Tricentis

9 statements across 1 episodes · 7 bullish · 0 bearish · 1 people on the record · first statement Apr 10, 2019 by David Keil · said 21 times in 1 episodes since 2019 · across every show →

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brought up most by David Keil (19), Nathan Latka (2)

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Everything said about Tricentis, oldest first

Apr 10, 2019 positive
Disclosure
QASymphony and Tricentis will unite platforms, launching first phase in October
“No, we're absolutely going to combine the product strategy will have a combination of the different aspects into one common platform. And we actually are going to launch the first phase of that combined entity at accelerate in October, which is Tricentis' annu…”
David Keil Apr 10, 2019 ▶ 15:21 1355 QASymphony Tricentis Merged Entity $80-100 ARR Going After DevOps Pie
Apr 10, 2019 positive
Assertion Not checkable as stated
Combined Tricentis-QASymphony entity expects revenue growth over 70% YoY
“Listen, we're growing as a collective company, you know, in kind of the, you know, 70% plus.”
David Keil Apr 10, 2019 ▶ 12:27 1355 QASymphony Tricentis Merged Entity $80-100 ARR Going After DevOps Pie
Apr 10, 2019 bullish
Prediction Not checkable as stated
Keil predicts merged Tricentis-QASymphony can reach a billion-dollar valuation
“We have no reason to believe we can't get to be a billion dollar company, and I'm sure there'll be some others that also have a similar path.”
David Keil Apr 10, 2019 ▶ 12:34 1355 QASymphony Tricentis Merged Entity $80-100 ARR Going After DevOps Pie
Apr 10, 2019 neutral
Disclosure
Keil confirms QASymphony-Tricentis merger was an all-stock deal
“No, no cash. Tricentis had significant Cash on their balance sheet from raising money two years ago, so that was not a need that we have at this time.”
David Keil Apr 10, 2019 ▶ 16:21 1355 QASymphony Tricentis Merged Entity $80-100 ARR Going After DevOps Pie
Apr 10, 2019
Assertion Supported
Keil estimates the overall software testing market at $35 billion
“And we believe, as one company now, we are extremely well positioned to undoubtedly lead this space of overall software testing, which is a thirty five billion dollar market.”
David Keil Apr 10, 2019 ▶ 6:42 1355 QASymphony Tricentis Merged Entity $80-100 ARR Going After DevOps Pie
Apr 10, 2019 bullish
Assertion Not checkable as stated
Merged Tricentis and QASymphony entity targets $80M to $100M ARR
“Yeah, yeah, yeah, we're gonna be in that 80 to a hundred range.”
David Keil Apr 10, 2019 ▶ 9:54 1355 QASymphony Tricentis Merged Entity $80-100 ARR Going After DevOps Pie
Apr 10, 2019 positive
Disclosure
All QASymphony institutional investors rolled equity into merged Tricentis entity
“In, in this case, all of our institutional investors were, have been extremely, Excited to remain with the company and feel very confident. So they've rolled their investment forward.”
David Keil Apr 10, 2019 ▶ 15:59 1355 QASymphony Tricentis Merged Entity $80-100 ARR Going After DevOps Pie
Apr 10, 2019 positive
Disclosure
QA Symphony-Tricentis merger expects September close and year-end integration
“We expect to close that deal legally in early September and come together as one cohesive company by the end of the year.”
David Keil Apr 10, 2019 ▶ 5:46 1355 QASymphony Tricentis Merged Entity $80-100 ARR Going After DevOps Pie
Apr 10, 2019 positive
Disclosure
QASymphony-Tricentis merger avoids layoffs and begins massive hiring phase
“What we were able to say here with a hundred percent confidence and credibility is that, There was no cost reduction, that this is all about growth, that the teams are entirely complimentary, and we literally are in a massive hiring phase and are not reducing …”
David Keil Apr 10, 2019 ▶ 13:26 1355 QASymphony Tricentis Merged Entity $80-100 ARR Going After DevOps Pie
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