Clouded Judgement

JUNE 17, 2025

net retention and CAC payback). Q1 Revenue Relative to Consensus Estimates Now let’s dive in to the financial results of Q1 starting with revenue. Beating consensus revenue estimates is the first aspect of a successful quarter. The formula to calculate this is: (Q1 ’25 revenue) / (Q1 ’24 revenue) - 1.

Cloud 277

Cloud Software Benchmarks Retention 277

FastSpring

JULY 22, 2025

Today’s subscription businesses demand more than one-size-fits-all workflows. At FastSpring, we’ve always operated as a developer-first platform, building tools and services to help you create, customize, and optimize every part of the subscription lifecycle.

Payment Features 88

Payment Features Payments Subscription Payment Solutions 88

SaaStr

JULY 24, 2025

You CAN Maintain 20%+ Growth at Massive Scale ServiceNow hit $3.113B in quarterly subscription revenue growing 22.5% At a $12.4B+ annual run rate, they added ~$570M in incremental subscription revenue year-over-year in Q2 alone. YoY) represents roughly 85% of expected FY25 revenue already contracted.

Scaling 153

Scaling Payment Features Subscription AI 153

SaaStr

JUNE 18, 2025

5 Interesting Learnings: The Core 5: Revenue & Growth Metrics 1. These 4,870 customers likely represent 70%+ of revenue despite being <25% of total customers. International Revenue as a Growth Vector Indicator The Numbers : International revenue represents ~20% of total ($141M of $688M in Q1) The Learning : At $2.6B

Scale 235

Scale Headcount Outsourced Development Operational efficiency. 235

SaaStr

JULY 18, 2025

This is standard in SaaS and aligns incentives with long-term revenue. For monthly subscriptions, calculate commissions based on the first 12 months of revenue. Incentivize Retention If churn is an issue, consider tying part of the commission to retention. You can and likely should all clawbacks here.

Scale 175

Scale Sales SMB Compensation 175

USIO

MARCH 7, 2025

For companies handling high volumes of transactions, traditional payment systems often lead to inefficiencies, hidden costs, and unnecessary complexity. Integrated payment solutions offer a streamlined approach, helping businesses cut costs while boosting revenue.

Payments 130

Payments SaaS Payments Payment Solutions Payment Services 130

USIO

JUNE 19, 2025

It’s a powerful value-add that makes your software more useful and opens up a new stream of revenue. Let’s explore how SaaS companies are monetizing embedded payments, how big this opportunity really is, and what providers make it easy (and profitable). revenue share earns you $400,000 —on top of your subscription revenue.

Payments 130

Payments SaaS Payments Payment Services Payment Solutions 130

SaaStr

JUNE 16, 2025

revenue run-rate this quarter with 50% YoY growth, making them the fastest-growing infrastructure company in the public software universe. revenue run-rate ending this quarter, growing 50% year-over-year. billion revenue run-rate by July, with year-over-year growth of 50%. in net new revenue this year. Three things: 1.

AI 265

AI AWS Enterprise Scaling 265

Blulogix

DECEMBER 5, 2024

By BluLogix Team Navigating Complex Pricing Models in the Subscription Economy Introduction In the subscription economy, Managed Service Providers (MSPs) must adapt to increasingly complex pricing models to meet the evolving needs of their customers. Gone are the days of simple, one-size-fits-all pricing.

Payment Features 59

Payment Features Subscription Pricing Technical Review 59

Clouded Judgement

JULY 25, 2025

Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. Revenue multiples are a shorthand valuation framework. Top 5 Median: 22.2x

Cloud 167

Cloud Software Review Underperforming Technical Team Scale 167

Subscription Flow

DECEMBER 12, 2024

Businesses may never know how much revenue might be leaking from overlooked nooks and crannies. The purpose of the revenue growth management strategy is to steer a business in an organized, and sustainable direction. In this blog, you will find out the meaning of revenue growth management, its importance, components, and challenges.

