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Clouded Judgement 9.13.24 - 2024 Estimates

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 240
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Thanks to Chargebee, CommandBar, Greenhouse, Leaseweb, and Navan (formerly TripActions) for Sponsoring SaaStr Annual 2023!

SaaStr

Chargebee is a recurring billing and subscription management tool that helps SaaS and SaaS-like businesses streamline Revenue Operations. Chargebee integrates with the leading payment gateways like Stripe, Braintree, PayPal etc.

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Best Invoicing Procedures: How to Handle Invoices for Small Businesses

Baremetrics

Invoicing is a sales process where a seller issues a commercial document to a buyer requesting payment. This document shows all products and services rendered, the payment owed, and the contact details of both the buyer and the seller. An invoice also represents credit because the seller will only receive cash at a future date.

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Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Azure Report - Cloud Infra Looks Good! The full quote is below: “We expect capital expenditures to increase materially on a sequential basis driven by cloud and AI infrastructure investments.

Azure 174
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What were the effects on Adobe’s finances when they switched from a licence purchase to a subscription model?

SaaStr

Q: What were the effects on Adobe’s finances when they switched from a licence purchase to a subscription model? We all underestimated the force the Cloud would become. Adobe was essentially stagnant for the better part of the Decade before going all-in on Cloud around 2012. Way underestimated.

Finance 132
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Thanks to Google Cloud for Startups, HiBob, Quotapath, Spendflo, and Toplyne for Sponsoring SaaStr Annual 2023!

SaaStr

QuotaPath is the most adaptable compensation solution to bring Sales, RevOps, and Finance all on the same page. Spendflo offers the best buying, negotiation, renewal & tracking service for your SaaS subscriptions. Organizations using Bob are able to accelerate hiring, retain the best talent, and elevate employee engagement.

Cloud 208
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Transforming B2B enterprise SaaS billing with SubscriptionFlow

Subscription Flow

Subscription pricing with the help of automated billing software has transformed many industries and provided businesses with a dynamic way to generate revenue, especially in the SaaS space. SaaS companies’ success is largely dependent on their use of subscription billing.