Shows / 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
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…
Episodes
SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring RevenueHow SaaS Vendors Profit From Your Unused Software
We explore the hidden economics of SaaS shelfware, where companies like Microsoft and Adobe capture value from features customers never touch. Lucas and Luna…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
Why SaaS Companies Are Killing Free Trials
Most SaaS companies are quietly killing their free trials, and it is not because they are running out of patience. The real story is about unit economics…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Vendors Profit From Your Unused Software
We examine the silent engine of modern software economics: the unused seat. While headlines focus on expansion revenue, a massive portion of SaaS budgets goes…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
The SaaS Pricing Trap That Kills Margins
Most SaaS companies treat price increases as a sales problem, not a product one. In this episode of SaaS Business with Fexingo, Lucas and Luna dig into the…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
Why SaaS CAC Payback Is Killing Growth
Most SaaS leaders obsess over Customer Acquisition Cost but ignore the payback period, leading to a liquidity crisis disguised as growth. We break down how a…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
Why SaaS Contracts Are Trapping You In Low Growth
Most SaaS leaders obsess over net revenue retention, but the real bottleneck is often hidden in contract length. Lucas and Luna dissect how multi-year…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
Why SaaS Companies Are Betting on Implementation
In this episode of the SaaS Business podcast, Lucas and Luna dissect why leading software firms are shifting from pure product delivery to heavy implementation…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
Why SaaS Churn Hides In The First Thirty Days
Most SaaS companies obsess over annual churn, but the real leak is in day one. We look at how early friction kills retention before it matters. Lucas and Luna…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Build Unfair Moats
We drill into the specific mechanics of data network effects and why they create pricing power that pure software features cannot match. Using a concrete look…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
The SaaS Land and Expand Strategy That Breaks Margins
In this episode of Fexingo Business, Lucas and Luna dissect the 'land and expand' growth model that has dominated Software-as-a-Service valuations…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Survive The Expansion Trap
We look at how modern software vendors are shifting from flat licensing to usage-based billing, and why that shift creates a new kind of churn risk. Using…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Hedge Currency Risk
We dig into the quiet financial engineering behind global software subscriptions. While most listeners think about churn and product features, enterprise SaaS…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
The Hidden Cost of SaaS Customization
We explore how bespoke implementation work quietly destroys SaaS margins. By looking at the specific economics of onboarding heavy enterprise clients, we show…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Build Pricing Power
SaaS firms often treat price increases as a necessary evil, but the most resilient companies engineer them into their product lifecycle. We look at how…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Use AI Agents To Drive Expansion
This episode explores how leading software firms are shifting from human-led upsells to autonomous AI agents that trigger expansion revenue. We examine the…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Measure Customer Lifetime Value
In this episode, we dive into the critical metric of customer lifetime value and why it is becoming the primary driver for SaaS valuation. We explore how…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Profit From Implementation Friction
We dig into the implementation economy that has become a massive profit pool for software vendors. Lucas and Luna examine how companies like ServiceNow and…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Profit From The Implementation Economy
Most SaaS revenue comes from the software itself, but a hidden profit pool exists in implementation and onboarding services. We explore how companies like…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Profit From Enterprise Procurement Friction
Most SaaS pricing guides focus on value-based metrics like net revenue retention or usage tiers. But behind every enterprise deal is a procurement department…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Turn Data Into Revenue
Most software companies treat their own usage data as a liability or a privacy risk. But in October of two thousand twenty six, a quiet shift is happening…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
The SaaS Pricing Paradox of Platform Value
SaaS companies are moving beyond simple per-seat fees into platform ecosystems, but this shift creates a new pricing paradox. We examine how Salesforce and…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Monetize Data Without Churn
SaaS firms are shifting from selling software to selling insights. This episode examines how companies like Snowflake and Palantir monetize data usage through…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Monetize Usage Without Churn
Most SaaS firms are stuck in a pricing war, but usage-based billing is quietly becoming the standard for high-growth software. We look at how companies like…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
The SaaS Margin Trap of Free Upgrades
We look at why the industry standard practice of offering unlimited usage tiers is quietly destroying software company margins. Using a hypothetical mid-market…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Survive The Expansion Trap
We dissect the hidden friction in enterprise software renewals, focusing on how companies like Adobe and Salesforce are shifting from seat-based billing to…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
SaaS Unit Economics And The Efficiency Trap
We dissect why the SaaS market is pivoting from growth-at-all-costs to unit economics discipline. With Lucas and Luna examining the shift in capital…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
SaaS Profit Pools and the Usage Economy
We explore how software companies are shifting from flat subscriptions to usage-based billing, using Microsoft Azure as a primary case study. With cloud…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Monetize Usage Without Churn
We explore the shift from seat-based pricing to consumption models in Software-as-a-Service. Using concrete examples like data processing and API calls, we…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
The Hidden Math of SaaS Platform Fees
We break down why leading SaaS platforms like Salesforce and Microsoft are quietly shifting revenue recognition from the software license to the ecosystem fees…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
Why SaaS Customer Health Scores Predict Churn
Most SaaS companies still track net revenue retention and churn rates, but these are lagging indicators that tell you who has already left. In this episode…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