Payments 52

Payments Payment Services SaaS Payments Revenue 52

Subscription Flow

OCTOBER 16, 2024

Operating a business entails a number of processes like managing products and payments, invoices, customer engagement, revenue, unpaid invoices and much more. That is why most modern SaaS and subscription-based businesses have transitioned to using a good billing software, reducing their workload by a great deal.

Payment Services 59

Payment Services Payment Solutions Payment Features SaaS Payments 59

SaaStr

APRIL 30, 2025

ServiceTitan, the operating system for the trades, continues to scale impressively, with $772M in FY25 revenue, $800m+ ARR and a clear path to $1B ARR. Net Dollar Retention >110% and GDR of >95%: The Power of Being a True Operating System ServiceTitans NRR consistently exceeds 110%, even with SMB-heavy customers. .

Payments 144

Payments Payment Services SaaS Payments Payment Solutions 144

Clouded Judgement

JULY 4, 2025

Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. Revenue multiples are a shorthand valuation framework. Overall Stats: Overall Median: 5.5x

Cloud 157

Cloud Investment Subscription Payment Features 157

Blulogix

FEBRUARY 14, 2025

By Kegham Khrigian The New Standard for Subscription Renewals: Intelligent, Automated, and Scalable For subscription businesses, renewals are the foundation of predictable revenue and long-term growth. Subscription models thrive on automation, accuracy, and data-driven decision-making and renewals should be no different.

Payment Features 59

Payment Features Subscription Payments Payment Services 59

Clouded Judgement

DECEMBER 20, 2024

Revenue multiples are a shorthand valuation framework. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. EV / NTM Rev / NTM Growth The below chart shows the EV / NTM revenue multiple divided by NTM consensus growth expectations. Overall Stats: Overall Median: 6.2x

Cloud 144

Cloud Banking Subscription Payment Features 144

Clouded Judgement

JULY 2, 2025

How Figma Makes Money From the S-1: “Our subscription model is designed to meet the diverse and evolving needs of our growing community and customer base. Access to Figma is sold as an annual or monthly subscription, per seat. Rule of 40 In the below chart I’m showing LTM revenue growth + LTM FCF margin.

Benchmarks 196

Benchmarks Data Software Review AI 196

Stax

APRIL 15, 2025

For subscription-based businesses achieving consistent and predictable revenue growth is the holy grail. In fact, monthly recurring revenue (MRR) is one of the most important metrics subscription businesses should be aware of. TL;DR MRR is the average revenue that a company expects to receive each month.

Payments 88

Payments SaaS Payments Revenue Payment Services 88

FastSpring

JULY 24, 2025

TL;DR: More mobile apps are monetizing by selling subscriptions on their websites to drive user acquisition, keep more revenue, and own their user relationship, especially now that steering iOS users to your site is allowed in the US. While the approach changes the user journey, it can boost revenue margins by more than 30%.

Payments 107

Payments Payment Methods Merchant Services Payment Solutions 107

Blulogix

OCTOBER 22, 2024

Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management. By delivering transparent billing information, you can reduce customer disputes, enhance satisfaction, and improve retention. Schedule a Demo Today 1.

Pricing 110

Pricing B2B Payment Features Subscription 110

Blulogix

FEBRUARY 12, 2025

By Inga Broerman How High-Performing Subscription Businesses Maximize NRR For subscription-based businesses, Net Revenue Retention (NRR) is the ultimate measure of growth and sustainability. If a business is retaining and expanding existing customer revenue , it can grow without constantly chasing new sales.

Payment Features 59

Payment Features Subscription Payments Payment Services 59

SaaStr

APRIL 15, 2025

Heres why: Revenue in Consumption Models Comes from Usage, Not Signatures : Unlike traditional subscription SaaS, where you lock in revenue with a signed contract, in a consumption-based model, revenue only materializes when the customer starts using the product. Increasing customer consumption and retention.

Scale 144

Scale Compensation Retention Churn 144

Clouded Judgement

MARCH 28, 2025

To make this concrete - if a company got to say ~$25-50m in revenue (I’m making this number up, it’s just illustrative), someone else who is considering competing might be persuaded against it. By the time they got their competitor up and off the ground, that first mover may already be at $100m+ in revenue and at escape velocity.

