Clouded Judgement

JUNE 17, 2025

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. What I’ve shown below is the market-adjusted stock price reaction. net retention and CAC payback).

Cloud 277

Cloud Software Benchmarks Retention 277

USIO

JUNE 19, 2025

revenue share earns you $400,000 —on top of your subscription revenue. That’s the beauty of embedded payments: your customers gain convenience and control, while you gain a passive, scalable revenue stream. Payments create a parallel revenue stream without causing sticker shock. Valued at $261.1

Payments 130

Payments SaaS Payments Payment Services Payment Solutions 130

SaaStr

JANUARY 8, 2025

Having joined Checkr from Google in 2022, Lindsay shared valuable insights about identifying and executing on major opportunities for improvement within an already mature go-to-market organization. Checkr’s go-to-market strategy was already well-established when Lindsay joined in 2022.

Revenue 286

Revenue Scale Sales Hiring Compensation 286

SaaStr

JUNE 16, 2025

ARR with 50% growth at that scale 500+ customers consuming at over $1 million annual revenue run-rate 80%+ subscription gross margins (infrastructure companies dream of margins like this) Free cash flow positive for the first time 140% Net Revenue Retention (top decile performance) Growing Twice as Fast As Comps When you’re doing $3.7B

AI 259

AI AWS Enterprise Scaling 259

SaaStr

DECEMBER 4, 2023

With the turbulence in the market in 2023, sales cycles have only been getting longer and a lot more complicated. At this year’s SaaStr Annual , CEO and co-founder of Capchase Miguel Fernandez and Director of Marketing Rose Johnson share five tips for getting sales right in any market. to find out what was going on.

SaaS Payments 276

SaaS Payments Payment Services Payments Payment Features 276

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 59

Payment Features Subscription Pricing Technical Review 59

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. However, as the industry grows, so does regulatory scrutiny.

Payment Features 52

Payment Features Subscription Management compliance 52

SaaStr

FEBRUARY 2, 2025

Under his leadership, the company has developed innovative AI-powered solutions for restaurant websites, online ordering, CRM, and marketing automation. As the technology continues to evolve, companies must stay agile and responsive to changing market needs while ensuring their AI implementations deliver real value to their customers.

AI 217

AI Technical Review Artificial Intelligence Systems Review 217

Clouded Judgement

MARCH 28, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. And now, engineering and distribution (go-to-market) constraints are greatly reduced with AI. Someone could build a better solution in a short period of time and commoditize the market. Follow along to stay up to date! Top 5 Median: 18.3x

Cloud 299

Cloud AI Scale Scaling 299

Blulogix

NOVEMBER 25, 2024

This is where the concept of real invoice calculation comes in, fundamentally changing the way organizations approach revenue projection. Schedule a Demo Today What is Real Invoice Calculation? Real invoice calculation is an approach to revenue prediction that goes beyond simple estimates.

Payment Features 52

Payment Features Payments Revenue SaaS Payments 52

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. This trend creates formidable competitors with comprehensive offerings that can dominate markets.

Payment Features 52

Payment Features Payments Subscription Payment Solutions 52

Blulogix

DECEMBER 23, 2024

By Inga Broerman How Usage-Based Pricing is Transforming Subscription Billing The subscription economy is undergoing a transformation, driven by the rising popularity of usage-based pricing. The days of flat-rate subscriptions being the default option are gone. Your ERP cannot bill usage subscriptions.

Payment Features 52

Payment Features Subscription Pricing Artificial Intelligence 52

SaaStr

JUNE 22, 2025

The IPO market has been … on fire in 2025. initial public offering on Friday, becoming the latest enterprise software company to test increasingly receptive public markets. They signal a company systematically preparing for the scrutiny and operational demands of public markets. But we may have our first.

B2B 184

B2B Payments SaaS Payments Payment Services 184

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. Trends like usage-based pricing , complex provisioning , industry consolidation , and evolving regulatory landscapes are reshaping how businesses operate and thrive.

Payment Features 52

Payment Features Subscription AI Search compliance 52

Buffer Resources

AUGUST 21, 2024

Social media marketing is more complicated than ever. Here are the top 12 courses to improve your social media marketing skills. Here are the top 12 courses to improve your social media marketing skills. Meta Blueprint : for learning about the basics of digital marketing, Facebook, Instagram, and ads.

Social Media 117

Social Media Marketing AI Search Systems Review 117

Stax

OCTOBER 13, 2024

Research shows that 64% of small businesses use accounting software and the market for accounting software solutions is projected to be worth $4.3billion by 2023. There are many good products in the market that provide you with all of the features you need, but we will only focus on Quicken software and Intuit’s QuickBooks Online.

Payment Methods 88

Payment Methods Payment Solutions Payments Payment Services 88

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 52

Payment Features Revenue Scale Operational efficiency. 52

Clouded Judgement

DECEMBER 20, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now The Fed Bomb The markets were enjoying a nice little Santa Claus rally until this Wednesday when the Fed decided to shake things up! Why was there such a sharp market reaction this week? Follow along to stay up to date!

Cloud 144

Cloud Banking Payment Features Subscription 144

Clouded Judgement

MARCH 21, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. They build organically, but also acquired their way into new products and markets. With more recent cloud software companies, there was a lot of organic expansion - ie expanding into new markets and capabilities through internal product development.

