does Recurring Billing Work?

Payment Services 89

Payment Services Merchant Services Payment Features Payments 89

Clouded Judgement

SEPTEMBER 12, 2023

Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs.

Cloud 169

Cloud Software Benchmarks Retention 169

Clouded Judgement

JUNE 20, 2023

The question on everyone’s mind - when will we see software re-accelerate? The real headwinds to software (tougher expansion, longer sales cycles / procurement, slower new business, budget crunches / RIFs, etc) started last August. And I’m optimistic we’ll see reacceleration in software by the end of the year.

Cloud 161

Cloud Software Benchmarks Scale 161

Clouded Judgement

JANUARY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Many public software companies don’t report ARR, so I’ll take the quarterly subscription revenue and multiply it by 4 to approximate ARR. The Gen AI investments are coming. Follow along to stay up to date!

Cloud 161

Cloud Marketplace as a Service AI Subscription 161

FastSpring

DECEMBER 20, 2018

Many customers appreciate the affordability and flexibility pay-per-use provides, particularly when they don’t have a need to use the software more than a few times per month. What’s the story with subscriptions? If your digital business is just getting off the ground, subscriptions can be a lifesaver.

Payment Features 90

Payment Features SaaS Payments Subscription Payment Solutions 90

Clouded Judgement

APRIL 12, 2023

Less than half of the software universe is guiding above consensus, and the median guide has gone from ~2.5% Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. This is quite interesting.

Cloud 161

Cloud Software Benchmarks Retention 161

FastSpring

SEPTEMBER 24, 2020

Revenue refers to the total earnings a company generates through its core operations like sales of products or services, rents on a property, recurring payments , interest on borrowings, etc. This model is common in a software and specialized content context. The Future of Revenue: Subscription Revenue.

Payments 112

Payments Payment Methods Payment Features Payment Services 112

SaaStr

JANUARY 24, 2022

It was too big a flag for a company at the edge of where I like to invest. Not doing so may cost you in a lower valuation, less investment, or even losing an interested buyer or investor. Let’s say you receive a contract from a customer that outlines they will pay you $100 for the monthly subscription with an invoice of terms Net 30.

Finance 323

Finance Outsourcing Services Systems Review Technical Review 323

Clouded Judgement

DECEMBER 20, 2022

Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. This quarter more than half of cloud software businesses missed next quarters consensus. This is quite interesting.

Cloud 130

Cloud Software Review Software Benchmarks 130

Baremetrics

SEPTEMBER 14, 2021

That’s why we are going to give you a list of all the best accounting tools for small businesses in this article, so you can find the selection of accounting tools that fits your needs, from basic bookkeeping to financial forecasting and more. Forecasting What are the features you need to consider for accounting tools? Ease of use 3.

Payment Solutions 99

Payment Solutions Payment Features SaaS Payments Payment Services 99

Clouded Judgement

JANUARY 13, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. That was more broadly a period of ZIRP, and it’s interesting that today the 10Y isn’t hugely different from where it was in the period of 2010 - 2020 Morgan Stanley CIO Survey Everyone is eagerly awaiting 2023 forecasts to be “de-risked.”

Cloud 130

Cloud Forecasting Subscription Payment Features 130

Clouded Judgement

SEPTEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. What’s been most surprising to me is how resilient software valuations have been in the face of pretty massive moves in rates. Clearly the bond markets are saying something different than software valuations. Yesterday the 10Y hit 4.7%

Cloud 183

Cloud Government Banking Software Review 183

ProfitWell

JUNE 27, 2019

From CRM software to coffee beans, shaving blades to designer gowns, recurring billing is the lifeline for every subscription business. It’s easy to see why—automatic charges for subscriptions are simple and convenient for customers and predictable and sustainable for companies. What is recurring billing?

Merchant Services 76

Merchant Services Payment Features Payments SaaS Payments 76

Neil Patel

APRIL 12, 2021

They offer some of the best-known subscription boxes around, reflecting an increasingly popular (and potentially lucrative) business model. Why Should You Launch a Subscription Box? According to MarketsandMarkets , the subscription and recurring billing market will grow to around $7.8 Recurring Business Revenue.

Outsourcing Services 123

Outsourcing Services Payment Methods Subscription Payment Features 123

Stax

FEBRUARY 21, 2024

For modern Software as a Service (SaaS) companies, the automobile is replaced by primarily digital and cloud-based solutions and software. And because of the digital nature of SaaS businesses and their subscription-based business models, the ability to collect data on how the company is performing is easier and faster than ever.

SaaS Payments 88

SaaS Payments Payments Payment Services Stax 88

Baremetrics

NOVEMBER 21, 2021

Bookkeeping includes the creation of source documents, such as bills, invoices, and journal entries, so that there is a record of all financial transactions. Accountants are involved in financial forecasting by visualizing revenue and expense data. Finance is the catch-all term for the study and management of money and investments.

