Vimeo

includes Vimeo Central

8 statements across 1 episodes · 4 bullish · 1 bearish · 2 people on the record · first statement Mar 15, 2024 by Adam Gross · said 49 times in 5 episodes since 2021 · across every show →

Mentions by year, the whole family

brought up most by Jason Lemkin (33), Adam Gross (10), Amanda Malko (5), Victor Riparbelli (1)

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every mention, scene by scene, with the transcript →

Everything said about Vimeo, oldest first

Mar 15, 2024 neutral
Disclosure
Gross: Vimeo switched from Zoom to Google Meet to cut costs
“You switched from zoom to Google me, which we did.”
Adam Gross Mar 15, 2024 ▶ 21:12 What It’s Like Running a Profitable $400M Public SaaS Company with Vimeo CEO Adam Gross
Mar 15, 2024 positive
Disclosure
Vimeo shifts strategy to reinvest heavily in its free product tier
“We made a very explicit strategy in the past couple months. To reemphasize and reinvest in free.”
Adam Gross Mar 15, 2024 ▶ 14:54 What It’s Like Running a Profitable $400M Public SaaS Company with Vimeo CEO Adam Gross
Mar 15, 2024 positive
Assertion Not publicly verifiable
Gross: Vimeo has customers spending over $1M annually
“We even have customers that spend over a million dollars a year with us.”
Adam Gross Mar 15, 2024 ▶ 8:26 What It’s Like Running a Profitable $400M Public SaaS Company with Vimeo CEO Adam Gross
Mar 15, 2024 positive
Assertion Not checkable as stated
Gross: Niche video creators are building $100M subscription businesses
“I meet with these folks all the time and they are building a hundred million dollar businesses, selling subscriptions to whatever specialty content that they have.”
Adam Gross Mar 15, 2024 ▶ 6:07 What It’s Like Running a Profitable $400M Public SaaS Company with Vimeo CEO Adam Gross
Mar 15, 2024 neutral
Opinion
Gross: Vimeo Is Not Seeing AI-Driven Headcount Disruption Yet
“I'm not connecting those dots yet. I I'm not seeing that. I'm not saying it doesn't happen. I'm just not seeing that from where we sit.”
Adam Gross Mar 15, 2024 ▶ 24:42 What It’s Like Running a Profitable $400M Public SaaS Company with Vimeo CEO Adam Gross
Mar 15, 2024 bearish
Opinion
Gross: Vimeo spends too much money on internal SaaS tooling
“And I think we spend too much on SaaS. So that's a, there's a lot of, it's a remarkable, we're a thousand person organization, four hundred million revenue. It is remarkable how many effing tools we”
Adam Gross Mar 15, 2024 ▶ 21:34 What It’s Like Running a Profitable $400M Public SaaS Company with Vimeo CEO Adam Gross
Mar 15, 2024 neutral
Assertion Contradicted
Lemkin: Public SaaS shifted to 15-20% operating margins in 18 months
“Everyone, every public company two years ago had -10, I don't know what Vimeo's was, -12 operating margins. In 18 months, they went to 15 or 20.”
Jason Lemkin Mar 15, 2024 ▶ 19:41 What It’s Like Running a Profitable $400M Public SaaS Company with Vimeo CEO Adam Gross
Mar 15, 2024 bullish
Assertion Supported
Gross: Vimeo generates 250 million video player impressions monthly
“We're the second largest video player after YouTube. We're doing about a quarter billion impressions of the video player a month.”
Adam Gross Mar 15, 2024 ▶ 5:00 What It’s Like Running a Profitable $400M Public SaaS Company with Vimeo CEO Adam Gross
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