Clouded Judgement

MARCH 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. We’ll see how these consensus estimates trend over the year, but the initial guides out of the gate do not inspire confidence that 2025 will be a year of out performance. Securities and Exchange Commission.

Cloud 159

Cloud Forecasting Subscription Payment Features 159

Stax

OCTOBER 13, 2024

It is a subscription-based integrated payment platform that helps you process credit card payments. Learn More Stax offers the lowest cost of accepting credit cards among all merchant account providers. QuickBooks Mobile App QuickBooks is a web-based platform which means your data is synced across all your devices on the cloud.

Payment Methods 88

Payment Methods Payment Solutions Payments Payment Services 88

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!

Cloud 130

Cloud Technical Review Software Review Technical Advisors 130

Clouded Judgement

FEBRUARY 14, 2025

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 146

Cloud Software Subscription Payment Features 146

Stax

FEBRUARY 19, 2025

Companies can capitalize on: Subscription-based integrations , where users pay extra for advanced functionalities. For instance, if your company has a customer-facing app, you can use the Stax API to securely accept payments from inside your app as well as view analytics. Here are a few key trends to watch and prepare for: 1.

Payments 88

Payments Merchant Services Payment Services Payment Solutions 88

Clouded Judgement

OCTOBER 11, 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 170

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 170

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. Securities and Exchange Commission.

AWS 302

AWS Cloud AI Search Cost optimization & reporting 302

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. For businesses, these models present tremendous growth opportunities, but they also introduce operational challenges that require precision, agility, and advanced technology.

Payment Features 52

Payment Features Scaling AI Search Subscription 52

SaaStr

FEBRUARY 17, 2021

They want a slick site that does more, from eCommerce to payments to marketing and more. Wix has benefitted from those trends, not just crossing $1B in ARR, but growing a very impressive 29% year-over-year at $1B in ARR! While Wix’s actual churn is a bit unclear, this is a super interesting presentation of CLTV.

Payment Methods 300

Payment Methods Payment Solutions Payments SMB 300

Tom Tunguz

JANUARY 26, 2021

There’s a trend in pitch decks and startup pitches I’ve been watching - the commingling of metrics definitions, especially ARR. The valuation multiples on annual recurring revenue are the highest across startup categories. Then, consumer subscription businesses began pitching using ARR. Probably not.

SMB 279

SMB Startup Trends Subscription 279

Subscription Flow

DECEMBER 18, 2023

One crescendo in the symphony of seasonal commerce is subscription boxes. Above and beyond the norm, these carefully chosen surprises are the contemporary counterpart of Yuletide cheer, providing an unmatched present-giving experience. To outperform, offering personalized subscription boxes can be a very considerable option.

Subscription 105

Subscription Payment Features Trends Social Media 105

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 19, 2024

You’ll also start to see the beginning of data that suggests the environment got harder as the year progressed (April quarter end companies presenting worse data) Historically, the median beat of consensus estimates is closer to ~4%. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

Cloud 320

Cloud GCP(Google Cloud Platform) Software Azure 320

Clouded Judgement

AUGUST 30, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. A technological shift is exemplified by what happened in endpoint security, where rules-based solutions from Trend Micro and Symantec were replaced by AI-based anomaly detection from CrowdStrike and SentinelOne.

Cloud 276

Cloud Venture Capital AI Startup 276

SaaStr

MARCH 17, 2020

Sendoso previewed the 2020 direct mail and gifting trends from their upcoming “State of Sending” report, scheduled for release on March 31. Blissfully unveiled their SaaS Trends 2020 report, hitting on a few highlights in the virtual presentation. The full report is available at blissfully.com/saas-trends/2020-annual-report/.

Sales Hiring 210

Sales Hiring Scale Payment Features Marketplace as a Service 210

Clouded Judgement

FEBRUARY 7, 2025

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.

Systems Review 146

Systems Review Cloud AI Artificial Intelligence 146

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 287

Cloud Forecasting Subscription Payment Features 287

Clouded Judgement

JUNE 23, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now MongoDB Atlas Consumption Trends I loved this chart from Mongo’s investor day. I posted a longer recap that you can find here , but wanted to highlight a few trends around growth, net retention, sales efficiency and FCF margins.

Trends 130

Trends Cloud Retention Subscription 130

Stax

MAY 23, 2025

In this blog, well walk you through what ISV payment integration is, why it matters, and how to do it rightso you can turn your platform into a powerful growth engine for both you and your customers. New revenue streams With integrated payments, youre no longer just a software provideryoure also part of the transaction flow.