Cloud 299

Cloud AI Scale Scaling 299

ChurnZero

FEBRUARY 28, 2025

You might be surprised to know that SaaS companies can learn a lot from their consumer subscription counterparts. 4: High-end sales teams Increasingly, SaaS organizations leverage inside sales teams, since selling subscriptions is easier and less of a commitment than selling enterprise software. 3: Make onboarding seamless.

SaaS Payments 52

SaaS Payments Subscription Payment Features B2B 52

Clouded Judgement

JUNE 27, 2025

Maybe it’s a reflection of my own mindset shift :) Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. Revenue multiples are a shorthand valuation framework.

Cloud 157

Cloud Sales Hiring Scale Investment 157

User Pilot

OCTOBER 19, 2024

Unlike traditional businesses, most SaaS businesses operate the subscription pricing model. They include metrics like the Net Promoter Score , Customer Effort Score , Customer Churn/Retention Rates , etc. Boosts revenue Ultimately, satisfied customers are more likely to spend more and recommend your products or services to others.

Business 111

Business Underperforming Technical Team Customer Lifetime Value Systems Review 111

Clouded Judgement

JUNE 6, 2025

ARR (annual recurring revenue) is a hallmark SaaS metric rooted in predictability. Customers sign multi-year contracts, churn and expansion are stable, and revenue can be confidently modeled. However, many companies misuse ARR and count forms of non-recurring revenue as ARR, confusing the metric. or applications.

Cloud 144

Cloud Technical Review Software Review Technical Advisors 144

Clouded Judgement

JULY 11, 2025

Every call will feature a story about automation boosting productivity or opening new revenue. Revenue multiples are a shorthand valuation framework. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Equity inflows are modest and the VIX sits in the mid teens.

Cloud 144

Cloud Marketing Scale AI 144

User Pilot

NOVEMBER 14, 2024

What if you could boost revenue without having to invest a small fortune in new customer acquisition? A customer expansion strategy is a playbook for increasing the revenue from your existing customers, for example, by selling them additional products and services or encouraging them to upgrade to higher plans.

Strategy 105

Strategy Payment Solutions Payments Customer Lifetime Value 105

Blulogix

NOVEMBER 26, 2024

By BluLogix Team Managing Cash Flow with Revenue Projection & Prediction How does revenue projection & prediction help businesses align cash flow with operational needs and avoid financial surprises? Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management.

Payments 52

Payments Revenue Payment Services Payment Features 52

Clouded Judgement

JANUARY 24, 2025

Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. Revenue multiples are a shorthand valuation framework. Overall Stats: Overall Median: 6.6x

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

ChurnZero

MAY 23, 2025

If youve come up in your career through sales, you’re used to living in a world defined by revenue metrics. If youve reached the pinnacle of becoming a chief revenue officer (CRO), you know how to tell a growth story that makes sense to the board and to the market. Its easy to think of CS as a retention function.

Customer Success 52

Customer Success Metrics Revenue Scale 52

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. Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management.

Payment Features 52

Payment Features Scaling AI Search Subscription 52

Stax

JULY 2, 2025

The real key to sustainable growth and increased revenue lies in maximizing payment attachment – the adoption and usage of integrated payments by your existing customer base. ” Jeremy Krahl elaborated on its impact, cutting straight to the chase: “The answer is revenue typically.”

Merchant Services 68

Merchant Services Payments SaaS Payments Payment Services 68

How To Buy Saas

DECEMBER 20, 2024

Keeping track of the accounting for SaaS businesses can be challenging because of the subscription model that they operate on, and that is why most companies opt for cloud-based software solutions to smoothen the processes. This is an important process as you need to send invoices to customers on time and also collect revenue effectively.

Payment Services 52

Payment Services SaaS Payments Payment Solutions Payment Features 52

Clouded Judgement

JUNE 13, 2025

consensus) Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. Revenue multiples are a shorthand valuation framework.

Cloud 144

Cloud Data AI Investment 144