COGS

3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Jul 30, 2017 by Sunil Thomas · across every show →

Everything said about COGS, oldest first

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
May 12, 2020 negative
Insight
Zafar: Hardware Startups Must Strictly Separate COGS From CAC
“And as a professor of entrepreneurship, I'll insist they should not mix the two. That will cloud the scenario because I'm a professor. I teach this topic. They must separate cogs from CAC. Otherwise, they will be confusing themselves.”
Naeem Zafar May 12, 2020 ▶ 20:39 1753 "IoT AgTech Device Hits $1m Software Run Rate and $1.2m in Hardware Sales. Can He Get $60m Valuation? "
Jun 27, 2023 negative
Insight
Gauthier: Failing to Break Out COGS by Revenue Line Obscures Margins
“I see a lot of companies where they will, you know, maybe have subscription revenue and professional service revenue broken out, but they don't necessarily break out the cogs, and as a result, it makes it really difficult to understand your gross margin by rev…”
Andrew Gauthier Jun 27, 2023 ▶ 8:28 Financial habits of the best performing startups
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