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Breaking Into Asia? Benchmarking Data and Insights on SaaS Subscriptions in Asia

FastSpring

Here are the questions we sought to answer by analyzing anonymized subscription data for transactions across various Asian countries (excluding broader “APAC” regions like Australia, New Zealand, and Indonesia): How do customers in Asia’s growing markets prefer to manage their SaaS subscriptions? but they’re growing.

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ServiceTitan: Benchmarking the S1 Data

Clouded Judgement

The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions. Today, we capture on average approximately 1% of our customers’ GTV as revenue from their subscription to and current usage of our products.

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Clouded Judgement 5.16.25 - Net New ARR Trends

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Net New ARR Trends We’re about halfway through Q1 ‘25 earnings season. For those who don’t, I will take quarterly subscription revenue x 4 as a proxy for ARR. Unfortunately, the trends have not been good!

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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Subscribe now Overall Trends When looking at the aggregate net new ARR added in Q1, it doesn’t pain the best picture. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. This is for information purposes and should not be construed as an investment recommendation.

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Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

New spending data from Ramp reveals a possible trend: end user AI adoption may be hitting its first growth slow down. The shift from “innovation budget” to “operational budget” means AI tools must compete directly with established software investments—and many aren’t winning those comparisons yet.

AI
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The Complete History of HubSpot’s Net Revenue Retention: From 88.6% at IPO to 115% Peak — And Why 102% Today Is Still Strong

SaaStr

annualized subscription dollar retention rate. Crisis: HubSpot’s Retention Wake-Up Call (2014) When Sequoia’s Pat Grady considered investing in HubSpot’s Series A, he saw a company with serious retention problems. subscription dollar retention, but this was still problematic.

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Dear SaaStr: How Should I Calculate Gross Dollar Retention For Our Investors?

SaaStr

Here’s the best-practice way to calculate it: Start with your Beginning ARR (Annual Recurring Revenue) : This is the ARR from your existing customers at the start of the period you’re measuring. Subtract Churned ARR : This is the revenue lost from customers who canceled their subscriptions during the period.