WebEngage

“Marketing will only put a certain amount of value. They'll ascribe a certain amount of value to the software only if we are able to convert or bring more users back to the website, back to the app, as compared to just being in the business of converting those …”

“Most of our customers are in the business of doing online farmers, online travel, education tech, fintech. There is direct, this is almost, these four categories are almost 80% of our customers.”

“I used to, wherever required, in most cases, in fact, back in the day, almost a hundred percent cases, I used to go into those calls, those meetings, and I used to tell them that I know you've heard of this. I know you're, you, it's on your head. I know you ha…”

“We operate at an ACV of about 35,000 dollars right now.”

“A pivot is generally perceived as a product pivot. My own learnings in that has been product pivots are very easy. It's like, you know, we are all software builders, right? That's what, that's all we've done for a living, for all our life. You build software o…”

“So our profile is going to dramatically change in, in a year or so.”

“Collectively, all these companies, they do close to 506 hundred million dollars of revenue. And I'm talking about, you know, 10 to 15 companies, right? Top 10 to 15 companies. Now, all this space was created in the last five, six years.”

“We think a very compelling company can be built in our category by focusing on emerging markets and the emerging market opportunities unlike what's been traditionally the common wisdom.”

“As far as WebEngage is concerned, Sid will definitely go that path. That's very clear. But I don't think for the next few years we are even thinking about it. A hundred crores while, you know, it sounds a hundred crores, it's a very small number.”

“All the women hires in my team during that period, no matter who they were, the hiring wasn't complete until I had spoken to her and clearly told them that this is what it is. This is what it actually was. This is what we did. And here is why you don't need to…”

“That in, in almost all cases, our customers, they end up making 20 to 25% of their revenue from webinars. In a more evolved state. It takes time for a customer to get there, six to 12 months usually, from the day they go live with WebEngage. But in a more evol…”

“Which also means that, you know, we have done these things very profitably over the last three, four years, and that's primarily the DNA of the company.”

“Braze recently went public that that's Practically the first new economy company in our category there again, 10, 12 old vintage company that went public, and now at least people have a benchmark, right, in terms of what these kind of companies will look like,…”

“Yeah, we almost got to zero. So I, you know, I told you, right, at peak we were about two, two and a half million dollars. And then when we pivoted, we lost one of our biggest customers because they didn't like us pivoting and, you know, shelving the previous …”

“So we, we're doing more than fifteen million dollars of ARR. We're growing a hundred percent year on year.”

“So in fact, we launched in July of 16th the product stack that you see today, most of the, almost all commercial success of the company that you see today is attributed to that product pivot and launch.”

“So yes, fifteen million dollars of ARR, more than 400 customers globally, almost half the businesses in India, the other half is in other emerging markets, Middle East, Latin America, you know, Southeast Asia, a little bit of Europe also.”

“If you zoom into what's happening in, in the rest of the category, what the others are doing, they're going after the mobile first and mobile only businesses, right? Each of these products, they're positioned as mobile growth stack tools.”

“At our peak, I think we got to like about two, two and a half million dollars of ARR.”