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Branch Metrics

also referred to as: branch

16 statements across 2 episodes · 6 bullish · 2 bearish · 2 people on the record · first statement Sep 27, 2017 by Alex Austin · said 87 times in 6 episodes since 2017 · across every show →

Mentions by year

brought up most by Nathan Latka (44), Alex Austin (32), Mada Seghete (9), Sunil Thomas (1), Mike Adams (1)

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0020240420172018201920202021episodesmentions per episode
2021 1 mention in 1 episode
2019 35 mentions in 1 episode
2017 51 mentions in 4 episodes 13 per episode

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Everything said about Branch Metrics, oldest first

Sep 27, 2017 negative
Assertion Not checkable as stated
Google's Firebase copied Branch's SDK variables and marketing collateral
“They launched a product in last year at Google IO that was a direct replica of branch under the Firebase brand called dynamic links, literally copied all of our marketing collateral. I think the variables of their iOS SDK you reused variables from my header fi…”
Alex Austin Sep 27, 2017 ▶ 26:11 795: SaaS: With $117m Raised, Google Tried to Kill Him But He's Winning App Deeplinking Wars
Sep 27, 2017 neutral
Assertion Not checkable as stated
Austin: Branch Enterprise ACV Averages $55,000 to $60,000
“Our enterprise clients, we have, I'd say average deal size right now is about 55 to 60 K, 6000 dollars. Annually.”
Alex Austin Sep 27, 2017 ▶ 10:43 795: SaaS: With $117m Raised, Google Tried to Kill Him But He's Winning App Deeplinking Wars
Sep 27, 2017 positive
Insight
Enterprise deals closed faster when Branch started charging for its product
“We found that we could actually charge, and when we charge people, it found that enterprise customers actually closed faster than we were giving away for free, and we were making money.”
Alex Austin Sep 27, 2017 ▶ 11:07 795: SaaS: With $117m Raised, Google Tried to Kill Him But He's Winning App Deeplinking Wars
Sep 27, 2017 bullish
Assertion Not checkable as stated
Austin: Branch powers 40% of the mobile app ecosystem
“Right now at this point we have about 40% of the app ecosystem using Branch today. So, most, probably, most people have around, like, 10, 20 apps on their phone. About 40% of them are actively using Branch.”
Alex Austin Sep 27, 2017 ▶ 8:23 795: SaaS: With $117m Raised, Google Tried to Kill Him But He's Winning App Deeplinking Wars
Sep 27, 2017 positive
Assertion Supported
Austin: Branch lured Pinterest, Airbnb, and Etsy from Yozio, forcing its shutdown
“There was a company in our space when we first started that actually had Pinterest, Airbnb, and Etsy using them. When we had just launched literally brand new, super buggy product within a year and a half, all those companies were using us and that company had…”
Alex Austin Sep 27, 2017 ▶ 20:35 795: SaaS: With $117m Raised, Google Tried to Kill Him But He's Winning App Deeplinking Wars
Sep 27, 2017 negative
Assertion Not checkable as stated
Austin: Google put 300 sales reps on Firebase Dynamic Links before effort stalled
“Then they threw 300 sales and marketing people at this product with the sole objective of pushing Firebase, deep linking, and replacing branch. So every single one of our customers got an email from somebody at Google. All of our pipeline got it. Like they wen…”
Alex Austin Sep 27, 2017 ▶ 26:46 795: SaaS: With $117m Raised, Google Tried to Kill Him But He's Winning App Deeplinking Wars
Sep 27, 2017
Assertion Not checkable as stated
Austin: Over 26,000 developers are using Branch's SDK
“So we are now at, I think in terms of folks using the SDK, we're about over 26,000.”
