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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.

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How Do SaaS Companies Actually Make Money from Payments?

USIO

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. revenue share earns you $400,000 —on top of your subscription revenue. 0.6%) per transaction processed through their platform.

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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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Unearned Revenue: What it is and What it Means for Subscription Businesses

Stax

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. In the case of SaaS subscriptions, this could take several months—or even years.

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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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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).