Logi Analytics

14 statements across 1 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Jul 22, 2019 by Steven Schneider · said 36 times in 1 episodes since 2019 · across every show →

Mentions by year

brought up most by Steven Schneider (20), Nathan Latka (16)

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Everything said about Logi Analytics, oldest first

Jul 22, 2019
Assertion Not checkable as stated
Logi Analytics Averaged a $90,000 ASP in the Prior Quarter
“I mean, if I can tell you right now, if I was to look at our average ASP last quarter, it was about 90,000 dollars.”
Steven Schneider Jul 22, 2019 ▶ 18:33 1458 Why He's Aiming for 20% FCF+Growth As $30M ARR Private Equity Owned Company
Jul 22, 2019 negative
Opinion
Schneider: LTV and CAC Metrics Are Confusing and Excessively Subjective
“CAC and LTV. I I've seen five different calculations and I've talked to multiple different investors on that. And we tend to find that metric is confusing and requires allocation of marketing spend and all that sort of stuff that, that is subjective.”
Steven Schneider Jul 22, 2019 ▶ 22:19 1458 Why He's Aiming for 20% FCF+Growth As $30M ARR Private Equity Owned Company
Jul 22, 2019 neutral
Assertion Not checkable as stated
Logi Analytics Shifted From 50% Perpetual to 95% Term Contracts
“Up until about 20 10 and actually really until recently, and really about the 2015 time frame, about half of our business was perpetual. So we'd sell it, they'd package it within their software application and we'd get a maintenance stream, but it was more of …”
Steven Schneider Jul 22, 2019 ▶ 7:15 1458 Why He's Aiming for 20% FCF+Growth As $30M ARR Private Equity Owned Company
Jul 22, 2019
Assertion Not checkable as stated
Discontinued Customer Products Drive 60% of Logi Analytics' Churn
“Roughly about 60% of our churn is the product is discontinued.”
Steven Schneider Jul 22, 2019 ▶ 20:17 1458 Why He's Aiming for 20% FCF+Growth As $30M ARR Private Equity Owned Company
Jul 22, 2019
Assertion Supported
Marlin Equity Partners Acquired 100% of Logi Analytics
“They bought the whole company. We're a hundred percent owned now.”
Steven Schneider Jul 22, 2019 ▶ 11:47 1458 Why He's Aiming for 20% FCF+Growth As $30M ARR Private Equity Owned Company
Jul 22, 2019
Assertion Not checkable as stated
Logi Analytics Maintains a 90% Gross Renewal Rate on ARR
“Gross renewal, so renewal on the ARR base is 90%.”
Steven Schneider Jul 22, 2019 ▶ 19:41 1458 Why He's Aiming for 20% FCF+Growth As $30M ARR Private Equity Owned Company
Jul 22, 2019
Assertion Supported
Logi Analytics Raised $50M Before Its Private Equity Buyout
“About fifty million.”
Steven Schneider Jul 22, 2019 ▶ 10:43 1458 Why He's Aiming for 20% FCF+Growth As $30M ARR Private Equity Owned Company
Jul 22, 2019 positive
Assertion Not checkable as stated
Schneider: Logi Is Only Scaled Vendor Focused Solely on Embedded Analytics
“We're the only company of scale that focuses on that use case. Most of our competitors in the space go after direct use cases, go after wide industries they go after any kind of operational type improvement use case they can. We're the only ones out there that…”
Steven Schneider Jul 22, 2019 ▶ 16:50 1458 Why He's Aiming for 20% FCF+Growth As $30M ARR Private Equity Owned Company
Jul 22, 2019 neutral
Assertion Not checkable as stated
Schneider: Logi Analytics Operates at a 1:1 S&M Spend to New ACV Ratio
“If I look on new ACV that we get versus, versus how much we spend in sales and marketing, it's about a one-to-one ratio.”
Steven Schneider Jul 22, 2019 ▶ 22:37 1458 Why He's Aiming for 20% FCF+Growth As $30M ARR Private Equity Owned Company
Jul 22, 2019
Assertion Not checkable as stated
Logi Analytics Reached Mid-$30M Revenue Across 1,900 Total Customers
“So, so if you go back to the inception of the company, we brought on about 1900 customers. So, so quite a few. We're, you know, from a revenue standpoint, we're mid thirties, just to give you some kind of idea, millions of revenue.”
Steven Schneider Jul 22, 2019 ▶ 14:27 1458 Why He's Aiming for 20% FCF+Growth As $30M ARR Private Equity Owned Company
Jul 22, 2019 bearish
Assertion Partly supported
Schneider: Domo Raised $600M and Went Public at a Loss
“Domo is a competitor in our space that raised, I think, six hundred million dollars went public. And it's trading at last I checked less than that. And they certainly went public for a net loss for their investors.”
Steven Schneider Jul 22, 2019 ▶ 16:02 1458 Why He's Aiming for 20% FCF+Growth As $30M ARR Private Equity Owned Company
Jul 22, 2019
Assertion Not checkable as stated
Failed Customer Deployments Account for 40% of Logi Analytics' Churn
“The other 40% is they don't ever actually get into production.”
Steven Schneider Jul 22, 2019 ▶ 20:37 1458 Why He's Aiming for 20% FCF+Growth As $30M ARR Private Equity Owned Company
Jul 22, 2019
Assertion Not checkable as stated
Logi Analytics Counts Approximately 1,000 Active Paying Customers
“It's about a thousand.”
Steven Schneider Jul 22, 2019 ▶ 18:08 1458 Why He's Aiming for 20% FCF+Growth As $30M ARR Private Equity Owned Company
Jul 22, 2019 bullish
Disclosure
Logi Analytics Targets High 20s Growth Plus Margin Metric in 2019
“This year will be high twenties. Next year we'll be in the thirties. Year before that we were in the teens and the year before that we were negative.”
Steven Schneider Jul 22, 2019 ▶ 24:41 1458 Why He's Aiming for 20% FCF+Growth As $30M ARR Private Equity Owned Company
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