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

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

By: Fexingo
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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. #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. Economics
Episodes
  • Why SaaS Companies Are Measuring Customer Health Scores

    Why SaaS Companies Are Measuring Customer Health Scores
    Jul 4 2026
    Lucas and Luna explore the rise of customer health scores in SaaS, a data-driven approach to predicting churn and driving growth. They examine how companies like HubSpot and Salesforce use composite metrics—product usage, support tickets, NPS, and billing patterns—to segment customers into green, yellow, and red zones. The hosts discuss a key case: a mid-market SaaS firm that reduced churn by 18% in one quarter by triggering automated interventions based on health score drops. They also debate the risks of over-reliance on algorithms and the need for human judgment. Tune in to learn how health scores are reshaping customer success strategies in 2026. #SaaS #CustomerHealthScore #ChurnReduction #CustomerSuccess #HubSpot #Salesforce #NetRevenueRetention #PredictiveAnalytics #ProductLedGrowth #RetentionStrategy #Business #Technology #FexingoBusiness #BusinessPodcast #SaaSGrowth #CustomerInsights #CohortAnalysis #Automation Keep every episode free: buymeacoffee.com/fexingo
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    11 mins
  • Why SaaS Companies Are Now Offering Net Payment Terms

    Why SaaS Companies Are Now Offering Net Payment Terms
    Jul 4 2026
    In this episode, Lucas and Luna examine a quiet but powerful shift in SaaS billing: net payment terms. For decades, SaaS companies demanded upfront credit card payments. Now, a growing number of B2B SaaS firms — from $10 million ARR startups to public companies like Salesforce — are offering net-30, net-60, and even net-90 terms to enterprise buyers. Lucas breaks down the driver: procurement departments increasingly require standard invoicing to manage cash flow and compliance. He cites a 2025 study by SaaS Capital showing that 23% of SaaS companies now offer net terms to some segment, up from 12% in 2022. The hosts discuss the hidden trade-offs — delayed cash collections, increased dunning costs, and the need for credit checks — but also the strategic upside: larger deal sizes and longer customer relationships. Luna brings in a case study of a mid-market HR SaaS firm that added net-45 terms last year and saw average contract value jump 34%. They also talk about third-party platforms like Bill.com and Melio that facilitate invoicing while offloading collection risk. The episode closes by asking whether net terms could become table stakes for enterprise SaaS by 2028. #SaaS #NetPaymentTerms #B2BSaaS #SaaSRevenue #EnterpriseSales #SaaSFinance #Billing #ARManagement #Procurement #CashFlow #SaaSGrowth #Contracts #Salesforce #SaaSCapital #Business #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    7 mins
  • Why SaaS Founders Are Ditching Usage-Based Pricing

    Why SaaS Founders Are Ditching Usage-Based Pricing
    Jul 3 2026
    Episode 90 of SaaS Business with Fexingo — Lucas and Luna dissect the quiet reversal away from consumption-based pricing in B2B SaaS. After years of hype, companies like Twilio and Snowflake are seeing customer pushback on unpredictable bills. Lucas shares data from a June 2026 OpenView survey: 42% of SaaS companies that tried usage-based pricing are now adding hybrid models with floor commitments. Luna notes Atlassian's counter-example — still all-in on usage for cloud products. They debate whether the model scales beyond infrastructure. Also: a brief, genuine reflection on keeping this podcast ad-free and listener-supported. #UsageBasedPricing #SaaS #Twilio #Snowflake #Atlassian #OpenView #PricingStrategy #ARR #ConsumptionPricing #CloudInfrastructure #B2BSaaS #RecurringRevenue #HybridPricing #SaaSBusiness #BusinessPodcast #FexingoBusiness #BusinessAndTechnology #SaaSFounders Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
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