Clouded Judgement

MARCH 7, 2025

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. Securities and Exchange Commission.

Cloud 157

Cloud Forecasting Subscription Payment Features 157

Clouded Judgement

DECEMBER 20, 2024

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. Securities and Exchange Commission.

Cloud 144

Cloud Banking Subscription Payment Features 144

Subscription Flow

MARCH 12, 2024

Understanding Paystack and its Integrations Paystack stands as a tech entity propelling the expansion of remarkable businesses throughout Africa via transparent payment solutions. It presents a versatile payment platform enabling businesses to receive payments from customers through diverse channels like web, mobile, ATM, and POS terminals.

Merchant Services 98

Merchant Services Payment Services Payment Methods Payment Features 98

Payrix

FEBRUARY 4, 2025

By integrating payment capabilities directly into their platform or software, the master merchant creates seamless user experiences for both sub-merchants and customers, helping to drive customer engagement and unlocking additional revenue streams.

Merchant Services 130

Merchant Services Payment Services Payments SaaS Payments 130

Intercom, Inc.

JUNE 22, 2022

Custom Actions lets you make API calls that can present information in bots (e.g. By opening the bot, they instantly get presented with any live orders, and can see the delivery status in real time. SaaS: a customer’s invoice is now available. The bot presents a set of support options, including invoice status.

SaaS Payments 218

SaaS Payments Payment Services Payment Features Payments 218

Clouded Judgement

JANUARY 24, 2025

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. Securities and Exchange Commission.

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

Kellblog

MARCH 29, 2023

Just a quick post to share the slides from the presentation I gave today at the KiwiSaaS conference to discuss the SaaS metrics that matter in 2023 and 2024. The presentation has three sections: First, an introduction which quickly reviews the ways the startup world has changed in the past 6 months.

Metrics 133

Metrics Compensation Benchmarks Interviewing 133

SaaStr

AUGUST 11, 2024

RevenueCat is the market leader for managing mobile subscription apps, with over 30% of U.S.-based based mobile subscription apps using their SDK and API to manage mobile subsriptions. At SaaStr Annual in September , their CTO will present all the hard data on how it actually works. We led the U.S.

Cloud 305

Cloud AI Generative AI CTO 305

SaaStr

JANUARY 24, 2022

I simply couldn’t get them to even remotely tie to his presentation deck. Let’s say you receive a contract from a customer that outlines they will pay you $100 for the monthly subscription with an invoice of terms Net 30. Too many startups that invoice customers get far, far behind on actually getting the cash.

Finance 334

Finance Outsourcing Services Systems Review Technical Review 334

Payrix

FEBRUARY 4, 2025

Master merchant Payment facilitator that becomes the merchant of record on behalf of a network of smaller merchants (sub-merchants) or billing companies that regularly collect payments; key markets for master merchant networks include government, education, utilities, and nonprofit organizations.

Payment Services 147

Payment Services Merchant Services Payment Solutions Payment Methods 147

FastSpring

DECEMBER 7, 2022

Chargebee is a robust subscription management platform. However, there are certain aspects of collecting recurring payments that you would still be responsible for when using Chargebee, such as: Connecting to payment gateways manually. Zoho Subscriptions. Remitting taxes at the end of the year.

Payment Methods 148

Payment Methods Merchant Services Payment Services Payments 148

FastSpring

JUNE 13, 2024

Secure Transactions: Apple Pay employs device-specific numbers and unique transaction codes to ensure the security and privacy of each purchase. Once selected, Apple’s Apple Pay widget appears, allowing customers to authenticate right from their device for a faster, more secure transaction.

Payment Methods 158

Payment Methods Payments Payment Services Payment Features 158

Clouded Judgement

FEBRUARY 14, 2025

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. Securities and Exchange Commission.

Cloud 144

Cloud Software Subscription Payment Features 144

Clouded Judgement

OCTOBER 11, 2024

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. Securities and Exchange Commission.

Cloud 167

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

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. For businesses, these models present tremendous growth opportunities, but they also introduce operational challenges that require precision, agility, and advanced technology.

Payment Features 52

Payment Features Scaling AI Search Subscription 52

Clouded Judgement

JUNE 19, 2024

You’ll also start to see the beginning of data that suggests the environment got harder as the year progressed (April quarter end companies presenting worse data) Historically, the median beat of consensus estimates is closer to ~4%. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

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

Kellblog

SEPTEMBER 19, 2023

Upgrade your subscription to get access to the rest of this post and other paid-subscriber only content. Upgrade subscription The post Video of my SaaStr 2023 Presentation: The Strategic Use and Abuse of SaaS Metrics appeared first on Kellblog. You're currently a free subscriber.

