Clouded Judgement

APRIL 19, 2024

There is some noise in the revenue growth figures as the company transitions from selling perpetual licenses to to recurring subscriptions, and as they convert maintenance customers to subscription customers (they do this as maintenance contracts come up for renewal, so the transition happens gradually).

Cloud 141

Cloud Scale Subscription Payment Features 141

Clouded Judgement

APRIL 26, 2024

The full quote is below: “We expect capital expenditures to increase materially on a sequential basis driven by cloud and AI infrastructure investments. We continue to bring capacity online as we scale our AI investments with growing demand. I created this subset to show companies where FCF is a relevant valuation metric.

Azure 177

Azure Cloud Software AI 177

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

FastSpring

SEPTEMBER 16, 2022

Note: From global payment processing to global VAT and sales tax management, FastSpring is the easiest way to sell around the world. Schedule a demo to learn how we can help you scale across borders to go farther faster. Kurt started his career in FinTech as a PM at Envestnet (NYSE: ENV) while the company scaled through an IPO.

Pricing 110

Pricing Payment Solutions Payment Services SaaS Payments 110

Clouded Judgement

APRIL 11, 2024

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., This metric is more self-explanatory, so I won’t go into detail.

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

JANUARY 19, 2024

Subscribe now The Bar For Going Public There’s a lot of talk recently about “are IPO markets open” or “what scale do I need to get public.” There are very few companies that ever get to $200m, let alone can sustain 50%+ growth at >$100m ARR scale. Follow along to stay up to date!

Cloud 177

Cloud Scale Compensation Metrics 177

Blulogix

DECEMBER 14, 2023

Demystifying UBP: Models and Metrics – A Deep Dive into Your Pricing Playground By BluLogix Team Welcome, B2B pioneers, to the playground of UBP models and metrics! Subscription Billing 1.  Don’t get lost in a sea of metrics! Fear not, intrepid explorers!  Striking this balance is key.

Pricing 52

Pricing Metrics Subscription Payment Features 52

ChurnZero

FEBRUARY 14, 2023

Some Customer Success metrics are considered standard but there’s often more than meets the eye. Sales and marketing professionals that geek out on metrics can find themselves in deep philosophical debates about the best numbers to track. There is often more than one way to calculate a given Customer Success metric; Gaming.

Customer Success 94

Customer Success Metrics Software Review Customer Lifetime Value 94

Clouded Judgement

MARCH 22, 2024

Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. However, it’s also one of the most loosely used metrics, and is frequently misused. Altimeter is an investment adviser registered with the U.S.

AI 183

AI Revenue Cloud Technical Advisors 183

OPEXEngine

MAY 18, 2021

In this blog, we are looking at the business metrics that can be measured quantitatively and providing a few insights on how investors analyze them. We’ve talked to dozens of our SaaS customers, as well as investors to learn more about what is happening with these key metrics. Growth Stage – Scaling the Business, and .

SaaS Payments 98

SaaS Payments Metrics Payments Payment Services 98

Clouded Judgement

FEBRUARY 2, 2024

The hyperscalers benefit from massive scale, distribution, trust and depth of customer relationships in ways no other software companies do. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. Securities and Exchange Commission.

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

ProfitWell

NOVEMBER 6, 2019

The subscription revenue model is hardly new. But in the past few years, subscriptions have seen a bit of a resurgence. In fact, you'd be hard-pressed to find an industry that hasn't seen at least one subscription success story: Cars. Even the humble houseplant doesn’t seem immune to the subscription economy.

Payment Features 74

Payment Features Payments Subscription Revenue 74

Clouded Judgement

APRIL 5, 2024

.” For startups, their valuation follows an arc from pure hype based valuations (all on potential) in the earliest days when you’re just a team and and idea, to pure fundamental based valuations in the public markets when you’re given a valuation multiple against a financial metric like revenue or free cash flow.

Cloud 161

Cloud Scale Revenue Pricing 161

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

OpenView Labs

FEBRUARY 9, 2021

While we aren’t going 100% usage-based overnight, if you look at some of the mega-trends in software—things like automation, AI, and APIs—the value of a product normally doesn’t scale with more folks logging in. But growing with a usage-model is not as straightforward as traditional subscription SaaS. Pick the right usage metric.

