Blulogix

NOVEMBER 25, 2024

This is where the concept of real invoice calculation comes in, fundamentally changing the way organizations approach revenue projection. Schedule a Demo Today What is Real Invoice Calculation? Real invoice calculation is an approach to revenue prediction that goes beyond simple estimates.

Payment Features 52

Payment Features Payments Revenue SaaS Payments 52

Blulogix

JANUARY 6, 2025

By Inga Broerman The 2025 Blueprint for Scalable Growth in the Subscription Economy The subscription economy is entering a pivotal year. Trends like usage-based pricing , complex provisioning , industry consolidation , and evolving regulatory landscapes are reshaping how businesses operate and thrive.

Payment Features 52

Payment Features Subscription AI Search compliance 52

Stax

FEBRUARY 26, 2024

We can see this trend in action in the realm of payment processing with the advent of recurring payments, also known as automatic payments. Industry data shows that subscription-based businesses are growing 3.7x So, let’s dive into the realm of recurring payments and how they can benefit your business.

Payment Services 88

Payment Services Payment Features Merchant Services Payment Methods 88

Clouded Judgement

JANUARY 24, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. It might also boost sales forecasting accuracy by using your enterprise’s historical transaction data to predict future trends more reliably. This is for information purposes and should not be construed as an investment recommendation.

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

Clouded Judgement

DECEMBER 20, 2024

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 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. Altimeter is an investment adviser registered with the U.S.

Cloud 157

Cloud Forecasting Payment Features Subscription 157

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 ?”. Boring, right?).

Payment Features 184

Payment Features SaaS Payments Payment Methods Subscription 184

Blulogix

DECEMBER 27, 2024

By Inga Broerman Overcoming Revenue Leakage with Smarter Billing Practices Revenue leakage is one of the most insidious challenges subscription-based businesses face. In todays competitive subscription economy, addressing revenue leakage isnt optionalits critical for sustaining profitability and building trust with customers.

Payment Features 52

Payment Features Revenue Scale Operational efficiency. 52

Stax

OCTOBER 13, 2024

Users can view banking information, track monthly bills, track investments, manage credit card accounts, and much more. It is a subscription-based integrated payment platform that helps you process credit card payments. Quicken Inc.

Payment Methods 88

Payment Methods Payment Solutions Payments Payment Services 88

Clouded Judgement

FEBRUARY 14, 2025

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 144

Cloud Software Payment Features Subscription 144

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This behavior can create a surge in purchasing activity, as organizations look to make strategic investments without losing their allocated funds. This is for information purposes and should not be construed as an investment recommendation.

Cloud 167

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

Stax

JUNE 18, 2024

Subscription models offer companies large and small the opportunity to build predictable revenue and high customer lifetime value. But managing subscriptions effectively and freeing up time and resources for expansion is no picnic. In a subscription business model, customers pay a recurring fee in exchange for a product or service.

Payment Features 88

Payment Features Payment Solutions Payment Services Payments 88

Tom Tunguz

JANUARY 26, 2017

Over the last seven years, software startup investing has changed quite a bit. In 2010, classic SaaS was booming, the benefits of a subscription model were finally becoming clear to the public markets and the mass-market. Which of these markets are growing the fastest for investment dollars?

Startup 255

Startup Software Machine Learning Artificial Intelligence 255

Blulogix

JANUARY 7, 2025

By Inga Broerman Why Billing Automation is the Foundation of Scalable Growth In the dynamic world of the subscription economy , businesses face increasing competition and mounting customer expectations. Schedule a Demo Today The Challenge of Scalability in Subscription Management Scaling a subscription business is inherently complex.

Payment Features 52

Payment Features Scale Operational efficiency. AI Search 52

Blulogix

DECEMBER 31, 2024

By Inga Broerman Scaling with Usage-Based Models: A Practical Guide to Metering The rise of usage-based pricing is revolutionizing the subscription economy. Usage-based pricing represents a seismic shift in how subscription businesses operate.

Payment Features 52

Payment Features Scaling AI Search Subscription 52

Stax

APRIL 3, 2025

If you wish to become a PayFac, note that it has high initial setup costs since you must invest in infrastructure, security, and compliance. And matching their needs means accepting multiple payment methods. Besides, you wont have to sign up for different systems to get your payments in order.

Payment Methods 88

Payment Methods Merchant Services Payment Solutions Payment Services 88

Blulogix

DECEMBER 26, 2024

By Inga Broerman Building a Competitive Edge Through Channel Partnerships In an increasingly competitive subscription economy, channel partnerships have become a beacon for businesses seeking scalable growth and sustainable revenue streams.

