BounceX

18 statements across 1 episodes · 9 bullish · 1 bearish · 1 people on the record · first statement Jul 13, 2020 by Ryan Urban · said 11 times in 3 episodes since 2016 · across every show →

Mentions by year

brought up most by Nathan Latka (10), Ryan Urban (1)

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Everything said about BounceX, oldest first

Jul 13, 2020 positive
Assertion Not checkable as stated
Urban: BounceX has around 1,000 paid customer websites
“We're probably on about a thousand websites. So is that paid customers though? Yes, it is.”
Ryan Urban Jul 13, 2020 ▶ 9:38 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
Jul 13, 2020 bullish
Assertion Not checkable as stated
BounceX approaches $20M in new quarterly ARR bookings
“Our new books in quarter is approaching 20 minutes.”
Ryan Urban Jul 13, 2020 ▶ 6:52 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
Jul 13, 2020 neutral
Assertion Partly supported
Urban: Less than 5% of e-commerce website visitors are logged in
“To scale triggers, you need identification because less on e-commerce websites, less than five percent of people logged in.”
Ryan Urban Jul 13, 2020 ▶ 3:01 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
Jul 13, 2020 neutral
Disclosure
Urban: BounceX sets minimum annual contract price at $72,000
“And then you have the bottom cohort, which is our minimum is a 72 K a year. So it goes six K a month is the companies that we do in five mil, five to 10 mil online.”
Ryan Urban Jul 13, 2020 ▶ 5:43 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
Jul 13, 2020 positive
Disclosure
Urban: BounceX is cash-flow positive and near profitability
“Our cash balance is going up now. So we're close to profitability, but we're cashflow positive.”
Ryan Urban Jul 13, 2020 ▶ 17:12 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
Jul 13, 2020
Assertion Partly supported
Urban: BounceX has acquired four companies
“We've acquired four companies, so some that's used to fund some acquisitions.”
Ryan Urban Jul 13, 2020 ▶ 13:07 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
Jul 13, 2020
Assertion Not checkable as stated
Urban: BounceX ran for nearly four years on $1.5M in venture capital
“And then we basically went the first almost four years on that million and a half venture money raised.”
Ryan Urban Jul 13, 2020 ▶ 12:49 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
Jul 13, 2020 bullish
Prediction Held up
BounceX will end 2020 well north of $100M in revenue
“We'll, we'll end the year well north of a hundred million.”
Ryan Urban Jul 13, 2020 ▶ 18:15 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
Jul 13, 2020 bullish
Prediction Not checkable as stated
BounceX publisher unit is growing 3x to $25M in 2020
“Our publisher business unit is, is growing three extra year over a year. That'll probably do 25 mil itself this year, so.”
Ryan Urban Jul 13, 2020 ▶ 10:27 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
Jul 13, 2020 negative
Assertion Not checkable as stated
Criteo's retargeting only lifts client revenue by 0.5%
“And for example, like say retargeting Criteo's whole business. Which they're a multi-billion dollar company. They only increased around about a half percent.”
Ryan Urban Jul 13, 2020 ▶ 11:26 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
Jul 13, 2020 bullish
Disclosure
BounceX would reject a $1 billion pre-IPO buyout offer
“Not a chance.”
Ryan Urban Jul 13, 2020 ▶ 29:18 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
Jul 13, 2020 positive
Disclosure
BounceX has deployed only ~$30M of its $60M raised
“Altogether, we probably have about 60 into the biz, and we, then you minus your, the cash and balance sheet, and we've probably deployed somewhere in the thirties.”
Ryan Urban Jul 13, 2020 ▶ 17:56 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
Jul 13, 2020 bullish
Prediction Not checkable as stated
Urban: BounceX will probably finish the year above 40% growth
“We're probably, we'll probably finish a year more than that.”
Ryan Urban Jul 13, 2020 ▶ 24:26 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
Jul 13, 2020
Assertion Not checkable as stated
BounceX spent $200K helicoptering CEOs to a US Open suite
“We just spent about 200 K, we rented a private suite of the US Open Finals, we choppered these CEOs into our, basically our suite was, and we also had other CEOs out and like, so they got to kind of meet some other like CEOs or CMOs of big companies. They got …”
Ryan Urban Jul 13, 2020 ▶ 24:58 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
Jul 13, 2020
Assertion Not checkable as stated
Urban: BounceX bootstrapped to $1M ARR before raising $1.5M in 2013
“Then we took, then after we got to about 70 K in MRR, so, we got to about the a million dollar AR point. Then we and we had good pipeline, then we raised a bit. We only raised, this is 2013 mid 2013. We only raised a million and a half bucks when we could have…”
Ryan Urban Jul 13, 2020 ▶ 12:30 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
Jul 13, 2020
Disclosure
Urban: BounceX completed an unannounced acquisition last year
“We did one and wasn't announced.”
Ryan Urban Jul 13, 2020 ▶ 24:14 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
Jul 13, 2020 neutral
Assertion Not checkable as stated
Urban: BounceX Employs Around 400 People
“It's about 400.”
Ryan Urban Jul 13, 2020 ▶ 26:40 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
Jul 13, 2020 positive
Assertion Not checkable as stated
Urban: BounceX boosts client revenue 10% to 15% within 90 days
“Typically we're any business we work with, we're able to increase their revenue by say five to 20% within, within, within 90 days. And it's usually more in the 10 to 15% range.”
Ryan Urban Jul 13, 2020 ▶ 3:28 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
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