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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.
Unknown Host hosts SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue.
Episode 34 dives into a growing tension inside subscription businesses: are you selling usage, or are you selling outcomes? Lucas and Luna break down the distinction between revenue metrics and engagement metrics, using
Episode 33 of SaaS Business with Fexingo explores why a growing number of SaaS companies are moving away from per-seat or usage-based pricing toward outcome-based models — where customers pay based on the business result
In this episode, Lucas and Luna dive into the shift from flat-rate SaaS subscriptions to consumption-based pricing models. They examine how companies like Datadog, Snowflake, and Twilio have successfully implemented usag
In this episode of SaaS Business with Fexingo, Lucas and Luna explore why SaaS companies are embedding their products directly inside Slack and Microsoft Teams. They break down the strategy with a concrete example: how a
Episode 30 of SaaS Business with Fexingo dives into a growing trend: platform guarantees — where SaaS vendors like Salesforce and HubSpot promise a minimum return on investment or risk rebating subscription fees. Lucas a
In this episode of SaaS Business with Fexingo, Lucas and Luna examine why usage-based pricing is becoming the dominant monetization strategy for cloud software companies. They dive deep into Snowflake's consumption model
Lucas and Luna unpack the growing shift from direct sales to channel partnerships in SaaS. They explore how companies like HubSpot and Salesforce are leveraging resellers, referral partners, and systems integrators to ex
In this episode of SaaS Business with Fexingo, Lucas and Luna explore how software companies are using consumption gating — a pricing strategy that caps usage tiers rather than features. They examine why companies like S
Episode 26 of SaaS Business with Fexingo explores why more SaaS companies are shifting from flat subscription fees to usage-based pricing. Lucas and Luna dissect the logic behind the model, using Twilio's early pay-as-yo
Lucas and Luna explore the growing trend of SaaS companies charging for API usage rather than flat subscriptions. They examine how Twilio pioneered consumption-based pricing, why Stripe's per-transaction model works, and
Episode 24 of SaaS Business with Fexingo explores why a growing number of SaaS companies are migrating from separate data warehouses and data lakes to a unified lakehouse architecture. Lucas and Luna drill into the econo
In this episode of SaaS Business with Fexingo, Lucas and Luna drill into a metric that's quietly become the north star for subscription companies: net revenue retention, or NRR. They explain why a cohort of customers tha
In this episode, Lucas and Luna explore how SaaS companies are shifting from product-led growth to customer success-led growth, where proactive retention and expansion are driven by the customer success team, not product
Lucas and Luna dive into a fresh angle that the previous twenty episodes haven't touched: revenue acceleration. Instead of just measuring churn or expansion, some SaaS companies are now using triggers—like product usage
In this episode, Lucas and Luna explore the growing trend of SaaS companies embedding payment processing directly into their platforms. They break down the strategic logic behind bundling payments, using the example of S
Episode 19 of SaaS Business with Fexingo dives into the growing trend of SaaS companies pivoting upmarket to land enterprise customers. Lucas and Luna explore why startups like Notion, Zoom, and Canva are redesigning pro
In this episode of SaaS Business with Fexingo, Lucas and Luna explore why more software-as-a-service companies are pushing customers toward annual contracts instead of month-to-month subscriptions. They dive into the fin
Episode 17 of SaaS Business with Fexingo. Lucas and Luna examine the growing trend of SaaS companies bundling multiple products into a single subscription. They discuss why Atlassian, Salesforce, and ZoomInfo have leaned
In this episode of SaaS Business with Fexingo, Lucas and Luna explore how leading SaaS companies like Canva and Notion use data-driven onboarding to accelerate time-to-value (TTV). They break down a key metric — the 'aha
In this episode of SaaS Business with Fexingo, Lucas and Luna unpack why software-as-a-service companies are compressing free trials from 30 days to 14 or even 7 days. They examine the data behind Atlassian's seven-day t
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SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue is hosted by Unknown Host. The show is categorised under Business and has published 0 episodes.
SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue regularly covers Business. It sits in the Business category.
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Episodes of SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue average 9 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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