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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. Not every company reports subscription revenue, so they’ve been left out of the analysis (or I’ve estimated their % subscription revenue). Securities and Exchange Commission.

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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. This post and the information presented are intended for informational purposes only.

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Apple Pay Recurring Payments: How it Works?

Subscription Flow

Apple Pay recurring payments, one of the evolving features of this payment method, simplifies subscription billing for customers by storing all their payment information and passwords in one place. Apple Pay is a secure and private payment option for all Apple users. What is Apple Pay?

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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

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. Securities and Exchange Commission.

Cloud 299
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How Industry Consolidation is Reshaping Subscription Billing

Blulogix

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. For smaller and mid-sized businesses, this consolidation presents both challenges and opportunities.

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Frequently Asked Questions: Integrated Payments for Software Companies

USIO

Most integrated payment solutions support a variety of payment methods, including: Credit and debit cards ACH (Automated Clearing House) transfers Remotely Created Checks Buy Now, Pay Later (BNPL) options Text2Pay Electronic Billing & Presentment Disbursements 4. How do I choose the right payment processor for integration?

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SaaStr Podcast #429 with ProfitWell Founder & CEO Patrick Campbell: “The Current State of SaaS Companies, Subscriptions, and Retention in 2021”

SaaStr

If you would like to find out more about the show and the guests presented, you can follow us on Twitter here: Jason Lemkin. The post SaaStr Podcast #429 with ProfitWell Founder & CEO Patrick Campbell: “The Current State of SaaS Companies, Subscriptions, and Retention in 2021” appeared first on SaaStr.

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