Cloud 188

Cloud Payment Features Subscription Pricing 188

Clouded Judgement

JANUARY 24, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. It might also boost sales forecasting accuracy by using your enterprise’s historical transaction data to predict future trends more reliably. Follow along to stay up to date! Even a DCF is riddled with long term assumptions.

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

Buffer Resources

JANUARY 7, 2025

Artificial intelligence is transforming digital marketing by empowering us to do our best work. The right AI marketing tools will help you automate repetitive tasks, make data-driven decisions, and unblock your creativity. The shift to AI-powered marketing has been dramatic.

AI Search 122

AI Search AI Social Media Marketing 122

Stax

MAY 6, 2025

In this blog, well unpack what scalability really looks like in a payment solution and how to choose one that wont hold you backwhether you’re just beginning to start accepting payments or scaling to new markets. Makes business expansion easier (less growing pains) Planning to expand or add a subscription service?

Payment Solutions 88

Payment Solutions Payment Methods Payment Services Payments 88

Stax

MAY 13, 2025

Fee structures matter; understand the differences between interchange plus, flat rate, tiered, and subscription pricing to find the most transparent and cost-effective option. Credit card merchant services are the systems, tools, and agreements that allow businesses to accept payments via credit and debit cards.

Merchant Services 88

Merchant Services Payment Services Payment Methods SaaS Payments 88

Clouded Judgement

MARCH 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. In these moments of peak uncertainty, markets like staying on the sideline waiting for more clarity. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Top 5 Median: 17.2x

Cloud 157

Cloud Forecasting Payment Features Subscription 157

Clouded Judgement

JUNE 13, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. This is now an important trend to watch in the application software space. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Follow along to stay up to date! Top 5 Median: 23.1x

Cloud 144

Cloud Data AI Investment 144

Clouded Judgement

JUNE 20, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 157

Cloud AI Headcount Pricing 157

Blulogix

JANUARY 7, 2025

By Inga Broerman Why Billing Automation is the Foundation of Scalable Growth In the dynamic world of the subscription economy , businesses face increasing competition and mounting customer expectations. Schedule a Demo Today The Challenge of Scalability in Subscription Management Scaling a subscription business is inherently complex.

Payment Features 52

Payment Features Scale Operational efficiency. AI Search 52

Stax

FEBRUARY 19, 2025

Unlike traditional vendor-client relationships, ISV partnerships are often built on mutual benefits, where both parties enhance their market positioning through integration. Companies can capitalize on: Subscription-based integrations , where users pay extra for advanced functionalities.

Payments 88

Payments Merchant Services Payment Services Payment Solutions 88

SaaStr

FEBRUARY 14, 2023

The current public market environment might look like a great SaaS crash for many people. In this week’s Workshop Wednesday , Salesforce Ventures Investor, Jessica Bartos, shares the 5 metrics every SaaS company should care about in any market environment, especially the one we’re currently in. Why is this market different than others?

Metrics 257

Metrics Marketing SaaS SMB 257

Buffer Resources

OCTOBER 28, 2024

You've got big marketing dreams but a not-so-big budget? After 12 years of marketing for bootstrapped brands, I've learned that you don't need to spend a fortune on fancy digital marketing tools to see results. A lot of these marketing software offer free or low-cost versions. Let me guess.

Social Media 106

Social Media AI Search Marketing Business 106

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. Adopting usage-based models isnt just about offering more choice; its about positioning your business to thrive in a market that prizes innovation, scalability, and customer-centricity.

Payment Features 52

Payment Features Scaling AI Search Subscription 52

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 52

Payments Payment Features Payment Services Scale 52

Clouded Judgement

JUNE 6, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. ARR (annual recurring revenue) is a hallmark SaaS metric rooted in predictability. However, many companies misuse ARR and count forms of non-recurring revenue as ARR, confusing the metric. Follow along to stay up to date! Top 5 Median: 22.2x

Cloud 144

Cloud Technical Review Software Review Technical Advisors 144

Blulogix

JANUARY 14, 2025

Whether its adapting to customer demands, launching new pricing models, or scaling into new markets, agility enables growth. Schedule a Demo Today Why ERP Systems Fall Short for SaaS Companies ERP systems excel at post-invoice processes like financial reporting and accounts receivable.

Payment Features 52

Payment Features Scale SaaS Subscription 52

User Pilot

MAY 17, 2025

In this post, we’ll take you through 10 mobile app development trends and the mobile app development changes shaping 2025. Mobile app development trends In 2025, app developers are moving quicker, using smarter tools, and finding easier ways to create better experiences for users across all kinds of mobile devices.

Payment Solutions 90

Payment Solutions Mobile Trends Payments 90

Blulogix

MARCH 27, 2025

With businesses adopting diverse pricing modelsranging from subscriptions to usage-based billinglegacy systems often struggle to keep up. These challenges result in: Billing Errors Manual processes increase the risk of incorrect invoices, leading to customer disputes and revenue loss.

Payments 59

Payments AI Search Payment Services SaaS Payments 59

Blulogix

MARCH 12, 2025

By BluLogix Team The Future of Monetization: Why Usage-Based Billing is the Key to Scalable Growth Introduction Introduction Subscription models have dominated the digital economy for years, but in 2025, usage-based billing is emerging as the smarter, more scalable approach. Automate Billing & Invoicing to prevent revenue loss.

Payment Features 59

Payment Features AI Search B2B AI 59