Malwarebytes

19 statements across 2 episodes · 8 bullish · 0 bearish · 2 people on the record · first statement Feb 17, 2018 by Marcin Kleczynski · said 34 times in 15 episodes since 2018 · across every show →

Mentions by year

brought up most by Nathan Latka (27), Marcin Kleczynski (4), Tom Kemp (2), Nick Weaver (1)

tap a year for its mentions
001342582018201920202021episodesmentions
0482018201920202021episodes it came up in
002.54582018201920202021episodesmentions per episode
2021 2 mentions in 1 episode
2020 1 mention in 1 episode
2019 10 mentions in 8 episodes 1 per episode
2018 21 mentions in 5 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Malwarebytes, oldest first

Feb 17, 2018
Assertion Not checkable as stated
Kleczynski: Malwarebytes spent $300,000 on Google ads in one month
“Just in Google, for example, we spent six figures, 300 K on Google. Just in one month.”
Marcin Kleczynski Feb 17, 2018 ▶ 16:33 938 Will 28 Year King of Malware IPO with $130m in ARR in Next 12 months?
Feb 17, 2018 positive
Assertion Not checkable as stated
Kleczynski: Raising from Fidelity drove millions in Malwarebytes sales
“When we raised from Fidelity, that alone drove business. I mean, to the millions of dollars because we were credible at that time, right?”
Marcin Kleczynski Feb 17, 2018 ▶ 17:55 938 Will 28 Year King of Malware IPO with $130m in ARR in Next 12 months?
Feb 17, 2018
Assertion Not checkable as stated
Kleczynski: Malwarebytes pulls 33,000 inbound leads per quarter
“We have 33,000 inbound leads a quarter.”
Marcin Kleczynski Feb 17, 2018 ▶ 12:58 938 Will 28 Year King of Malware IPO with $130m in ARR in Next 12 months?
Feb 17, 2018
Disclosure
Kleczynski: Malwarebytes grandfathered all legacy pricing cohorts
“About halfway through the company's life, we transitioned to from perpetual to subscription. So we sold the product for 25 dollars lifetime. And then we sold it for 25 dollars a year, and now we're selling it for 40 dollars a year. But every time we've made th…”
Marcin Kleczynski Feb 17, 2018 ▶ 7:56 938 Will 28 Year King of Malware IPO with $130m in ARR in Next 12 months?
Feb 17, 2018
Assertion Not checkable as stated
Kleczynski: Malwarebytes has surpassed 650 total employees
“So six 50 actually is what we just cranked over.”
Marcin Kleczynski Feb 17, 2018 ▶ 5:19 938 Will 28 Year King of Malware IPO with $130m in ARR in Next 12 months?
Feb 17, 2018
Assertion Not checkable as stated
Kleczynski: Two ransomware attacks added millions to Malwarebytes' top line
“We had two ransomware attacks this year that drove millions of dollars to the top line.”
Marcin Kleczynski Feb 17, 2018 ▶ 18:17 938 Will 28 Year King of Malware IPO with $130m in ARR in Next 12 months?
Feb 17, 2018 bullish
Prediction Partly held up
Kleczynski: Malwarebytes will surpass $130M ARR this year
“I think this year we'll go north of one 30.”
Marcin Kleczynski Feb 17, 2018 ▶ 8:55 938 Will 28 Year King of Malware IPO with $130m in ARR in Next 12 months?
Feb 17, 2018 neutral
Disclosure
Kleczynski: Malwarebytes has raised $80 million to date
“Eighty million. So Fidelity came in last January.”
Marcin Kleczynski Feb 17, 2018 ▶ 5:01 938 Will 28 Year King of Malware IPO with $130m in ARR in Next 12 months?
Feb 17, 2018
Assertion Not checkable as stated
Kleczynski: Malwarebytes achieves 90% B2B gross renewal vs 70% consumer
“Renewal rates are much higher. We're talking 90% versus 70 on the consumer side. And again, roughly speaking.”
Marcin Kleczynski Feb 17, 2018 ▶ 12:23 938 Will 28 Year King of Malware IPO with $130m in ARR in Next 12 months?
Feb 17, 2018
Assertion Not checkable as stated
Kleczynski: Malwarebytes B2B ASP is $3,500 over an 18-month average term
