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ServiceTitan: 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. Today, we capture on average approximately 1% of our customers’ GTV as revenue from their subscription to and current usage of our products.

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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite.

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

SaaStr

UiPath is one of the most amazing not-really-an-overnight success stories in Cloud, SaaS and software. It was founded way back in 2005 as an outsourcing company, then developed Windows software to automate scripts and more, and turned this into a powerhouse for automating complex functions integrating Cloud and on-prem. ” #5.

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Clouded Judgement 7.12.24 - The Red Queen Effect

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. And very well may lead to better “other” metrics like retention or churn. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

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Clouded Judgement 3.10.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. What excites me is the strength of these platforms are reflected in new customer adds and stable gross churn. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

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Billing System Migration: How to Nail It?

Subscription Flow

Some of the pitfalls that come with unplanned billing migration are faulty revenue reporting, data duplication, and customer churn. Getting onboard a robust billing system means benefiting from advanced features like automated recurring billing, customized invoicing, and revenue recognition.

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Annual vs Monthly Subscription for SaaS Businesses: Weighing the Pros and Cons

Incredo

Whether you are a startup owner, a manager of a growing business or the CEO of an established company, you might find yourself asking questions like “ Should our SaaS subscription model be monthly, annually or both ?” or “ What are the best tips I can get in terms of annual vs monthly subscription models ?”.