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Yes, ARR is Dead ☠️
If ARR is dead then we need to rethink all traditional SaaS metrics and benchmarks
Apr 7, 2025
59
12
7
Thoma Bravo's $5B Medallia Loss | The PE Reckoning is Coming...
Inside how Medallia broke and what it means for the rest of software
May 1
64
4
5
2026: The Year of Churn
10 reasons I am churning software/AI contracts in 2026
Apr 28
46
3
2
Most Popular
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Software Moats are Gone!
Mar 6, 2025
55
6
8
How to Read Balance Sheets - Software Edition
Dec 29, 2022
136
6
5
How To Survive "The Death of SaaS"
Feb 6
47
3
3
Creating a Sales Commission Plan
Jan 17, 2024
78
5
4
Adopting AI in Finance
Apr 18, 2025
34
4
7
💀The NRR Death Spiral
Feb 8, 2025
28
3
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Latest
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Discussions
Software Investors: Shoot First, Ask Questions Later
Just “pretty good” will get you killed in 2026
Apr 26
43
2
1
Pricing Pressure Will Crush You
The ceiling is falling, the middle is tightening, and the floor is disappearing
Apr 22
38
1
4
The Highest Paid CFO | How Much Do Executives Make?
Executive compensation details + How Snowflake CFO made over $1 billion
Apr 17
51
5
3
More Lies of Stock-Based Compensation
Equity compensation is the most misunderstood expense
Apr 14
52
3
2
Fiduciary Duties | Is Your Board (and CFO) Going to Get Sued?
More lawsuits for breaches of fiduciary duties are coming...
Apr 10
48
9
2
Lies, Damned Lies and Recurring Revenue
A guest post with the Godfather of Customer Success (Nick Mehta)
Apr 6
58
8
2
How Low Can Figma Go?
Breaking down Figma’s post-IPO performance. And some lessons learned
Apr 1
44
9
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OnlyCFO's Newsletter
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