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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Generally when you hear “consensus estimates” it refers to revenue and earnings (EPS), but for the purpose of this analysis we’ll just be looking at revenue consensus estimates (as this is the metric these companies are valued off). To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

Cloud 277
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How Do SaaS Companies Actually Make Money from Payments?

USIO

For example, PracticeSuite doesn’t just help medical offices automate appointments—it also gives them a built-in way to collect payments from patients directly through the PracticeSuite platform. It’s a powerful value-add that makes your software more useful and opens up a new stream of revenue.

Payments 130
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How Usage-Based Pricing is Transforming Subscription Billing

Blulogix

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.

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Glossary: 117 software-led payments terms to know

Payrix

Interested in learning more about software-led payments or joining the current Embedded Payments conversations in your organization? This blog post is your ultimate guide to understanding the most used payments terms today. Point-of-interaction (POI) A hardware and/or software component in point-of-sale equipment (e.g.,

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Clouded Judgement 1.24.25 - The Year of Enterprise AI

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. In AI terminology, “generalizing” refers to a model’s ability to apply learned knowledge to new tasks or unseen data. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

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What is SaaS accounting? Types, Key Metrics and Automation

How To Buy Saas

Most SaaS businesses prefer to manage their accounting processes through cloud-based software solutions, but even for that you need to know the nitty-gritties of SaaS accounting. The revenue earned over the subscription period does not relate to the amount earned at a given point of sale like in traditional businesses.

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What is Customer Satisfaction: Importance for Business Success + How to Improve

User Pilot

Unlike traditional businesses, most SaaS businesses operate the subscription pricing model. Instead, it involves several key aspects, including: Product functionality : The software solves the problems it was designed to solve. As a result, satisfying customers is key to any success in SaaS. Now, let’s do a bit of deductive reasoning.

Business 111