SaaStr

NOVEMBER 15, 2022

In 2022, founders and investors must be ready to pivot strategy at any moment. as a common language to analyze a cloud business. The shift to using SaaS metrics as a common language led to a common definition of what a great cloud business should look like. So, where should cloud businesses go from here?

Metrics 272

Metrics Machine Learning Artificial Intelligence Technical Review 272

SaaStr

MAY 23, 2022

The Cloud is bigger than ever, CIOs are buying more than ever, and SaaS is still on a roll. — Sam Blond (@samdblond) May 19, 2022. No matter what the contract says, get the renewal invoice out at least 60 days prior to expiration and ask for payment no later than the contract end date. Spot on as always.

Sales Hiring 322

Sales Hiring Management Airlines Venture Capital 322

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Best practices around procurement, vendor evaluation and software spend management have become embedded in large organizations coming out of 2022 / 2023. I’m as excited as ever about the long term cloud software markets.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

SaaStr

NOVEMBER 8, 2023

So Zoominfo is one of our favorite SaaS / Cloud leaders at SaaStr. And also, because it’s one of the Cloud leaders at scale ($1B+ ARR) that’s sort of canary in the coalmine. As we’ll see below, folks aren’t cancelling their subscriptions so much as trying just to downgrade and buy less. #2.

Scale 286

Scale Cloud Scaling Payment Features 286

SaaStr

NOVEMBER 2, 2022

While the average Cloud stock has fallen almost 50% in 2022, Duolingo’s has stayed up, and is down just 10% in the past 6 months. The core product is very B2C, but the upgrade to paid has very SMB B2B metrics, and 80% of the revenue is subscription based. So it’s doing what Wall Street wants today.

Scale 318

Scale B2C SMB B2B 318

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. At the same time - Google Cloud also massively decelerated from 28% last quarter to 22% this quarter. which feels unlikely.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

SaaStr

OCTOBER 13, 2022

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

GCP(Google Cloud Platform) 257

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 257

Clouded Judgement

SEPTEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I do think the economy will start slowing next year, and just like they did in late 2021 / 2022, the Fed can very quickly change their course of action. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 190

Cloud Government Banking Software Review 190

Clouded Judgement

DECEMBER 30, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. And that’s a wrap for 2022! 2022 Top Performers Below is a table that shows the top 10 share price performers of 2022. Congrats to Box for being the only positive returning cloud software stock of the year!

Cloud 130

Cloud Payment Features Subscription Pricing 130

Clouded Judgement

JULY 16, 2024

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 cloud-based platform enables a modern and expanded approach to finance and EPM, which is sometimes also referred to as corporate performance management, or CPM.

Benchmarks 295

Benchmarks Data Artificial Intelligence Machine Learning 295

Clouded Judgement

NOVEMBER 4, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. The prevailing narrative today is “higher for longer” and that’s what moved the market down on Thursday Macro Impacts on Software Performance So far we’ve had ~30 cloud software companies report Q3. This was expected.

Cloud 130

Cloud Pricing Revenue Payment Features 130

Tom Tunguz

APRIL 1, 2024

y/y, estimated sales efficiency is 0.11, & contribution margins are negative : Rubrik sells $1 of subscription software for $0.88. It’s a strategic imperative to metamorphose from an on-premises perpetual-license company to a subscription-software company as fast as possible. But overall revenue is growing 4.5%

Data 219

Data Payment Features Subscription Cloud 219

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. If we rewind back the clock to the start of 2022 the big debate was rates. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

JUNE 2, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. It’s a bit of a swag as not all companies report ARR (and where they don’t I’m calculating ARR as quarterly subscription revenue x4). Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 130

Cloud SMB Trends Payment Features 130

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. All of these broadly falling into the bucket of customers looking to spend less, with a similar marginal cost structure for the cloud providers (hence the lower operating margin from AWS). Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

SaaStr

OCTOBER 26, 2022

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. 116% NRR.

Payments 283

Payments Payment Solutions Payment Methods SaaS Payments 283

Clouded Judgement

SEPTEMBER 30, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Budget growth for 2022 was revised down a full 1% from the prior quarters survey (from 4% to 3% ), demonstrating near term budget pressure. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 130

Cloud Payment Features Subscription Trends 130

Clouded Judgement

NOVEMBER 18, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. 10:42 PM ∙ Nov 16, 2022 I decided to run the numbers. Overall, out of my set of 96 cloud software companies, there were 49 that at one point traded >10x NTM from 2015 - 2020. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Pricing Investment Revenue 130

Clouded Judgement

APRIL 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. That’s a big difference, especially when you layer in the growth in headcount from 2021 to 2022. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 130

Cloud Headcount Payment Features Subscription 130

Clouded Judgement

JANUARY 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Had we not gone through 2020-2022 there would still be excess to remove. 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!

Cloud 130

Cloud Interviewing Payment Features Subscription 130

Clouded Judgement

SEPTEMBER 22, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. As a reminder, in the summer of 2021 they were saying they wouldn’t hike rates through the end of 2022…We all know how quickly that changed when they skyrocketed rates very shortly thereafter. Follow along to stay up to date!

