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Breaking Into Asia? Benchmarking Data and Insights on SaaS Subscriptions in Asia

FastSpring

Here are the questions we sought to answer by analyzing anonymized subscription data for transactions across various Asian countries (excluding broader “APAC” regions like Australia, New Zealand, and Indonesia): How do customers in Asia’s growing markets prefer to manage their SaaS subscriptions? but they’re growing.

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Unlocking Growth in the Internet Economy: a Perspective from Stripe Head of Invoicing, Suzanne Xie (Video)

SaaStr

These days, as the business lead for invoicing at Stripe, Xie has earned her own stripes in navigating the unique challenges of building and thriving in the SaaS marketplace. Maybe your billing system is not ready, your invoicing is a patchwork, or your reconciliation and invoicing have to be done manually.

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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. For those who don’t, I will take quarterly subscription revenue x 4 as a proxy for ARR. Unfortunately, the trends have not been good!

Trends 144
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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

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
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Demystifying Consumption-Based Pricing: Modeling & the Path to Business Success

Uncover the secrets driving the future of the Subscription Economy. Zuora and BCG’s latest report uncovers how hybrid pricing models—combining subscription and consumption (usage)—are fueling faster growth, especially in AI-driven sectors. Don’t miss out on the key trends shaping tomorrow’s biggest growth opportunities.

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Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

New spending data from Ramp reveals a possible trend: end user AI adoption may be hitting its first growth slow down. Won’t Really Matter for B2B and SaaS Applications, Where It’s Earlier That adoption is just getting going, vs end users buying direct subscriptions to the AI model leaders. Price pressure is coming.

AI 274
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ServiceTitan: Benchmarking the S1 Data

Clouded Judgement

As far as an expected timeline - typically companies launch their roadshow ~2-3 weeks after filing their initial S-1 (the roadshow launches with an updated S-1 that contains a price range). Today, we capture on average approximately 1% of our customers’ GTV as revenue from their subscription to and current usage of our products.