Scale 98

Scale Pricing Scaling AWS 98

User Pilot

MARCH 31, 2023

What user onboarding metrics should you track if you want to evaluate your onboarding processes? We all know that successful onboarding is especially important for SaaS companies since they depend on a subscription-based business model. Tracking the metrics helps you improve your onboarding process and retain more customers.

Onboarding 97

Onboarding Metrics Retention Scale 97

OPEXEngine

FEBRUARY 24, 2021

Even startups that have grown enough to hire a CFO can make mistakes in reporting non-GAAP SaaS metrics because of the absence of standardization. “SaaS metrics can be more confusing than one might think,” Lemkin, who’s founded SaaS startups and today invests in them, says in an analysis. No exceptions.”

SaaS Payments 52

SaaS Payments Metrics Payment Features SaaS 52

Chart Mogul

MARCH 30, 2020

So you're building an awesome subscription business — great! Billing is the lifeline of your subscription business. However, if they start to cause issues, the faults will grow to a massive scale. Subscription management platform (optional). Payment gateway. First, let’s start with the billing systems.

Payment Solutions 90

Payment Solutions Merchant Services Payment Features SaaS Payments 90

Clouded Judgement

DECEMBER 21, 2023

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., This metric is more self-explanatory, so I won’t go into detail.

Cloud 177

Cloud Software Benchmarks Retention 177

Chaotic Flow

MARCH 25, 2014

My first serious lesson in the criticality of SaaS metrics was about six years ago when I was unexpectedly stumped in a board of directors meeting. In 2014, we not only have a much better understanding of the financial levers that drive SaaS business success, we are on the verge of a metrics revolution in the way SaaS businesses are managed.

Metrics 156

Metrics Business SaaS Scale 156

Baremetrics

JULY 22, 2021

This is why PayPal users love Baremetrics, the ultimate business analytics solution that helps SaaS and subscription businesses monitor and understand subscription data. This article will cover PayPal’s metrics and reporting features, as well as how PayPal data can be better tracked in Baremetrics. Key SaaS Metrics 1.

PayPal 98

PayPal Merchant Services Payments SaaS Payments 98

SaaSOptics

MARCH 16, 2022

In this webinar recap, you’ll see the most significant trends in SaaS pricing, subscription management, metrics/analytics, and what they could mean for your business in 2022. Great for early-stage companies and easy to scale throughout the business lifecycle. Trends in Subscription Management . Variable pricing.

Trends 98

Trends B2B Scale Payment Features 98

Chart Mogul

MARCH 31, 2022

The best way to keep track of your growth is to monitor your SaaS metrics. Why Metrics Matter? The best way to keep track of your growth is to monitor your SaaS metrics. Why Metrics Matter? Metrics tell a story of how your business is performing. Here are the key SaaS metrics you need to monitor.

Metrics 52

Metrics Scale Startup SaaS 52

Stax

FEBRUARY 21, 2024

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. Enter the SaaS Magic Number, which measures the return on sales and marketing spend in generating new subscription revenue.

SaaS Payments 88

SaaS Payments Payments Payment Services Stax 88

SaaStr

SEPTEMBER 27, 2023

But as part of its most recent private round at a $43 Billion valuation, it did disclose enough interesting metrics to do 5 Interesting Learnings: #1. Non-GAAP subscription gross margins of 85%. Cash Burn of $430 Million Last Year, Going Up Databricks is investing in growth! Growing Over 50% at $1.5 Billion in ARR.

Scale 180

Scale Subscription Payment Features Investment 180

ChurnZero

FEBRUARY 14, 2023

Some Customer Success metrics are considered standard but there’s often more than meets the eye. SaaS professionals who geek out on metrics can find themselves in deep philosophical debates about the best numbers to track. There is often more than one way to calculate a given Customer Success metric; Gaming.

