Clouded Judgement

NOVEMBER 18, 2024

Today, we capture on average approximately 1% of our customers’ GTV as revenue from their subscription to and current usage of our products. ” How ServiceTitan Makes Money From the S-1: “We have two general categories of revenue: (i) platform revenue and (ii) professional services and other revenue.

Benchmarks 299

Benchmarks Payments Payment Services SaaS Payments 299

SaaStr

MARCH 7, 2025

Especially once the renewal cycle heats up and once you have a ton of customers to invoice. But if you have a very inexperienced leadership team (young founders, lack of SaaS experience, etc) then maybe bringing on a strong finance leader earlier makes sense. Below are my rough guidelines for a typical SaaS company today.

Scale 313

Scale Finance Headcount Leadership 313

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

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. Okta’s following the classic SaaS maturity curve – the key is maintaining predictability in the deceleration. vs. total gross margin of 81.9%

Scale 207

Scale Headcount Outsourced Development Operational efficiency. 207

SaaStr

NOVEMBER 6, 2024

Revenue growth is up 21% overall, and subscription growth is up 33% — at almost $5 Billion in ARR. It’s driven Atlassian stock up +28% after the results: Is SaaS back? 51% of Revenue From Outside North America A reminder to go global as early as practical. #4. So Atlassian is on a bit of a tear.

Enterprise 288

Enterprise Pricing Cloud AI 288

SaaStr

JANUARY 12, 2023

We’ll see 1,000+ of the best SaaS founders, execs, and VCs February 22-23 at SaaStr APAC 2023 ! Chargebee is a recurring billing and subscription management tool that helps SaaS and SaaS-like businesses streamline Revenue Operations. Grab tickets here. .

Payment Features 54

Payment Features Payment Services SaaS Payments Payments 54

SaaStr

DECEMBER 2, 2021

They help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. Chargebee is a recurring billing and subscription management tool that helps SaaS and SaaS-like businesses streamline Revenue Operations.

Payment Features 258

Payment Features Payment Services Payments Sales Hiring 258

SaaStr

NOVEMBER 10, 2022

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! Chargebee is a recurring billing and subscription management tool that helps SaaS and SaaS-like businesses streamline Revenue Operations. Grab tickets here. . appeared first on SaaStr.

Payment Features 235

Payment Features Payments SaaS Payments Payment Solutions 235

Clouded Judgement

MARCH 28, 2025

Data from Stripe (below) shows the speed at which AI native companies are growing compared to SaaS companies. 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.

Cloud 299

Cloud AI Scale Scaling 299

Blulogix

NOVEMBER 25, 2024

When it comes to revenue prediction, traditional estimation tools have long been used to give a general sense of what to expect. Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management. Schedule a Demo Today What is Real Invoice Calculation?

Payment Features 52

Payment Features Payments Revenue SaaS Payments 52

Stax

MAY 20, 2024

When can revenue NOT be counted as revenue? The concept of unearned revenue can easily trip up SaaS companies that offer subscription services and products on a recurring basis. Unlike when selling ordinary products, you cannot recognize the revenue earned from a subscription all at once.

Payment Features 167

Payment Features Payments Payment Services SaaS Payments 167

USIO

FEBRUARY 19, 2025

Usio PayFac-as-a-Service Without the Drama Best for: SaaS companies that want revenue share, fast onboarding, and actual human support. Usio makes becoming a PayFac pain-free , letting SaaS platforms monetize payments without the heavy lifting. Biggest Perk: Global reach and enterprise-grade security.

PayFac as a Service 179

PayFac as a Service Merchant Services Payfac Payments 179

SaaStr

MARCH 23, 2023

Chargebee is a recurring billing and subscription management tool that helps SaaS and SaaS-like businesses streamline Revenue Operations. Chargebee integrates with the leading payment gateways like Stripe, Braintree, PayPal etc.

Payment Features 245

Payment Features SaaS Payments Payments Payment Methods 245

SaaStr

MAY 15, 2024

A lot of you reading SaaStr are probably more B2B SaaS oriented and may not be paying attention to the consumer market, but it’s already massive and is continuing to grow quickly. In this week’s Workshop Wednesday, RevenueCat CEO Jacob Eiting and Growth Advocate David Barnard share their annual State of Subscription Apps report with us.

Subscription 301

Subscription Payment Features B2B Mobile 301

SaaStr

APRIL 12, 2022

So is Square a SaaS company? The majority of its revenue is now from Bitcoin transactions, not “traditional” payments and software. And yet … and yet … its engine is all software and really SaaS. Let’s see what we can learn from a SaaS perspective: #1. At least still for now.

Payments 301

Payments SaaS Payments Payment Services Revenue 301

SaaStr

MARCH 31, 2021

UiPath is one of the most amazing not-really-an-overnight success stories in Cloud, SaaS and software. Revenue grew nicely at first from $1m to $3.5m One of the fastest-growing SaaS companies ever. Is it really SaaS? Fast, but revenue grew much faster (65%). ARR uses to mean true recurring revenues.

