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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

To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. Not every company reports subscription revenue, so they’ve been left out of the analysis (or I’ve estimated their % subscription revenue). This post and the information presented are intended for informational purposes only.

Cloud 277
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How Anthropic Rocketed to $4B ARR — And Why Your B2B Playbook May Already Be Obsolete

SaaStr

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. Revenue figures sourced from Reuters, The Information, and PYMNTS reporting. Here’s how they did it: 1.

B2B 248
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Clouded Judgement 7.25.25 - TAMs Lie

Clouded Judgement

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. This is for information purposes and should not be construed as an investment recommendation.

Cloud 167
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Preparing for Regulatory Changes in Subscription Management

Blulogix

By Inga Broerman Preparing for Regulatory Changes in Subscription Management The subscription economy is thriving, with businesses worldwide adopting models that offer flexibility, scalability, and recurring revenue streams. Encryption, access controls, and data masking protect sensitive information, reducing the risk of breaches.

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Navigating Complex Pricing Models in the Subscription Economy

Blulogix

By BluLogix Team Navigating Complex Pricing Models in the Subscription Economy Introduction In the subscription economy, Managed Service Providers (MSPs) must adapt to increasingly complex pricing models to meet the evolving needs of their customers. Gone are the days of simple, one-size-fits-all pricing.

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Figma - 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.