UserZoom

includes UserZoom GO

36 statements across 3 episodes · 19 bullish · 0 bearish · 1 people on the record · first statement May 3, 2021 by Alfonso de la Nuez · said 75 times in 7 episodes since 2021 · across every show →

Mentions by year, the whole family

brought up most by Nathan Latka (47), Alfonso de la Nuez (27), Matt Britton (1)

tap a year for its mentions
003026032021202220232024episodesmentions
0232021202220232024episodes it came up in
00101.52032021202220232024episodesmentions per episode

every mention, scene by scene, with the transcript →

Everything said about UserZoom, oldest first

May 3, 2021 neutral
Assertion Not checkable as stated
Secondary Sales Made Up 70% of UserZoom's $34M Funding Round
“I want to say about 70% of it. I don't remember right now. It was a good chunk.”
Alfonso de la Nuez May 3, 2021 ▶ 14:54 Profitable UserZoom Hits $80m Run Rate, 1k Customers, $500m+ Valuation
May 3, 2021 positive
Assertion Partly supported
UserZoom closed a $100M funding round in December 2020
“We actually closed around December 20, 20 it was about a hundred million.”
Alfonso de la Nuez May 3, 2021 ▶ 16:44 Profitable UserZoom Hits $80m Run Rate, 1k Customers, $500m+ Valuation
May 3, 2021 bullish
Prediction Didn’t hold up
Alfonso de la Nuez Predicts UserZoom Will Reach $1B Valuation Soon
“No, I don't, I think we'll get there pretty soon. I'm very confident, and it's very exciting, of course, but no, we're not there yet.”
Alfonso de la Nuez May 3, 2021 ▶ 16:30 Profitable UserZoom Hits $80m Run Rate, 1k Customers, $500m+ Valuation
May 3, 2021 neutral
Assertion Not checkable as stated
De la Nuez: Non-subscription revenue is only about 20% at UserZoom
“It's only about 20% of our revenue is coming from, you know, other than license, other than product subscription.”
Alfonso de la Nuez May 3, 2021 ▶ 7:26 Profitable UserZoom Hits $80m Run Rate, 1k Customers, $500m+ Valuation
May 3, 2021
Assertion Not checkable as stated
UserZoom records 120% overall NDR, reaching 135% for enterprise
“More closer to 120. Yeah, we're around 220. Depends on the cohort, once again, Nathan, if you look at some cohorts, the enterprise, some of them are around one 31 35. The very large ones. And then the others are lower, right? So overall total is about a 120 ri…”
Alfonso de la Nuez May 3, 2021 ▶ 9:05 Profitable UserZoom Hits $80m Run Rate, 1k Customers, $500m+ Valuation
May 3, 2021 positive
Insight
Running Agency and SaaS in Parallel Funded UserZoom's Bootstrapped MVP
“One of the reasons I always say we were successful is because instead of just jumping in to a SAS model and building an MVP and, you know, trying to finance that, we actually, it was a very, very tough time for about two to three years to keep both businesses …”
Alfonso de la Nuez May 3, 2021 ▶ 5:04 Profitable UserZoom Hits $80m Run Rate, 1k Customers, $500m+ Valuation
May 3, 2021 positive
Assertion Not checkable as stated
UserZoom reaches an $80M annual run rate
“We're actually in a run rate of eighty million.”
Alfonso de la Nuez May 3, 2021 ▶ 15:59 Profitable UserZoom Hits $80m Run Rate, 1k Customers, $500m+ Valuation
May 3, 2021 positive
Assertion Not checkable as stated
UserZoom hit $12M revenue and 14% EBITDA profitability before 2015 round
“And then we got the company all the way to about twelve million in revenue, fifteen million in bookings. Well, it's 2015. The first few years Nathan, I mean, after the crisis and trying to figure out the product market, I mean, the first three years really wer…”
Alfonso de la Nuez May 3, 2021 ▶ 11:48 Profitable UserZoom Hits $80m Run Rate, 1k Customers, $500m+ Valuation
May 3, 2021
Assertion Not checkable as stated
UserZoom enterprise ACV averages $100k to $150k annually
“Most of the customers in the enterprise are somewhere in the hundred to 150,000 a year and growing by the way.”
Alfonso de la Nuez May 3, 2021 ▶ 8:14 Profitable UserZoom Hits $80m Run Rate, 1k Customers, $500m+ Valuation
May 3, 2021 positive
Assertion Not checkable as stated
UserZoom generated nearly $52M in revenue in 2020
“We did about 50, almost 52 last year”
Alfonso de la Nuez May 3, 2021 ▶ 16:02 Profitable UserZoom Hits $80m Run Rate, 1k Customers, $500m+ Valuation
May 3, 2021 neutral
Assertion Not checkable as stated
De la Nuez: UserZoom serves about 1,000 SaaS customers
“About a thousand.”
