StarZero All shows Try the podcast clipper →

Cloudbeds

also referred to as: cloud beds

33 statements across 2 episodes · 21 bullish · 1 bearish · 1 people on the record · first statement Apr 22, 2019 by Adam Harris · said 54 times in 3 episodes since 2019 · across every show →

Mentions by year

brought up most by Nathan Latka (38), Adam Harris (11), Yuval Stockhammer (5)

tap a year for its mentions
0015130220192020202120222023episodesmentions
01220192020202120222023episodes it came up in
0015130220192020202120222023episodesmentions per episode
2023 26 mentions in 2 episodes 13 per episode
2019 28 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Cloudbeds, oldest first

Apr 22, 2019 neutral
Disclosure
CloudBeds Has Raised $21 Million in Total Capital to Date
“Twenty one million.”
Adam Harris Apr 22, 2019 ▶ 6:17 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019 positive
Assertion Not checkable as stated
CloudBeds Serves Over 9,000 Paying Customer Entities
“We have over 9000 paying entities, and then they can have one or more properties underneath that.”
Adam Harris Apr 22, 2019 ▶ 8:08 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019 positive
Disclosure
CloudBeds Achieves an Average Global CAC Payback Period of Ten Months
“So if you took an average across our entire geos, it's more like 10 months, but it's a, that's a good figure.”
Adam Harris Apr 22, 2019 ▶ 11:58 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019
Disclosure
CloudBeds Is Intentionally Cash-Flow Negative to Reinvest in Growth
“We are not. No, we're focused on, you know, we're investing in areas that we see growth in, and we've deliberately not be, not become cashflow positive, but we have a roadmap to get there.”
Adam Harris Apr 22, 2019 ▶ 16:44 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019
Disclosure
CloudBeds Refuses to Pool or Aggregate Guest Data Across Independent Properties
“We don't, we do not bring data together across properties.”
Adam Harris Apr 22, 2019 ▶ 17:59 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019
Disclosure
CloudBeds Wasted Over $1M in Seed Capital Before Pivoting to SaaS
“So we wasted a little over a million bucks in our first sort of seed capital.”
Adam Harris Apr 22, 2019 ▶ 2:47 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019 positive
Assertion Not checkable as stated
CloudBeds Powers Over 22,000 Hospitality Properties in 135 Countries
“North of 22,000 properties use cloud beds in 135 countries.”
Adam Harris Apr 22, 2019 ▶ 7:43 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019 neutral
Disclosure
CloudBeds Spends Precisely $807 in CAC to Onboard a New Property
“About 807 dollars.”
Adam Harris Apr 22, 2019 ▶ 11:28 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019 positive
Disclosure
CloudBeds Has Received Buyout Offers at Very High Multiples
“Oh, I mean, I can't say we haven't had those looks. And we've definitely been offered some ridiculous multiples today.”
Adam Harris Apr 22, 2019 ▶ 13:21 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019 positive
Disclosure
CloudBeds Maintains an Annualized Net Churn Rate Below 15%
“Depending on the month, it ranges, but on a net basis, we're sub-fifteen. And that's growing in the right direction. Nathan Latka: We believe in the next, sorry, sub 15%. That's low. Adam Harris: Yeah, annualized.”
Adam Harris Apr 22, 2019 ▶ 10:51 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019 positive
Disclosure
CloudBeds Grew From 60 to 197 Employees in One Year
“So last time, so last, a little bit before this point last year, we were about 60 people and we're at 197 people today.”
Adam Harris Apr 22, 2019 ▶ 11:36 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019
Assertion Supported
CloudBeds Integrates Directly With Airbnb, Booking.com, and Expedia
“And so we work with partners like Airbnb and booking.com Expedia, all those really popular consumer point of sales. And that all feeds directly into our system.”
Adam Harris Apr 22, 2019 ▶ 1:24 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019 positive
Disclosure
CloudBeds Operates Entirely Commission-Free on Room Transactions
“We're commission free. We're one of the unique products out there that is commission free at this time.”
Adam Harris Apr 22, 2019 ▶ 9:35 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019 bullish
Prediction Not checkable as stated
CloudBeds Projects 80% Growth to Reach Eight-Figure Annual Revenue
“We're going to finish this year extremely strong with, you know, north of 80% growth year over year. We'll be in eight figure range, so slightly less.”
Adam Harris Apr 22, 2019 ▶ 8:35 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019 bullish
Assertion Not checkable as stated
CloudBeds Processes $5 Billion in Annual Room Sales for Its Properties
“We are moving about You know, five billion dollars in gross, you know, merchandising value. So, room sales on behalf of our property.”
Adam Harris Apr 22, 2019 ▶ 7:47 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019 positive
Assertion Not checkable as stated
CloudBeds Replicated a Competitor's Five-Year, $25M Tech Build in Six Months
“One of the leads actually spent about twenty five million dollars doing what we did for over a course of five years. We did the exact same thing in six months and showed them that we could do it in six months to build the same tech stack that twenty five milli…”
Adam Harris Apr 22, 2019 ▶ 7:10 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019
