services revenue

3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Aug 21, 2019 by Suchit Bachali · across every show →

Everything said about services revenue, oldest first

Aug 21, 2019 bearish
Insight
Bachali says software investors value services revenue at 1.1x to 1.2x.
“I mean, the service revenue is, is not very valuable from a, from an investor's perspective, you know, it's, 1.11 times to 1.2 times is probably what you would expect.”
Suchit Bachali Aug 21, 2019 ▶ 16:12 1488 ECommerce Solution Hits $8m in ARR and $8m in Services, Raising $20m on $60m pre?
Apr 23, 2021 positive
Assertion Not checkable as stated
Seven Lakes sold $100M in cumulative services before pivoting to SaaS
“I know up until the point the company had sold Around hundred million dollars in services. So he had a course of years, right?”
Soumya Murthy Apr 23, 2021 ▶ 6:37 Oil SaaS! They Broke $7m, Can They Hit $10m This Year?
Oct 15, 2022 bearish
Opinion
Hauser: Acquirers and VCs value services revenue close to zero
“You will definitely get nowhere close to the value on the services. Right. And we went through this at vanilla when we were talking to VCs. They're like, listen, like 40% of the businesses services, not SAS. We value it at zero. Right. In, in, in the fundraisi…”
David Hauser Oct 15, 2022 ▶ 21:28 Details behind David Hauser Selling Grasshopper for $176m and how he acquires companies today
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