Dashlane

16 statements across 1 episodes · 10 bullish · 1 bearish · 1 people on the record · first statement Dec 3, 2018 by Emmanuel Shalit · said 18 times in 2 episodes since 2018 · across every show →

Mentions by year

brought up most by Nathan Latka (10), Emmanuel Shalit (8)

tap a year for its mentions
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01120182019episodes it came up in
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2019 2 mentions in 1 episode
2018 16 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Dashlane, oldest first

Dec 3, 2018 positive
Insight
Shalit: Consumer users drive B2B adoption, boosting true customer lifetime value
“And there are synergies between the B to B side of our business and the B to C side of our business, which means that whenever we generate individual users, they end up working somewhere and that somewhere they tell that company to. And so the value of those r…”
Emmanuel Shalit Dec 3, 2018 ▶ 15:11 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018 positive
Opinion
Shalit: Password management has more immediate impact than space exploration
“Because I think at the end of the day short term, I can have more impact on mankind by focusing on this.”
Emmanuel Shalit Dec 3, 2018 ▶ 2:10 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018 positive
Assertion Not checkable as stated
Shalit: Dashlane maintains approximately 105% annual net revenue retention
“You could think about a 105.”
Emmanuel Shalit Dec 3, 2018 ▶ 6:15 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018 positive
Assertion Not checkable as stated
Shalit: Dashlane achieves 0.4% annual churn for certain user cohorts
“Depending on the courts I look at, for some courts, we have annual churn that is in the you know, 0.4%.”
Emmanuel Shalit Dec 3, 2018 ▶ 5:13 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018 positive
Disclosure
Shalit: Dashlane's venture debt terms lack hard revenue or operational covenants
“In our case, we were able to negotiate really attractive terms because of the nature of our cash flow, and that none of what we have agreed to is Is tied in a hard way to, you know, revenues or covenants or anything.”
Emmanuel Shalit Dec 3, 2018 ▶ 18:16 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018 bullish
Assertion Not checkable as stated
Dashlane CEO: Company is nearing $24M in annual recurring revenue
“We're getting closer to very close actually to two million a month.”
Emmanuel Shalit Dec 3, 2018 ▶ 3:20 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018 positive
Insight
Dashlane CEO: Adding 10 passwords and two devices strongly predicts retention
“The two clearest indicator of future engagements are you know, people that have added 10 or more passwords in their app very soon. And even more so people that have installed Dashlane on two devices. Your phone, your laptop. The moment you've done that, the li…”
Emmanuel Shalit Dec 3, 2018 ▶ 7:23 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018 positive
Disclosure
Shalit: Dashlane has no active interest in selling the business
“We have no interest in selling. Of course, if somebody knocks on our door with an offer, we will look at it very seriously, especially if it's an offer that can help us accelerate our growth. But we are very, very focused on the acceleration of our business ri…”
Emmanuel Shalit Dec 3, 2018 ▶ 21:02 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018 neutral
Disclosure
Dashlane CEO: $24M ARR business operates with just two Account Executives
“Two, two AEs and one CSF.”
Emmanuel Shalit Dec 3, 2018 ▶ 17:08 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018
Assertion Not checkable as stated
Dashlane CEO: Customer acquisition payback period is under a year
“Significantly less than a year.”
Emmanuel Shalit Dec 3, 2018 ▶ 12:08 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018
Assertion Not checkable as stated
Dashlane approaches $1M per month in direct paid marketing spend
“Today you can think of us as spending we are below a million a month, but that number is quickly growing.”
Emmanuel Shalit Dec 3, 2018 ▶ 10:52 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018 neutral
Disclosure
Dashlane CEO: Bulk of business is driven by self-serve adoption
“Our the bulk of our business is actually happening in a self-serve way, whether it's consumer or whether it's with small businesses.”
Emmanuel Shalit Dec 3, 2018 ▶ 16:46 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018 bullish
Assertion Not checkable as stated
Dashlane CEO: Company is days away from crossing 10M registered users
“We are a few days away from passing the ten million user milestone.”
Emmanuel Shalit Dec 3, 2018 ▶ 2:52 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018
Assertion Not checkable as stated
Dashlane CEO: App adds approximately 250,000 new free users per month
“Think about a quarter million.”
Emmanuel Shalit Dec 3, 2018 ▶ 9:45 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018 negative
Opinion
Shalit: Dashlane's "business-to-human" model is incompatible with pure B2B LogMeIn
“LogMeIn is fundamentally focused on the B to B market, which is not a bad thing in and of itself. But we approach digital identity with a different length, which is, it's not B to B, it's not B to C, it's B to H, business to human. We are focused on the end us…”
Emmanuel Shalit Dec 3, 2018 ▶ 21:43 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018 bullish
Assertion Not checkable as stated
Dashlane CEO: Overall revenue grew by more than 80% in 2017
“Our revenue overall grew by more than 80% last year and could grow by even higher percentage this year.”
Emmanuel Shalit Dec 3, 2018 ▶ 3:28 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
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