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Here are the questions we sought to answer by analyzing anonymized subscription data for transactions across various Asian countries (excluding broader “APAC” regions like Australia, New Zealand, and Indonesia): How do customers in Asia’s growing markets prefer to manage their SaaS subscriptions? but they’re growing.
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Net New ARR Trends We’re about halfway through Q1 ‘25 earnings season. For those who don’t, I will take quarterly subscription revenue x 4 as a proxy for ARR. Unfortunately, the trends have not been good!
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. .”
Subscribe now Overall Trends When looking at the aggregate net new ARR added in Q1, it doesn’t pain the best picture. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. net retention and CAC payback). Net new ARR added was down 28% from Q1 last year.
Fraud is ever changing – especially for merchants that offer online services and subscriptions. This report outlines the most common types of fraud to look out for in 2023 and offers merchant-reported preferred best practices to help minimize fraud losses. In the report, you’ll find: The scale and type of fraud seen in the global marketplace.
New spending data from Ramp reveals a possible trend: end user AI adoption may be hitting its first growth slow down. Won’t Really Matter for B2B and SaaS Applications, Where It’s Earlier That adoption is just getting going, vs end users buying direct subscriptions to the AI model leaders.
The Gross Margin Ceiling Discovery The Numbers : Non-GAAP subscription gross margin plateaued at 83.9% The slight Q1 dip (42% vs 43%) shows even great companies face quarterly fluctuations – focus on the trend, not single data points. This metric separates the truly efficient operators from the revenue-at-any-cost players.
In today’s competitive subscription economy, providing flexibility and value to your customers is essential. FastSpring’s subscription pause feature allows businesses to retain customers who might otherwise cancel their subscriptions, offering a win-win solution for both parties.
Subtract Churned ARR : This is the revenue lost from customers who canceled their subscriptions during the period. Show Trends Over Time : Investors want to see if your GRR is improving, stable, or declining. Subtract Downgraded ARR : This is the revenue lost from customers who stayed but reduced their spend (e.g.,
Uncover the secrets driving the future of the Subscription Economy. Zuora and BCG’s latest report uncovers how hybrid pricing models—combining subscription and consumption (usage)—are fueling faster growth, especially in AI-driven sectors. Don’t miss out on the key trends shaping tomorrow’s biggest growth opportunities.
As Checkr follows usage-based pricing, it’s a transactional business that needs to be managed differently than a typical subscription SaaS model since they only earn revenue when the customer is using the product. Some key findings included: Bookings to revenue conversion rates were significantly below target.
ARR with 50% growth at that scale 500+ customers consuming at over $1 million annual revenue run-rate 80%+ subscription gross margins (infrastructure companies dream of margins like this) Free cash flow positive for the first time 140% Net Revenue Retention (top decile performance) Growing Twice as Fast As Comps When you’re doing $3.7B
Companies need to: Ensure secure data handling Maintain clean data for model training Integrate effectively across multiple systems Enable real-time data access where needed Evolution of Business Models The integration of AI is driving changes in how vertical software companies approach pricing and business models: Pricing Strategies Traditional subscription-based (..)
Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
By Inga Broerman Preparing for Regulatory Changes in Subscription Management The subscription economy is thriving, with businesses worldwide adopting models that offer flexibility, scalability, and recurring revenue streams. Subscription management platforms simplify this process by capturing and storing consent records.
By BluLogix Team Navigating Complex Pricing Models in the Subscription Economy Introduction In the subscription economy, Managed Service Providers (MSPs) must adapt to increasingly complex pricing models to meet the evolving needs of their customers. Gone are the days of simple, one-size-fits-all pricing.
By Kegham Khrigian The New Standard for Subscription Renewals: Intelligent, Automated, and Scalable For subscription businesses, renewals are the foundation of predictable revenue and long-term growth. Subscription models thrive on automation, accuracy, and data-driven decision-making and renewals should be no different.
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.
By Inga Broerman How Industry Consolidation is Reshaping Subscription Billing The subscription economy is on a path of rapid growth and transformation, projected to reach a $3 trillion valuation in 2024. This trend creates formidable competitors with comprehensive offerings that can dominate markets.
By Inga Broerman The 2025 Blueprint for Scalable Growth in the Subscription Economy The subscription economy is entering a pivotal year. Trends like usage-based pricing , complex provisioning , industry consolidation , and evolving regulatory landscapes are reshaping how businesses operate and thrive.
