article thumbnail

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%.

article thumbnail

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!

Cloud 144
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

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. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. Some software companies also have seasonality in the “payback.”

Cloud 318
article thumbnail

Clouded Judgement 8.16.24 - The Great Services-To-Software Rotation

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now The Great Services-To-Software Rotation There's a lot of debate right now about the economic impact of GenAI. They contend that AI agents, capable of handling infinite workloads, will ultimately reduce the need for software spend.

article thumbnail

SaaS Payments 101: Roadmap for Monetizing Payments

Embedded solutions have taken the software industry by storm and disrupted the traditional distribution network for financial services, like payment processing. Explore this whitepaper to learn more about the payfac opportunity and why it has never been more important to your software business.

article thumbnail

12 Best NPS Software and Survey Tools to Consider

User Pilot

Think of Net Promoter Score (NPS) software as a tool to measure your customers’ feelings about your product, and categorize them based on their level of loyalty (promoters, neutrals, and detractors). Segment your audience by criteria like customer lifecycle stage, product usage, or subscription plans.

article thumbnail

Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Starting and scaling a software company was really hard. If you, as a software company, got to a certain scale and brand awareness, it was really hard for others to catch you. Follow along to stay up to date! So what was the implication?

Cloud 299