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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Here’s the data: Sales Efficiency: Gross Margin Adjusted CAC Payback Demonstrating the ability to efficiently acquire customers is the fifth aspect of a successful quarter. In theory, any growth rate is possible with an unlimited budget to hire AEs. I consider >120% best in class for companies selling to SMBs (like Bill.com).

Cloud 277
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Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

I pay more for AI subscriptions than I do for my car lease — Matthew Berman (@MatthewBerman) June 5, 2025 Why the Slowdown May Be Real Several structural factors suggest this isn’t just a temporary pause: Implementation complexity has caught up with enthusiasm. Skills bottlenecks are widening. Integration challenges are mounting.

AI 272
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Usage-Based Revenue Models: Successes and Pitfalls from Checkr COO Lindsey Scrase on CRO Confidential

SaaStr

When Lindsey joined, she inherited an already built-out self-serve/PLG model for small businesses and a mid-market and enterprise sales, customer success, and post-sales team. But at the start of its expansion play, Checkr’s enterprise motion failed, and sales cycles were slow, taking up to a year for $100k & up deals.

Revenue 283
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Thanks to Demandwell, Rattle, Panther, Chargebee, and Globalization Partners for Sponsoring SaaStr Annual!

SaaStr

Rattle is building a magical combination between Salesforce and Slack that lets the sales team track and update Salesforce all while sitting in Slack. Panther helps remote startups hire anyone, anywhere, in just a click. Chargebee integrates with the leading payment gateways like Stripe, Braintree, PayPal etc.

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Clouded Judgement 6.27.25 - New Rules For a New Game

Clouded Judgement

Making strategic hires before the strategy is fully locked. This also has implications on the people you hire. You don’t want to hire the “old guard” who only knows how to run the “old guard” playbooks. That means doing things in parallel that used to be sequenced. The list goes on!

Cloud 157
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How to Shift Your Business to a Subscription Model

FastSpring

Do you know what’s better than one sale? Multiple sales that happen automatically. That’s the beauty of subscription models. While implementing a subscription model means ongoing revenue, it also brings up many challenges for managing those subscriptions. Why Shift to a Subscription Revenue Model.

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Billing and Subscription Management: A Detailed Comparison of 5 Options

FastSpring

Most billing and subscription management solutions let you: Build various trial and subscription models (e.g., free or paid trial and usage-based or fixed price subscriptions). Manage active subscriptions (e.g., Send invoices and/or payment notifications.