Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Q1 Software Earnings Are… Not Good We’re about halfway through Q1 earnings season, and it’s not been pretty. The promise of SaaS is that growth in the early years leads to profits in the mature years.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

USIO

APRIL 22, 2024

SaaS companies are continually seeking innovative strategies to not just maintain but amplify their growth trajectory and increase revenue. One pivotal yet often overlooked area is payments. We’ll delve into how SaaS companies are leveraging Usio Integrated Payment Solutions to propel their growth and increase revenue.

Payment Services 130

Payment Services SaaS Payments Payment Solutions Payments 130

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We’ve already had ~20% of software companies report Q1. Follow along to stay up to date! Top 5 Median: 17.5x

Cost optimization & reporting 183

Cost optimization & reporting Cloud Software Azure 183

Baremetrics

MARCH 31, 2021

SaaS and subscription companies like yours need to collect and manage recurring payments at scale. Regular payment gateways like SagePay and WorldPay won't cut it. All the data your startup needs Collecting payments is just one step of effective subscription management. It's the No.1 Square Fees: 3.5

Merchant Services 98

Merchant Services SaaS Payments Payment Services Payment Features 98

Clouded Judgement

JUNE 14, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. If AI delivers on its promise, it may spell the end of the SaaS business model as we know it. Historically, cloud software businesses charged a recurring fee based on the number of users of their software - the SaaS model.

Cloud 320

Cloud Pricing AI Software 320

SaaStr

FEBRUARY 15, 2024

“Doubling Down” is a new series where we hear from top B2B SaaS investors on their most recent activities and takes on the current market. What’s your most recent disclosed investment? What’s your sweet spot for investing — check size, stage, type of deal? Check that out here. Why did you do the deal?

Scale 229

Scale Software Review Payment Features AI 229

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

Subscription Flow

JANUARY 2, 2024

The SaaS industry has been growing at a phenomenal rate for quite some time now, prompting many businesses to now think of ways in which they need to invest in efficient ways of running their business in the SaaS world. In doing so, SaaS businesses of all sizes face common payment processing SaaS challenges.

Payment Services 52

Payment Services Merchant Services SaaS Payments Payments 52

Payrix

MAY 14, 2024

When it comes to software, success doesn’t hinge on innovation alone. No one knows this better (or more intimately) than a software company Chief Revenue Officer (CRO). Adam Tesan, CRO at Worldpay for Platforms, is a seasoned executive leader with decades of experience in sales, marketing, and revenue in the software space.

Payments 147

Payments Payment Services Payment Solutions SaaS Payments 147

Clouded Judgement

APRIL 11, 2024

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., Is Software Rebounding? FCF Margin FCF is an important metric to evaluate in SaaS businesses. net retention and CAC payback). Who are the real AI winners. This is unsustainable.

Cloud 177

Cloud Software Azure AWS 177

User Pilot

OCTOBER 26, 2023

What is software ROI and how to measure it? TL;DR Software ROI, or Return on Investment , represents the financial and business benefits of implementing a software application while factoring in the cost of the investment. Calculating software ROI is crucial for informed decision-making for technology investments.

Outsourcing Services 105

Outsourcing Services Software Outsourced Development SaaS 105

Incredo

JULY 14, 2019

Whether you are a startup owner, a manager of a growing business or the CEO of an established company, you might find yourself asking questions like “ Should our SaaS subscription model be monthly, annually or both ?” or “ What are the best tips I can get in terms of annual vs monthly subscription models ?”. Boring, right?).

Payment Features 184

Payment Features SaaS Payments Payment Methods Payment Solutions 184

Clouded Judgement

DECEMBER 21, 2023

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., 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.

Cloud 177

Cloud Software Benchmarks Retention 177

FastSpring

SEPTEMBER 16, 2022

In our first post about our online community , we mentioned launching the Global SaaS Leaders Slack group because we saw a need for the kind of software-and-SaaS-focused community we’d want to be a part of. Our Guiding Principle: Our Software and SaaS Community Must Be Good for You in Order for It to Succeed.

SaaS Payments 148

SaaS Payments Payment Solutions Merchant Services Software Review 148

Baremetrics

DECEMBER 7, 2023

Before reading through yet another “Top-29 SaaS billing platforms” feature comparison post, decide how you want the billing tool to play with the rest of your operations stack. This post is part of an ongoing series for SaaS founders and CEOs on setting up their financial stack in a scalable manner.

Payment Solutions 52

Payment Solutions SaaS Payments Payments Software Review 52

Clouded Judgement

SEPTEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Are Software Companies Over or Undervalued? Today I wanted to dig in to this question and its implications: “Are software companies fairly valued today?” Follow along to stay up to date! ” Let’s dig in.

Software Review 183

Software Review Cloud Software Revenue 183

Stax

APRIL 18, 2024

Independent Software Vendors (ISVs) and Software-as-a-Service Providers (SaaS) operate within the same market, thus creating a push-and-pull revenue dynamic. TL;DR ISVs develop and distribute software products independently and often collaborate with hardware manufacturers and platform providers. What are SaaS companies?

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! On Thursday the software index (WCLD) was up ~3%! So what’s holding up software stocks valuations?? Follow along to stay up to date!

Software Review 161

Software Review Cloud Software Azure 161

Clouded Judgement

SEPTEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Setup Currently, interest rates seem to be the primary driver of software valuations. The promise of SaaS is that growth in the early years leads to profits in the mature years. Follow along to stay up to date!

