Carbon Black

10 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement May 9, 2019 by Patrick Morley · said 53 times in 2 episodes since 2019 · across every show →

Mentions by year

brought up most by Patrick Morley (29), Nathan Latka (24)

tap a year for its mentions
0030160120192020episodesmentions
01120192020episodes it came up in
00300.560120192020episodesmentions per episode

every mention, scene by scene, with the transcript →

Everything said about Carbon Black, oldest first

May 9, 2019 positive
Assertion Supported
Patrick Morley: Carbon Black Serves 4,300 Global Customers and 35+ Fortune 100
“I just give you a sense that we have 4300 customers globally. We have 35 or 36 of the Fortune 100.”
Patrick Morley May 9, 2019 ▶ 5:04 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
May 9, 2019
Assertion Not checkable as stated
Morley: Carbon Black had 20 employees and beta customers upon joining
“When I came to Carbon Black, we had 20 employees and Full of what I would call beta customers.”
Patrick Morley May 9, 2019 ▶ 2:49 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
May 9, 2019
Assertion Partly supported
Morley: Carbon Black had raised about $24 million before his arrival
“The distant history, I think the company had raised about twenty four million dollars. Okay. Before I came on board.”
Patrick Morley May 9, 2019 ▶ 3:22 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
May 9, 2019 neutral
Assertion Supported
Patrick Morley: Carbon Black Charges About $30 Per Device Per Year
“The way to think about it is we charge about 30 dollars per device per year.”
Patrick Morley May 9, 2019 ▶ 5:47 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
May 9, 2019 neutral
Insight
Morley: Hackers Use IoT as Bridges to Target Enterprise Laptops and Servers
“The way we think about IoT and about cell is those are primarily bridges into the enterprise, but where the adversary wants to get, they want to get on your laptop, or they want to get on the server, where the intellectual property is, the credit card data is,…”
Patrick Morley May 9, 2019 ▶ 6:26 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
May 9, 2019 positive
Assertion Partly supported
Morley: Carbon Black is under $200M ARR, passed $51M quarterly revenue
“We're just under two hundred million in ARR. Company just passed just passed 50, in our last quarter, we just passed fifty-one million in, in revenue and .”
Patrick Morley May 9, 2019 ▶ 9:19 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
May 9, 2019 neutral
Assertion Supported
Morley: Carbon Black raised $191M prior to IPO
“One hundred and ninety one million.”
Patrick Morley May 9, 2019 ▶ 14:00 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
May 9, 2019 neutral
Assertion Supported
Morley: Carbon Black raised roughly $160M on IPO day
“A 160. Rough. A hundred and sixty million.”
Patrick Morley May 9, 2019 ▶ 14:03 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
May 9, 2019 positive
Opinion
Morley: Cloud Companies Do Not Talk Enough About Gross Margins
“And then gross margins as a cloud company, a lot of people don't talk enough in our opinion about gross margins. Obviously gross margins are really, really important for internal employees to understand.”
Patrick Morley May 9, 2019 ▶ 17:28 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
May 9, 2019 neutral
Assertion Supported
Morley: Carbon Black transitioned from on-prem perpetual licenses to SaaS in 2013
“The company started as a perpetual company. So for a number of years, perpetual software licenses in 2013, we switched to a SLA agreements, all that jazz. Yeah. Yeah. And then we switched to a subscription business and then, and we were on frame original offer…”
Patrick Morley May 9, 2019 ▶ 12:02 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 2,600 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.