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Saas

SaaS accounting, revenue recognition, and metrics

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AMD Q2 2026 Earnings: Data-Center Sales Double to $6.7 Billion as $11.5 Billion Revenue Makes AMD an AI Challenger
·mike

AMD Q2 2026 Earnings: Data-Center Sales Double to $6.7 Billion as $11.5 Billion Revenue Makes AMD an AI Challenger

AMD Q2 2026: $11.5B revenue (+50% YoY) as data-center sales more than double to $6.7B, gross margin 54%, operating leverage returns — tracked via public Beancount ledger.

financial-reporting
financial-analysis
beancount
Shopify Q2 2026 Earnings: $115.6 Billion GMV Fuels 34% Revenue Growth and 18% Free-Cash-Flow Margin
·mike

Shopify Q2 2026 Earnings: $115.6 Billion GMV Fuels 34% Revenue Growth and 18% Free-Cash-Flow Margin

Shopify's Q2 2026 (quarter ended June 30, 2026) reported GMV of $115.6B up 32% YoY, revenue of $2.8B up 34%, net income of $420M at a 15.0% net margin, and an 18% free-cash-flow margin — its twelfth consecutive positive-FCF quarter — reconciled line by line in a public Beancount ledger.

financial-reporting
financial-analysis
beancount
Microsoft 365's July 2026 Price Increase: A Small Business Budgeting and Right-Sizing Guide
·mike

Microsoft 365's July 2026 Price Increase: A Small Business Budgeting and Right-Sizing Guide

Microsoft's first commercial price increase since 2022 takes effect July 1, 2026 — Business Basic rises to $7, Business Standard to $14, and E3 to $39 per user per month, with Frontline F1 up 33%. This guide covers when you actually pay the new rate, how to audit and right-size seats before renewal, and how to record the change on accrual and cash-basis books.

small-business
saas
budgeting
Palantir FY2026 Q2 Earnings: 93% Growth and 149% U.S. Commercial Surge Force an 82% Full-Year Guide
·mike

Palantir FY2026 Q2 Earnings: 93% Growth and 149% U.S. Commercial Surge Force an 82% Full-Year Guide

Palantir's FY2026 Q2 revenue surged 93% to $1.935 billion as U.S. commercial revenue jumped 149% to $764 million, lifting GAAP operating margin to 47% and forcing full-year guidance to $8.15 billion (+82% YoY) — the second straight quarter of accelerating hypergrowth at software's most debated valuation.

financial-reporting
financial-analysis
beancount
Maryland's New 3% Tech Tax on IT and Software Services: What Every SaaS Company and Freelance Developer Needs to Know
·mike

Maryland's New 3% Tech Tax on IT and Software Services: What Every SaaS Company and Freelance Developer Needs to Know

Maryland's new 3% sales tax on IT, data processing, software publishing, and computer systems design services (NAICS 518, 519, 5132, 5415) took effect July 1, 2025 with no revenue threshold, so SaaS founders, freelance developers, and IT consultants with even one Maryland customer may owe it — this guide covers what's taxable, how sourcing and MPU certificates work, and how to book the liability separately from your 6% sales tax.

sales-tax
tax-compliance
saas
The Quiet SaaS Leak: How to Audit Your Software Stack and Stop Paying for Tools You Don't Use
·mike

The Quiet SaaS Leak: How to Audit Your Software Stack and Stop Paying for Tools You Don't Use

The average company runs 106 SaaS apps and leaves 36–53% of licenses unused, and most small teams find 20–35% of their software spend is duplicate, shelfware, zombie, or over-tiered on the first audit. This guide gives a six-step audit — inventory, ownership, real usage, waste hunt, renewal calendar, intake rules — plus negotiation moves that work without enterprise leverage and the ledger structure that keeps the savings from creeping back.

saas
expense-management
vendor-management
AI Receptionists in 2026: What They Cost, What They Recover, and How to Book Them
·mike

AI Receptionists in 2026: What They Cost, What They Recover, and How to Book Them

Small businesses miss about 27% of inbound calls during business hours and 40-60% after hours, and 85% of first-attempt callers never call back. AI receptionists run $30-$80/month entry-level, $150-$400 for service businesses, and $800-$1,200+ for multi-location deployments. This guide gives the three-number ROI formula (missed calls × close rate × average job value), where the subscription belongs in your chart of accounts, and a monthly recovery tracker that ties AI-booked appointments back to actual invoices.

ai
automation
small-business
Why Your SaaS Can Owe State Tax on Sales You Never "Made" Anywhere: The Throwback and Throwout Trap
·mike

Why Your SaaS Can Owe State Tax on Sales You Never "Made" Anywhere: The Throwback and Throwout Trap

A throwback rule can push a home-state sales factor from 20% to 60% on the same revenue by adding untaxed 'nowhere' sales back to the numerator; throwout, which shrinks the denominator instead, takes it to 33%. About 20 states plus D.C. still throw back tangible sales, five repealed their rules since 2019, and P.L. 86-272 protects none of your SaaS receipts.

multi-state-tax
saas
nexus
Micro-SaaS and API Bookkeeping: Usage-Based Billing, Processor Reconciliation, and Why 70% Margins Still Need Real Books
·mike

Micro-SaaS and API Bookkeeping: Usage-Based Billing, Processor Reconciliation, and Why 70% Margins Still Need Real Books

Micro-SaaS and API businesses at 70%+ gross margins still need accrual accounting — how to structure hybrid subscription-plus-overage and credit-pack billing, reconcile Stripe and Merchant of Record payouts to gross revenue, and keep deferred revenue, COGS, and processor fees audit-ready.

saas
bookkeeping
reconciliation
Maine Started Taxing Netflix and Spotify on January 1, 2026: What Sellers of Digital Audio and Audiovisual Services Must Collect
·mike

Maine Started Taxing Netflix and Spotify on January 1, 2026: What Sellers of Digital Audio and Audiovisual Services Must Collect

Maine taxes digital audiovisual and audio services at 5.5% from Jan 1 2026 — streaming, music, podcasts, audiobooks. Who must collect and how to comply.

small-business
tax-compliance
e-commerce
Sri Lanka's 18% Digital Services VAT: What Foreign SaaS and App Sellers Must Register For
·mike

Sri Lanka's 18% Digital Services VAT: What Foreign SaaS and App Sellers Must Register For

Sri Lanka now charges 18% VAT on digital services sold by non-resident providers once revenue exceeds LKR 36 million a year or LKR 9 million in a quarter, effective July 1, 2026, with quarterly filing and registration due within three months of crossing the threshold.

international-tax
sales-tax
saas
The AI Coding Bill Comes Due: How Indie Developers Can Track and Cap Runaway Copilot, Cursor, and Claude Spend
·mike

The AI Coding Bill Comes Due: How Indie Developers Can Track and Cap Runaway Copilot, Cursor, and Claude Spend

GitHub Copilot's 2026 shift to usage-based AI Credits, an 18.6x rise in per-developer token consumption, and $60–$200/month agentic tiers are turning flat AI subscriptions into unpredictable bills. Here is a practical framework for indie developers to cap, track, and reconcile AI coding tool spend.

ai
expense-tracking
budgeting
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