Assertion Not checkable as stated
CloudBeds' Global Workforce Spans 35 Countries and Speaks 17 Languages
“So 35 different countries. We speak 17 different languages as a team.”
Adam Harris Apr 22, 2019 ▶ 12:21 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019 neutral
Disclosure
CloudBeds Survived Near-Bankruptcy Twice Before Finding Traction in 2014
“We actually almost, you know, went bankrupt twice. So we had less than three months of runway and we raised in at the end of 2014 when we actually could show our new product and we started to get some traction.”
Adam Harris Apr 22, 2019 ▶ 6:23 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019 positive
Disclosure
CloudBeds Acquired Myallocator, a Two-Person Channel Management Tool
“It was called my allocator. It's a channel manager and it was a two person team had a couple hundred customers at the time, but we unlocked a tremendous amount of value with that, that purchase.”
Adam Harris Apr 22, 2019 ▶ 6:47 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Apr 22, 2019
Assertion Not checkable as stated
CloudBeds Averages About $200 Per Month From North American Customers
“In North America, it's probably around 200 and some change per month. On an, on, on an average basis, and then Europe might be right around that as well, and then parts of Asia might be much less.”
Adam Harris Apr 22, 2019 ▶ 2:07 1367 CloudBeds Passes $10m in ARR, Launches AirBnB Partnership
Dec 5, 2023 positive
Assertion Not checkable as stated
Harris: Cloudbeds' monthly ARPU has grown significantly past $93
“Significantly.”
Adam Harris Dec 5, 2023 ▶ 17:58 $100m in revenue selling software to 27,000 AirBNB hosts?
Dec 5, 2023
Assertion Not checkable as stated
Harris: Cloudbeds employs 757 people across 41 countries
“We're 757 people in 41 countries around the world now.”
Adam Harris Dec 5, 2023 ▶ 3:27 $100m in revenue selling software to 27,000 AirBNB hosts?
Dec 5, 2023 positive
Disclosure
Harris: Cloudbeds Has Lending on Its Product Roadmap to Explore
“And it's something that we definitely have on the roadmap to explore.”
Adam Harris Dec 5, 2023 ▶ 14:13 $100m in revenue selling software to 27,000 AirBNB hosts?
Dec 5, 2023 bullish
Prediction Not checkable as stated
Harris: Cloudbeds aims to drive $1 billion in bookings through Amplify
“Our hope is to do a billion next year through that. But we're doing millions of dollars a day now.”
Adam Harris Dec 5, 2023 ▶ 12:54 $100m in revenue selling software to 27,000 AirBNB hosts?
Dec 5, 2023 positive
Assertion Not checkable as stated
Harris: Cloudbeds serves north of 27,000 customers
“Yeah, north of north of 27,000.”
Adam Harris Dec 5, 2023 ▶ 17:41 $100m in revenue selling software to 27,000 AirBNB hosts?
Dec 5, 2023 positive
Assertion Not checkable as stated
Harris: CloudBeds fintech accounts for under 20% of revenue
“It's less than 20% of our overall revenue, but it's fast growing. It's multiple hundred percent year over year growth rates in that sector.”
Adam Harris Dec 5, 2023 ▶ 6:43 $100m in revenue selling software to 27,000 AirBNB hosts?
Dec 5, 2023 neutral
Assertion Supported
Harris: Cloudbeds has 400 partner integrations in its marketplace
“We have upsell capability these days, and then we also have a marketplace of 400 different partners that can be introduced into the equation.”
Adam Harris Dec 5, 2023 ▶ 18:10 $100m in revenue selling software to 27,000 AirBNB hosts?
Dec 5, 2023 bullish
Prediction Not checkable as stated
Harris: Cloudbeds can reach $100M revenue run rate next year
“Very much so.”
Adam Harris Dec 5, 2023 ▶ 18:27 $100m in revenue selling software to 27,000 AirBNB hosts?
Dec 5, 2023 positive
Assertion Not checkable as stated
Harris: CloudBeds grew at over 75% CAGR over three years
“You know, we've grown over a 75% CAGR in the last three years, so really, really top quartile growth rates, and that's continued to sort of maintain.”
Adam Harris Dec 5, 2023 ▶ 5:16 $100m in revenue selling software to 27,000 AirBNB hosts?
Dec 5, 2023 positive
Assertion Not checkable as stated
Harris: Cloudbeds operates in 157 markets across 2.5M beds
“We do it in a 157 markets across two and a half million beds in this world.”
Adam Harris Dec 5, 2023 ▶ 3:22 $100m in revenue selling software to 27,000 AirBNB hosts?
Dec 5, 2023 positive
Assertion Not checkable as stated
Harris: CloudBeds handles over $10 billion in GMV
“We do over ten billion dollars in GMV. Just in reservations within the key markets that we serve.”
Adam Harris Dec 5, 2023 ▶ 7:19 $100m in revenue selling software to 27,000 AirBNB hosts?
Dec 5, 2023 negative
Assertion Not checkable as stated
Harris: Cloudbeds' target market spends $87 billion annually on intermediary fees
“The TAM that we service today, Or I guess a SAM that we service today spends about eighty-seven billion dollars a year in intermediary fees.”
Adam Harris Dec 5, 2023 ▶ 9:33 $100m in revenue selling software to 27,000 AirBNB hosts?
Dec 5, 2023 bullish
Assertion Not checkable as stated
Harris: Cloudbeds' Amplify product delivers a 13x return on ad spend
“The ROAS on all of that dollar spent with us is in the teens in terms of Multiple return on, on, on their money spent. So like giving a 13 X return on every dollar they spend with us is beautiful.”
Adam Harris Dec 5, 2023 ▶ 12:15 $100m in revenue selling software to 27,000 AirBNB hosts?
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.

Try the podcast clipper Learn more