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Top 10 Reasons SaaStr Annual 2025 Will Be Better Than Ever!! May 13-15 in SF Bay!

SaaStr

SaaStr Annual has always been the go-to event for SaaS founders, executives, and investors, but 2025 is shaping up to be the best one yet. It’s 50% about the intersection of AI + B2B, 50% about GTM in 2025+, and … 50% about helping you meet the best of the best! With a New, AI Demo Stage from 100+ Top AI Start-Ups!

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Clouded Judgement 12.20.24 - The Fed Bomb

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. 2025 Rate Cut Expectations The Fed’s “Dot Plot” shows where each member expects rates to be each year. The Dot Plot released on Wednesday showed an expectation of 2 rate cuts in 2025. in 2025 (with the projection being 2.2%

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Clouded Judgement 3.7.25 - Economic Growth Slowing?

Clouded Judgement

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. Subscribe now Share Clouded Judgement Leave a comment

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How Usage-Based Pricing is Transforming Subscription Billing

Blulogix

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 chickens are coming home to roost for good in 2025. The days of flat-rate subscriptions being the default option are gone.

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Subscription Billing vs. Usage-Based Billing: Which Model Wins in 2025? Introduction

Blulogix

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. Businesses can forecast cash flow and plan budgets with ease.

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Clouded Judgement 10.6.23 - Fed Projections

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. As you can see, Fed officials are saying the fed funds rate will be ~5% in 2024, and ~4% in 2025. The below charts show the distribution of projections for GDP growth in 2023, 2024, 2025. Follow along to stay up to date! Two takeaways.

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We?re About To See a Lot More SaaS Debt

SaaStr

It’s hard to imagine a world where analysis didn’t understand recurring, subscription based revenue for technology products. The company is the poster child for subscription-based software, a model that’s gaining popularity among corporate buyers. The SKYY First Trust Cloud Computing ETF has grown to $3.3