Clouded Judgement

FEBRUARY 14, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Will the macro turn in favor of software buyers? We’ll see how the rest of software earnings shake out - but so far I’d categorize the guides / outlooks for the year as “meh” at best. Follow along to stay up to date!

Cloud 144

Cloud Software Subscription Payment Features 144

FastSpring

AUGUST 12, 2024

Throughout the year, sales and subscription management teams juggle hundreds or thousands of subscription upgrades, add-ons, and renewals across customer accounts. What if every customer renewal— from estimate to invoice —was predictable and seamless for everyone involved? The result? Streamlined approval processes.

Payment Features 135

Payment Features Payments Subscription Payment Services 135

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. Some of the smartest and most successful companies like HubSpot, Buzzfeed, J.D.

Payment Features 246

Payment Features SaaS Payments Payments Payment Methods 246

Payrix

FEBRUARY 4, 2025

Interested in learning more about software-led payments or joining the current Embedded Payments conversations in your organization? This blog post is your ultimate guide to understanding the most used payments terms today. Point-of-interaction (POI) A hardware and/or software component in point-of-sale equipment (e.g.,

Payment Services 147

Payment Services Merchant Services Payment Solutions Payment Methods 147

USIO

AUGUST 19, 2024

SaaS Payment Integration for Software Companies In the ever-evolving landscape of software companies, effective payment integration is crucial for success. This allows you to focus on what you do best—delivering exceptional software solutions. Scalable payment integration solutions evolve with your business.

Payment Solutions 211

Payment Solutions Payments SaaS Payments Payment Services 211

Clouded Judgement

JUNE 19, 2024

Q1 was a very weak quarter of software earnings. I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. Some software companies also have seasonality in the “payback.”

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Blulogix

JANUARY 3, 2025

By Inga Broerman Preparing for Regulatory Changes in Subscription Management The subscription economy is thriving, with businesses worldwide adopting models that offer flexibility, scalability, and recurring revenue streams. However, as the industry grows, so does regulatory scrutiny.

Payment Features 52

Payment Features Subscription Management compliance 52

Stax

MAY 20, 2024

The concept of unearned revenue can easily trip up SaaS companies that offer subscription services and products on a recurring basis. Unlike when selling ordinary products, you cannot recognize the revenue earned from a subscription all at once. In the case of SaaS subscriptions, this could take several months—or even years.

Payment Features 167

Payment Features Payments Payment Services SaaS Payments 167

Scytale

FEBRUARY 11, 2025

Heres who must follow PCI DSS requirements : Any business that processes, stores, or transmits payment card data. SaaS companies offering payment solutions, subscriptions, or integrations that handle transactions. Third-party service providers supporting businesses that process payments. multi-factor authentication).

Payment Services 52

Payment Services Merchant Services Payment Features Payment Solutions 52

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. seed round.

Outsourcing Services 362

Outsourcing Services Outsourced Development Payment Features Cloud 362

Stax

MARCH 16, 2025

The average churn rate for the software industry as a whole is 14%. As a SaaS business leader, reducing software user churn is an important part of maintaining your customer base and increasing revenue. TL;DR The average software industry churn rate is 14%, but SaaS companies should aim for under 2%. Looking to measure churn?

Payment Solutions 88

Payment Solutions Software Review Churn SaaS Payments 88

Clouded Judgement

AUGUST 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now The Great Services-To-Software Rotation There's a lot of debate right now about the economic impact of GenAI. They contend that AI agents, capable of handling infinite workloads, will ultimately reduce the need for software spend.

Outsourcing Services 274

Outsourcing Services Cloud Software Outsourced Development 274

Subscription Flow

OCTOBER 10, 2024

Getting onboard a robust billing system means benefiting from advanced features like automated recurring billing, customized invoicing, and revenue recognition. A system which supports recurring subscriptions, and advanced pricing strategies. The subscription plans must be transferred to the new software as they are.

Payment Solutions 105

Payment Solutions Payment Services Systems Review SaaS Payments 105

User Pilot

OCTOBER 19, 2024

Think of Net Promoter Score (NPS) software as a tool to measure your customers’ feelings about your product, and categorize them based on their level of loyalty (promoters, neutrals, and detractors). Segment your audience by criteria like customer lifecycle stage, product usage, or subscription plans.

Software Review 105

Software Review Technical Review Software B2C 105

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 2, 2025

By Inga Broerman How Industry Consolidation is Reshaping Subscription Billing The subscription economy is on a path of rapid growth and transformation, projected to reach a $3 trillion valuation in 2024. Billing integration simplifies the implementation of these models, ensuring accurate tracking and invoicing.

Payment Features 52

Payment Features Payments Subscription Payment Solutions 52

Stax

OCTOBER 13, 2024

Small businesses in America and worldwide have to choose from a wide variety of accounting software solutions, and this range of choices can be overwhelming. Research shows that 64% of small businesses use accounting software and the market for accounting software solutions is projected to be worth $4.3billion by 2023.

Payment Methods 88

Payment Methods Payment Solutions Payments Payment Services 88

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

SaaStr

AUGUST 18, 2022

ChurnZero is Customer Success software for growing SaaS and subscription businesses. SaaS is now 10% of the total Enterprise IT spend, but the back-office software remains an ugly beast comprising of spreadsheets and emails. With Quolum ‘s SaaS Card you only pay for SaaS that you use. appeared first on SaaStr.

