Clouded Judgement

MARCH 28, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Data from Stripe (below) shows the speed at which AI native companies are growing compared to SaaS companies. The bar to hitting escape velocity went up (in SaaS companies vs their on prem counterparts). That was unheard of in the SaaS world.

Cloud 299

Cloud AI Scale Scaling 299

SaaStr

JUNE 7, 2019

With thousands of new startups emerging everyday and the average turnover rate for business applications trending at 39% annually, the SaaS industry couldn’t be more competitive. Despite the hyper competition, many SaaS providers take their organization’s payment processing experience for granted. Securing payments.

SaaS Payments 234

SaaS Payments Payment Services Payment Methods Payment Solutions 234

USIO

MARCH 7, 2025

By embedding payment capabilities directly into existing business systems, companies can eliminate redundancies, improve cash flow, and create a smoother experience for customers and partners alike. Manual invoicing, reconciliation, and transaction approvals require time and personnel, leading to higher operational costs.

Payments 130

Payments SaaS Payments Payment Solutions Payment Services 130

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

DECEMBER 23, 2024

By Inga Broerman How Usage-Based Pricing is Transforming Subscription Billing The subscription economy is undergoing a transformation, driven by the rising popularity of usage-based pricing. The days of flat-rate subscriptions being the default option are gone. Your ERP cannot bill usage subscriptions.

Payment Features 52

Payment Features Subscription Pricing Artificial Intelligence 52

Blulogix

JANUARY 14, 2025

By Kegham Khrigian From ERP to Agile Monetization: A Roadmap for SaaS Growth For SaaS companies, staying competitive requires agility. But for many SaaS businesses, legacy ERP systems create significant obstacles. But their rigid structures and limited flexibility make them ill-suited for the demands of modern SaaS operations.

Payment Features 52

Payment Features Scale SaaS Subscription 52

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. The promise of SaaS is that growth in the early years leads to profits in the mature years.

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

Clouded Judgement

MARCH 21, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. Subscribe now M&A is Back!

Cloud 188

Cloud Pricing Subscription Payment Features 188

SaaStr

DECEMBER 4, 2023

They wanted to quantify this trend of a longer sales cycle, so they commissioned a study of 500 revenue leaders in the U.S. If you want to cut the sales cycle, always do an exchange of urgency, i.e., “I’ll accept flexible payment terms, but we need to close this week.” #2: to find out what was going on.

SaaS Payments 282

SaaS Payments Payment Services Payments Payment Features 282

Clouded Judgement

DECEMBER 20, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. The promise of SaaS is that growth in the early years leads to profits in the mature years. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Cloud 144

Cloud Banking Subscription Payment Features 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 Subscription Payment Features 157

Sales Hacker

FEBRUARY 7, 2025

SaaS pricing isn’t static – it’s a living strategy that grows with your company. 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.

Pricing 110

Pricing Scale SaaS Technical Review 110

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. SaaS app usage across all companies is up 30%, and spend is up 50%. ~80%

Sales Hiring 233

Sales Hiring Scale Payment Features Marketplace as a Service 233

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

USIO

JUNE 3, 2024

In the dynamic world of Software as a Service (SaaS), staying ahead of the curve means continuously evolving and integrating new functionalities that enhance user experience and streamline business operations. One such critical functionality is integrated payments. As your SaaS business grows, your payment needs will evolve.

Payments 130

Payments Payment Solutions Payment Services SaaS Payments 130

SaaStr

FEBRUARY 14, 2023

The current public market environment might look like a great SaaS crash for many people. As things appear to slow, how do we get back to the fundamentals, find the things that are great about SaaS that are measurable, and help people see the value in your business? It captures the predictability of SaaS revenue and built-in growth.

Metrics 261

Metrics Marketing SaaS SMB 261

SaaStr

MARCH 8, 2024

With everything in AI moving so rapidly, what’s the best way to price Artificial Intelligence products or SaaS tools with custom AI features and integrations? Should it be subscriptions, usage, solutions, or something entirely different? If so, keep a simple subscription model. Is the most important thing for them a fixed cost?

