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ServiceTitan: Benchmarking the S1 Data

Clouded Judgement

Today, we capture on average approximately 1% of our customers’ GTV as revenue from their subscription to and current usage of our products. ”” Benchmark Data The data shown below depicts how the ServiceTitan data compares to the operating metrics of current public SaaS businesses.

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5 Interesting Learnings from Okta at $2.75 Billion in ARR

SaaStr

5 Interesting Learnings: The Core 5: Revenue & Growth Metrics 1. The $100K ACV Customer Metric That Matters Most The Numbers : 4,870 customers >$100K ACV (+7% YoY) generating the majority of Okta’s $2.75B ARR. The Bonus 5: Operational Excellence Metrics 6. That math combines roughly to 12% growth.

Scale 235
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Dear SaaStr: How Should I Calculate Gross Dollar Retention For Our Investors?

SaaStr

Gross Dollar Retention (GRR) is a critical metric for SaaS businesses, especially when presenting to investors. 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. moved to a lower-tier plan).

Retention 185
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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., This metric is more self-explanatory, so I won’t go into detail.

Cloud 277
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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. As you all know, one of my favorite metrics to look at is net new ARR added in a quarter. Unfortunately, the trends have not been good!

Trends 144
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How Anthropic Rocketed to $4B ARR — And Why Your B2B Playbook May Already Be Obsolete

SaaStr

API-First Revenue Model Unlike the subscription-heavy models of traditional SaaS, 70-75% of Anthropic’s revenue comes from API calls through pay-per-token pricing. The Enterprise-First Strategy That Worked While OpenAI captured headlines with consumer ChatGPT adoption, Anthropic quietly built an enterprise juggernaut.

B2B 249
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Usage-Based Revenue Models: Successes and Pitfalls from Checkr COO Lindsey Scrase on CRO Confidential

SaaStr

As Checkr follows usage-based pricing, it’s a transactional business that needs to be managed differently than a typical subscription SaaS model since they only earn revenue when the customer is using the product. The team lacked visibility into key metrics like average revenue per customer.

Revenue 293