Software Review 130

Software Review Cloud Software AWS 130

FastSpring

DECEMBER 20, 2018

SaaS Pricing can be difficult to determine for many digital businesses. First, you need to be sure that you’ve priced your product fairly, and second, you want to offer the payment option that will appeal to the largest number of users. Additionally, how many plans should a SaaS have? What’s the story with subscriptions?

Payment Features 90

Payment Features SaaS Payments Subscription Payment Solutions 90

Clouded Judgement

MARCH 29, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. For the majority of the software universe, Q4 earning season was not a catalyst for future forecasts to go up. Coming out of earnings season, full year consensus estimates will be slightly down for the software universe. Top 5 Median: 17.8x

Cloud 278

Cloud Forecasting Subscription Payment Features 278

FastSpring

JULY 12, 2019

Since most SaaS and subscription-based businesses depend on recurring payments to sustain themselves, it can pay dividends to keep a close eye on lifetime value and customer retention rates. 30 (average recurring revenue per account) * 24 months (partnership length) = $720 CLV. What is Customer Lifetime Value?

Customer Lifetime Value 99

Customer Lifetime Value Payment Features Finance Payment Solutions 99

OPEXEngine

JUNE 11, 2020

You hear the terms SaaS, subscription, term licenses and perpetual license software tossed around frequently. We sometimes hear companies call themselves “SaaS” companies, because they sell subscriptions, but they do not host software. In addition, it affects cash flow.

SaaS Payments 52

SaaS Payments Payment Solutions Subscription Payment Features 52

Clouded Judgement

JUNE 7, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Budgets are Bifurcating Last week I showed some data that highlighted the struggles of software companies. Are AI native software companies starting to eat everyone’s lunch? Follow along to stay up to date!

Cloud 183

Cloud AI Enterprise Revenue 183

Clouded Judgement

JULY 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Are Software Companies Bad Businesses? There was some talk last week on the All-In podcast about software companies. The gold standard for all public software companies is GAAP net income in the fullness of time.

Cloud 130

Cloud Software Sales Hiring Scale 130

Clouded Judgement

JUNE 16, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Growth Adjusted Software Multiples The last 6 weeks (since the start of May) has been quite the run for software companies. I’m using the period of 2010+ given that’s really when cloud software came about.

Cloud 130

Cloud Software Revenue Subscription 130

Clouded Judgement

SEPTEMBER 12, 2023

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., Source: company filings FCF Margin FCF is an important metric to evaluate in SaaS businesses. Because of the recurring nature of SaaS revenue, you can afford to have paybacks longer than 1 year.

Cloud 169

Cloud Software Benchmarks Retention 169

Subscription Flow

APRIL 23, 2024

A robust recurring billing software can make all the difference for your subscription business but win 2024 we are taking no gambles. Invest in the right billing and subscription-management software to automate your workflows after carefully assessing three of the best options in the market.

Payment Solutions 76

Payment Solutions Payments Payment Services SaaS Payments 76

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

This includes internal data we pulled from 271 global SaaS and software sellers using FastSpring to process transactions last year. Prior to joining FastSpring, Kurt spent over a decade advising and investing in growth stage software companies around the world. How to Price a New Product. About FastSpring.

Pricing 146

Pricing Payment Solutions Payment Services SaaS Payments 146

Clouded Judgement

JUNE 20, 2023

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., The question on everyone’s mind - when will we see software re-accelerate? And I’m optimistic we’ll see reacceleration in software by the end of the year.

Cloud 161

Cloud Software Benchmarks Scale 161

Buffer Resources

AUGUST 16, 2023

We’ve shared a number of parts of Buffer’s business transparently over the years — and one piece we’ve always wanted to expand on is where your money goes when you pay for a Buffer subscription. This means our software is hosted on the cloud and used over an internet connection via a web browser or mobile app.

Merchant Services 85

Merchant Services Payment Services Payment Features Payments 85

SaaStock

JANUARY 25, 2019

The Latin American SaaS landscape is hustling and bustling, having seen more IPOs in the last 6 months than the previous 20 years combined. We will gather 300 leading SaaS founders, executives and investors for three days packed with opportunities and rich exchange of knowledge to push the whole ecosystem forward. Founded : 2011.

SaaS Payments 257

SaaS Payments Payment Solutions Payment Methods Payments 257

Intercom, Inc.

DECEMBER 31, 2019

Putting narrative order on the past decade, a 10-year-period that has somehow remained stubbornly nameless, is quite the challenge, but it’s impossible to make sense of the 2010s without understanding the role of software. Rise of the cloud and SaaS businesses.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

Clouded Judgement

APRIL 12, 2023

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., Less than half of the software universe is guiding above consensus, and the median guide has gone from ~2.5% net retention and CAC payback). Subscribe now When Will Macro Improve?

Cloud 161

Cloud Software Benchmarks Retention 161

Clouded Judgement

MAY 17, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. in March) 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.

Cloud 152

Cloud Subscription Payment Features Metrics 152

Blulogix

OCTOBER 11, 2023

Streamlining Success: Five Keys to Automating Usage-Based Billing for SaaS By BluLogix Team Don’t forget to sign up now to learn more about how to implement usage based pricing models in our upcoming webinar with MGI Research. However, to fully capitalize on usage-based billing, SaaS providers need efficient automation.

Payment Features 52

Payment Features SaaS AI Search Subscription 52