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

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 191

Data Subscription Payment Features Cloud 191

Blulogix

JANUARY 23, 2024

What is the ROI of a Subscription Billing Platform? By BluLogix Team Selecting a powerful subscription billing platform is a strategic move with the potential to revolutionize your business operations and yield considerable returns on investment (ROI). Why Choose BluIQ by BluLogix?

Payment Features 52

Payment Features Payment Services Payments Subscription 52

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” Full quote below: “We're seeing a few trends right now. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Follow along to stay up to date!

Cost optimization & reporting 183

Cost optimization & reporting Cloud Software Azure 183

SaaStr

MAY 4, 2024

SaaStr Fund manages almost $200,000,000 to invest in Seed and Late Seed B2B startups, from $10k-$200k in MRR. Current and past investments include Talkdesk, Algolia, Salesloft (acquired $2.5B), Pipedrive (acquired $1.5B), Greenhouse, Gorgias, RevenueCat, Owner, and other leaders. Much more here. So what’s new?

AI 161

AI Mobile B2B Investment 161

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

Blulogix

MARCH 15, 2024

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: Achieving End-to-End Automation In the competitive arena of B2B subscription s , the quest for operational excellence is unending. Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions.

Payment Features 59

Payment Features Payment Services Subscription Payments 59

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 225

Scale Pricing Scaling Cloud 225

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

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

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

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. Follow along to stay up to date!

Cloud 161

Cloud Marketplace as a Service AI Subscription 161

Clouded Judgement

MAY 10, 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 GCP(Google Cloud Platform) Azure 161

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 177

Azure Cloud Software AI 177

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

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 Venture Capital Social Media 100

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

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

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 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

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

SaaStr

MARCH 13, 2019

It’s taken a looooong time, but SaaS mobile subscriptions are finally becoming mainstream. SaaS on mobile is nothing new, but having the primary payment and subscription mechanics be on mobile is new. This is a fun trend to watch so I’m grabbiing some of the key learnings from an early leader in the space, Revenue Cat.

Subscription 130

Subscription Payment Features Payment Methods Payment Solutions 130

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

Clouded Judgement

SEPTEMBER 8, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This isn’t the entire set of companies I track, but a subset of ~60 (broad enough sample set to see emerging trends). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 169

Cloud Software Review AWS Trends 169

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. Altimeter is an investment adviser registered with the U.S.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

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 How to Create a Subscription Box.

Outsourcing Services 123

Outsourcing Services Payment Methods Subscription Payment Features 123

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 22, 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 177

Cloud Subscription Payment Features Metrics 177

Clouded Judgement

MARCH 8, 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 Revenue Subscription Payment Features 161

SaaStr

SEPTEMBER 6, 2023

Quarterly net new ARR trends. As a reminder, I calculate ARR as quarterly subscription rev x 4. So likely Wall Street is partially punishing them for continuing to invest heavily in growth. We’ve seen this also with MongoDB, ZoomInfo, Zoom, and many — though not all — Cloud and SaaS leaders.

Cloud 230

Cloud Scale Subscription Payment Features 230

Clouded Judgement

NOVEMBER 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. including seeing a softening in the back half of October that was off trend to the rest of the quarter. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 152

Cloud Subscription Payment Features Trends 152

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS was the the most positive sounding when it came to trends around optimizations. That trend is a better indicator for what’s to come from the broader software universe, and why everything sold off on Wednesday.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Clouded Judgement

FEBRUARY 16, 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 AWS Metrics Subscription 161

Clouded Judgement

AUGUST 18, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Now let’s look at some Q2 software earnings data starting with net new ARR trends. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 243

Cloud Software Review Subscription Payment Features 243

Clouded Judgement

DECEMBER 15, 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 183

Cloud Subscription Payment Features Metrics 183