Fexingo
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 Luna, who tests every assumption against operating data, don't preach playbooks. They ask: When does a 12...
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Episodes
Why SaaS Churn Is Worse Than You Think 22.05.2026 5:32
Lucas and Luna dive into the hidden costs of customer churn in the SaaS world, using a real case study of a mid-market CRM company that lost 8% monthly churn and nearly collapsed. They break down why traditional churn metrics can mislead, how cohort analysis reveals the true picture, and why a 5% monthly churn rate can wipe out half your customer base in a year. The episode explores practical stra...
Why SaaS Companies Are Pivoting to Usage-Based Pricing 22.05.2026 7:09
Episode 4 of SaaS Business with Fexingo dives into the shift from flat subscriptions to usage-based pricing. Lucas and Luna examine how Twilio, Snowflake, and HubSpot are adopting models that charge customers based on consumption, not seats. They discuss the impact on revenue predictability, customer onboarding, and why even classic SaaS metrics like ARR need recalibration. With specific examples...
Why SaaS Companies Are Obsessed with Customer Acquisition Cost 21.05.2026 7:52
In this episode of SaaS Business with Fexingo, Lucas and Luna dive into the most misunderstood metric in SaaS: Customer Acquisition Cost, or CAC. They break down why the classic 'CAC ratio' of 3:1 is a myth for most companies, using real data from a 2024 Pacific Crest survey of 500 private SaaS firms. Lucas explains how high-growth companies like ZoomInfo actually run at a 1.5:1 ratio in their ear...
Why SaaS Companies Are Obsessed with Net Revenue Retention 21.05.2026 8:50
Net revenue retention is the single most important metric for subscription businesses, and most founders get it wrong. In this episode, Lucas and Luna break down why NRR matters more than new customer growth, how companies like Shopify and Zoom have used it to weather downturns, and what a 'negative churn' business model actually looks like. They walk through real cohort math, explain the differen...
Snowflake's $1.1 Billion Quarter and Why SaaS Metrics Matter 19.05.2026 10:35
In the premiere episode of SaaS Business with Fexingo, Lucas and Luna drill into Snowflake's latest $1.1 billion quarterly revenue report to explain why SaaS metrics like net revenue retention and cohort analysis matter more than raw earnings. They break down Snowflake's 128 percent net revenue retention, explain why dollar-based retention is the single most important number for subscription compa...
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