The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 15 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
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…”
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?”
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…”
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…”
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 …”
Dodda: MoEngage is surpassing $100M in ARR
“We are surpassing a hundred million dollars in annualized, annualized recurring revenue as we speak.”
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…”
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.”
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 …”
Dodda: MoEngage's largest customer exceeds $3M in annual contract value
“Our largest customers is upwards of three million dollars ACV as well.”
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…”
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.”