KeyBanc
0 statements across 0 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 10, 2021 by Dave Kellogg · said 1 times in 1 episodes since 2025 · across every show →
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brought up most by Jason Lemkin (1)
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Everything said about KeyBanc, oldest first
Jan 10, 2021 positive
Kellogg: Expansion ARR CAC is roughly 40% of new customer acquisition cost
“By the way, it does grow at 40% of the cost of new logo customer acquisition. If you look at the customer acquisition cost ratio, for example, in the key bank survey that I'm citing down below, you'll see that the expansion CAC or the customer acquisition cost…”
Jan 31, 2025 neutral
Lemkin: Per-seat pricing was under 50% of SaaS revenue historically
“And it turns out going back to the beginning per seat was less than 50% of the SaaS revenue. When you add in API pricing, other pricing, just because we think everyone talks about blah, blah, blah, Salesforce, it doesn't mean it's most of software. And so it's…”