Alfonso de la Nuez May 3, 2021 ▶ 6:01 Profitable UserZoom Hits $80m Run Rate, 1k Customers, $500m+ Valuation
May 3, 2021 positive
Assertion Not checkable as stated
De la Nuez: UserZoom managed services gross margin sits near 30%
“Well, I mean, back in the day for us, it was like a 20 to 25%, but right now in user zoom, we're sitting at close to 30%.”
Alfonso de la Nuez May 3, 2021 ▶ 7:46 Profitable UserZoom Hits $80m Run Rate, 1k Customers, $500m+ Valuation
May 3, 2021 neutral
Assertion Not checkable as stated
UserZoom's gross revenue retention rate is roughly 86%
“Gross revenue is somewhere in the gross retention is somewhere in the 86.”
Alfonso de la Nuez May 3, 2021 ▶ 19:28 Profitable UserZoom Hits $80m Run Rate, 1k Customers, $500m+ Valuation
May 3, 2021 positive
Assertion Not checkable as stated
UserZoom Clients Using Managed Services Show Highest Net and Gross Retention
“It is true that those customers that use us for both product or they license our product and use us for professional services actually have the highest retention and the highest net retention.”
Alfonso de la Nuez May 3, 2021 ▶ 6:28 Profitable UserZoom Hits $80m Run Rate, 1k Customers, $500m+ Valuation
May 3, 2021 neutral
Assertion Not checkable as stated
Sunstone acquired majority stake in UserZoom at $50M post-money valuation
“This is approximately about fifty million. The idea there was that, you know yes. No, no. Post. We did a majority.”
Alfonso de la Nuez May 3, 2021 ▶ 13:15 Profitable UserZoom Hits $80m Run Rate, 1k Customers, $500m+ Valuation
May 3, 2021
Assertion Not checkable as stated
UserZoom overall average ACV sits around $80k annually
“Right now, I think if you look at overall business, it's sitting somewhere in the 80,000 or so per year.”
Alfonso de la Nuez May 3, 2021 ▶ 8:34 Profitable UserZoom Hits $80m Run Rate, 1k Customers, $500m+ Valuation
Sep 28, 2021 bullish
Prediction Held up
De la Nuez says UserZoom needs no additional funding before IPO
“We actually have more cash than we need, or that not that we need, but we, that we expected you know, and we are, we foresee not meeting any additional rounds.”
Alfonso de la Nuez Sep 28, 2021 ▶ 16:18 UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 28, 2021 bullish
Prediction Not checkable as stated
De la Nuez predicts UserZoom will exceed $100M ARR by Q1 2022
“I think we will be actually, we will be over a hundred million by Q one is what we're anticipating. Yeah. That would be, I would be surprised if we don't do that.”
Alfonso de la Nuez Sep 28, 2021 ▶ 10:12 UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 28, 2021 positive
Assertion Not checkable as stated
UserZoom's net revenue retention reaches 125%
“Our NRR, for instance, I think the last time we spoke was one 20, we're looking at one 25 right now.”
Alfonso de la Nuez Sep 28, 2021 ▶ 11:04 UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 28, 2021 bullish
Disclosure
UserZoom targets a 2022 initial public offering
“We want to go public next year, by the way. So that's our target, right?”
Alfonso de la Nuez Sep 28, 2021 ▶ 10:46 UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 28, 2021 neutral
Assertion Not checkable as stated
UserZoom's two co-founders collectively own almost 10% equity
“I mean, the two founders, for instance, you know, together, you know, almost 10%.”
Alfonso de la Nuez Sep 28, 2021 ▶ 17:19 UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 28, 2021 neutral
Assertion Not checkable as stated
UserZoom sets full-capacity sales rep quotas at roughly $1.4M
“I think we're at 1.4 million or so, somewhere around that.”
Alfonso de la Nuez Sep 28, 2021 ▶ 13:29 UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 28, 2021 bullish
Assertion Not checkable as stated
UserZoom passes $80M ARR and reaches 55% year-over-year growth
“We're looking at clearly surpassing the eighty million dollar run rate. Cause we grew when we spoke to you, we were growing at almost like, I would say 45%, 40 to 45. We're now growing at 55.”
Alfonso de la Nuez Sep 28, 2021 ▶ 9:51 UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 28, 2021
Prediction Not checkable as stated
De la Nuez predicts UX research and product analytics will converge
“All of these guys right now, all of these vendors, all of these solutions are, you know, kind of separated, and there's a little, there's little categories for each, but what's happening in the market, and I can see it, you know, happening is that there's goin…”
