SaaStr

JUNE 24, 2025

It’s about fundamental organizational redesign —from pricing models (hybrid consumption/subscription) to team structures (forward-deployed engineers vs traditional CSMs) to investment priorities (94% AI spend increases among high-growth companies). This isn’t about sprinkling ChatGPT into your sales process.

Scale

SaaStr

JULY 5, 2025

Subtract Churned ARR : This is the revenue lost from customers who canceled their subscriptions during the period. Highlight Onboarding and Customer Success Investments : GRR is heavily influenced by how well you onboard and support customers. moved to a lower-tier plan).

Retention

SaaStr

JUNE 7, 2025

I pay more for AI subscriptions than I do for my car lease — Matthew Berman (@MatthewBerman) June 5, 2025 Why the Slowdown May Be Real Several structural factors suggest this isn’t just a temporary pause: Implementation complexity has caught up with enthusiasm. Skills bottlenecks are widening.

Payment Services

Clouded Judgement

JULY 25, 2025

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

SaaStr

JUNE 23, 2025

It’s the emergence of a new category that’s attracting billions in investment and fundamentally disrupting the $500B+ software development market. Competitive Pressure With OpenAI acquiring Windsurf and Google investing heavily in AI development tools, tech giants could leverage distribution advantages to capture market share.

Software Review

Blulogix

DECEMBER 5, 2024

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.

Payment Features

Blulogix

JANUARY 3, 2025

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. Subscription management platforms simplify this process by capturing and storing consent records.

Payment Features

Clouded Judgement

DECEMBER 20, 2024

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

Clouded Judgement

JULY 2, 2025

The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions. How Figma Makes Money From the S-1: “Our subscription model is designed to meet the diverse and evolving needs of our growing community and customer base. Securities and Exchange Commission.

Benchmarks

ChurnZero

FEBRUARY 28, 2025

You might be surprised to know that SaaS companies can learn a lot from their consumer subscription counterparts. 4: High-end sales teams Increasingly, SaaS organizations leverage inside sales teams, since selling subscriptions is easier and less of a commitment than selling enterprise software. Dont rely on your CS professionals.

SaaS Payments

Clouded Judgement

JULY 4, 2025

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

SaaStr

APRIL 30, 2025

But remember, this requires significant investment in product depth and breadth. Subscription revenue has accelerated to 31%. Profitable on a Non-GAAP Basis, But Not Wildly So ServiceTitan’s growth is still epic coming up on $1B ARR, so it’s investing. The more workflows you own, the stickier your product becomes.

Payments

SaaStr

JULY 11, 2025

Recent Expert Takes: The Data Tells a Different Story Recent analyses from investment firms and industry experts reveal that the 40% revenue figure may actually be conservative—Anthropic’s growth trajectory suggests it could be even more competitive than initially apparent. valuation / $1.4B

ChatGPT

Clouded Judgement

JUNE 27, 2025

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

SaaStr

FEBRUARY 2, 2025

Their platform helps restaurant owners, who typically earn less than $50,000 annually in profit, create professional online presences without significant investment in time or resources. Restaurant Industry Solutions Owner.com has developed an AI website generator that implements industry best practices automatically.

AI

Blulogix

DECEMBER 27, 2024

By Inga Broerman Overcoming Revenue Leakage with Smarter Billing Practices Revenue leakage is one of the most insidious challenges subscription-based businesses face. In todays competitive subscription economy, addressing revenue leakage isnt optionalits critical for sustaining profitability and building trust with customers.

Payment Features

Blulogix

JANUARY 2, 2025

By Inga Broerman How Industry Consolidation is Reshaping Subscription Billing The subscription economy is on a path of rapid growth and transformation, projected to reach a $3 trillion valuation in 2024. Businesses that invest in advanced billing practices are better positioned to meet these demands and build loyalty.

Payment Features

Clouded Judgement

JUNE 6, 2025

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

Clouded Judgement

JULY 11, 2025

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

Blulogix

JANUARY 6, 2025

By Inga Broerman The 2025 Blueprint for Scalable Growth in the Subscription Economy The subscription economy is entering a pivotal year. To succeed, subscription-based organizations must embrace smarter, more integrated approaches to billing, management, and strategy.

Payment Features

BetterCloud

JANUARY 3, 2025

SaaS has revolutionized how we work, but let’s be honest, managing all those subscriptions can feel like juggling flaming torches. Why SaaS vendor management matters Keeping track of all your SaaS subscriptions can feel like a never-ending game of whack-a-mole. This blog is your guide to conquering SaaS chaos.

Management

Clouded Judgement

MARCH 28, 2025

That juxtaposition is what makes investing in venture markets these days so fun! 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

Clouded Judgement

JUNE 13, 2025

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

Clouded Judgement

AUGUST 1, 2025

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

Clouded Judgement

JANUARY 24, 2025

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.

Enterprise

Clouded Judgement

JUNE 20, 2025

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

Blulogix

JANUARY 1, 2025

By Inga Broerman Simplifying Complex Provisioning with Advanced Billing Systems In the fast-paced subscription economy , customer expectations are evolving rapidly. This shift has made complex provisioning a non-negotiable aspect of subscription billing. They want personalized, flexible offerings that deliver value.

Scale

Buffer Resources

AUGUST 21, 2024

You might not get the highest return-on-investment (ROI) from this course if you’ve already been at the social media marketing thing for a while. The course offers a 14-day money back guarantee if you don’t think the social media marketing course is worth your investment. It’s designed for beginners.

Social Media

Clouded Judgement

FEBRUARY 14, 2025

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

Clouded Judgement

MAY 16, 2025

For those who don’t, I will take quarterly subscription revenue x 4 as a proxy for ARR. 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.

Trends

SaaStr

APRIL 14, 2025

800+ VCs Ready to Invest This year, were bringing together over 800 VCs and investors, making SaaStr Annual 2025 the ultimate place to pitch, connect, and secure funding. And we’ve got an AI Demo Stage running all day, every day this year, right in the heart of Annual. 100+ scale-ups and start-ups showing you how they do it!

VP of Engineering

Clouded Judgement

MARCH 21, 2025

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

Blulogix

DECEMBER 26, 2024

By Inga Broerman Building a Competitive Edge Through Channel Partnerships In an increasingly competitive subscription economy, channel partnerships have become a beacon for businesses seeking scalable growth and sustainable revenue streams.

Payments

Subscription Flow

DECEMBER 10, 2024

That is because SaaS businesses increasingly run on a subscription-based model. The subscription model allows room for flexible pricing, which aligns with customer satisfaction, as well as revenue growth. SaaS subscription based companies offer different pricing tiers to customers. Try out hybrid billing models.

Pricing

Blulogix

DECEMBER 31, 2024

By Inga Broerman Scaling with Usage-Based Models: A Practical Guide to Metering The rise of usage-based pricing is revolutionizing the subscription economy. Usage-based pricing represents a seismic shift in how subscription businesses operate.

Payment Features

How To Buy Saas

DECEMBER 20, 2024

Keeping track of the accounting for SaaS businesses can be challenging because of the subscription model that they operate on, and that is why most companies opt for cloud-based software solutions to smoothen the processes. Managing the cash flow becomes a crucial aspect for SaaS businesses with a subscription payment model.

Payment Services

Subscription Flow

DECEMBER 12, 2024

One such insight is the businesss best performing strategies, or promotion channels which drive the most ROI (return on investment). Since the SaaS businesses mostly run on subscription-based models, RGM becomes an even more essential framework for them to follow. Companies can find out, and make the most out of these channels.

Payments