Clouded Judgement

MARCH 21, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 188

Cloud Pricing Payment Features Subscription 188

Clouded Judgement

DECEMBER 20, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 144

Cloud Banking Payment Features Subscription 144

Clouded Judgement

MARCH 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. We’ll see how these consensus estimates trend over the year, but the initial guides out of the gate do not inspire confidence that 2025 will be a year of out performance. Follow along to stay up to date! The median full year guide is only 0.1%

Cloud 157

Cloud Forecasting Payment Features Subscription 157

SaaStr

JUNE 19, 2024

Around 2012, the focus became solely on the Enterprise, which is interesting considering they had a full-blown PLG engine. For many years, if you had gone to the Bitly site, you probably wouldn’t have been able to figure out how it made any money because they cherry-picked out the Enterprise opportunities coming through the funnel.

Scale 306

Scale Scaling Underperforming Technical Team User Experience 306

Subscription Flow

FEBRUARY 27, 2024

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.

SaaS Payments 105

SaaS Payments Payment Services Payments Payment Solutions 105

SaaStr

AUGUST 28, 2024

Only 20% of Revenue from “SaaS”, 80% From Transactions and Float (Fintech) Bill started off 100% SaaS, and slowly and deliberately added payments. Fast forward to today, and only 20% of its revenue is from software subscriptions. Shopify has seen the same trend with its SMBs as well.

Payments 297

Payments Payment Solutions SMB Acquisition 297

SaaStr

MARCH 17, 2020

Sendoso previewed the 2020 direct mail and gifting trends from their upcoming “State of Sending” report, scheduled for release on March 31. Blissfully unveiled their SaaS Trends 2020 report, hitting on a few highlights in the virtual presentation. The full report is available at blissfully.com/saas-trends/2020-annual-report/.

Sales Hiring 236

Sales Hiring Scale Payment Features Marketplace as a Service 236

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. General purpose GenAI tools dominate the market today, but the tooling layer is starting to emerge to allow enterprises to fine tune models to their specific data. Follow along to stay up to date! This year, there was tons of experimentation.

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Coming out of that, every company from the largest enterprise to the smallest startup started thinking very critically about cost optimizations. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

Clouded Judgement

FEBRUARY 14, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 144

Cloud Software Payment Features Subscription 144

SaaStr

JANUARY 8, 2021

Net net, if your customers want to buy in a consumptive vs. recurring fashion … let them. As long as the NRR is just as high as a subscription model, Wall Street says That’s A-OK today. Subscription or consumption. #2. This is a trend we’ve seen with so many Cloud leaders. Maybe you can do it all.

Cloud 265

Cloud Payment Features Subscription Enterprise 265

Blulogix

MARCH 12, 2025

By BluLogix Team The Future of Monetization: Why Usage-Based Billing is the Key to Scalable Growth Introduction Introduction Subscription models have dominated the digital economy for years, but in 2025, usage-based billing is emerging as the smarter, more scalable approach. Automate Billing & Invoicing to prevent revenue loss.

Payment Features 59

Payment Features AI Search B2B AI 59

Tom Tunguz

JANUARY 26, 2021

There’s a trend in pitch decks and startup pitches I’ve been watching - the commingling of metrics definitions, especially ARR. The valuation multiples on annual recurring revenue are the highest across startup categories. One of the key terms is ARR, which is annual recurring revenue. Probably not.

SMB 279

SMB Startup Trends Payment Features 279

FastSpring

JANUARY 27, 2022

Note: FastSpring offers advanced subscription management services that support free trials, monthly and annual paid plans, proration, discount management, and more. How Castos upsells subscription tiers. His podcast hosting company uses data analytics that looks at which users are most likely to grow out of their current subscriptions.

Merchant Services 146

Merchant Services Payment Services SaaS Payments Payment Solutions 146

SaaStr

APRIL 4, 2019

It’s changing the landscape for large enterprise that you are very familiar with. And whether they want to know more about security or scalability or automation or AI, the customers are really demanding that the vendors are coming to market with answers to these questions. what are your thoughts? Where is your storage?

Cloud 173

Cloud Scale Trends Artificial Intelligence 173

Stax

APRIL 3, 2025

Integration capabilities Since you probably have other tools in your tech stack, you dont want to keep switching tabs or windows to reconcile invoices or transfer data. Look for an eCommerce payment system that offers plug-and-play integrations with your existing tech stack to minimize development costs.

Payment Methods 88

Payment Methods Merchant Services Payment Solutions Payment Services 88

Clouded Judgement

JUNE 23, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now MongoDB Atlas Consumption Trends I loved this chart from Mongo’s investor day. I posted a longer recap that you can find here , but wanted to highlight a few trends around growth, net retention, sales efficiency and FCF margins.

Trends 130

Trends Cloud Retention Payment Features 130

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Consumption Trends We’re now through earning season. Is there any incremental signal on consumption trends reversing? Follow along to stay up to date! Will we see re-acceleration soon? Will we see re-acceleration soon?

Trends 130

Trends Cloud Azure AWS 130

SaaStr

MARCH 8, 2024

Should it be subscriptions, usage, solutions, or something entirely different? So we asked the expert, Sandhya Hegde, General Partner at Unusual Ventures to share her best practices and trends for pricing and packaging AI products. If you’re going up Enterprise, it could be a combination of many things depending on the customer.

