Clouded Judgement

FEBRUARY 14, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 144

Cloud Software Subscription Payment Features 144

SaaStr

JANUARY 12, 2023

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. Think of us as your automated security and compliance expert.

Payment Features 54

Payment Features Payment Services SaaS Payments Payments 54

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g.,

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

MARCH 23, 2023

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.

Payment Features 246

Payment Features SaaS Payments Payments Payment Methods 246

Clouded Judgement

MARCH 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Update on Q4 Earnings One metric I love tracking in net new ARR added in a quarter. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 317

Cloud AI Investment Metrics 317

Clouded Judgement

AUGUST 30, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. An example of a platform shift is the creation of the cloud. Many companies achieved a transformative leap by taking an on-prem solution and migrating it to the cloud, reaping all the associated benefits. Follow along to stay up to date!

Cloud 274

Cloud Venture Capital AI Startup 274

Clouded Judgement

MARCH 29, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 284

Cloud Forecasting Payment Features Subscription 284

Clouded Judgement

JULY 12, 2024

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. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 288

Cloud AI Investment User Experience 288

SaaStr

NOVEMBER 15, 2022

Metrics are the key to evaluating success and setting goals, but not every SaaS business should orient itself around the same one-size-fits-all numbers. This flexible mindset creates just the right conditions for embracing evolving business models and new metrics. as a common language to analyze a cloud business.

Metrics 272

Metrics Machine Learning Artificial Intelligence Technical Review 272

Clouded Judgement

AUGUST 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Consider cloud computing: by lowering the cost of infrastructure, the cloud didn’t just shift spend from hardware to cloud services, it expanded the overall market by enabling new companies and applications to emerge.

Outsourcing Services 274

Outsourcing Services Cloud Software Outsourced Development 274

SaaStr

MARCH 31, 2021

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.

Outsourcing Services 362

Outsourcing Services Outsourced Development Payment Features Cloud 362

Clouded Judgement

SEPTEMBER 13, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. One metric I like to examine is how much companies adjust their full-year guidance. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 252

Cloud Forecasting Metrics Subscription 252

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Amazon and Snowflake have both made comments recently that Cloud Optimizations are starting to play second fiddle to net new workload growth. We’re still in the early days of the cloud.” Follow along to stay up to date!

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

Clouded Judgement

MARCH 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 244

Cloud Trends Subscription Payment Features 244

Clouded Judgement

FEBRUARY 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 273

Cloud Software Review Technical Review Systems Review 273

Subscription Flow

OCTOBER 16, 2024

Operating a business entails a number of processes like managing products and payments, invoices, customer engagement, revenue, unpaid invoices and much more. That is why most modern SaaS and subscription-based businesses have transitioned to using a good billing software, reducing their workload by a great deal.

Payment Services 59

Payment Services Payment Solutions Payment Features SaaS Payments 59

Clouded Judgement

AUGUST 18, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 243

Cloud Software Review Subscription Payment Features 243

How To Buy Saas

DECEMBER 20, 2024

Most SaaS businesses prefer to manage their accounting processes through cloud-based software solutions, but even for that you need to know the nitty-gritties of SaaS accounting. The revenue earned over the subscription period does not relate to the amount earned at a given point of sale like in traditional businesses.

Payment Services 52

Payment Services SaaS Payments Payment Solutions Payment Features 52

Clouded Judgement

JULY 5, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 184

Cloud Subscription Payment Features Metrics 184

Incredo

JULY 14, 2019

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 ?”.

Payment Features 184

Payment Features SaaS Payments Payment Methods Subscription 184

Clouded Judgement

APRIL 14, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Net New ARR Slowdown It’s no secret that cloud software businesses have seen headwinds over the last couple quarters. Follow along to stay up to date! CPI / Fed Update March CPI data came in this week. Headline CPI came in at 5.0%

Cloud 176

Cloud Subscription Payment Features Trends 176

Clouded Judgement

DECEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now 2023 Top Performers In 2023, there were 14 cloud software companies that were up 100%+ this year (in the index I track of ~80 total)! I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 196

Cloud Software Review Subscription Payment Features 196

Clouded Judgement

JUNE 7, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 190

Cloud AI Enterprise Revenue 190

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! I created this subset to show companies where FCF is a relevant valuation metric. Follow along to stay up to date!

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

Clouded Judgement

DECEMBER 22, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 184

Cloud Payment Features Subscription Revenue 184

Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Follow along to stay up to date! However, a couple things happened.

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Sometimes they’re classic cloud migrations. Follow along to stay up to date!

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

Clouded Judgement

APRIL 26, 2024

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 184

Azure Cloud Software AI 184

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” As growth starts to slow, it gets harder and harder to justify using revenue multiples as a primary valuation metric. And when this happens, growth companies transition to more of a value based valuation metric (FCF or PE).

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

AUGUST 23, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 176

Cloud Acquisition Subscription Payment Features 176

Clouded Judgement

FEBRUARY 9, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 201

Cloud Pricing Startup Revenue 201

Clouded Judgement

MAY 19, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. For those who don’t, I’m using quarterly subscription revenue x4 to estimate ARR. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 167

Cloud Payment Features Subscription Retention 167

Clouded Judgement

MARCH 15, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 167

Cloud Software Review Subscription Payment Features 167

Clouded Judgement

DECEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 190

Cloud Subscription Payment Features Revenue 190

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

NOVEMBER 24, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 167

Cloud Payment Features Subscription Metrics 167