Outsourcing Services 362

Outsourcing Services Outsourced Development Payment Features Cloud 362

SaaStr

MAY 22, 2024

OK Gartner is NOT a SaaS or Cloud company. And … 92% of its revenue is from subscriptions. So while not SaaS, it is “Research as a Service” Or something like that. Today, Gartner has now crossed $6 Billion in revenue, with a stunning $35 Billion market cap. And its very profitable.

Revenue 292

Revenue Enterprise Cloud Pricing 292

SaaStr

OCTOBER 11, 2023

One SaaS leader that’s accelerating again is Shopify. That’s not just pretty epic growth at almost $7 Billion in revenue, it’s one heck of a comeback. But a Smaller and Smaller Percentage of Revenue. 80% Margins on Software, But Just 38% on Payments and Merchant Solutions = 49.3% A tough transition.

Payments 292

Payments Merchant Services Revenue Payment Solutions 292

USIO

MAY 16, 2024

Why should my software company consider integrating payments? Integrating payments offers numerous benefits, including: Enhanced User Experience: Users can complete transactions without leaving your application. Increased Revenue: Offering seamless payment solutions can boost conversion rates and customer retention.

Payment Services 263

Payment Services Payments Merchant Services Payment Solutions 263

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

SEPTEMBER 15, 2020

As a growing SaaS company, there is a lot to think about in a day: How is my ARR doing? vary on how they handle sales tax and SaaS. States are consistently looking for ways to generate more tax revenue, and a fast-growing company (or industry) can provide excellent opportunities. Are we delighting our costumes?

Payment Services 329

Payment Services compliance SaaS Payments Scale 329

SaaStr

JULY 22, 2020

I’m not ashamed to admit that when I set up our first SaaS sales comp plan, I had no idea what I was doing. SaaS Enterprise Sales Compensation Pl an. This can be hard in the early, learning days of a SaaS start-up. Doesn’t Maximize Revenue or Success Per Lead. It’s tested and proven. And appreciated.

Scale 363

Scale Sales Hiring Sales SaaS 363

USIO

AUGUST 19, 2024

SaaS Payment Integration for Software Companies In the ever-evolving landscape of software companies, effective payment integration is crucial for success. Cutting-Edge Technology and Robust APIs Utilizing cutting-edge technology and robust APIs ensures that your software can handle a variety of payment methods effortlessly.

Payment Solutions 211

Payment Solutions Payments SaaS Payments Payment Services 211

Subscription Flow

OCTOBER 10, 2024

Some of the pitfalls that come with unplanned billing migration are faulty revenue reporting, data duplication, and customer churn. If your SaaS business’s customer base is rapidly growing, you would require a more scalable billing platform to handle high volumes of transactions for you. The business lacks access to advanced features.

Payment Solutions 105

Payment Solutions Payment Services Systems Review SaaS Payments 105

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

Stax

JUNE 3, 2025

The term SaaS platform gets tossed around a lotbut what does it actually mean, and why does it matter for today’s software companies? Whether you’re building your first product or scaling an established solution, understanding the SaaS platform model is essential for long-term growth. Contact sales What is a SaaS Platform?

Payment Services 88

Payment Services DevOps as a Service SaaS Payments Payments 88

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

SaaStr

JANUARY 24, 2022

SaaS accounting and finance has gotten pretty complicated, and the impacts of getting it wrong have gone up substantially. Was it misunderstanding bookings vs. ARR vs. GAAP revenue, was that the issue? But in SaaS, once you even get to about $2m ARR — it’s time to get your finances in order. from Dotcom to SaaS era.

Finance 332

Finance Outsourcing Services Systems Review Technical Review 332

Blulogix

DECEMBER 23, 2024

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

Payment Features 52

Payment Features Subscription Pricing Artificial Intelligence 52

Clouded Judgement

JUNE 20, 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: 5.3x

Cloud 157

Cloud AI Headcount Pricing 157

USIO

APRIL 24, 2025

Healthcare providers rely on software partners not just for operations, but to help optimize the full revenue cyclefrom the first appointment to the final payment. By integrating smarter, more efficient payment workflows into your platform, you position yourself as an essential partner in their financial health.

Merchant Services 130

Merchant Services Payments SaaS Payments Payment Services 130

Clouded Judgement

MARCH 21, 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 188

Cloud Subscription Payment Features Pricing 188

SaaStr

APRIL 9, 2025

The grandad of HR SaaS, Workday? Subscription backlog up 19.7%, to $25 Billion (!). So a huge amount of revenue booked but still to come. 20,400 Employees, So About $440,000 in Revenue Per Employee Not bad but merely “very efficient” In any event, $400,000+ is where most B2B leaders are aiming for by IPO at least.

Outsourcing Services 272

Outsourcing Services Scale Systems Review AI 272

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. That predictability underpins why investors find “comfort” in SaaS models. ERR is not as predictable.

Cloud 144

Cloud Technical Review Software Review Technical Advisors 144

SaaStr

APRIL 24, 2021

A lot of our SaaS older times don’t quite know what to make with a lot of B2B startups these days, let alone some public SaaS companies. So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur. Doesn’t ARR stand for Annual Recurring Revenue?

Merchant Services 360

Merchant Services SaaS Payments Payment Solutions Payment Services 360