gross margin

also referred to as: gross margins

22 statements across 19 episodes · 10 bullish · 2 bearish · 18 people on the record · first statement Jun 17, 2016 by Erica Douglas · across every show →

Everything said about gross margin, oldest first

Jun 17, 2016 neutral
Assertion Not checkable as stated
Douglas: OneUp Repairs operates at roughly 25% gross margin
“It's a gross margin is about 25%.”
Erica Douglas Jun 17, 2016 ▶ 6:18 EP 328: She Bought 50% for $17k, Now Does $1M Per Year in iPhone Repairs
Jul 29, 2016 neutral
Assertion Not checkable as stated
Chefs for Seniors Maintains a 40% Gross Margin on Retail
“For a retail consumer, we've got about 40% margin. Nathan Latka: Net or gross? Kate Toews: Ah, gross.”
Kate Toews Jul 29, 2016 ▶ 4:28 Ep 370: $120k 2015 Revenue, Private Chefs for Elderly with Kate Toews of Chefs for Seniors
Aug 8, 2017 neutral
Assertion Not checkable as stated
Slidebean maintains 75% to 80% gross margins despite in-house design
“We're on the 75 to 80% range mainly because we have a large wholesales and design team, you know, just to, you know, to provide this premium service that we advertise.”
Jose Cayasso Aug 8, 2017 ▶ 10:10 745: At $1.5m Revenue, Is This The New PowerPoint?
Oct 1, 2017 bearish
Opinion
Hyde argues 85% to 90% SaaS gross margins are completely unsustainable
“No, and I think that those margins, the really super high margins, 85, 90%, are not necessarily sustainable for the long run.”
Olin Hyde Oct 1, 2017 ▶ 11:44 799: SaaS: How He Grew To $200k MRR, $2m Raised at $7m Cap
Nov 29, 2017 neutral
Assertion Not checkable as stated
Coburn: Jebbit operates at 85% to 90% software gross margins
“Yep, correct. No, no, no weird costs.”
Tom Coburn Nov 29, 2017 ▶ 14:59 858 SaaS: College Business Plan Turned $4m Biz, "We Just Raised $6m"
Dec 25, 2017 positive
Assertion Partly supported
Coupa's gross margins expanded from 30% to nearly 70%
“We didn't know that gross margins have carefully expanded also for about 34. I mean, they were at a 30% now, you know, we're touching 70%. Subscription is 90 something. So we don't have an issue there.”
Rob Bernshteyn Dec 25, 2017 ▶ 12:48 884 SaaS: From Startup to $1b+ IPO, the Coupa Story
Mar 22, 2018 neutral
Assertion Supported
Incumbent competitor ADP has gross margins in the 40% range
“No no, because actually if you look at companies in our sector ADP is in, has gross margins in the forties.”
Matt Straz Mar 22, 2018 ▶ 16:04 971 How Namely Passed 1000 Customers and $40m in ARR
Aug 29, 2018 neutral
Assertion Not checkable as stated
OwnerIQ operates at 55% to 60% gross margins on top-line revenue
“So our margins from that top line are about a gross, are about 55, 60%.”
Jay Habegger Aug 29, 2018 ▶ 10:57 1131 We do $70m Annually in Buyer Data Space, 50% Gross Margin
Jan 5, 2019 positive
Assertion Not checkable as stated
KeyBot earns an average 64% gross margin reselling partner software
“So, what we find is for most of our partners, we're seeing about a 64% margin to us, actually.”
Matthew White Jan 5, 2019 ▶ 2:52 1260 Whitelabel SMB Tools Platform Raising $1m on $4m Pre with $1.5m in ARR
May 9, 2019 positive
Opinion
Morley: Cloud Companies Do Not Talk Enough About Gross Margins
“And then gross margins as a cloud company, a lot of people don't talk enough in our opinion about gross margins. Obviously gross margins are really, really important for internal employees to understand.”
Patrick Morley May 9, 2019 ▶ 17:28 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
Sep 6, 2019 neutral
Insight
Medina: Healthy SaaS gross margins should range between 65% and 80%
“Most SaaS companies will have roughly, like, assuming there's nothing weird, right? Like, you don't have a big component of, like, professional services, et cetera. Like, assuming all that, your good, healthy SaaS company should be running margins in the, and …”