Stax 55

Stax Payment Services Payment Solutions SaaS Payments 55

SaaStr

FEBRUARY 2, 2025

Activant Capital brought together at SaaStr Annua l a group of break-out next-generation AI enhanced vertical software leaders: the CEOs from Owner.com, Alloy Automation, and DoNotPay. At SaaStr Annual they shared their experiences and insights on implementing AI in vertical software companies.

AI 222

AI Technical Review Artificial Intelligence Systems Review 222

Blulogix

FEBRUARY 14, 2025

By Kegham Khrigian The New Standard for Subscription Renewals: Intelligent, Automated, and Scalable For subscription businesses, renewals are the foundation of predictable revenue and long-term growth. Subscription models thrive on automation, accuracy, and data-driven decision-making and renewals should be no different.

Payment Features 59

Payment Features Subscription Payments Payment Services 59

Payrix

FEBRUARY 4, 2025

A payment processor facilitates the flow of transactions typically made with credit cards, debit cards, and other digital payments. To operate as an integrated software vendor (ISV) or payment facilitator, a software company requires a relationship with an acquiring bank and a payment processor.

Payment Services 130

Payment Services Payments Merchant Services Payment Methods 130

Tom Tunguz

APRIL 28, 2022

One invoice. I would pay each product provider in their own token: one for storage, compute, caching/CDN, email subscription management, etc. Third, software engineers decentralize only a subset of the app. When I hosted this blog on Amazon Web Services, I used 5 products. I paid for them each in US dollars every month.

Payment Solutions 268

Payment Solutions GCP(Google Cloud Platform) Startup Payment Features 268

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. To succeed, subscription-based organizations must embrace smarter, more integrated approaches to billing, management, and strategy.

Payment Features 52

Payment Features Subscription AI Search compliance 52

SaaStr

FEBRUARY 15, 2024

Metronome is a cutting-edge billing infrastructure company designed to support the rapid growth and adaptability required by modern software companies. Metronome’s sophisticated billing and subscription management platform enables companies to easily manage and automate complex billing and invoicing processes.

Scale 289

Scale Software Review Payment Features AI 289

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Sentiment Software sentiment is incredibly low at the moment - and rightfully so. Nearly 70% of software companies who reported Q1 with an April quarter end guided Q2 below consensus!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 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

ChurnZero

FEBRUARY 28, 2025

You might be surprised to know that SaaS companies can learn a lot from their consumer subscription counterparts. There are certainly tactics that work best for specific groups: by industry (software vs hardware, or retail, or services, or healthcare, etc.) 2: Payment structure SaaS is paid on a recurring basis.

SaaS Payments 52

SaaS Payments Payment Features Subscription B2B 52

Clouded Judgement

MARCH 21, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. With more recent cloud software companies, there was a lot of organic expansion - ie expanding into new markets and capabilities through internal product development. Follow along to stay up to date! Subscribe now M&A is Back!

Cloud 162

Cloud Pricing Subscription Payment Features 162

Subscription Flow

OCTOBER 2, 2024

For subscription-based businesses, revenue leakage means the waste of potential capital which has been rightfully earned. The causes behind this gap range from errors in subscription handling to recurring billing inefficiencies. Boasting revenue is the central goal for subscription-based businesses.

Payments 105

Payments Payment Features Payment Services Payment Solutions 105

SaaStr

DECEMBER 4, 2023

#3: Make Renewals Painless The overwhelming majority of respondents in the survey said being able to offer flexible payment terms could make a real difference to existing customers and reduce churn. ARR selling freelance management software offered multiple-tiered pricing to offset some impact of increasing prices by 56%.

SaaS Payments 287

SaaS Payments Payment Services Payments Payment Features 287

Clouded Judgement

APRIL 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). This is good news for the broader infrastructure software universe. Follow along to stay up to date! I have to “swag” this a bit.

Azure 184

Azure Cloud Software AI 184

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! We’ve already had ~20% of software companies report Q1. Follow along to stay up to date!

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software AWS 190

SaaStr

APRIL 24, 2021

50% revenue from software (recurring), 50% from payments (not-recurring). . Half of its revenues comes from its software. And yes, it’s a software company. You pay a subscription for websites to help you sell stuff. Let’s take a look at 3 great examples: Example #1: Bill.com.

Merchant Services 360

Merchant Services SaaS Payments Payment Solutions Payment Services 360

FastSpring

MARCH 8, 2024

After adopting FastSpring as their merchant of record, SocialBee even saw 2x year-over-year growth in monthly recurring revenue (MRR) after their first year with FastSpring. Our continued focus on developing and improving a great product , especially features and tools for subscription management to support SaaS businesses.

Merchant Services 151

Merchant Services Payments Payment Features Subscription 151

SaaStr

JANUARY 24, 2022

With that, I asked my first controller at my first start-up, Anita Kutlesa, who has since gone on to be CFO at several SaaS and software companies, from Pipedrive to Coverity and more, to share her suggestions and learnings: … The Top 10 Important Finance Mistakes First Time Founders Make. Anita Kutlesa.

Finance 334

Finance Outsourcing Services Systems Review Technical Review 334

Payrix

FEBRUARY 4, 2025

The master merchantis the primary account holder for a payment processing system, overseeing and managing multiple subordinate accounts, often referred to as sub-merchants. This setup is commonly used in marketplaces, software platforms, or businesses that facilitate payments for a network of sellers, service providers, or smaller businesses.

Merchant Services 130

Merchant Services Payment Services Payments SaaS Payments 130