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Clouded Judgement 2.29.24 - Shades of 2021

Clouded Judgement

Subscribe now Shades of 2021 in Venture Markets Private markets are really starting to heat up, and I’m starting to see shades of 2021. ” I heard that a lot in 2021, and unfortunately not many call options hit… It’s hard to invest at 100x ARR and exit at 10x and make a return VCs aim for.

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Is it Really ARR? In 2021+, Yes. As Long As NRR is > 100%

SaaStr

You pay a subscription for websites to help you sell stuff. But as Shopify scaled, its revenue as a percent of commerce on its sites — “Merchant Solutions” — began to eclipse its recurring SaaS revenues. Fast forward to day, Merchant Solutions is a much larger share of revenue than software subscriptions.

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5 Interesting Learnings from UiPath at $600,000,000 in ARR

SaaStr

— Jon Ma (@jonbma) March 27, 2021. UiPath grew from 6,009 customers last year to 7,968 at January 2021, or 33% growth. Even if a lot of the revenue isn’t truly recurring SaaS revenue. — Jason BeKind Lemkin (@jasonlk) March 29, 2021. seed round. 2015: $1m rev. 2016: $3.5m 2017: $30m rev. 2018: $155m rev.

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SaaStr Podcast #429 with ProfitWell Founder & CEO Patrick Campbell: “The Current State of SaaS Companies, Subscriptions, and Retention in 2021”

SaaStr

The post SaaStr Podcast #429 with ProfitWell Founder & CEO Patrick Campbell: “The Current State of SaaS Companies, Subscriptions, and Retention in 2021” appeared first on SaaStr. If you would like to find out more about the show and the guests presented, you can follow us on Twitter here: Jason Lemkin.

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The Ultimate Gartner Report to Driving Growth & Recurring Revenue

In 2023, companies are looking to improve their revenue and drive sustainable growth by scaling their subscription offerings, to increase the rate of growth and resilience by moving from one-time sales to recurring revenue. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S.

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5 Interesting Learnings from Freshworks at $400,000,000 in ARR

SaaStr

From 10,000 customers in 2015 to 50,000 in 2021. Freshworks quintupled its customer base from 2015 to 2021. 62% of revenue from annual subscriptions. A reminder that, like Zoom , you don’t have to force annual subscriptions. A reminder that, like Zoom , you don’t have to force annual subscriptions.

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The Monthly Recurring Revenue Guide for 2021

Chart Mogul

Answering the most common and most pressing questions about MRR to guide your 2021 planning. Monthly recurring revenue is one of the least exciting topics to take on in 2020. Because MRR is based on subscriptions, it has a strong forward-looking element. Example: A customer pays $60 for an annual subscription.

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