“Our average, our ASP is about 3500 dollars on the B-to-B side. So again, lots of small customers. Per year per 18 months. So our average term is 18 months and the ASP is 3500 dollars.”
Marcin Kleczynski Feb 17, 2018 ▶ 15:00 938 Will 28 Year King of Malware IPO with $130m in ARR in Next 12 months?
Feb 17, 2018 positive
Assertion Not checkable as stated
Kleczynski: Malwarebytes bootstrapped to $25M in revenue
“I think it was 25 around there. Twenty five million bootstrapped.”
Marcin Kleczynski Feb 17, 2018 ▶ 4:54 938 Will 28 Year King of Malware IPO with $130m in ARR in Next 12 months?
Feb 17, 2018
Assertion Not checkable as stated
Kleczynski: Malwarebytes has 3M paying consumers and 50k business customers
“So we've got about three million paying consumer subscribers and about 50,000 businesses.”
Marcin Kleczynski Feb 17, 2018 ▶ 6:03 938 Will 28 Year King of Malware IPO with $130m in ARR in Next 12 months?
Feb 17, 2018
Assertion Not checkable as stated
Kleczynski: Malwarebytes mid-market CAC pays back in 1 year, enterprise 2-3 years
“In the first year, we pay back on, on, on a typical customer, especially on the on the mid-market and below. On the enterprise side, that is still a massive investment for us. That's something that's a two-, three-year payback period for us.”
Marcin Kleczynski Feb 17, 2018 ▶ 14:40 938 Will 28 Year King of Malware IPO with $130m in ARR in Next 12 months?
Feb 17, 2018 positive
Assertion Not checkable as stated
Kleczynski: Malwarebytes passed $100M ARR in 2017 and remains profitable
“We did. We did just last year actually. And again, it's been a rollercoaster of a ride. You know, we started the company with a different thesis in mind. Although we're in the Bay area, I'm a good old Chicago and Midwest boy. We don't start companies that lose…”
Marcin Kleczynski Feb 17, 2018 ▶ 3:48 938 Will 28 Year King of Malware IPO with $130m in ARR in Next 12 months?
Feb 17, 2018 positive
Assertion Not checkable as stated
Kleczynski: Malwarebytes B2B net revenue retention exceeds 100%
“On the B to B side, that's gross. So if you with upsell, it's actually greater than a hundred percent.”
Marcin Kleczynski Feb 17, 2018 ▶ 12:38 938 Will 28 Year King of Malware IPO with $130m in ARR in Next 12 months?
Feb 17, 2018
Assertion Not checkable as stated
Kleczynski: Half of enterprise expansions start from consumer product usage
“Half the time, when we actually expand into an account, they're using a consumer product at work.”
Marcin Kleczynski Feb 17, 2018 ▶ 7:23 938 Will 28 Year King of Malware IPO with $130m in ARR in Next 12 months?
Feb 17, 2018 positive
Assertion Not checkable as stated
Kleczynski: Malwarebytes consumer payback is immediate and profitable per sale
“The consumer stuff is incredibly profitable. Our payback period is immediate. We are profitable on every sale on the B to B side.”
Marcin Kleczynski Feb 17, 2018 ▶ 12:02 938 Will 28 Year King of Malware IPO with $130m in ARR in Next 12 months?
Feb 17, 2018 positive
Assertion Not checkable as stated
Kleczynski: B2B products now generate half of Malwarebytes' revenue
“We didn't start building business products until I'd say 2010, 2011. And now it's half of our revenue.”
Marcin Kleczynski Feb 17, 2018 ▶ 3:04 938 Will 28 Year King of Malware IPO with $130m in ARR in Next 12 months?
Sep 12, 2018 positive
Assertion Supported
Eero bundles 1Password, Encrypt.me, and Malwarebytes in Eero Plus subscription
“The first, first big push into Eero plus was now that we've got people's homes connected, let's really focus on making sure they're safe. And it's been awesome to partner with folks like, you know, the team at one password and encrypt me at malware bites and o…”
Nick Weaver Sep 12, 2018 ▶ 18:42 1145 How Eero is Locking Down Distribution Channel for "Home Automation Wars" With $100m
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