Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Consumption Trends We’re now through earning season. Is there any incremental signal on consumption trends reversing? Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Trends 130

Trends Cloud Azure AWS 130

SaaSOptics

MARCH 16, 2022

2022 B2B SaaS Trends [Webinar Recap]. That’s why we sat down with SaaSOptics and Chargify executives Caitlin O’Neil, CFO , and Matt Downs, CRO , to weigh in on the biggest trends of 2022. Trends in Billing and Pricing . Trends in Subscription Management . Preparing for the future of variable pricing.

Trends 98

Trends B2B Scale Payment Features 98

Subscription Flow

APRIL 5, 2024

Are publishing and subscriptions software mere tools of office administration, or are they the unnoticed heroes of contemporary publishing that balance the tightrope between publishers and consumers? In addition to streamlining administrative procedures, subscription management software serves as a conduit for priceless information.

Subscription 52

Subscription Payment Features Software Review Software 52

Stax

MARCH 26, 2024

With seamless online payment processing, streamlined processes, and enhanced operational efficiency, online terminals simplify transactions, bolster security, and provide valuable insights into customer behavior and sales trends. Analytics and Reporting Tools: Many online terminals have built-in analytics and reporting features.

Payment Methods 88

Payment Methods Merchant Services Payment Services Payments 88

Totango

NOVEMBER 27, 2023

This shift presents a compelling opportunity for B2B enterprises to invest in tailor-made tools for their post-sales organizations and customer success (CS) teams. Analyzing extensive datasets to forecast trends. Predicting customer churn or potential customer issues to inform corrective steps to optimize the customer journey.

Trends 91

Trends Customer Success Machine Learning Artificial Intelligence 91

Tom Tunguz

APRIL 1, 2024

y/y, estimated sales efficiency is 0.11, & contribution margins are negative : Rubrik sells $1 of subscription software for $0.88. It’s a strategic imperative to metamorphose from an on-premises perpetual-license company to a subscription-software company as fast as possible. But overall revenue is growing 4.5%

Data 204

Data Subscription Payment Features Cloud 204

Blulogix

FEBRUARY 9, 2024

This surge in subscription-based business models spans across various industries, from software and media to retail and services, reshaping the consumer landscape and redefining notions of customer engagement and value delivery. Market Responsiveness: Subscription models grant businesses the agility to respond swiftly to market changes.

Business Model 52

Business Model Subscription Payment Features Business 52

Clouded Judgement

MARCH 29, 2024

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

Cloud 278

Cloud Forecasting Subscription Payment Features 278

User Pilot

NOVEMBER 23, 2023

Investing in product analytics software can be a worthwhile investment as it helps you attain deeper insights into user behavior. In this guide, we’ll walk you through each subscription tier to help you find the right option for your needs! Priority support is only available for subscriptions with 4,000+ daily sessions.

Pricing 104

Pricing Investment Software Review Scale 104

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

SaaStr

APRIL 17, 2024

But they are ar $780,000,000+ in ARR, with an 86 NPS and strong revenue growth at 29% overall and 49% in subscriptions (yes, it’s confusing). Not That Efficient — Yet Rubrik is bucking the trend of public SaaS leaders by not being profitable, free-cash flow positive, or really all that efficient … yet.

Scale 220

Scale Pricing Scaling Cloud 220

Clouded Judgement

APRIL 19, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Rubrik’s subscription ARR was $784m at the end of 2023 and growing 47% YoY. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). NTM revenue multiple.

Cloud 141

Cloud Scale Subscription Payment Features 141

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. But early signs seem positive Some Positive Trends on Net New ARR We’re about 80% of the way through earning season and can start looking at signs for overall trends. Altimeter is an investment adviser registered with the U.S.

AWS 293

AWS Cloud AI Search Cost optimization & reporting 293

Clouded Judgement

APRIL 26, 2024

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

Azure 161

Azure Cloud Software AI 161

User Pilot

NOVEMBER 27, 2023

Improve business valuation Your company’s valuation is tied closely to its revenue performance, especially because you’re a subscription business. It enhances your perceived value, potentially leading to more favorable investment opportunities, partnerships, or acquisition deals that drive scalability. How to calculate LTV.

Payments 104

Payments Revenue Payment Features SaaS Payments 104

Clouded Judgement

MARCH 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” I heard that a lot in 2021, and unfortunately not many call options hit… It’s hard to invest at 100x ARR and exit at 10x and make a return VCs aim for. Altimeter is an investment adviser registered with the U.S.

Cloud 311

Cloud AI Investment Metrics 311

Blulogix

FEBRUARY 17, 2024

The Art of Flexibility: How to Master Dynamic Pricing Models in Subscription Billing By BluLogix Team Adapting to the Pulse of the Market for Maximized Revenue In today’s rapidly evolving digital marketplace, static pricing models are becoming a relic of the past. This data forms the foundation of effective dynamic pricing strategies.

Subscription 52

Subscription Payment Features Pricing Marketplace as a Service 52

Casey Accidental

JULY 17, 2023

I was recently on Lenny Rachitksy’s podcast again, and one of the topics we discussed was consumer subscription business. Don’t worry I got more marketplace content on the way as well Shortly after I got into tech, investors started to fall in love with subscription business models, mostly on the B2B side. In short, everything.

Payment Solutions 98

Payment Solutions Payments Subscription Payment Features 98

Neil Patel

FEBRUARY 22, 2021

Organizations that have made consistent and sound investments in content marketing have reported those investments paying dividends in recent years. Being able to anticipate trends and changes in audience behavior based on technology trends and updates can help you adjust your strategy and get ahead of the wave.

