Talend

13 statements across 3 episodes · 9 bullish · 1 bearish · 2 people on the record · first statement Jun 16, 2018 by Mike Tuchen · said 38 times in 5 episodes since 2018 · across every show →

Mentions by year

brought up most by Nathan Latka (21), Mike Tuchen (10), Renat Zubairov (4), Bob Moore (3)

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2024 1 mention in 1 episode
2020 5 mentions in 2 episodes 3 per episode
2018 32 mentions in 2 episodes 16 per episode

every mention, scene by scene, with the transcript →

Everything said about Talend, oldest first

Jun 16, 2018 positive
Assertion Supported
Talend's revenue growth accelerated from 30% to 40% after going public
“And at the time that meant as we were going public, we're growing in the thirties, and then we accelerated through the next year and ultimately ended up growing at around 40% for the last couple of years.”
Mike Tuchen Jun 16, 2018 ▶ 15:08 1057 Talend CEO: "IPO was right move"
Jun 16, 2018 positive
Assertion Not checkable as stated
Talend's ACV gross margin payback period is about 18 months
“Ours is about 18 months right now.”
Mike Tuchen Jun 16, 2018 ▶ 12:27 1057 Talend CEO: "IPO was right move"
Jun 16, 2018 negative
Insight
Acquiring revenue at an early stage is a high-risk strategy
“Growing the business through acquiring revenue is a historically a much riskier game to play at an early stage. And so we're shying away from that right now.”
Mike Tuchen Jun 16, 2018 ▶ 7:14 1057 Talend CEO: "IPO was right move"
Jun 16, 2018 positive
Assertion Supported
Talend serves 1,500 customers with 40% annual revenue growth
“We have over 1500 customers using the platform right now. And business has been growing over 40% a year for the last couple of years.”
Mike Tuchen Jun 16, 2018 ▶ 2:57 1057 Talend CEO: "IPO was right move"
Jun 16, 2018 positive
Assertion Supported
Tuchen: Talend was cash flow neutral or positive during its 2016 IPO
“Being cash flow neutral or cash flow positive on the year of the IPO, which we were”
Mike Tuchen Jun 16, 2018 ▶ 15:01 1057 Talend CEO: "IPO was right move"
Jun 16, 2018 neutral
Assertion Not publicly verifiable
Talend's average upfront enterprise contract is $50K to $60K
“Customers. Tend to be spending, let me see, 50 to 60,000 dollars per year on average.”
Mike Tuchen Jun 16, 2018 ▶ 1:58 1057 Talend CEO: "IPO was right move"
Jun 16, 2018 positive
Assertion Partly supported
Talend operates with an 87% gross margin
“87%.”
Mike Tuchen Jun 16, 2018 ▶ 13:35 1057 Talend CEO: "IPO was right move"
Jun 16, 2018
Insight
Gross margin payback on ACV dictates SaaS sales efficiency
“The way we look at it is how long does it take? How many months does it take to pay back the gross margin of an ACV subscription, right? And that's the most stringent measure, and it's the exact right measure, I believe, because it tells you if that number is …”
Mike Tuchen Jun 16, 2018 ▶ 12:02 1057 Talend CEO: "IPO was right move"
Jun 16, 2018 bullish
Assertion Not checkable as stated
Enterprise data integration is a $16B annual market
“Where the people spend sixteen billion dollars a year solving the kind of problems that we solve.”
Mike Tuchen Jun 16, 2018 ▶ 5:01 1057 Talend CEO: "IPO was right move"
Jun 16, 2018 neutral
Assertion Supported
Talend reached $100M in revenue during its 2016 IPO year
“No, we did a hundred million in revenue in 2016, the year that we went public.”
Mike Tuchen Jun 16, 2018 ▶ 4:12 1057 Talend CEO: "IPO was right move"
Jun 16, 2018 bullish
Assertion Supported
Talend maintains a 120% annual net expansion rate
“The deal size I cited is actually an upfront deal size, and then customers add you know, we have a 120% net expansion rate every year.”
Mike Tuchen Jun 16, 2018 ▶ 3:40 1057 Talend CEO: "IPO was right move"
Jun 14, 2020 positive
Assertion Supported
Moore: Stitch matched RJMetrics' size in 28 months with no new capital
“Yeah, we didn't put any new net new capital into the business. When it got acquired, I think the team was in the thirties. And from a like magnitude standpoint, it was almost the same size that RJ metrics was when we sold it. So in 28 months, we drew stitch up…”
Bob Moore Jun 14, 2020 ▶ 9:52 RJMetrics Founder $4m+ ARR Explains How They Lost To Looker
May 30, 2024 positive
Disclosure
Moore: Talend Acquired Stitch for $60M With Zero Outside Capital
“So just 20 months in Talend came along. We hadn't raised any outside capital, and they kind of made us an offer we couldn't refuse, and we sold Stitch for sixty million dollars.”
Bob Moore May 30, 2024 ▶ 15:13 How to Sell your Company for $60m (from a Founder who did it)
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