SPS Commerce

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Feb 21, 2025 by Alex Clayton · said 12 times in 1 episodes since 2025 · across every show →

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brought up most by Alex Clayton (12)

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Everything said about SPS Commerce, oldest first

Feb 21, 2025 positive
Insight
Clayton: Down-round IPOs do not matter long-term with durable growth
“And the down round IPO is actually irrelevant over the long term. You've seen companies like SPS Commerce that are up almost 20 X from when they went public because they grew durably over time.”
Alex Clayton Feb 21, 2025 ▶ 21:13 The Real Data on What it Takes to Go Big and Eventually IPO with Meritech Capital
Feb 21, 2025 positive
Assertion Supported
Clayton: SPS Commerce grew at a 20% ARR CAGR for 15 years
“SPS Commerce went public in 2010 at around fifty million of ARR. And for 15 years, they've grown their ARR at a 20% CAGR.”
Alex Clayton Feb 21, 2025 ▶ 16:20 The Real Data on What it Takes to Go Big and Eventually IPO with Meritech Capital
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