Content Marketing 139

Content Marketing Trends Marketing AI Search 139

Blulogix

JANUARY 24, 2024

How to Evaluate the Total Cost of Ownership (TCO) of a Robust Subscription Billing Platform By BluLogix Team When selecting a subscription billing platform , it’s important to consider more than just the upfront cost. Once you’ve gathered data on these factors, you can calculate the overall ROI of your BluIQ investment.

Subscription 52

Subscription Payment Features Systems Review Customer Lifetime Value 52

Clouded Judgement

JANUARY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Many public software companies don’t report ARR, so I’ll take the quarterly subscription revenue and multiply it by 4 to approximate ARR. The Gen AI investments are coming. Securities and Exchange Commission.

Cloud 161

Cloud Marketplace as a Service AI Subscription 161

Subscription Flow

DECEMBER 15, 2023

The essence of the Subscription Economy lies in its ability to forge lasting relationships between businesses and consumers, transcending traditional transactional models. For instance, subscription businesses observe customer retention rates, customer acquisition, and whatnot.

Subscription 59

Subscription Payment Features Healthcare Technical Review 59

Blulogix

FEBRUARY 25, 2024

The dynamic nature of subscription services, coupled with the global reach of digital platforms, introduces unique legal challenges that require careful attention and strategic planning. This may involve consulting with legal experts specialized in digital commerce and subscription services.

Payments 52

Payments Payment Services Artificial Intelligence Payment Features 52

FastSpring

SEPTEMBER 16, 2022

Pricing positioning based on regional purchasing power (2 minutes): Note: Check out our Recession-Proof Pricing Report for a collection of data from the 2009 recession and the global inflation surge in 2021 to look for trends. How to Price a New Product. No matter what your business model, we meet you where you are. About FastSpring.

Pricing 110

Pricing Payment Solutions Payment Services SaaS Payments 110

Neil Patel

FEBRUARY 19, 2021

If only you could predict what’s shaping business trends, or what your clients need, you could plan and grow your company, right? The more you know about market trends, the better you can leverage them to your advantage and get a head start on your competition. Here are the ten key trends influencing entrepreneurs this year and beyond.

Entrepreneurship 144

Entrepreneurship Payment Methods Trends Payment Services 144

Clouded Judgement

DECEMBER 8, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Overall, I’d describe the tagline of Q3 software performance as “stabilizing trends with some green-shoots starting to show up.” This is for information purposes and should not be construed as an investment recommendation.

Cloud 161

Cloud Software Review Headcount Trends 161

Clouded Judgement

MARCH 15, 2024

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

Cloud 161

Cloud Software Review Subscription Payment Features 161

Tom Tunguz

NOVEMBER 27, 2012

Yesterday, I showed the increasing share of venture capital investments consumer companies represent. But examining the trends at a category level may mask patterns by consumer category and also by stage. I categorized the consumer investments by 10 leading firms over the past 18 months into six buckets of my choosing.

Trends 100

Trends Investment Social Media Venture Capital 100

Clouded Judgement

JANUARY 5, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. As you can see, from December 14th to today we’ve seen projections for where rates end 2024 move up As we head into this year, I think there’s really one thing to keep an eye on - do 2024 estimates trend up or trend down throughout the year?

Cloud 152

Cloud Trends Subscription Payment Features 152

Clouded Judgement

AUGUST 25, 2023

The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions. By combining easy implementation, rapid time-to-value, and clearly attributable outcomes, which we measure and refer to as KAV, we drive substantial return-on-investment, or ROI, for our customers.

Benchmarks 246

Benchmarks Artificial Intelligence Data Software Review 246

Clouded Judgement

APRIL 12, 2024

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

Cloud 141

Cloud Subscription Payment Features Revenue 141

Clouded Judgement

DECEMBER 29, 2023

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

Cloud 189

Cloud Software Review Subscription Payment Features 189

Baremetrics

MARCH 7, 2021

Read what you should know about subscription management and why it is important in recent times! Many products and services online are beginning to adopt subscription-based systems for their billing processes. Apart from the recurring revenue, subscription billing systems also offer appreciable stability to businesses.

Payment Features 45

Payment Features Merchant Services Payment Methods Payment Solutions 45

Clouded Judgement

MARCH 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Consumption Chart Last week I talked a bit about consumption trends. It sounds like most are guiding as if there’s no improvement to consumption trends coming throughout the full year. Follow along to stay up to date!

Cloud 244

Cloud Trends Subscription Payment Features 244

Clouded Judgement

NOVEMBER 24, 2023

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

Cloud 161

Cloud Subscription Payment Features Metrics 161

ChurnZero

MARCH 31, 2023

Here are 11 statistics, quotes and quips that make the case for investing in Customer Success teams. With it goes recurring revenue ( ARR , MRR ) and expansion opportunities. The billing platform Recurly tracked 1,900 subscription services in 2021 and 2022 and found the average customer churn rate is 5.6%.

Customer Success 98

Customer Success VP of Engineering Investment Benchmarks 98

Buffer Resources

OCTOBER 9, 2023

Agencies Rethink Meta's Platforms Digiday reports a decline in agency investments in Meta due to diminishing returns. Meta's Subscription Model WSJ unveils Meta’s ad-free subscription pricing, impacting ad visibility on Instagram and Facebook – this may affect ad engagement rates. Instagram 1.

Social Media 82

Social Media AI Search Subscription Payment Features 82