Tom Tunguz
NOVEMBER 12, 2023
Recently, I was on the HR Heretics podcast and we talked about the increasing efficiency of software companies (in addition to other topics including the implications of AI for executives, how to diligence a candidate, & what board members expect of their people leaders). Revenue per employee spans approximately $200k-$900k.
Tom Tunguz
JANUARY 28, 2024
The fastest growing software category in the public markets is security. Security companies as a group average 29% expected revenue growth in 2024, compared to 23% for Data (or DaaS which stands for data-as-a-service). For now, software buyers view security & data products as highest priority. Data follows.
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User Pilot
MARCH 20, 2024
Software monetization can be complex to deal with. You can implement many software monetization strategies in your product, but picking the right one can be a challenge. This article will go through 13 software monetization solutions to help your software product create great revenue streams and drive product growth.
Clouded Judgement
MARCH 22, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. Follow along to stay up to date! This analysis does two things.
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If you're in the software industry grappling with integrating payments into your business model, understanding where others have stumbled can be a game-changer for your revenue goals. This article serves as a comprehensive guide, offering actionable insights for software companies.
Tom Tunguz
DECEMBER 31, 2022
In the last six months, 103 web3 companies generated revenue on-chain, the smallest of which recorded a few hundred dollars of sales & the largest, Ethereum, tallied $401m. Total Revenue, $M. of Revenue spent on Software. Implied Web3 Software TAM, $M. Implied Web3 Software TAM, $M.
Clouded Judgement
APRIL 11, 2024
Is Software Rebounding? It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. Q4 Revenue Relative to Consensus Estimates Now let’s dive in to the financial results of Q4 starting with revenue.
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For software company executives, maximizing revenue, profitability, and enterprise value is of utmost importance. A key factor in achieving these goals is having a solid integrated payment strategy in place — one that allows for control, ownership, and leverage over customer relationships and payment service contracts.
Advertiser: Infinicept
If you are a vertically focused software company and hate giving up a big piece of your revenue pie to third parties, explore becoming a payment facilitator. Transform your business by increasing your revenue share, taking control of your merchant’s experience, and owning your risk management decisions.
Advertiser: Infinicept
As software companies become a larger part of the payments world, you will have to determine how much of a role you want to play and how far up the payments revenue food chain you want to go.
Advertiser: Infinicept
As software companies become a larger part of the payments world, they will have to determine how much of a role they want to play and how far up the payments revenue food chain they want to go. By becoming a PF, they gain more control and ownership of the payment functions and keep a larger share of the payments revenue pie.
Advertiser: Infinicept
For many SaaS companies, becoming a Payfac is an opportunity to benefit from a new revenue stream and gain more control over the customer experience. But because payments are outside the typical software company’s core offerings and expertise, bringing them in-house can seem daunting. What does it really take to become a Payfac?
Advertiser: Infinicept
For the Independent Software Vendors (ISVs) providing business solutions to their merchants, the legacy payments ecosystem does not operate in their favor. Learn how becoming a payment facilitator can improve a merchant’s experience and your revenue. ISVs have no control over the processes that touch their merchants every day.
Advertiser: Infinicept
Software companies are looking, feeling, and acting more like merchant services providers. They risk losing a source of stable, low-cost deposits and non-interest revenue market share, but don’t be fooled. It’s everywhere. This can be sobering for financial institutions – for good reason. FIs still have crucial roles to play.
Advertiser: Infinicept
As software companies become a larger part of the payments world, they need to decide how far up the payments revenue food chain they want to go. How much can software companies earn from payments? And who else gets a piece of that payments revenue?
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