Manny Medina Sep 6, 2019 ▶ 10:20 1504 Outreach Breaks $10m in New Bookings Per Quarter, Targeting $17m by Q4 2019
Jul 13, 2021 positive
Insight
Indirect Channel Distribution Trades Gross Margins for Lower Upfront CAC
“For indirect, what typically happens if you do it well is your CAC will go down, but you're shifting that CAC to success driven revenue share. So it's a more efficient use of a cost of capital. So your CAC goes down, your gross margins go down too, because you…”
Pete Lamson Jul 13, 2021 ▶ 6:27 PE Just Ate JazzHR, Here are their metrics 1 year ago
Mar 21, 2022 neutral
Insight
Medina: Healthy SaaS companies should maintain 65% to 80% gross margins
“Most SaaS companies will have roughly, like, assuming there's nothing weird, right? Like, you don't have a big component of, like, you know professional services, et cetera. Like, assuming all that, you're, you know, a good, healthy SaaS company should be runn…”
Manny Medina Mar 21, 2022 ▶ 12:21 Look Back: Can Outreach beat Vista Backed Salesloft?
Mar 21, 2022 positive
Assertion Not checkable as stated
Medina: Outreach gross margin is currently around 80%
“I think it's in the 80% right now.”
Manny Medina Mar 21, 2022 ▶ 12:16 Look Back: Can Outreach beat Vista Backed Salesloft?
Apr 21, 2022
Assertion Not checkable as stated
Flexcavo's gross margin is split 50/50 between rentals and software
“However, on a gross margin perspective, it's a fifty-fifty split.”
Benedict Eicher Apr 21, 2022 ▶ 4:27 He's Making $100k/mo Helping Construction Companies Rent out their Idle Pieces of Equipment
Jun 19, 2023 positive
Insight
Rike: CAC Payback Must Always Be Gross Margin-Adjusted
“Payback period should always be a gross margin adjusted calculation.”
Ray Rike Jun 19, 2023 ▶ 6:22 Top 5 SaaS Performance & Revenue Efficiency Metrics that Matter in 2023
Jun 22, 2023 positive
Assertion Not checkable as stated
Codrington: Solving sales-to-CS handover bottlenecks improved TrustKeith's gross margin
“Particularly, I think that the big moment is that kind of handover from sales to customer success. That's where we found a lot of bottlenecks that we've been solving that has made an impact on our Gross margin as well.”
Rory Codrington Jun 22, 2023 ▶ 6:18 How we pivoted our customer experience map to hit 80% Gross Margin
Jun 22, 2023 bullish
Disclosure
TrustKeith's gross margins are tracking ahead of schedule toward 80%
“Putting goals on an annual basis, and we're tracking on a monthly, so you can see our actuals were above where we wanted to be and we're on track to that golden 80%.”
Rory Codrington Jun 22, 2023 ▶ 16:49 How we pivoted our customer experience map to hit 80% Gross Margin
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
Aug 28, 2023 positive
Assertion Not checkable as stated
Lee: Smith.ai has gross margins above 60%
“So I would say our gross margin is 60% plus.”
Aaron Lee Aug 28, 2023 ▶ 11:16 Smith AI Breaks $22m ARR Helping Companies Manage Voice, Chat Support, $100m Cap, Burning $300k per Month
Jan 30, 2024 positive
Assertion Not checkable as stated
Britton: Suzy maintains a 75% blended gross margin despite including services
“Our gross margins are 75%. Blend it, including the services which really shows you that we really are running a SaaS business and not a tech-enabled service business, which traditionally runs in the mid to low sixties.”
Matt Britton Jan 30, 2024 ▶ 11:02 Suzy.com did $65m Revenue Last Year. 18% was services so how did he keep 75% gross margin?
Jan 30, 2024
Insight
Britton: SaaS startups must productize services to protect their gross margins
“What's important though, is that you have to productize your service offering. So it's scalable. You can't be an agency. And the real litmus test is your gross margins.”
Matt Britton Jan 30, 2024 ▶ 10:54 Suzy.com did $65m Revenue Last Year. 18% was services so how did he keep 75% gross margin?
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