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ServiceTitan: Benchmarking the S1 Data

Clouded Judgement

We are modernizing a massive and technologically underserved industry—an industry commonly referred to as the “trades.” Based on internal analysis of industry data, we estimate the customers of trades businesses, which we refer to as “end customers,” spend approximately $1.5

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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 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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How Do SaaS Companies Actually Make Money from Payments?

USIO

Let’s explore how SaaS companies are monetizing embedded payments, how big this opportunity really is, and what providers make it easy (and profitable). The Hidden Revenue Machine: Payment Residuals Most SaaS platforms that offer payments earn what’s known as payment residuals , also referred to as revenue share.

Payments 130
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3 Ways I’ve Changed Venture Investing at SaaStr Fund

SaaStr

– RevenueCat now powers 1/3d of all new mobile subscriptions world-wide – New Apps using RevenueCat doubled in last 6 months – Powering monetization for ChatGPT, Notion, VSCO, Runna, and pic.twitter.com/McFmCBZ0eE — Jason SaaStr.Ai Lemkin (@jasonlk) May 22, 2025 But also, over time, I’ve made more mistakes too.

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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. For instance, satisfied customers are more likely to renew their subscriptions month after month with a subscription-based streaming service. What does customer satisfaction look like for SaaS businesses? Satisfied customers are loyal.

Business 111
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Clouded Judgement 1.24.25 - The Year of Enterprise AI

Clouded Judgement

In AI terminology, “generalizing” refers to a model’s ability to apply learned knowledge to new tasks or unseen data. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).