A Look Back at Q1 '25 Public Cloud Software Earnings
Q1 ‘25 earnings season for cloud businesses is now behind us.| cloudedjudgement.substack.com
Q1 ‘25 earnings season for cloud businesses is now behind us.| cloudedjudgement.substack.com
Every week I’ll provide updates on the latest trends in cloud software companies.| cloudedjudgement.substack.com
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Is Seat Based Pricing Dead? If AI delivers on its promise, it may spell the end of the SaaS business model as we know it. Historically, cloud software businesses charged a recurring fee based on the number of users of their software - the SaaS model. Then infrastructure / dev tools software companies took a different approach - more of a consumption based pricing model (I’m g...| cloudedjudgement.substack.com
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Revisiting the “Is Software Expensive” Question The current median revenue multiple for the software universe is 6.4x, which is ~17% below the long term average multiple of 7.8x. However, when looking at growth adjusted multiples, the current median is 0.48x, which is ~75% above the long term average of 0.28x (you can see this chart later on in this post in the EV / NTM Rev...| cloudedjudgement.substack.com
Every week I’ll provide updates on the latest trends in cloud software companies.| cloudedjudgement.substack.com
