net dollar retention
also referred to as: ndr
24 statements across 22 episodes · 16 bullish · 2 bearish · 18 people on the record · first statement Oct 19, 2017 by Chris Golec · across every show →
Everything said about net dollar retention, oldest first
Oct 19, 2017 positive
Jan 10, 2019 positive
Jul 29, 2020 positive
Jan 18, 2021 positive
Apr 14, 2021 positive
May 30, 2021 neutral
Latka: Highest SaaS valuations require net dollar retention over 150%
“The companies right now, they're in the highest valuations. They all have net dollar retention above 150%. Right. So like, that's one of the key, that plus just overall growth rate are really the key drivers I'm seeing today of SAS valuations.”
Jul 5, 2021 positive
Sep 6, 2021 neutral
Consumption SaaS NDR reaches 180% while classic subscriptions top at 130%
“So in consumption, you see companies with a 150, a 160, a 170, a 180% in, in sort of more your classic subscription, you know, one 10 is very good. One 20 is like, is really good. One 30 is like awesome, right? And so that's kind of the range. If you're more o…”
Oct 12, 2021
Nov 17, 2021 bullish
Nov 17, 2021 negative
Dec 21, 2021
Latka: 150% NDR drives 40x to 50x SaaS premium valuations
“Some of the valuations where you're seeing 40 and 50 X multiples are ones where net dollar retention is like a 150%, even if revenue growth overall is slower, but your NDR is really high. That's by far where the premium valuations are happening today.”
Jan 11, 2022 positive
Jan 11, 2022 positive
Feb 25, 2022 bullish
May 10, 2022 bullish
Jul 6, 2022 positive
Latka: Charging setup fees almost always yields higher net dollar retention
“I think it's really important when you look at cohort analysis in terms of net dollar retention on folks that have done and paid you for services. It's always higher, almost always higher than folks that don't pay that setup fee or don't pay the service fee as…”
Sep 10, 2022 negative
Latka: Unlimited applicant tracking caps SaaS net dollar retention
“I mean, the flip side of all this is if you're going to let people do unlimited tracking of applicants, you also effectively cut off your ability to ever reach a 140, a 150% net dollar retention, because you have no way to expand customers if, unless they're r…”
Dec 5, 2022 positive
Dec 16, 2022 neutral
Earner prioritizes monthly active usage over net dollar retention
“We're not actively measuring all the dollar retention figures. Like we're focusing more on just kind of what we built so far. We're looking a lot more into monthly active users and what different features within our app our customers use.”
Jan 19, 2023 positive
Feb 5, 2023 neutral