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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

net retention and CAC payback). The overall software universe quarterly YoY growth has come down meaningfully from highs, but has started to stabilize. I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs. Net new ARR added was down 28% from Q1 last year.

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

FastSpring

When you’re expanding your software business into new regions, industry benchmarking data can help you make better strategic decisions by answering important questions about business in the region. How can businesses best position their subscription products for success in the Asian market? or EU, or are they different? averaged 89%.

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Frequently Asked Questions: Integrated Payments for Software Companies

USIO

Here are some of the most FAQs software companies ask Usio about integrated payments, along with comprehensive answers to help you navigate this critical aspect of your business. What are integrated payments? Why should my software company consider integrating payments? Ask about revenue share opportunities.

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Databricks Just Caught Snowflake at $3.7B ARR. Here’s How They Did It (And What’s Next)

SaaStr

revenue run-rate this quarter with 50% YoY growth, making them the fastest-growing infrastructure company in the public software universe. That would make them the fastest-growing infrastructure company in the [link] (public software companies) data set. TL;DR: Databricks hit a $3.7B Databricks announced they're targeting a $3.7B

AI 261
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Transforming Your Business Payments Ecosystem with API Solutions

USIO

APIs (Application Programming Interfaces) are at the heart of this transformation, enabling businesses to create customized payment workflows that meet the unique demands of their operations. In payment systems, APIs eliminate the need for manual interventions by automating complex processes.

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Clouded Judgement 2.14.25 - Jan Inflation + Software Earnings Check In

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Will the macro turn in favor of software buyers? We’ll see how the rest of software earnings shake out - but so far I’d categorize the guides / outlooks for the year as “meh” at best. Follow along to stay up to date!

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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

net retention and CAC payback). Q1 was a very weak quarter of software earnings. I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs. Subscribe now What Happened in Q1? The big caveat in FCF – it adds back the non-cash expense of SBC.

Cloud 318