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Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. And the promise of the software business model is as companies mature and go out of growth mode the profits will show up. I’m as excited as ever about the long term cloud software markets. Follow along to stay up to date!

Cloud 174
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The Fall of the Metric Monolith with Battery Ventures Principal Brandon Gleklen (Video)

SaaStr

The Evolution of Language For SaaS Business. In 2022, founders and investors must be ready to pivot strategy at any moment. This flexible mindset creates just the right conditions for embracing evolving business models and new metrics. A general understanding of the SaaS business model grew as the SaaS sector matured.

Metrics 212
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5 Interesting Learnings from Wix at $1.4 Billion in ARR

SaaStr

So this year has been rough on SaaS and Cloud stocks, with multiples down 75% from a year ago and the markets overall down 50% or more. But payments can be low gross margin, and they are for Wix. Business Solutions” including payments has gross margins of only 21%. But the impact hasn’t been even.

Payments 216
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3 ways SaaS CFOs can prepare for hypergrowth in 2022

OPEXEngine

That’s a 5x growth in six years, and it is estimated to reach $171 billion in 2022, continuing to dominate the cloud services market. A robust recurring billing and revenue management system in place helps you meet these compliance requirements, automating tax management, revenue recognition, and reconciliations.

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What is Games as a Service (GaaS) and What Does it Mean For Marketers?

Neil Patel

Games as a Service refers to games that operate without initial purchasing costs and instead, make their profits on subscriptions or in-game purchases. GaaS games can often be streamed directly from the cloud to a user’s device, which allows them to be accessed from anywhere, anytime. Games as a Service Business Models.

Payments 122
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OneStream: Benchmarking the S1 Data

Clouded Judgement

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. Our Finance-specific AI and machine learning engines are built directly on our unified data model, ensuring seamless integration with our Finance solutions.

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ChurnZero’s 10 Customer Success Leaders to Watch in 2022

ChurnZero

Following the trends from the last few years, we fully expect to see an acceleration in the number of Customer Success leaders who join the ranks of the C-suite over the course of 2022. Here’s our watchlist of Customer Success leaders to follow in 2022. 10 Customer Success Leaders to Watch in 2022. markets at Blackbaud.