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Posted On: 06/10/2021 3:05:57 PM
Post# of 32698
Some people only pay for what they think they need
Others don't think about what they need
Still others don't know what they need
And the rest don't think
Brian may only do short calls and was nice enough to do an hour long which may have been unexpected
Having 3 people on the call may also change the timer, I forget
Could have been he does have an paid account and something else weird happen. I remember hearing those messages with skype and maybe teams and was thinking WTF, we are paying millions to Microsoft.
Shutter island will blame it all on Rory anyway
40 enterprise companies in only 6 weeks. Remember Rory mentioned on the Q4 call...
"However, the bigger takeaway from this is that, over the free trial period, we generated 28 quotes, or requests for contracts from the approximately 30 enterprise clients who comprised that initial free trial release, "
I was thinking, it would be great if half of the 28, signed on contract and now we know there are 40, just in the last 6 weeks. Holy smokes!
That was great info was to know their ARPU and penetration rate
I sort of remember the ARPU was around a $1 a while back. Someone else can verify if that was ever said or various investors extrapolated it.
If it was, then the ARPU more than doubled and you can calculate how many active users they have in any give time window, but those windows vary from enterprise to enterprise
If they double the penetration rate, then revenues double without even adding a single new enterprise
If they double the ARPU, then revenues double without even adding a single new enterprise
If they double the ARPU and penetration rate, then revenues quadruple without even adding a single new enterprise
Even if they double the penetration rates, that would still me they have the opportunity to double them again without adding a single new enterprise
Keep in mind if the ARPU is $2+, adding VerbLive at $5-$10 additional doesn't just double the ARPU. It's 2.5 x 5 times
Let's say they didn't increase their penetration rates at the moment, but all their users jumped on VerbLive. Revenues would be over $20M just at the low end of that $5/mo and $35M at the high end.
Now think if they did double the penetration and we know Verb Attribution is driving that exponentially. That would be $40M-$75M...
without even adding a single new enterprise
Now what happens when they add new enterprises to the model?
Hopefully people are now getting the multiple factor I and others have been talking about. This can explode very quickly and maybe it already did and many haven't figure it out?
Changing the way the contracts have been in the past is really going to help the models as going back to the Zoom example. Some people don't think about what they need or know.
Direct sales is a tough nut to crack and I posted an interview from another CEO about a year ago that also spoke to it. Being this is so hard, it puts a substantial barrier to all these competitors that half 1/2 the products and feature set.
Vendors on the other island are going to be out of business
Others don't think about what they need
Still others don't know what they need
And the rest don't think
Brian may only do short calls and was nice enough to do an hour long which may have been unexpected
Having 3 people on the call may also change the timer, I forget
Could have been he does have an paid account and something else weird happen. I remember hearing those messages with skype and maybe teams and was thinking WTF, we are paying millions to Microsoft.
Shutter island will blame it all on Rory anyway
40 enterprise companies in only 6 weeks. Remember Rory mentioned on the Q4 call...
"However, the bigger takeaway from this is that, over the free trial period, we generated 28 quotes, or requests for contracts from the approximately 30 enterprise clients who comprised that initial free trial release, "
I was thinking, it would be great if half of the 28, signed on contract and now we know there are 40, just in the last 6 weeks. Holy smokes!
That was great info was to know their ARPU and penetration rate
I sort of remember the ARPU was around a $1 a while back. Someone else can verify if that was ever said or various investors extrapolated it.
If it was, then the ARPU more than doubled and you can calculate how many active users they have in any give time window, but those windows vary from enterprise to enterprise
If they double the penetration rate, then revenues double without even adding a single new enterprise
If they double the ARPU, then revenues double without even adding a single new enterprise
If they double the ARPU and penetration rate, then revenues quadruple without even adding a single new enterprise
Even if they double the penetration rates, that would still me they have the opportunity to double them again without adding a single new enterprise
Keep in mind if the ARPU is $2+, adding VerbLive at $5-$10 additional doesn't just double the ARPU. It's 2.5 x 5 times
Let's say they didn't increase their penetration rates at the moment, but all their users jumped on VerbLive. Revenues would be over $20M just at the low end of that $5/mo and $35M at the high end.
Now think if they did double the penetration and we know Verb Attribution is driving that exponentially. That would be $40M-$75M...
without even adding a single new enterprise
Now what happens when they add new enterprises to the model?
Hopefully people are now getting the multiple factor I and others have been talking about. This can explode very quickly and maybe it already did and many haven't figure it out?
Changing the way the contracts have been in the past is really going to help the models as going back to the Zoom example. Some people don't think about what they need or know.
Direct sales is a tough nut to crack and I posted an interview from another CEO about a year ago that also spoke to it. Being this is so hard, it puts a substantial barrier to all these competitors that half 1/2 the products and feature set.
Vendors on the other island are going to be out of business
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