Customer Success 52

Customer Success Metrics Software Review Customer Lifetime Value 52

SaaStr

MARCH 31, 2022

This episode is an excerpt from a session at SaaStr Scale. million subscriptions transacted and Google’s marketplace has seen 3X growth in SaaS sales. We started with getting our security competency, we were an advanced technology partner and we put one marketplace listing up. Rico Mallozzi, Sr. Colleen Kapase.

Scale 204

Scale Marketplace as a Service Cloud SaaS Payments 204

InsightSquared

MAY 7, 2019

When scaling the business, sales typically averages roughly 30% of revenue, so therefore sales spend is one of the biggest investments a company can make. Typical SaaS Sales Metrics. Underlying those metrics are processes which can improve or reduce performance in each of the above metrics. Data-Driven Management.

Scale 102

Scale Sales Hiring Metrics Sales 102

Clouded Judgement

SEPTEMBER 12, 2023

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., This metric is more self-explanatory, so I won’t go into detail.

Cloud 169

Cloud Software Benchmarks Retention 169

SaaStr

MAY 25, 2022

He also shares some eye-opening insights on how Expensify scaled over the years. No one built a business solely on metrics like TAT, LTV, etc., Investors will invest in your business if: You have a strong brand. Expensify scaled by breaking through the clutter. Changing the way you think about business.

Scale 259

Scale Marketplace as a Service Business Model Advertising 259

SaaStr

SEPTEMBER 12, 2019

So how can you leverage that product’s success to obtain the valuation and funding you need to scale? Ashley Smith, Venture Partner at OpenView provides insight on what investors are looking for in product metrics and growth indicators so you can capitalize on your product’s story for funding. Now I’m investing in that.

Investment 100

Investment Underperforming Technical Team Sales Hiring Software Review 100

SaaStr

JUNE 5, 2020

I argue that standard saas metrics make it possible for founders to scale using debt capital (production capital thats cheaper) instead of solely relying on venture capital (financial capital thats more expensive). . As SaaS Metrics Become Standardized, Banks Want In On The Action. Things started changing in 2011.

Venture Capital 228

Venture Capital Technical Review SaaS Scale 228

SaaSOptics

MARCH 10, 2022

Is your company taking advantage of CFO tools like automated invoicing, database management, and automatic tax-compliance updates? Spreadsheets quickly become unwieldy for a scaling SaaS company; SaaSOptics is the financial reporting tool you’ll never outgrow. Invoicing and ePay Tools. If not, read on. Finance and Billing Tools.

Payment Services 87

Payment Services SaaS Payments Payments Payment Solutions 87

Baremetrics

SEPTEMBER 14, 2021

Accounting tools and forecasting tools go hand in hand to make sure you have all the GAAP (Generally Accepted Accounting Principles) and SaaS-specific financial metrics at your fingertips needed to make the best strategic decisions for your business. Baremetrics for getting all of your metrics What are the functions of accounting?

Payment Solutions 99

Payment Solutions Payment Features SaaS Payments Payment Services 99

Baremetrics

NOVEMBER 4, 2020

Fast forward to today when most software companies use a Subscription as a service (SaaS business model , and things aren’t as simple. You have to deal with recurring payments, multiple pricing plans, annual vs monthly payments, add-ons, variable payments and the list goes on. SaaS analytics tools fill that gap.

Payment Solutions 105

Payment Solutions Merchant Services Systems Review SaaS Payments 105

Chart Mogul

MARCH 30, 2020

So you're building an awesome subscription business — great! Billing is the lifeline of your subscription business. However, if they start to cause issues, the faults will grow to a massive scale. Subscription management platform (optional). Payment gateway. First, let’s start with the billing systems.

Payment Solutions 52

Payment Solutions Merchant Services Payment Features SaaS Payments 52

Baremetrics

DECEMBER 7, 2023

These tools include in-house metrics, revenue recognition and native integrations with your accounting. The founder told me that all of the metrics we were looking at were inaccurate. Their billing process in Stripe was completely detached from their need to use metrics for analysis and forecasting.

Payment Solutions 52

Payment Solutions SaaS Payments Payments Software Review 52