Remove Headcount Remove Payment Features Remove Retention
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5 Interesting Learnings from Okta at $2.75 Billion in ARR

SaaStr

Net Retention Compression: From 122% to 106% The Numbers : NRR dropped from 122% (Q2 FY23) to 106% (Q1 FY26) – a 16 point decline over 3 years The Learning : Plan for 4-6 points of NRR compression annually once you hit $1B+ ARR. The Gross Margin Ceiling Discovery The Numbers : Non-GAAP subscription gross margin plateaued at 83.9%

Scale 203
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Clouded Judgement 8.16.24 - The Great Services-To-Software Rotation

Clouded Judgement

Today, IT budgets are roughly broken down into: ~50% headcount / personnel, ~25% software, ~15% hardware, and ~10% outsourcing / consultants. As software grows as a percentage, I think we see headcount / outsourcing shrinking. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

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How to grow your field service platform’s revenue up to 3x with payments

Payrix

The typical trade and field service business relies on revenue from sales and service to run operations, manage headcount, and drive operational growth. If you already have payments volume on your platform, you may be finding that these sales just arent generating the kind of revenue you need to scale.

Payments 100
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The ultimate customer support tech stack for 2022

Intercom, Inc.

Powered by a modern business messenger , it scales your ability to answer more questions from more customers without increasing headcount, budget, or hours logged. InMoment helps your team to keep an ongoing pulse on how your customers feel about your product or service so you can proactively drive retention, engagement, and advocacy.

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What It’s Like Running a Profitable $400M Public SaaS Company with Vimeo CEO Adam Gross 

SaaStr

They also have a media segment, a separate business supporting creators who want to do subscription-based video monetization. Vimeo has spent a fair amount historically on advertising, primarily to fuel the more prosumer individual online subscription business. They top out of what you can do in advertising and rev share on YouTube.

AI Search 273
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Tactics to stay ahead of the curve and boost efficiency with proactive support

Intercom, Inc.

Now, it’s taking center stage as the value driver it truly is , enabling businesses to build lasting relationships with their customers, drive increased operational efficiency, and influence better customer satisfaction and retention. Driving increased customer satisfaction and retention. Here’s how they’re doing it.

Scale 237
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Clouded Judgement 12.8.23 - Q3 Earnings Preview

Clouded Judgement

.” Here’s a summary of the quarter in 5 charts: Quarterly Growth rates: Still decelerating, but not as quickly Net Retention: Down from historical averages, but starting to level off. Companies have reduced headcount, but new bookings aren’t getting any easier Quarterly net new ARR growth : Some green-shoots!

Cloud 167