『SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue』のカバーアート

SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue

SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue

著者： Fexingo
無料で聴く

Lucas and Luna sit down to dissect the mechanics of subscription software businesses: how unit economics, churn, and net revenue retention collide to produce the ARR growth that investors love. Each episode takes one metric or model — cohort-based retention curves, expansion MRR from multi-year contracts, the tension between NRR and gross margin — and walks through real company filings and public deck disclosures. Lucas, a journalist with a habit of asking what the footnotes don't say, and Luna, who tests every assumption against operating data, don't preach playbooks. They ask: When does a 120% NRR mask a broken sales motion? Why do some SaaS firms hit the 'Rule of 40' while others hang at 20? And what does a flattening cohort curve actually imply for a board's next hire? This is the show for operators, investors, and founders who want to think in multiples and curves — not catchphrases. You'll leave with a sharper question about your own retention model, not a to-do list. #SaaS #ARR #RecurringRevenue #ChurnAnalysis #NetRevenueRetention #UnitEconomics #CohortAnalysis #RuleOf40 #GrossMargin #ExpansionMRR #CustomerAcquisitionCost #LTV #BusinessPodcast #FexingoBusiness #Business #Technology #SaaSmetrics #RevenueGrowth Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • Why SaaS Companies Are Moving to Zero-Touch Onboarding

    Why SaaS Companies Are Moving to Zero-Touch Onboarding
    2026/06/08
    Lucas and Luna explore the shift from hands-on customer onboarding to product-led, zero-touch models. They dissect how companies like Canva and Calendly reduced time-to-value by over 60% through in-app guidance, automated data imports, and milestone-based nudges. The episode digs into the trade-offs: faster adoption vs. lower initial engagement for complex features. Lucas cites a G2 study showing a 40% drop in churn for SaaS firms using zero-touch onboarding. Luna questions whether this approach works for high-ticket enterprise products. They conclude by examining the analytics behind onboarding flows—specifically how cohort analysis reveals which users actually hit the 'aha moment.' This episode is a practical guide for founders and product leaders balancing scalability with customer success. #SaaS #ZeroTouchOnboarding #ProductLedGrowth #CustomerOnboarding #Canva #Calendly #TimeToValue #ChurnReduction #SaaSGrowth #CustomerSuccess #ProductAnalytics #CohortAnalysis #UserActivation #Business #Technology #FexingoBusiness #BusinessPodcast #SaaSBusiness Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    11 分
  • Why SaaS Companies Are Bundling Insurance

    Why SaaS Companies Are Bundling Insurance
    2026/06/07
    Episode 37 of SaaS Business with Fexingo dives into a fast-growing trend: software companies embedding insurance into their platform. Lucas and Luna explore why a B2B SaaS firm like Toast, which provides point-of-sale systems to restaurants, now sells liability and property coverage to its merchants. They break down the economics: Toast's insurance arm generated over $50 million in premiums in 2025, with loss ratios below industry average. They discuss the data advantage—restaurant transaction data lets insurers price risk more accurately—and the strategic play: insurance boosts customer retention (merchants who bundle insurance churn at half the rate) and opens a new revenue stream without adding engineering complexity. The hosts also touch on regulatory hurdles and why this model hasn't spread to consumer SaaS yet. A concrete look at how recurring revenue companies are becoming insurers by another name. #SaaS #Insurance #Toast #EmbeddedInsurance #RestaurantTech #B2BSaaS #RevenueStreams #CustomerRetention #DataMonetization #Insurtech #BusinessPodcast #FexingoBusiness #Podcast #RecurringRevenue #Fintech #Payments #June2026 #Strategy Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    9 分
  • How SaaS Companies Are Aligning Revenue with Customer Outcomes

    How SaaS Companies Are Aligning Revenue with Customer Outcomes
    2026/06/07
    Episode 36 of SaaS Business with Fexingo dives into outcome-based pricing — where SaaS companies tie their fees directly to the business results customers achieve. Lucas and Luna break down the appeal and the challenges using specific examples: a cloud infrastructure provider that charges based on cost savings, and a marketing automation platform that prices per qualified lead. They discuss why outcome pricing forces deeper product-customer alignment, how it shifts risk from buyer to seller, and why it's not for every product category. The episode also touches on the operational complexity of measuring outcomes and the potential for scope creep. A concrete look at a pricing model that could redefine SaaS contracts in the next five years. #OutcomeBasedPricing #SaaS #RecurringRevenue #PricingStrategy #CustomerSuccess #RevenueModel #CloudInfrastructure #MarketingAutomation #BusinessModelInnovation #ValueAlignment #RiskSharing #SaaSContracts #ARR #Business #Technology #FexingoBusiness #BusinessPodcast #SaaSBusiness Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    7 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません