Remove Churn Remove Cost optimization & reporting Remove Investment
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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between April 24th – June 10th. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

Cloud 318
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Using Data-Driven Time Insights to Unlock CSM Scale and Efficiency 

Valuize Consulting

Understanding the True Cost of Customer Success: Every customer interaction has a cost. Time tracking reveals the real investment required to support various segments and individual accounts. This data allows you to identify high-cost segments and analyze whether the revenue generated justifies the investment.

Scaling 52
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Monetization: What SaaS platform builders need to know to prepare for growth, Part 2

CloudGeometry

Feature value: a function of time investment of users and customers The set of problems that your SaaS solves won’t survive long in the digital age if all it does is cut prices. This has consequences both for the cost of onboarding a customer, as well as the cost of maintaining the customer during the discovery period.