AI 273

AI Artificial Intelligence Pricing SaaS 273

User Pilot

OCTOBER 19, 2024

Get real-time insights into your survey responses, with visual breakdowns of data, NPS score, and trends. Track NPS scores over time with clear visualizations that display feedback trends. Why it’s worth considering : Qualtrics is perfect for omnichannel B2B enterprises looking for measuring user sentiment in B2B markets.

Software Review 105

Software Review Technical Review Software B2C 105

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. While it is too early to call an end to cloud optimization and a significant level of macro uncertainty remains, these new trends, along with the tenor of our customer interactions are encouraging.” Follow along to stay up to date!

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

FastSpring

SEPTEMBER 16, 2022

Pricing positioning based on regional purchasing power (2 minutes): Note: Check out our Recession-Proof Pricing Report for a collection of data from the 2009 recession and the global inflation surge in 2021 to look for trends. How to Price a New Product. No matter what your business model, we meet you where you are. About FastSpring.

Pricing 146

Pricing Payment Solutions Payment Services Scale 146

Clouded Judgement

MARCH 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Consumption Chart Last week I talked a bit about consumption trends. It sounds like most are guiding as if there’s no improvement to consumption trends coming throughout the full year. Follow along to stay up to date!

Cloud 244

Cloud Trends Payment Features Subscription 244

Clouded Judgement

AUGUST 30, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. A technological shift is exemplified by what happened in endpoint security, where rules-based solutions from Trend Micro and Symantec were replaced by AI-based anomaly detection from CrowdStrike and SentinelOne. Top 5 Median: 14.8x

Cloud 274

Cloud Venture Capital AI Startup 274

Clouded Judgement

JULY 16, 2024

The Digital Finance Cloud empowers the Office of the CFO to form a comprehensive, dynamic and predictive view of the entire enterprise, providing corporate leaders the control, visibility and agility required to proactively adjust business strategy and day-to-day execution.”

Benchmarks 295

Benchmarks Data Machine Learning Artificial Intelligence 295

SaaStr

FEBRUARY 14, 2021

Let’s take a look what’s trending there: #1. “From Freemium to Explosive Growth in a Crowded Market – 8 Years of Learnings with CEO of Zoom” This SaaStr classic is a great one to catch up, right around when Zoom finally had really pulled ahead of the pack … but before the Covid Boost changed everything. .

Acquisition 246

Acquisition Payment Features Subscription Trends 246

SaaStr

JUNE 3, 2023

Yes, cybersecurity remains critical in the enterprise. Billion, Growing 17% Overall with Subscription Revenue Growing 22%. Indeed co-CEO Aneel Bhusri said they were seeing no slowdown, with the trend toward moving people and financials to the Cloud showing no headwinds. CrowdStrike Growing an Incredible 42% at $2.8

Cybersecurity 245

Cybersecurity Cloud Innovation Payment Features 245

Clouded Judgement

MARCH 29, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 284

Cloud Forecasting Payment Features Subscription 284

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

Subscription Flow

DECEMBER 12, 2024

From customer expectations, to market trends, to business operations, everything is evolving. Since the SaaS businesses mostly run on subscription-based models, RGM becomes an even more essential framework for them to follow. Subscriptions are a great way for businesses to generate stable revenue streams.

Payments 52

Payments Payment Services SaaS Payments Revenue 52

FastSpring

OCTOBER 13, 2023

Merchant of record and payment services provider platforms may each offer varying levels of additional features, such as integrations and API connections, subscription management functionality, customer support, and more. They also have an enterprise pricing package called 4Enterprise. Is Stripe a merchant of record?

Payments 160

Payments Payment Methods Payment Services Merchant Services 160

Sales Hacker

FEBRUARY 7, 2025

From your first paying customers to enterprise domination, here’s how successful SaaS companies level up their pricing game to maximize growth and profitability at every turn. Enterprise Solutions: Customized pricing agreements and solutions for large-scale customers become prominent, emphasizing high-touch sales and support.

Pricing 112

Pricing Scale SaaS Technical Review 112

Neil Patel

JANUARY 1, 2023

In a rapidly growing and increasingly competitive digital landscape, it’s more important than ever for large businesses to have a comprehensive and effective enterprise SEO strategy. Therefore, you must tailor your enterprise SEO solutions to your organization’s specific business goals and challenges. million keywords.

Enterprise 93

Enterprise Strategy Technical Review Scale 93

Clouded Judgement

JULY 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 288

Cloud AI Investment User Experience 288

Clouded Judgement

MARCH 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 317

Cloud AI Investment Metrics 317

Clouded Judgement

AUGUST 18, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Now let’s look at some Q2 software earnings data starting with net new ARR trends. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Follow along to stay up to date!

Cloud 243

Cloud Software Review Payment Features Subscription 243

Intercom, Inc.

NOVEMBER 12, 2020

On the podcast, Dee talks to Loren Padelford ( Shopify Plus) , Michelle Curtin (Head of Personal Shopping at Brown Thomas ), and Colin Harmon (founder of 3fe Coffee ) about the social changes that are driving new trends across the sector. Subscription services have been steadily on the rise for years now.

B2C 221

B2C Outsourced Development Payment Features Subscription 221