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Sendbird

13 statements across 1 episodes · 5 bullish · 0 bearish · 1 people on the record · first statement May 10, 2020 by John Kim · said 25 times in 1 episodes since 2020 · across every show →

Mentions by year

brought up most by Nathan Latka (19), John Kim (6)

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2020 25 mentions in 1 episode

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Everything said about Sendbird, oldest first

May 10, 2020 positive
Disclosure
Kim: Sendbird Retains Majority of $102M Series B Capital
“So we still have majority of the money we raised from Series B. So we're not in a rush to raise any money anytime soon, but we've been creating multiple different plans and scenarios.”
John Kim May 10, 2020 ▶ 11:35 1751 SendBird Messaging SDK Sitting on $100m Cash, $20m in ARR
May 10, 2020
Assertion Not checkable as stated
Kim: Sendbird has 422 paying customers
“We have 422 paying customers.”
John Kim May 10, 2020 ▶ 7:58 1751 SendBird Messaging SDK Sitting on $100m Cash, $20m in ARR
May 10, 2020 positive
Assertion Open · timeframe May 2020
Kim: Sendbird has surpassed the $20M ARR milestone
“Twenty million. I'll run it. Yeah. We've certainly broken, broken the milestone. We won't, I won't mention the specific traction, but that's good math.”
John Kim May 10, 2020 ▶ 17:28 1751 SendBird Messaging SDK Sitting on $100m Cash, $20m in ARR
May 10, 2020
Assertion Not checkable as stated
Kim: Sendbird made its first revenue in May 2015 at $50/month
“That was around May of 2015 50 dollars a month, a small gaming studio.”
John Kim May 10, 2020 ▶ 7:32 1751 SendBird Messaging SDK Sitting on $100m Cash, $20m in ARR
May 10, 2020
Assertion Not checkable as stated
Sendbird Powers About 100 Million Monthly Active Chat Users
“And today we currently power about a hundred million users that chat through our platform every month.”
John Kim May 10, 2020 ▶ 5:14 1751 SendBird Messaging SDK Sitting on $100m Cash, $20m in ARR
May 10, 2020 bullish
Assertion Not checkable as stated
Kim: Sendbird has tracked the SaaS "triple, triple, double, double" path
“Yeah, so we've been on the path of that, you know, triple, triple, double, double, double path. Some years we've been faster, some years we've been probably a little bit slower, but roughly on that path.”
John Kim May 10, 2020 ▶ 17:48 1751 SendBird Messaging SDK Sitting on $100m Cash, $20m in ARR
May 10, 2020 positive
Assertion Not checkable as stated
Kim: In-house chat tool generated more revenue than Sendbird's original B2C app
“So we ended up building the entire chest like ourselves and then started selling that on the sideline. And that actually generated more revenue and more customers than our main B to C application.”
John Kim May 10, 2020 ▶ 2:10 1751 SendBird Messaging SDK Sitting on $100m Cash, $20m in ARR
May 10, 2020
Assertion Not checkable as stated
Sendbird ACVs Average Tens of Thousands, Reaching Millions Annually
“So overall ACV, I would say, is in the tens of thousands. But as small as a couple of thousand bucks a month, a year, all the way up to millions of dollars a year.”
John Kim May 10, 2020 ▶ 5:33 1751 SendBird Messaging SDK Sitting on $100m Cash, $20m in ARR
May 10, 2020
Disclosure
Kim: Sendbird Set Out to Raise $30M–$40M Before Closing $100M
“We didn't set out to raise a hundred million. We went out to raise 30 to 40. We just ended up getting a lot of interest from the investor community.”
John Kim May 10, 2020 ▶ 22:10 1751 SendBird Messaging SDK Sitting on $100m Cash, $20m in ARR
May 10, 2020 positive
Assertion Not checkable as stated
Kim: Sendbird Powers Top Global On-Demand Platforms Except Uber
“We haven't yet won the Uber account, but we pretty much work with Uber like companies all across the world. We practically work with the number one companies in almost all countries except Uber.”
John Kim May 10, 2020 ▶ 4:36 1751 SendBird Messaging SDK Sitting on $100m Cash, $20m in ARR
May 10, 2020
Disclosure
Sendbird Raised $102M Series B from ICONIQ and Tiger Global
“And then series B, we were able to raise hundred two million dollars from Iconic Capital and Tiger Global Management.”
John Kim May 10, 2020 ▶ 10:11 1751 SendBird Messaging SDK Sitting on $100m Cash, $20m in ARR
May 10, 2020
Assertion Not checkable as stated
Kim: Majority of Sendbird revenue comes from inbound developer inquiries
“So still to this day, a majority of our revenue do come from inbound inquiries from developers around the world.”
John Kim May 10, 2020 ▶ 8:48 1751 SendBird Messaging SDK Sitting on $100m Cash, $20m in ARR
May 10, 2020
Assertion Not checkable as stated
Kim: Sendbird's customer base is 40% US, 30% EMEA, 30% APAC
“Geo-distribution wise, we have customers in US, about 40% come from US, about 30% come from UMEA, 30% come from Apex, so it's very globally distributed.”
John Kim May 10, 2020 ▶ 8:54 1751 SendBird Messaging SDK Sitting on $100m Cash, $20m in ARR
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