Finance 98

Finance Payment Services Forecasting Payment Features 98

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Powell said the Fed staff no longer is forecasting a recession. I show YoY growth given some of the seasonality in the net new ARR added (using quarterly subscription rev x 4 to approximate ARR). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up). Quite different then the expectation for acceleration in software in 2024.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Chart Mogul

MAY 15, 2020

Jonathan was also looking for a way to implement an analytics suite of tools that would allow SevenFifty to combine product engagement information they were already collecting in their customer relationship management (CRM) system with revenue data/subscription metrics living in ChartMogul. The Result: Make high-impact decisions faster.

Payment Features 52

Payment Features Payments Engagement Subscription 52

Chart Mogul

MAY 15, 2020

Jonathan was also looking for a way to implement an analytics suite of tools that would allow SevenFifty to combine product engagement information they were already collecting in their customer relationship management (CRM) system with revenue data/subscription metrics living in ChartMogul. The Result: Make high-impact decisions faster.

Payment Features 52

Payment Features Payments Engagement Subscription 52

Clouded Judgement

MARCH 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. There’s risk that the rebound is pushed further out in the future which makes it tricky to forecast / know when things get better. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 141

Cloud Forecasting Subscription Payment Features 141

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. We know software is impacted from macro - but how bad will it get? Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Baremetrics

SEPTEMBER 14, 2021

This is because customers are charged subscription fees, which can change drastically from month to month depending on the pricing model. SaaS businesses also tend to use specific SaaS accounting software and data tools from other businesses, even other startups, which require your accountant to have specialized knowledge.

SaaS Payments 93

SaaS Payments Payment Services Payments Payment Features 93

Baremetrics

AUGUST 22, 2021

Cash Accounting Disadvantages Cash Accounting vs. Accrual Accounting Statement of Cash Flows Cash Forecasting. You can even see your customer segmentation , deeper insights about who your customers are , forecast into the future, and use automated tools to recover failed payments. Cash Accounting Advantages and Disadvantages 1.

Payment Solutions 91

Payment Solutions Payment Methods Payment Services Payments 91

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. There’s a lot more volatility baked into these models, and they’re quite hard to forecast. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 141

Cloud Azure Trends Retention 141

Tom Tunguz

DECEMBER 7, 2015

The Ultimate Software Company is a $5.5B market cap provider of SaaS Human Capital Management software. Founded in 1996, the company initially sold licensed software and migrated to multi-tenant SaaS in 2002 with a product called UltiPro. Today, more than 82% of revenues are subscription dollars.

Software 100

Software Marketing Forecasting Enterprise 100

Baremetrics

AUGUST 18, 2021

Overview Baremetrics Application of Baremetrics on Net Revenue and Operating Income Dashboards and metrics Forecasts Benefits of using Baremetrics Why Do You Need Baremetrics? It’s distinguished from other types of income, such as investment earnings, on the income statement. There are three categories of forecasts in Baremetrics.

Payment Services 90

Payment Services Payments Revenue SaaS Payments 90

Kellblog

NOVEMBER 23, 2022

One year of forecast. This year that’s your 2022 forecast, which is your first through third quarter actuals combined with your fourth-quarter forecast. burn) by failing to invest in the second half of 2023 for growth in 2024. The first block is revenue, optionally split by subscription vs. services.

Technical Review 116

Technical Review Software Review Forecasting Churn 116

OPEXEngine

JANUARY 11, 2022

Many companies want to migrate their subscription or perpetual business to consumption pricing models; however, it doesn’t always result in incremental business. Thus, almost axiomatically, the model exacerbates the challenge of accurately forecasting revenue, as well as setting accurate quotas. Planning and investments.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

Andreessen Horowitz

OCTOBER 4, 2023

Ideally, lenders look for 12+ months of starting cash runway prior to need for debt, but that can vary on a case-by-case basis depending on factors such as debt size, lender risk tolerance, capital invested to date, and the scale/growth of the business. Examples could include installment loans, credit card receivables, or invoices.

Outsourcing Services 130

Outsourcing Services Software Review Scale Banking 130

ChurnZero

MAY 17, 2022

.” ChurnZero’s recent accolades and acknowledgments include: APPEALIE Awards: Abby Hammer , ChurnZero chief customer officer and head of products, was named a 2021-2022 SaaS Leader by APPEALIE , a software leadership award honoring top marketing and customer success executives. Winners are to be announced on June 8-9.

Marketplace as a Service 98

Marketplace as a Service Technical Review Headcount Software Review 98

Baremetrics

APRIL 21, 2021

As a SaaS business, you’re competing not only for loyal customers and recurring revenue , but also for the attention of investors and major software companies who may want to purchase your product. Baremetrics can help you improve your SaaS finance model thanks to our robust forecasting capabilities in Flightpath.

Finance 98

Finance Scale SaaS Forecasting 98