Payments 52

Payments Payment Features Payment Services Scale 52

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. But early signs seem positive Some Positive Trends on Net New ARR We’re about 80% of the way through earning season and can start looking at signs for overall trends. Altimeter is an investment adviser registered with the U.S.

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

SaaStr

APRIL 17, 2024

But they are ar $780,000,000+ in ARR, with an 86 NPS and strong revenue growth at 29% overall and 49% in subscriptions (yes, it’s confusing). Not That Efficient — Yet Rubrik is bucking the trend of public SaaS leaders by not being profitable, free-cash flow positive, or really all that efficient … yet.

Scale 298

Scale Pricing Scaling Cloud 298

Clouded Judgement

JUNE 14, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Historically, cloud software businesses charged a recurring fee based on the number of users of their software - the SaaS model. Most of my venture career has been spent investing in data businesses. Securities and Exchange Commission.

Cloud 343

Cloud Pricing AI Software 343

Clouded Judgement

JULY 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Because your competitors are investing in AI efforts, you also have to invest in AI efforts. I’m either wrong on the size of the prize here, or you can’t stop investing in AI efforts. Securities and Exchange Commission.

Cloud 288

Cloud AI Investment User Experience 288

SaaStr

JUNE 19, 2024

The three core areas to focus on are: Evolving your growth engine Building and solving for when to become a multi-product platform Investing in your people and team #1: Evolving Your Growth Engine Let’s start with some context for Bitly’s journey. They saw incredible market trends related to QR codes.

Scale 300

Scale Scaling Underperforming Technical Team User Experience 300

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.

Cloud 274

Cloud Venture Capital AI Startup 274

Neil Patel

FEBRUARY 19, 2021

If only you could predict what’s shaping business trends, or what your clients need, you could plan and grow your company, right? The more you know about market trends, the better you can leverage them to your advantage and get a head start on your competition. Here are the ten key trends influencing entrepreneurs this year and beyond.

Entrepreneurship 144

Entrepreneurship Payment Methods Trends Payment Services 144

Clouded Judgement

FEBRUARY 7, 2025

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.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

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

Blulogix

DECEMBER 19, 2024

By BluLogix Team Thriving in the Subscription Economy of 2025 and Beyond Introduction The subscription economy is not just a trendits a transformative shift in how businesses operate and generate value. Leveraging Artificial Intelligence (AI) AI is set to play a significant role in the future of the subscription economy.

Payment Features 52

Payment Features Subscription AI Search Artificial Intelligence 52

Clouded Judgement

MARCH 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” I heard that a lot in 2021, and unfortunately not many call options hit… It’s hard to invest at 100x ARR and exit at 10x and make a return VCs aim for. Altimeter is an investment adviser registered with the U.S.

Cloud 317

Cloud AI Investment Metrics 317

Clouded Judgement

MARCH 29, 2024

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 284

Cloud Forecasting Payment Features Subscription 284

Clouded Judgement

JUNE 19, 2024

To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. So for public companies the formula to calculate gross margin adjusted payback is: [(Previous Q S&M) / ((Current Q Subscription Rev x 4)  -(Previous Q Subscription Rev x 4)) x Gross Margin] x 12 Here’s the payback data from Q3.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

SEPTEMBER 6, 2023

Quarterly net new ARR trends. As a reminder, I calculate ARR as quarterly subscription rev x 4. So likely Wall Street is partially punishing them for continuing to invest heavily in growth. We’ve seen this also with MongoDB, ZoomInfo, Zoom, and many — though not all — Cloud and SaaS leaders.

Cloud 292

Cloud Scale Payment Features Subscription 292

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

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? Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Trends 130

Trends Cloud Azure AWS 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

Subscription Flow

DECEMBER 12, 2024

From customer expectations, to market trends, to business operations, everything is evolving. One such insight is the businesss best performing strategies, or promotion channels which drive the most ROI (return on investment). Subscriptions are a great way for businesses to generate stable revenue streams.

Payments 52

Payments Payment Services SaaS Payments Revenue 52

USIO

JANUARY 15, 2024

Subscription Models: Usio will provide general insights into why subscription-based payment processing is often considered advantageous for Software as a Service (SaaS) businesses. Predictable Revenue Streams: Subscription models provide a consistent and predictable revenue stream for SaaS companies.

SaaS Payments 130

SaaS Payments Payment Services Payments Payment Solutions 130