Metrics 117

Metrics SaaS Subscription Payment Features 117

Clouded Judgement

MARCH 29, 2024

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. Securities and Exchange Commission.

Cloud 284

Cloud Forecasting Subscription Payment Features 284

Stax

DECEMBER 20, 2023

Set rate processing Subscription rate processing TL;DR Interchange fees are not collected by your payment processor or bank; they go directly to the card-issuing banks. Generally, debit card transactions are much less expensive than credit card payments for you to process and come with a lower interchange rate than credit cards.

Payment Services 167

Payment Services Merchant Services Payment Methods Payment Solutions 167

SaaStr

OCTOBER 13, 2022

ChartMogul is an analytics platform to help you run your subscription business. You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses.

GCP(Google Cloud Platform) 260

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 260

SaaStr

NOVEMBER 3, 2022

ChartMogul is an analytics platform to help you run your subscription business. You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard.

Payments 264

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 264

SaaStr

FEBRUARY 17, 2021

While Wix’s actual churn is a bit unclear, this is a super interesting presentation of CLTV. That’s the power of recurring revenue. An incredible journey from a fairly simple product at founding in 2006. 5 Interesting Learnings: 1. Existing $1B in Customer ARR is Worth $9.2B Over Next 8 Years. over the next 8 years.

Payment Methods 312

Payment Methods Payment Solutions Payments SMB 312

Clouded Judgement

JUNE 14, 2024

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. Securities and Exchange Commission.

Cloud 343

Cloud Pricing AI Software 343

Clouded Judgement

FEBRUARY 7, 2025

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. Securities and Exchange Commission.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

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

SaaStock

JANUARY 25, 2019

Its focus is on helping companies handle financial routine and streamlining processes related to accounting, banks, stock, and electronic invoicing, among others. Vindi is a PCI-certified online payment platform for recurring billing. The tool supports multi-currency billing and electronic invoicing. Founded : 2011.

SaaS Payments 257

SaaS Payments Payment Solutions Payment Methods Payments 257

Clouded Judgement

DECEMBER 1, 2023

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. Securities and Exchange Commission.

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

Clouded Judgement

JULY 12, 2024

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. Securities and Exchange Commission.

Cloud 288

Cloud AI Investment User Experience 288

Clouded Judgement

MARCH 1, 2024

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. Securities and Exchange Commission.

Cloud 317

Cloud AI Investment Metrics 317

SaaStr

JANUARY 20, 2022

ChartMogul is an analytics platform to help you run your subscription business. You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard.

DevOps as a Service 246

DevOps as a Service AI Search Cloud compliance 246

Subscription Flow

MAY 30, 2024

Did you know the subscription economy is touted to reach $1.5 As a business that provides software as a service, you will not only need to jump on this bandwagon, but more importantly, you will need the right set of subscription management tools to stay on it to keep reaping the profits of this booming industry. trillion by 2025 ?

Merchant Services 97

Merchant Services Payment Solutions Payment Services SaaS Payments 97

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. Pricing starts low per transaction, but it will add up quickly if you’re looking for a more robust service.

Payments 155

Payments Payment Methods Payment Services Merchant Services 155

Clouded Judgement

AUGUST 30, 2024

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. Securities and Exchange Commission.

Cloud 274

Cloud Venture Capital AI Startup 274

Tom Tunguz

JANUARY 26, 2021

Management teams and VCs talk multiples in partner meeting presentations, term sheet negotiations, and board room conversations. Then, consumer subscription businesses began pitching using ARR. Ten years ago Startupland began to talk about valuing early and mid-stage startups on multiples.

SMB 279

SMB Startup Trends Payment Features 279

Clouded Judgement

SEPTEMBER 13, 2024

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. Securities and Exchange Commission.

Cloud 252

Cloud Forecasting Metrics Subscription 252

Stax

AUGUST 29, 2024

The question is: how do payment service providers work and how can you choose the right one for your business? PSPs offer joint merchant accounts and flat-rate processing fees that make them ideal solutions for small businesses that only process payments occasionally. Read on to find out.

Merchant Services 88

Merchant Services Payment Services Payment Methods Payment Solutions 88