Alex Austin Sep 27, 2017 ▶ 15:20 795: SaaS: With $117m Raised, Google Tried to Kill Him But He's Winning App Deeplinking Wars
Sep 27, 2017
Assertion Not checkable as stated
Austin: Branch has 40 to 50 enterprise customers
“So, yeah, so enterprise-wise, I think it's probably in the 40 to 50, and then there's, like, probably close to a couple thousand in terms of long tail, kind of, like, self-onboarded folks.”
Alex Austin Sep 27, 2017 ▶ 16:37 795: SaaS: With $117m Raised, Google Tried to Kill Him But He's Winning App Deeplinking Wars
Sep 27, 2017
Disclosure
Austin: Branch bootstrapped 'Mobile Growth' meetups across 40+ countries for marketing
“We basically started a meetup group. It's called Mobile Growth, and it's now in like over 40 different countries around the world. And we sort of like bootstrapped it just as a way to drive marketing to branch.”
Alex Austin Sep 27, 2017 ▶ 14:34 795: SaaS: With $117m Raised, Google Tried to Kill Him But He's Winning App Deeplinking Wars
Sep 27, 2017
Assertion Not checkable as stated
Austin: About 99% of Branch's revenue comes from enterprise clients
“Oh, like 99% of it.”
Alex Austin Sep 27, 2017 ▶ 17:17 795: SaaS: With $117m Raised, Google Tried to Kill Him But He's Winning App Deeplinking Wars
Sep 27, 2017
Disclosure
Austin: Kindred hit $500k ARR with 1% monthly growth before Branch pivot
“Basically, I think we got it to be around 500 K a year in revenue, but we were investing most of it back into the business but it wasn't growing. It was growing at like one percent a month or something terrible like that”
Alex Austin Sep 27, 2017 ▶ 7:15 795: SaaS: With $117m Raised, Google Tried to Kill Him But He's Winning App Deeplinking Wars
Sep 27, 2017 bullish
Disclosure
Austin: Branch aims for 98% app penetration to build mobile search index
“The goal though, is to get 98% of the app ecosystem using branch. Why is that a goal? Because when we have that, we basically indexed the app ecosystem. We built a directory of every page that's accessible inside apps and the analogous, you know, index in the …”
Alex Austin Sep 27, 2017 ▶ 9:02 795: SaaS: With $117m Raised, Google Tried to Kill Him But He's Winning App Deeplinking Wars
Sep 27, 2017 neutral
Prediction Not checkable as stated
Austin: Competition with Google will get much worse when Branch enters discovery
“It's going to get so much worse when we move into discovery.”
Alex Austin Sep 27, 2017 ▶ 27:33 795: SaaS: With $117m Raised, Google Tried to Kill Him But He's Winning App Deeplinking Wars
Sep 4, 2019 positive
Assertion Not checkable as stated
Branch maintains less than 5% annual gross churn
“Five percent. [673] Nathan Latka: Less than five percent. [674] Nathan Latka: Okay, and that's gross churn. [675] Mada Seghete: Yes. [676] Mada Seghete: We do have very, very little churn. [678] Mada Seghete: Most of our churn is actually, I think more than ha…”
Mada Seghete Sep 4, 2019 ▶ 11:12 1502 Branch.io Raised $129m To Cover 18 Months Burn (-$7m/mo) For Deep Linking Play
Sep 4, 2019 positive
Assertion Partly supported
Branch powers 60% to 70% of the top 200 mobile apps
“We are in over 50,000 apps, and you know, I think 60 or 70% of the top 200 apps have branch, and that there's a lot of infrastructure.”
Mada Seghete Sep 4, 2019 ▶ 5:57 1502 Branch.io Raised $129m To Cover 18 Months Burn (-$7m/mo) For Deep Linking Play
Sep 4, 2019 neutral
Prediction Not checkable as stated
Seghete expects 70% of future growth to come from new customers
“I think it's probably going to be fifty-fifty or probably more like thirty-seventy. [847] Mada Seghete: 30 coming from expansion, 70 from new customers.”
Mada Seghete Sep 4, 2019 ▶ 14:03 1502 Branch.io Raised $129m To Cover 18 Months Burn (-$7m/mo) For Deep Linking Play
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