Cloud 157

Cloud Revenue Payment Features Subscription 157

Clouded Judgement

DECEMBER 2, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. The 2023 guidance would imply closer to $780m of net new ARR added, and flat / down net new ARR added in 2023 vs 2022 In summary - 2023 expectations went from roughly $3.55B ARR (37% growth) to $3.3B (low 30’s growth).

Cloud 130

Cloud Forecasting Software Review Revenue 130

Clouded Judgement

MARCH 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The Fed pivoted and started raising rates extremely quickly in 2022. 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!

Cloud 130

Cloud Banking Investment Startup 130

Clouded Judgement

FEBRUARY 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. They just reported Q4 ‘22, and in the full year 2022 they grew 63%. 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!

Cloud 130

Cloud Azure Revenue Payment Features 130

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. After all, the real headwinds to software started in the Q3 / Q4 2022 timeline, so by Q3 / Q4 2023 we’d start lapping those tough periods. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Software Review 167

Software Review Cloud Software Azure 167

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. From a new logo bookings perspective, we had our largest Q2 and second largest quarter ever, only behind the seasonally larger Q4 2022.”

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 2, 2023

The magnitude of the over-subscription is quite important. If the demand (the over subscription) gets high enough the company might decide to raise the price range. There have been developments in late 2022 that looks to change this. ” It’s not uncommon for IPOs to be 10x+ oversubscribed.

Cloud 49

Cloud Marketing Banking Pricing 49

Clouded Judgement

AUGUST 25, 2023

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. We then multiply the total number of companies in each segment by our respective average ARR per customer per segment as of December 31, 2022.

Benchmarks 246

Benchmarks Artificial Intelligence Data Software Review 246

Stax

MARCH 18, 2025

According to the US Federal Reserve in 2022, general-purpose card payments reached $153.3 On top of that, 69% of Americans online in 2023 said they used digital payment methods to make a purchase. They also require physical presence for payment. One major advantage is that they automate billing and invoicing.

Payment Services 88

Payment Services Merchant Services Payment Methods Payment Solutions 88

SaaSOptics

MARCH 10, 2022

Is your company taking advantage of CFO tools like automated invoicing, database management, and automatic tax-compliance updates? Their software automates tasks like invoicing; keeps track of filing, tax returns, and cash flow; and allows companies to easily see the entire financial picture of their business. Invoicing and ePay Tools.

Payment Services 87

Payment Services SaaS Payments Payments Payment Solutions 87

Baremetrics

JANUARY 3, 2022

I’m going to discuss SaaS conferences, why they are worth attending, and which ones are set for 2022. If you are hosting a SaaS conference in 2022 and don’t see it on the list, or you have more information to provide, feel free to get in contact with me ! This list is tentative. How do you choose the right SaaS conference to attend?

SaaS 98

SaaS Payment Methods Payment Solutions Payments 98

Buffer Resources

AUGUST 16, 2023

We’ve shared a number of parts of Buffer’s business transparently over the years — and one piece we’ve always wanted to expand on is where your money goes when you pay for a Buffer subscription. In 2022, our ASP was $20, and our Operating Costs hit $19,757,852.

Merchant Services 98

Merchant Services Payment Services Payment Features Payments 98

FastSpring

MAY 30, 2019

We’ve all heard how effective subscriptions can be for growing companies. Perhaps one of the biggest benefits of implementing a subscription model is that it allows software companies to avoid the unpredictability of one-time sales by guaranteeing a steady stream of revenue. What is Annual Recurring Revenue? 3600/3 = $1200 ARR.

Finance 87

Finance Payment Features Subscription Payments 87

ChurnZero

JANUARY 13, 2022

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.

VP of Engineering 98

VP of Engineering Customer Success Outsourcing Services Technical Review 98

Totango

MAY 17, 2022

Well we’re here to help with our guide to the best CRMs for both small businesses and enterprises in 2022. Today’s leading CRMs tend to be cloud-based. A cloud-based CRM can be accessed anywhere and more easily synced with data from other apps, such as marketing, customer service and customer success apps. SAP Sales Cloud.

Payment Methods 85

Payment Methods B2B Payment Solutions Payments 85

FastSpring

MAY 30, 2019

We’ve all heard how effective subscriptions can be for growing companies. Perhaps one of the biggest benefits of implementing a subscription model is that it allows software companies to avoid the unpredictability of one-time sales by guaranteeing a steady stream of revenue. What is Annual Recurring Revenue? 3600/3 = $1200 ARR.

Payments 74

Payments Finance Payment Features Subscription 74

SaaStr

APRIL 7, 2022

As we are gearing up for our 3d epic SaaStr Europa 2022 in Barcleona 7-8 June , I wanted to take a look at a few iconic sessions in the past. If you’re handling multiple invoices from different customers that come in different formats, you can keep hiring more finance people or you can have robots augment your finance people.

Sales Hiring 274

Sales Hiring Scale Sales Recruiting Outsourcing Services 274