Why SaaS Pricing Models Are Breaking Down
We look at how the shift from per-seat to usage-based pricing is reshaping SaaS unit economics, using Adobe and Dropbox as case studies. Lucas and Luna explore…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Survive The Expansion Trap
Most SaaS companies die not from churn, but from the expansion trap. In this episode of SaaS Business with Fexingo, we break down why chasing net revenue…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
SaaS Companies Are Killing Per-Seat Pricing
Why SaaS giants are abandoning per-seat pricing for consumption-based models. Lucas and Luna explore how companies like Snowflake and Datadog shifted their…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
Why SaaS Companies Are Killing Per-Seat Pricing
Per-seat pricing was the golden rule of software, but it is breaking down under new economic pressures. In this episode, we examine why major platforms are…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Monetize Idle Licenses
In this episode of SaaS Business with Fexingo, Lucas and Luna explore how enterprise software giants extract value from unused seats. They examine the shift…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
Why SaaS Companies Are Killing Per-Seat Pricing
The shift from per-seat to usage-based pricing is reshaping the SaaS landscape. We examine why giants like Adobe and Snowflake are moving away from fixed…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Build Net Revenue Retention Engines
In this episode of Fexingo Business, Lucas and Luna break down the mechanics of Net Revenue Retention, often called NRR. We explore how top-tier software…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
Why SaaS Churn Is A Retention Game
Episode two hundred of the SaaS Business series shifts focus from acquisition metrics to the hidden friction in customer onboarding. We examine how Salesforce…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
Why SaaS Churn Is A Retention Game
Lucas and Luna explore how leading software companies are shifting focus from acquisition to retention, using specific cohort analysis to predict long-term…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Price For Expansion
We dig into the expansion revenue model that is quietly driving most public software valuations in late twenty twenty six. Most people think of SaaS as a…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
Why SaaS Giants Are Banning Free Trials
In this episode of SaaS Business with Fexingo, Lucas and Luna examine why leading enterprise software companies are moving away from traditional free trials…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
Why SaaS CAC Payback Periods Are Breaking Growth Models
In a market where customer acquisition costs are rising faster than pricing power, the SaaS payback period has become the single most important metric for…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
Why SaaS Growth Is Stalling Right Now
In September 2026, the era of zero-cost customer acquisition is officially over. Lucas and Luna break down why SaaS companies are facing a structural margin…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
Why SaaS Giants Are Banning Free Trials
We examine the strategic pivot away from freemium models in the SaaS sector, using Microsoft Teams and Zoom as primary case studies. Lucas and Luna break down…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Giants Profit From Your Idle Licenses
We dissect the hidden economics of unused software seats, using a mid-market CRM provider as our anchor. While most teams focus on acquisition, the real margin…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
SaaS Hidden Costs of Technical Debt
In this episode, we look at how technical debt is quietly eroding SaaS margins. We examine a specific case where a mid-market company faced a 15 percent…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Giants Profit From Your Idle Licenses
In September 2026, enterprise software firms are quietly shifting from pure seat-based models to hybrid usage-and-seat structures. We examine how companies…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Unlock Value From Legacy Data
In this episode, Lucas and Luna explore the untapped asset of legacy data in SaaS businesses. They discuss how companies like Salesforce and Adobe have…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Use Price Elasticity
Most SaaS founders treat pricing as a static label, but the real levers are hidden in price elasticity and willingness to pay. This episode explores how…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Use Contractual vs Noncontractual Revenue
In this episode, Lucas and Luna dissect the critical distinction between contractual and noncontractual revenue streams for software-as-service companies…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
SaaS Bundling Strategies That Actually Work
We break down the specific mechanics of product-led growth bundling, using Adobe and Microsoft as case studies. Lucas explains why standalone pricing is dying…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Use AI to Predict Customer Health
This episode examines how leading software firms are deploying machine learning models to score customer health in real time, moving beyond static dashboards…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
The SaaS Metric That Predicts Profitability
We explore how leading software companies are shifting focus from vanity growth to unit economics, specifically analyzing the impact of customer acquisition…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Turn Usage Data Into Pricing Power
Most software companies charge by the seat, but the real value lives in how much of the tool people actually use. We look at why usage-based pricing is no…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
The SaaS Pricing Trap That Drains Margins
We break down why the most common SaaS pricing structure is quietly destroying customer lifetime value. Using a specific look at how per-seat models create…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
SaaS Revenue Recognition Shifts in 2026
We look at how SaaS firms are changing revenue recognition from usage spikes to smoothed monthly figures. The focus is on the accounting reality behind…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Track Customer Effort Scores
Most SaaS firms obsess over net revenue retention, but a growing number are betting on customer effort score as the leading indicator of churn. We look at how…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Companies Fix Broken Pricing Pages
Most SaaS pricing pages are designed for conversion, not clarity. In this episode, we examine how leading software companies are dismantling confusing tier…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
The Hidden Cost of SaaS Free Trials
Lucas and Luna explore how free trials are quietly draining SaaS profitability through hidden support costs and low conversion rates. They examine why…
- SaaS Business with Fexingo: Software-as-a-Service Companies, ARR, and Recurring Revenue
How SaaS Firms Use Cohort Analysis to Predict Churn
This episode dives into the specific mechanics of cohort analysis in Software-as-a-Service businesses, moving beyond aggregate retention metrics to examine how…