Subscription Revenue
topic on 3 shows · 5 statements across 5 episodes
Startups For the Rest of Us 
Top Founders 
Big Technology
5 statements about Subscription Revenue, every show
Walling: Subscription revenue commands higher exit valuation multiples than transactional GMV
“Of course, you've heard me talk on this show about how when you go to exit, subscription revenue will be valued at a higher multiple than just transactional GMV processing.”
Bret Taylor: Business Model Transitions Are Harder Than Technology Transitions
“I think the interesting maybe counterintuitive point that I would make is I think business model transitions are harder than technology transitions. I think it was harder for most on-premises software companies to move to ratable subscription revenue. Than it …”
Walling: Non-Subscription Revenue Applies a Valuation Discount on Exit
“And when you go to sell this, if it is not subscription revenue and the numbers go up and down each month, it is a discount to your valuation.”
Mask: 97% of Infusionsoft revenue is subscription revenue
“We're now at like 97% of revenue being subscription revenue.”