MoEngage

15 statements across 1 episodes · 9 bullish · 1 bearish · 1 people on the record · first statement Oct 10, 2025 by Raviteja Dodda · said 50 times in 10 episodes since 2020 · across every show →

Mentions by year

brought up most by Siddhartha Ahluwalia (37), Raviteja Dodda (7), Anand Chandrasekaran (4), Bala Srinivasa (1), Alok Goyal (1)

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0232020202120222023202420252026episodes it came up in
007.51.51532020202120222023202420252026episodesmentions per episode
2026 2 mentions in 2 episodes 1 per episode
2025 38 mentions in 3 episodes 13 per episode
2023 1 mention in 1 episode
2022 1 mention in 1 episode
2020 8 mentions in 3 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about MoEngage, oldest first

Oct 10, 2025
Assertion Not checkable as stated
Dodda: MoEngage's largest customer exceeds $3M in annual contract value
“Our largest customers is upwards of three million dollars ACV as well.”
Raviteja Dodda Oct 10, 2025 ▶ 33:34 Ola, Flipkart & Swiggy use This $800 Million Software to Send Notifications | Raviteja, MoEngage
Oct 10, 2025 positive
Assertion Not checkable as stated
Dodda: MoEngage is surpassing $100M in ARR
“We are surpassing a hundred million dollars in annualized, annualized recurring revenue as we speak.”
Raviteja Dodda Oct 10, 2025 ▶ 3:39 Ola, Flipkart & Swiggy use This $800 Million Software to Send Notifications | Raviteja, MoEngage
Oct 10, 2025 neutral
Disclosure
Dodda: MoEngage generates over 30% of its revenue from India
“Today about 25 to 30% of the business comes from North America and Americas. About 20 to 25% of the business comes from EMEA. India plus Southeast Asia together contribute to about 45 to 50% of business, with India being more than 30% of the business at the mo…”
Raviteja Dodda Oct 10, 2025 ▶ 21:30 Ola, Flipkart & Swiggy use This $800 Million Software to Send Notifications | Raviteja, MoEngage
Oct 10, 2025 bullish
Assertion Not checkable as stated
Dodda: MoEngage added more Indian net new business than competitors
“Over the last two, three years, I think we added, we had much more net new business in India than any other player out there.”
Raviteja Dodda Oct 10, 2025 ▶ 14:39 Ola, Flipkart & Swiggy use This $800 Million Software to Send Notifications | Raviteja, MoEngage
Oct 10, 2025 positive
Assertion Supported
Dodda: Gartner and Forrester offer free vendor analyst briefings without paid contracts
“It's not necessary to be a customer of Gartner or Forrester to be actually invest into the analyst relations. So Gartner, Forrester, all of them have the ability to kind of, for you to kind of request a briefing with any of the analysts for free, by the way. T…”
Raviteja Dodda Oct 10, 2025 ▶ 57:23 Ola, Flipkart & Swiggy use This $800 Million Software to Send Notifications | Raviteja, MoEngage
Oct 10, 2025 bullish
Assertion Not checkable as stated
Dodda: MoEngage directly drives 15% to 20% of customer revenue
“Our customers see anywhere from 15 to 20% of their revenue coming from CRM channels powered by MoEngage with a direct attribution, not even influence attribution, right?”
Raviteja Dodda Oct 10, 2025 ▶ 18:47 Ola, Flipkart & Swiggy use This $800 Million Software to Send Notifications | Raviteja, MoEngage
Oct 10, 2025 positive
Assertion Not checkable as stated
Dodda: MoEngage closed European enterprise deals directly from its Indian office
“Europe, we hired, we always hired locally. You, and, but initially we signed some of the European customers from India. We were selling into those customers from India itself. So we, in fact, like Deutsche Telekom, which is the largest telecommunications giant…”
