CleverTap

13 statements across 1 episodes · 6 bullish · 1 bearish · 1 people on the record · first statement Jul 30, 2017 by Sunil Thomas · said 19 times in 1 episodes since 2017 · across every show →

Mentions by year

brought up most by Nathan Latka (18), Sunil Thomas (1)

mentionsepisodesper episode tap a year for its mentions

2017 19 mentions in 1 episode

736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months Jul 30, 2017 · 19 mentions · from 0:00
every mention in 2017, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about CleverTap, oldest first

Jul 30, 2017 bullish

Prediction Not checkable as stated

Thomas: CleverTap will conservatively reach $10 million ARR by end of 2017

“I think we'll conservatively hit 10. That's my board number, so don't, you know, I want to go past that.”

Sunil Thomas Jul 30, 2017 ▶ 16:08 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months

Jul 30, 2017

Insight

Thomas: Monthly active app users average 15 to 20 events monthly

“Typically a monthly active user does, you know, 15 to 20 things 15 to 20 events a month in your app.”

Sunil Thomas Jul 30, 2017 ▶ 8:16 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months

Jul 30, 2017 positive

Disclosure

CleverTap achieves over 30% free-to-paid conversion within 12 months

“It's north of 30%, and it's actually, people get addicted to it once they see it, right, and they just want to do more.”

Sunil Thomas Jul 30, 2017 ▶ 9:31 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months

Jul 30, 2017 neutral

Disclosure

CleverTap serves around 200 paying customers and 2,500 active apps

“So we have about 200 paying customers. We have about 2000 apps that are sending us live data. 2500 apps that are sending a free plan.”

Sunil Thomas Jul 30, 2017 ▶ 8:53 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months

Jul 30, 2017 negative

Opinion

Thomas: Off-the-shelf data tools like Redshift become much more expensive

“We ended up resisting the urge to use something like Redshift or, you know, tools that people use, and those tend to get really more expensive.”

Sunil Thomas Jul 30, 2017 ▶ 14:51 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months

Jul 30, 2017 positive

Disclosure

CleverTap generates at least $400,000 in monthly recurring revenue

“Your math is pretty good.”

Sunil Thomas Jul 30, 2017 ▶ 9:47 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months

Jul 30, 2017 positive

Assertion Not checkable as stated

Thomas: CleverTap Has Zero Churn Among $1k+ Monthly Customers

“We haven't had a customer more than, I mean, paying us anything north of like, I mean, a thousand dollars or more is zero.”

Sunil Thomas Jul 30, 2017 ▶ 11:19 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months

Jul 30, 2017

Assertion Not checkable as stated

CleverTap: Top 15-20 accounts average over $150k in ACV

“So our average customer or average contract value for the top 15, 20 accounts is north of 150,000 dollars.”

Sunil Thomas Jul 30, 2017 ▶ 3:07 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months

Jul 30, 2017 positive

Assertion Not checkable as stated

Thomas: CleverTap adds over $1M in ARR every quarter

“We had just launched pricing, so we are, you know, roughly adding a million or a little more every quarter. Since we, of annual, of ARR.”

Sunil Thomas Jul 30, 2017 ▶ 15:38 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months

Jul 30, 2017

Assertion Not checkable as stated

Thomas: CleverTap CAC Is Well Below $1,000 Without Ad Spend

“No, I mean right now it's well below a thousand because we're not spending like ad money.”

Sunil Thomas Jul 30, 2017 ▶ 13:46 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months

Jul 30, 2017

Assertion Partly supported

Accel and Sequoia have co-invested in only 8 to 12 companies worldwide

“No, no, they, there are a very few I mean, there are like I don't know, eight or 10 or 12 companies in the world that they have both invested in Dropbox being one of them, Clevertabs being another one.”

Sunil Thomas Jul 30, 2017 ▶ 4:51 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months

Jul 30, 2017

Assertion Not checkable as stated

CleverTap: Blended customer average is $2,500 to $3,000 per month

“About 2500 to 3000 dollars a month.”

Sunil Thomas Jul 30, 2017 ▶ 3:20 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months

Jul 30, 2017 positive

Assertion Not checkable as stated

Thomas: CleverTap maintains 85%+ gross margins on COGS

“We are not of like an 85% margin on just COGS, right? These don't include sales commissions and so on.”

Sunil Thomas Jul 30, 2017 ▶ 14:35 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months

CleverTap

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