AI 268

AI Artificial Intelligence Pricing SaaS 268

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 292

Payments Payment Solutions SMB Acquisition 292

Clouded Judgement

FEBRUARY 14, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. The promise of SaaS is that growth in the early years leads to profits in the mature years. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. consensus) and 0.5%

Cloud 144

Cloud Software Subscription Payment Features 144

SaaStr

NOVEMBER 18, 2020

Wondering how your SaaS business got slapped with a multi-million dollar sales tax bill from one or multiple states? Probably because you, like so many other SaaS companies out there, didn’t even know you had to collect and remit sales tax. Sales tax laws across the United States are pretty inconsistent, especially for SaaS solutions.

New CTO 227

New CTO SaaS Sales CTO 227

Blulogix

MARCH 27, 2025

With businesses adopting diverse pricing modelsranging from subscriptions to usage-based billinglegacy systems often struggle to keep up. These challenges result in: Billing Errors Manual processes increase the risk of incorrect invoices, leading to customer disputes and revenue loss.

Payments 59

Payments AI Search Payment Services 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. Then, consumer subscription businesses began pitching using ARR. Tom-ay-to / tom-ah-to.

SMB 279

SMB Startup Trends Subscription 279

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 167

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

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

FEBRUARY 17, 2021

They want a slick site that does more, from eCommerce to payments to marketing and more. And SMBs are back in SaaS. Wix has benefitted from those trends, not just crossing $1B in ARR, but growing a very impressive 29% year-over-year at $1B in ARR! But much lower in Payments. Well, it turns out, people care.

Payment Methods 307

Payment Methods Payment Solutions Payments SMB 307

Subscription Flow

DECEMBER 10, 2024

Changing customer expectations, digital advancement, and transforming market trends call for a price discipline. Fair and competitive pricing, especially in the SaaS arena has emerged as a strong requirement for businesses looking for operational stability. What is Dynamic Pricing SaaS? 7 Types of Dynamic SaaS Pricing 1.

Pricing 52

Pricing SaaS Customer Lifetime Value Subscription 52

User Pilot

OCTOBER 19, 2024

Get real-time insights into your survey responses, with visual breakdowns of data, NPS score, and trends. Pricing : Userpilot offers flexible plans tailored to startups and mid-sized SaaS businesses, with pricing starting at $249 per month for the basic plan. 5 Survicate for small and mid-sized SaaS companies Survicate NPS surveys.

Software Review 105

Software Review Technical Review Software B2C 105

Intercom, Inc.

FEBRUARY 6, 2020

Since then, she’s helped grow the Udemy’s B2B SaaS arm to more than 5,000 enterprise customers, which include the likes of Pinterest, Adidas, and General Mills. She’s also identified a much bigger trend happening in the world of work that plays to the business unit’s strengths. We’re also B2B. Is this something that you can do?’”.

Marketplace as a Service 243

Marketplace as a Service Scale Sales Recruiting Business 243

FastSpring

JUNE 22, 2022

We don’t have to look far to find examples of B2B SaaS companies that have found traction using a self-service or product-led motion. We talked about one of the biggest trends playing out in the software industry: the convergence of B2B and B2C. What does that mean exactly? How B2B and B2C Are Converging.

B2C 148

B2C Payments SaaS Payments B2B 148

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 Subscription 130

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. Follow along to stay up to date! Time will tell if they can execute!

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

SaaStr

APRIL 17, 2024

But now a second SaaS security leader has filed to IPO, Rubrik. 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). Is this the new bar to IPO in SaaS? Let’s great ready for just the second SaaS IPO since 2021!

Scale 298

Scale Pricing Scaling Cloud 298

FastSpring

NOVEMBER 9, 2023

Looking to join SaaS founders and tech enthusiasts who are discussing the most innovative trends for SaaS companies? If so, join FastSpring at the SaaS North November 15-16th! Since 2016, SaaS North has been recognized as THE Canadian hub for rapidly-scaling SaaS founders and their teams.

Merchant Services 158

Merchant Services SaaS Payments Payment Methods Payment Services 158

User Pilot

MARCH 6, 2024

Performing trend and product analytics can help you make data-backed informed decisions to stay ahead of the competition. With trend analysis, you’ll be able to better understand both internal and external factors affecting your business operations.

Trends 102

Trends SaaS Data Analysis User Experience 102

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

OCTOBER 25, 2023

Q4 sales numbers usually outperform the rest of the year thanks to year-end holidays and their associated shopping cycles — but how much does that trend carry over into software and SaaS sales? sales trends by month and quarter. Global sales trends by month and quarter. Below, we’ll cover: U.S. How FastSpring can help.

SaaS Payments 158

SaaS Payments Payment Solutions Software Review Merchant Services 158

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