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ServiceTitan: Benchmarking the S1 Data

Clouded Judgement

The document contains a plethora of information on the company including a general overview, up to date financials, risk factors to the business, cap table highlights and much more. The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions.

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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Q1 Revenue Relative to Consensus Estimates Now let’s dive in to the financial results of Q1 starting with revenue. Beating consensus revenue estimates is the first aspect of a successful quarter. The formula to calculate this is: (Q1 ’25 revenue) / (Q1 ’24 revenue) - 1.

Cloud 277
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Can Mobile Games Really Achieve >50% of Revenue From D2C?

FastSpring

That said, you might be wondering what strategies work within the confines of today’s rules and if it’s even possible to earn 50% or more of your game’s revenue through D2C. Why these strategies actually can result in >50% revenue coming from D2C. I’m your host, David Vogelpohl.

Payments 164
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The 250,000 Customer Club: How HubSpot and Monday.com Both Created SMB+ Empires

SaaStr

HubSpot has twice the revenue (and thus twice the ARPU), but also was founded 6 years earlier. Customer Base : ~258,000 customers across 135+ countries Revenue : $2.63 Customer Base : ~258,000 customers across 135+ countries Revenue : $2.63 Let’s look at where both companies stand today: HubSpot ARR : $2.7B

SMB 273
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How to Know If Youre Ready for White Label Payments

Speaker: Pete Uselman, Director of Partner Experience at Wind River Payments

White label payments enable software providers to earn more revenue and gain control over the customer experience. But with white label payments comes a great deal of responsibility and ownership. Check out this webinar on-demand to see if you are ready to make the transition to white label payments.

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How Anthropic Rocketed to $4B ARR — And Why Your B2B Playbook May Already Be Obsolete

SaaStr

When Anthropic hit a reported $4 billion in annual revenue at the end of 1H’25, it marked more than just another AI milestone. API-First Revenue Model Unlike the subscription-heavy models of traditional SaaS, 70-75% of Anthropic’s revenue comes from API calls through pay-per-token pricing. Here’s how they did it: 1.

B2B 248
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Clouded Judgement 7.25.25 - TAMs Lie

Clouded Judgement

Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. Revenue multiples are a shorthand valuation framework. Top 5 Median: 22.2x

Cloud 167
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Secure SaaS Success: Embedded Finance as a Competitive Advantage

Speaker: Ian Hillis, SVP of Growth at Payrix and Worldpay for Platforms

This session is designed to provide you with the strategic insights needed to navigate the future of SaaS successfully, all while gaining a deeper understanding of how these trends can enhance your competitive edge, boost revenue, and deepen customer loyalty.

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Best Practices for a Marketing Database Cleanse

Multiple industry studies confirm that regardless of industry, revenue, or company size, poor data quality is an epidemic for marketing teams. As frustrating as contact and account data management is, this is still your database – a massive asset to your organization, even if it is rife with holes and inaccurate information.

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Monetizing Analytics Features: Why Data Visualizations Will Never Be Enough

Think your customers will pay more for data visualizations in your application? Five years ago they may have. But today, dashboards and visualizations have become table stakes. Discover which features will differentiate your application and maximize the ROI of your embedded analytics. Brought to you by Logi Analytics.