“Demand domestically in the US is I would say static, but internationally, there has been a slowdown in terms of traffic into the US because of this whole tariff situation, et cetera. Europe is, again, holding steady and again, even from a demand perspective, it's really You know, booming from India and the APAC and Middle Eastern corridors.”
quote is from the automated transcript, cleaned for reading:
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More from Bhanu Chopra
Opinion
Chopra: Foundation LLMs Are Infrastructure Partners, Not Vertical SaaS Competitors
“The reason I'm not worried is I do see us partnering up with these companies because I do feel like these are more in the AI world, the infrastructure companies, and we will be utilizing This infrastructure to build, you know, applications or wrappers on top.”
Bhanu ChopraOct 31, 2025▶ 23:47How One Indian Company Powers the World’s Hotels & Airlines | Bhanu Chopra, RateGain
AssertionSupported
RateGain and Sojern's combined revenue exceeds $310M with $50M EBITDA
“Combined revenues of the company will be over three hundred and ten million. Combined EBITDA is fifty million. This is without any synergies”
Bhanu ChopraOct 31, 2025▶ 10:26How One Indian Company Powers the World’s Hotels & Airlines | Bhanu Chopra, RateGain
PredictionNot checkable as stated
Chopra: India may reach only a dozen listed SaaS companies by 2027
“Even if you look at the pipeline in the next two years, we may get to maybe a dozen that are listed and in the U S in comparison, there are hundreds of them.”
Bhanu ChopraOct 31, 2025▶ 13:07How One Indian Company Powers the World’s Hotels & Airlines | Bhanu Chopra, RateGain
Insight
Chopra: RateGain gets novelty valuation premium due to scarce Indian SaaS listings
“The opportunity to invest in enterprise software and SAS is far limited. And so we do get some novelty value as a result of that.”
Bhanu ChopraOct 31, 2025▶ 13:20How One Indian Company Powers the World’s Hotels & Airlines | Bhanu Chopra, RateGain
AssertionContradicted
Chopra: Employee attrition in hospitality exceeds 100%
“One of the big challenges in hospitality today is attrition. It runs over a hundred percent.”
Bhanu ChopraOct 31, 2025▶ 21:11How One Indian Company Powers the World’s Hotels & Airlines | Bhanu Chopra, RateGain
PredictionNot checkable as stated
Chopra: Reaching $1B in revenue is very much possible for RateGain
“That's why, you know, the dream of getting to a billion in revenue is very You know, very, very much possible.”
Bhanu ChopraOct 31, 2025▶ 22:55How One Indian Company Powers the World’s Hotels & Airlines | Bhanu Chopra, RateGain
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