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Didomi

18 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Aug 25, 2026 by Raf Buchris · said 28 times in 1 episodes since 2026 · across every show →

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brought up most by Raf Buchris (13)

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2026 28 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Didomi, oldest first

Aug 25, 2026
Disclosure
Buchris: Didomi invests in internal AI rather than in-product features
“I would say that for the Didomi group, we have Massively invested internally in our operations. So far, not a lot of AI that is in the product suite.”
Raf Buchris Aug 25, 2026 ▶ 16:24 He Makes $50m/yr on Cookie Popups, Controls 2% of all Web Traffic
Aug 25, 2026
Assertion Not checkable as stated
Buchris: Didomi generates $40M to $60M in ARR
“In dollars, 40 to sixty million dollars AR.”
Raf Buchris Aug 25, 2026 ▶ 16:39 He Makes $50m/yr on Cookie Popups, Controls 2% of all Web Traffic
Aug 25, 2026
Assertion Supported
Buchris: Didomi provides consent software to Sky, Les Echos, and Adevinta
“We are one of the largest providers helping the largest publishers in the world, including Gutenberg, Sky, Les Eco, Adivinta, big marketplaces.”
Raf Buchris Aug 25, 2026 ▶ 1:28 He Makes $50m/yr on Cookie Popups, Controls 2% of all Web Traffic
Aug 25, 2026
Assertion Not checkable as stated
Buchris: Roughly 2% of global web traffic runs through Didomi's SDK
“We got an SDK that we display on the different websites, on our customers' websites, and just to give you one number more or less two percent of the global web traffic is going through our SDK.”
Raf Buchris Aug 25, 2026 ▶ 1:59 He Makes $50m/yr on Cookie Popups, Controls 2% of all Web Traffic
Aug 25, 2026 neutral
Assertion Not checkable as stated
Buchris: Addingwell reached several million euros in ARR before Didomi acquisition
“A few millions in AR. That's something that we can say.”
Raf Buchris Aug 25, 2026 ▶ 4:58 He Makes $50m/yr on Cookie Popups, Controls 2% of all Web Traffic
Aug 25, 2026 neutral
Insight
Buchris: Founders shouldn't overnegotiate PE valuation during equity rollovers
“We didn't try to overnegotiate valuation because as founder, you roll out tons of, you do a big rollover, ok, of your equity.”
Raf Buchris Aug 25, 2026 ▶ 13:37 He Makes $50m/yr on Cookie Popups, Controls 2% of all Web Traffic
Aug 25, 2026 negative
Opinion
Buchris: Enterprise buyers won't pay six-figure ARR without talking to sales
“Didomi is super focused on enterprise admin market, and I don't really believe that you can, you know, pay hundreds of thousands of euros ARR without talking to us. Not yet, or we haven't succeeded to do that so far.”
Raf Buchris Aug 25, 2026 ▶ 4:08 He Makes $50m/yr on Cookie Popups, Controls 2% of all Web Traffic
Aug 25, 2026
Assertion Not checkable as stated
Buchris: Didomi crossed €10M ARR around late 2023
“Maybe 2020, maybe end of 2023, something like that.”
Raf Buchris Aug 25, 2026 ▶ 10:33 He Makes $50m/yr on Cookie Popups, Controls 2% of all Web Traffic
Aug 25, 2026
Disclosure
Didomi prices platform based on monthly unique visitors across devices
“We basically price on the monthly unique visitors, ok? So the more traffic you get on the different devices, the more you're gonna be charged.”
Raf Buchris Aug 25, 2026 ▶ 3:06 He Makes $50m/yr on Cookie Popups, Controls 2% of all Web Traffic
Aug 25, 2026 positive
Assertion Not publicly verifiable
Buchris: Addingwell was under three years old and paying dividends before acquisition
“When we approached them, they had less than three years, and the growth was just insane, and the BDA was so positive that they can pay, you know, some dividends.”
Raf Buchris Aug 25, 2026 ▶ 6:20 He Makes $50m/yr on Cookie Popups, Controls 2% of all Web Traffic
Aug 25, 2026
Assertion Not checkable as stated
Buchris: Didomi group operates around break-even after two acquisitions
“As we acquire, we acquired one profitable and one non-profitable company, and Didomi was more of a break-even. So, no, I would say we, more or less.”
Raf Buchris Aug 25, 2026 ▶ 11:42 He Makes $50m/yr on Cookie Popups, Controls 2% of all Web Traffic
Aug 25, 2026
Disclosure
Didomi raised its 2021 Series B at over a 10x multiple
“It's not the five or seven X. So it's more than above that. Above 10 X. I can say.”
Raf Buchris Aug 25, 2026 ▶ 9:02 He Makes $50m/yr on Cookie Popups, Controls 2% of all Web Traffic
Aug 25, 2026
Assertion Not checkable as stated
Buchris: Didomi held higher ARR than Sourcepoint during acquisition
“We're bigger than them in terms of ARR.”
Raf Buchris Aug 25, 2026 ▶ 14:30 He Makes $50m/yr on Cookie Popups, Controls 2% of all Web Traffic
Aug 25, 2026 positive
Opinion
Buchris: Private equity is better suited than VC for M&A consolidation
“We did double track between VC and NP, and P was much more adapted for the next phase of the dummy, doing more and more M&A, consolidation,”
Raf Buchris Aug 25, 2026 ▶ 6:46 He Makes $50m/yr on Cookie Popups, Controls 2% of all Web Traffic
Aug 25, 2026
Assertion Not checkable as stated
Buchris: Didomi hit €1M ARR in under two years from launch
“Company was launched in 2017. We started to sell early 2018. Man, I think that in less than two years we did the first million of AR.”
Raf Buchris Aug 25, 2026 ▶ 10:17 He Makes $50m/yr on Cookie Popups, Controls 2% of all Web Traffic
Aug 25, 2026 neutral
Opinion
Buchris: Tier 1 SaaS companies in 2026 must hit Rule of 60
“If you want to be a tier one company in twenty-twenty-six, you need to reach it, but we're not there.”
Raf Buchris Aug 25, 2026 ▶ 11:33 He Makes $50m/yr on Cookie Popups, Controls 2% of all Web Traffic
Aug 25, 2026
Disclosure
Didomi uses direct sales reps and almost no resellers
“At Didomi, you need to call a sales, ok? We have almost no reseller, ah, so you go on our website, you ask for a demo, you're gonna get a sales.”
Raf Buchris Aug 25, 2026 ▶ 3:46 He Makes $50m/yr on Cookie Popups, Controls 2% of all Web Traffic
Aug 25, 2026
Disclosure
Buchris: Didomi secures at least one multimillion-dollar annual contract
“I cannot mention the name, but we get one multimillion dollar customer.”
Raf Buchris Aug 25, 2026 ▶ 15:36 He Makes $50m/yr on Cookie Popups, Controls 2% of all Web Traffic
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