Raviteja Dodda Oct 10, 2025 ▶ 50:29 Ola, Flipkart & Swiggy use This $800 Million Software to Send Notifications | Raviteja, MoEngage
Oct 10, 2025 positive
Insight
Dodda: Do not ignore inbound enterprise RFPs you did not influence
“People always say that, hey, if you haven't built the RFP, you haven't helped to build the RFP, it's hard to win. But we have actually had a good experience. So we were able to win in multiple RFPs, which we did not help build. I mean, obviously there are also…”
Raviteja Dodda Oct 10, 2025 ▶ 55:13 Ola, Flipkart & Swiggy use This $800 Million Software to Send Notifications | Raviteja, MoEngage
Oct 10, 2025
Assertion Not checkable as stated
Dodda: $100K+ ACV customers generate nearly 70% of MoEngage's revenue
“Customers who pay at least a hundred K contribute to almost 70% of our revenue.”
Raviteja Dodda Oct 10, 2025 ▶ 32:51 Ola, Flipkart & Swiggy use This $800 Million Software to Send Notifications | Raviteja, MoEngage
Oct 10, 2025 bullish
Prediction Open · timeframe Oct 2029
Dodda: MoEngage turns profitable this fiscal year, plans IPO within 2-4 years
“We are also turning profitable by end of this fiscal year. So, so that helps us, like, we're getting ready towards, towards kind of, Building a company that can go public in the next yeah, near, near timeframe, somewhere between in the next two to four years s…”
Raviteja Dodda Oct 10, 2025 ▶ 1:09:36 Ola, Flipkart & Swiggy use This $800 Million Software to Send Notifications | Raviteja, MoEngage
Oct 10, 2025
Assertion Not checkable as stated
Dodda: MoEngage scaled from $1M to $100M ARR in nine years
“So end of 26 is when we hit our first million. So it's from the standpoint, it would take nine, eight to nine years from one to a hundred.”
Raviteja Dodda Oct 10, 2025 ▶ 30:08 Ola, Flipkart & Swiggy use This $800 Million Software to Send Notifications | Raviteja, MoEngage
Oct 10, 2025 neutral
Disclosure
Dodda: MoEngage US pricing is 2.4x to 3x higher than in India
“So broadly, I think it's typically like, two to three X. Okay. 2.4 to three X. Got it. In terms of the, if you take the similar metrics that's an average, and it can be even, there are obviously customers in, in the US will pay, who can pay like four X and so …”
Raviteja Dodda Oct 10, 2025 ▶ 25:21 Ola, Flipkart & Swiggy use This $800 Million Software to Send Notifications | Raviteja, MoEngage
Oct 10, 2025 positive
Assertion Not checkable as stated
Dodda: MoEngage currently profiles over 2 billion end customers
“In fact, in terms of scale that you mentioned, like we currently profile about over two billion actual end customers across our platform.”
Raviteja Dodda Oct 10, 2025 ▶ 3:10 Ola, Flipkart & Swiggy use This $800 Million Software to Send Notifications | Raviteja, MoEngage
Oct 10, 2025 positive
Assertion Not checkable as stated
Dodda: MoEngage improved EBITDA margins from -100% to -9% in two years
“We almost went from like minus hundred percent EBITDA in the last two years to now minus nine percent EBITDA in the last quarter that we have.”
Raviteja Dodda Oct 10, 2025 ▶ 32:02 Ola, Flipkart & Swiggy use This $800 Million Software to Send Notifications | Raviteja, MoEngage
Oct 10, 2025 negative
What-if
Dodda: MoEngage should have entered Europe earlier to capture uncontested share
“If I look back, we should have entered into Europe earlier. Then we, obviously we were a little late to enter in the US market. . But you didn't have the money, so how would you have entered? Yeah, I mean, so, We tried to kind of like, sometimes in, in the US …”
Raviteja Dodda Oct 10, 2025 ▶ 41:26 Ola, Flipkart & Swiggy use This $800 Million Software to Send Notifications | Raviteja, MoEngage
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