By Inga Broerman How High-Performing Subscription Businesses Maximize NRR For subscription-based businesses, Net Revenue Retention (NRR) is the ultimate measure of growth and sustainability. High-performing subscription businesses use NRR as a growth engine , ensuring that renewals and expansions outpace any losses from churn.
Every week I’ll provide updates on the latest trends in cloud software companies. It might also boost sales forecasting accuracy by using your enterprise’s historical transaction data to predict future trends more reliably. Follow along to stay up to date!
Every week I’ll provide updates on the latest trends in cloud software companies. This is now an important trend to watch in the application software space. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Follow along to stay up to date!
revenue share earns you $400,000 —on top of your subscription revenue. And Shopify , which started as a simple ecommerce SaaS, now earns more from payments (via Shopify Payments) than it does from monthly subscriptions.
Every week I’ll provide updates on the latest trends in cloud software companies. We’ll see how these consensus estimates trend over the year, but the initial guides out of the gate do not inspire confidence that 2025 will be a year of out performance. Follow along to stay up to date! The median full year guide is only 0.1%
Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
How Figma Makes Money From the S-1: “Our subscription model is designed to meet the diverse and evolving needs of our growing community and customer base. Access to Figma is sold as an annual or monthly subscription, per seat. LTM GAAP Operating Margin Figma’s as-reported LTM operating margin was (94%).
Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
Whether it’s a fintech startup, a government agency, or a national subscription platform, Louis emphasized one key idea: the future of payments is flexible, seamless, and built to adapt. And at Usio , that’s exactly where we thrive – building smart, scalable solutions that flex around our partners’ needs, not the other way around.
Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
In this post, we’ll take you through 10 mobile app development trends and the mobile app development changes shaping 2025. Mobile app development trends In 2025, app developers are moving quicker, using smarter tools, and finding easier ways to create better experiences for users across all kinds of mobile devices.
Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
Navan represents something different: a mainstream B2B software company with enterprise clients and subscription revenue models that institutional investors understand. But these were largely specialized or consumer-adjacent plays. Companies with clear paths to profitability are significantly outperforming pure growth stories.
By BluLogix Team Thriving in the Subscription Economy of 2025 and Beyond Introduction The subscription economy is not just a trendits a transformative shift in how businesses operate and generate value. Leveraging Artificial Intelligence (AI) AI is set to play a significant role in the future of the subscription economy.
Every week I’ll provide updates on the latest trends in cloud software companies. This “misuse of ARR” trend has accelerated in the age of AI, as business models have evolved (into more usage/success-based vs. seat-based), and everyone is tinkering with new AI products. Follow along to stay up to date!
Market trends: why is it easier than ever to build an online business? You can deploy subscriptions as a service, billing as a service, fraud prevention as a service. Rise of subscription-based business models. We’ve seen enough “spreadsheets of shame” to know how common they are. Fortunately, it doesn’t have to be this way!
Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
Fast forward to today, and only 20% of its revenue is from software subscriptions. Shopify has seen the same trend with its SMBs as well. Only 20% of Revenue from “SaaS”, 80% From Transactions and Float (Fintech) Bill started off 100% SaaS, and slowly and deliberately added payments. Float began to get material pre-IPO.
Every week I’ll provide updates on the latest trends in cloud software companies. But early signs seem positive Some Positive Trends on Net New ARR We’re about 80% of the way through earning season and can start looking at signs for overall trends. Follow along to stay up to date! Time will tell if they can execute!
There’s a trend in pitch decks and startup pitches I’ve been watching - the commingling of metrics definitions, especially ARR. Then, consumer subscription businesses began pitching using ARR. But this trend of calling all flavors of revenue “ARR” isn’t changing any time soon. Probably not.
By Inga Broerman The Renewal Blind Spot: Where Subscription Businesses Lose the Most Revenue Renewals should be a source of predictable, recurring revenue yet for many subscription businesses, they are a pain point filled with inefficiencies, missed opportunities, and revenue leakage. The result?
By BluLogix Team Subscription Billing vs. Usage-Based Billing: Which Model Wins in 2025? Introduction Introduction Subscription billing has been the backbone of SaaS, telecom, and cloud services for years, but consumption billing is quickly gaining traction. The answer depends on industry trends, customer behavior, and business goals.
Fee structures matter; understand the differences between interchange plus, flat rate, tiered, and subscription pricing to find the most transparent and cost-effective option. Reporting and analytics – Provide insights into customer behavior, sales trends, and payment type preferences.
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