Payments 88

Payments Payment Services Merchant Services SaaS Payments 88

Blulogix

DECEMBER 19, 2024

By BluLogix Team Thriving in the Subscription Economy of 2025 and Beyond Introduction The subscription economy is not just a trendits a transformative shift in how businesses operate and generate value. Leveraging Artificial Intelligence (AI) AI is set to play a significant role in the future of the subscription economy.

Subscription 52

Subscription Payment Features AI Search Artificial Intelligence 52

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. While it is too early to call an end to cloud optimization and a significant level of macro uncertainty remains, these new trends, along with the tenor of our customer interactions are encouraging.” Follow along to stay up to date!

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

FastSpring

SEPTEMBER 16, 2022

Pricing positioning based on regional purchasing power (2 minutes): Note: Check out our Recession-Proof Pricing Report for a collection of data from the 2009 recession and the global inflation surge in 2021 to look for trends. About Our Presenters. How to Price a New Product. Kurt Smith, Chief Product Officer at FastSpring.

Pricing 146

Pricing Payment Solutions Payment Services Scale 146

Clouded Judgement

JULY 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 291

Cloud AI Investment User Experience 291

Clouded Judgement

MARCH 1, 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 319

Cloud AI Investment Metrics 319

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

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Consumption Trends We’re now through earning season. Is there any incremental signal on consumption trends reversing? Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Trends 130

Trends Cloud Azure AWS 130

SaaStr

JUNE 19, 2024

Kelsey joined them as CPO, and they started experimenting with less expensive packages downmarket where customers could go online and set up a subscription. Eventually, they set out to replace the anonymous shortener with a simple, still-free tool, which presented the perfect opportunity to use multiple products as an entry point.

Scale 293

Scale Scaling Underperforming Technical Team User Experience 293

SaaStr

APRIL 4, 2019

And the same customer challenges that we were being presented, which was: How do you scale? And what challenge that presented to us was how do we do that quickly. Eyal Manor: Yes, so one trend I’ve been observing in the past two years is first of all is the rise of containers and the rise of Kubernetes.

Cloud 171

Cloud Scale Trends Machine Learning 171

Clouded Judgement

SEPTEMBER 13, 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 254

Cloud Forecasting Metrics Subscription 254

SaaStr

FEBRUARY 14, 2023

When the overall interest rate is higher, you need to discount those future cash flows to the present to understand the value of the company today. But now, achieving all 5 metrics that Bartos presents will attract capital to get fair valuations for your business. A higher interest rate means a higher discount rate.

Metrics 257

Metrics Marketing SaaS SMB 257

FastSpring

SEPTEMBER 12, 2024

Current market trends in Asia that can affect expansion and the challenges associated with those market trends. The payments landscape and how it affects businesses trying to grow in Asia. I’m curious what trends are you seeing in China and sort of the overall Asia Pacific region right now?

Merchant Services 193

Merchant Services Payment Services Payment Methods SaaS Payments 193

Clouded Judgement

AUGUST 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.

Outsourcing Services 276

Outsourcing Services Cloud Software Outsourced Development 276

Intercom, Inc.

NOVEMBER 12, 2020

Over the course of four weeks, we’re exploring some of the key topics around the past, present, and future of retail, looking at the technologies and behaviors that have enabled – and transformed – shopping as we know it. Subscription services have been steadily on the rise for years now. The rise of subscription services.

B2C 222

B2C Outsourced Development Subscription Payment Features 222

Clouded Judgement

JULY 16, 2024

We recognize revenue from our SaaS contracts ratably over the term of the subscription period, which is typically three years but can range from less than one year up to ten years. This post and the information presented are intended for informational purposes only.

Benchmarks 298

Benchmarks Data Machine Learning Artificial Intelligence 298

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

FastSpring

OCTOBER 13, 2023

Merchant of record and payment services provider platforms may each offer varying levels of additional features, such as integrations and API connections, subscription management functionality, customer support, and more. Pricing starts low per transaction, but it will add up quickly if you’re looking for a more robust service.

Payments 160

Payments Payment Methods Payment Services Merchant Services 160

Clouded Judgement

AUGUST 25, 2023

.” How Klaviyo Makes Money Klaviyo has about 130k customers, with an ACV of ~$5k From the S-1: “We generate revenue through the sale of subscriptions to our customers for the use of our platform. We currently permit our customers to send unlimited push notifications, which are included as part of our email subscription plan.

Benchmarks 246

Benchmarks Artificial Intelligence Data Software Review 246