Remove Cloud Remove Headcount Remove Payment Features
article thumbnail

Clouded Judgement 8.16.24 - The Great Services-To-Software Rotation

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Today, IT budgets are roughly broken down into: ~50% headcount / personnel, ~25% software, ~15% hardware, and ~10% outsourcing / consultants. As software grows as a percentage, I think we see headcount / outsourcing shrinking.

article thumbnail

Clouded Judgement 5.24.24 - Software Environment Remains Strained

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. We expect these dynamics to persist in the near term, which is reflected in our revised FY '25 subscription revenue guidance. Quarterly Reports Summary Guidance for Snowflake and Workday are product rev and subscription rev, respectively.

Cloud 157
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How to grow your field service platform’s revenue up to 3x with payments

Payrix

The typical trade and field service business relies on revenue from sales and service to run operations, manage headcount, and drive operational growth. If you already have payments volume on your platform, you may be finding that these sales just arent generating the kind of revenue you need to scale.

Payments 100
article thumbnail

Clouded Judgement 12.8.23 - Q3 Earnings Preview

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Companies have reduced headcount, but new bookings aren’t getting any easier Quarterly net new ARR growth : Some green-shoots! Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 167
article thumbnail

Clouded Judgement 4.7.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. That’s a big difference, especially when you layer in the growth in headcount from 2021 to 2022. Essentially companies grew headcount significantly to add less ARR. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130
article thumbnail

Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. Subscribe now Share Clouded Judgement Leave a comment

AI 190
article thumbnail

The ultimate customer support tech stack for 2022

Intercom, Inc.

Powered by a modern business messenger , it scales your ability to answer more questions from more customers without increasing headcount, budget, or hours logged. Cloud-based phone support: Aircall. Cloud-based phone support tool Aircall connects with Intercom to empower your agents to make a call right from the Intercom Messenger.