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Clouded Judgement 5.16.25 - Net New ARR Trends

Clouded Judgement

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. Unfortunately, the trends have not been good! Follow along to stay up to date! For some public companies, they disclose ARR.

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The Software Industry's Productivity Boom: Analyzing Revenue per Employee Trends

Tom Tunguz

Here are the trends across the group of 13 publicly traded software & infrastructure companies (which are the fastest growers or most-highly valued) over the last 5 quarters. Both these companies also focus on enterprise accounts - in contrast to Bill.com at the bottom, which targets small businesses.

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Buyer Trends: Top Insights from $3B in SaaS Transactions with Vendr

SaaStr

Vendr SaaS Consultant Katie Oates and Vendr Vice President of Customer Team Jeff Swank share eye-opening data and insights into buyer trends from 2023. They review the changing market, buyer trends, and tips for the road ahead. Businesses spend big money on tools they believe are indispensable to their operations and success.

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A Trend to Avoid: The CMO That Wants to be CRO

SaaStr

The only real exceptions I’ve seen is with businesses that are close to self-service. The post A Trend to Avoid: The CMO That Wants to be CRO appeared first on SaaStr. Because there, growth marketers really are closers — in part. Not entirely. But in part. And even there, most struggle to recruit seasoned sales execs under them.

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How to Energize Customer Adoption of Your Integrated Payments Program

Speaker: Pete Uselman, Director of Partner Experience at Wind River Payments

In this webinar, integrated payments veteran, Pete Uselman, discusses common challenges software companies face in encouraging customers to utilize their payment features and shares the latest tips and trends to overcome these obstacles.

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Top 8 Payment Predictions for 2025: How Your Business Can Stay Ahead of the Curve

USIO

The payments landscape is evolving rapidly, and businesses that stay ahead of these trends will be best positioned for success. Here’s a look at the top 8 payment predictions for 2025—focusing SaaS payments, disbursements, and invoice print/mail,—to help your business adapt and thrive in the future.

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Is the “Covid Boost” Over in SaaS? It Depends. A Tale of Two Trends.

SaaStr

The future of commerce is independent businesses. Those were apps literally every business needed instantly once Covid hit. A Tale of Two Trends. Total global @Shopify merchant Black Friday Cyber Monday GMV over the years: 2018 – $1.8B 2019 – $2.9B 2020 – $5.1B 2021 – $6.3B. It Depends.

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The Mindset of An Investor Today with Tim Draper

Speaker: Peter Cowen, Managing Director, Sutton Capital Partners & Tim Draper, Founder, Draper Associates

Join Peter Cowen, Managing Director at Sutton Capital Partners, with top VCs looking at the trends and perspectives on investing in today’s climate. Can you provide business metrics you are prioritizing now more than you were a few months ago? May 13, 2020 @ 10:30 AM PDT - Tim Draper, Founder of Draper Associates. What sectors (e.g.

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The Mindset of An Investor Today with Minnie Ingersoll

Join Peter Cowen, Managing Director at Sutton Capital Partners with top VCs looking at the trends and perspectives on investing in today’s climate. Can you provide business metrics you are prioritizing now more than you were a few months ago? May 13, 2020 @ 10 AM PDT - Tim Draper, Founder of Draper Associates. What sectors (e.g.

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The Mindset of An Investor Today with Ben Narasin

Speaker: Peter Cowen, Managing Director, Sutton Capital Partners & Ben Narasin, Venture Partner, NEA

Join Peter Cowen, Managing Director at Sutton Capital Partners with top VCs looking at the trends and perspectives on investing in today’s climate. Can you provide business metrics you are prioritizing now more than you were a few months ago? May 13, 2020 @ 10 AM PDT - Tim Draper, Founder of Draper Associates. What sectors (e.g.

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The Mindset of An Investor Today - Arlan Hamilton

Join Peter Cowen, Managing Director at Sutton Capital Partners with top VCs looking at the trends and perspectives on investing in today’s climate. Can you provide business metrics you are prioritizing now more than you were a few months ago? May 13, 2020 @ 10 AM PDT - Tim Draper, Founder of Draper Associates. What sectors (e.g.

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Monetizing Analytics Features: Why Data Visualizations Will Never Be Enough

Think your customers will pay more for data visualizations in your application? Five years ago they may have. But today, dashboards and visualizations have become table stakes. Discover which features will differentiate your application and maximize the ROI of your embedded analytics. Brought to you by Logi Analytics.

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Prepare Now: 2025s Must-Know Trends For Product And Data Leaders

Speaker: Jay Allardyce, Deepak Vittal, Terrence Sheflin, and Mahyar Ghasemali

As we look ahead to 2025, business intelligence and data analytics are set to play pivotal roles in shaping success. Understanding these trends is not only essential to staying ahead of the curve, but critical for those striving to remain competitive and innovative in an increasingly data-driven world.

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How AI Can Radically Change Your Business

In a time that's driven by the almost manic pace of technological advancement, adapting to change is a must for any business. More often than not, being flexible enough to get the most out of the latest tech trends defines the success or failure of a company.

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Demystifying Consumption-Based Pricing: Modeling & the Path to Business Success

Don’t miss out on the key trends shaping tomorrow’s biggest growth opportunities. With insights on maximizing customer relationships and scaling for the future, this report is packed with actionable strategies to stay ahead in a rapidly evolving market.