Alfonso de la Nuez Sep 28, 2021 ▶ 6:16 UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 28, 2021 neutral
Assertion Not checkable as stated
Two institutional investors own almost 65% of UserZoom's equity
“The management, yeah, the two investors together own close to about 65%, and then the rest is the top management team and employees.”
Alfonso de la Nuez Sep 28, 2021 ▶ 18:48 UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 4, 2022 neutral
Assertion Not checkable as stated
UserZoom's two founders retain nearly 10% equity combined pre-IPO
“The two founders, for instance, you know, together, you know, almost 10%.”
Alfonso de la Nuez Sep 4, 2022 ▶ 18:38 Look Back: UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 4, 2022 neutral
Disclosure
UserZoom passed on acquiring Hotjar due to its analytics focus
“No, no, because Hotjar, again, is analytics. Hotjar would be the basic tool that you need to understand what's happening with your website, right? So you know, you have Google Analytics, you have Pendo, you have Hotjar doing some things and some behavior with …”
Alfonso de la Nuez Sep 4, 2022 ▶ 8:16 Look Back: UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 4, 2022 neutral
Assertion Contradicted
De la Nuez estimates Hotjar had $10M-$20M revenue at acquisition
“Based on what I knew and the fact that a hot jar was much more focused on SMB, you know, I think they probably were somewhere in the 10 to twenty million is my guess.”
Alfonso de la Nuez Sep 4, 2022 ▶ 8:06 Look Back: UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 4, 2022 bullish
Assertion Not checkable as stated
UserZoom revenue growth accelerates to 55% past an $80M run rate
“We're looking at clearly surpassing the eighty million dollar run rate because we grew when we spoke to you, we were growing at almost like, I would say 45%, 40 to 45. We're now growing at 55.”
Alfonso de la Nuez Sep 4, 2022 ▶ 9:56 Look Back: UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 4, 2022 neutral
Assertion Not checkable as stated
Sunstone Capital and Owl Rock own roughly 65% of UserZoom pre-IPO
“The management, yeah, the two investors together own close to about 65%, and then the rest of the top management team and employees.”
Alfonso de la Nuez Sep 4, 2022 ▶ 20:07 Look Back: UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 4, 2022 bullish
Disclosure
UserZoom is targeting an IPO next year, says CEO De la Nuez
“We want to go public next year, by the way. So that's our target, right?”
Alfonso de la Nuez Sep 4, 2022 ▶ 10:51 Look Back: UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 4, 2022 positive
Prediction Held up
UserZoom plans to reach its IPO without raising additional venture funding
“We actually have more cash than we need or that, not that we need, but we, that we expected you know, and we are, we foresee not needing any additional rounds.”
Alfonso de la Nuez Sep 4, 2022 ▶ 17:37 Look Back: UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 4, 2022 positive
Assertion Not checkable as stated
UserZoom's net revenue retention reached 125%
“Our NRR, for instance, I think the last time we spoke was one 20, we're looking at one 25 right now.”
Alfonso de la Nuez Sep 4, 2022 ▶ 11:09 Look Back: UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 4, 2022 bullish
Prediction Not checkable as stated
De la Nuez predicts convergence of UX research and product analytics
“So I think what we're seeing is that over time, we're going to see convergence. We're going to see you know, that you're not going to have separate teams working on separate things. But everything is going to be about the experience that end users have.”
Alfonso de la Nuez Sep 4, 2022 ▶ 7:27 Look Back: UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 4, 2022 bullish
Prediction Not checkable as stated
UserZoom will surpass $100M ARR by Q1, predicts De la Nuez
“I think we will be, actually, we will be over a hundred million by QI. I'd be surprised if we don't do that.”
Alfonso de la Nuez Sep 4, 2022 ▶ 10:17 Look Back: UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Sep 4, 2022 neutral
Assertion Not checkable as stated
UserZoom sets fully ramped sales rep quota at roughly $1.4M
“I think we're at 1.4. Somewhere around that.”
Alfonso de la Nuez Sep 4, 2022 ▶ 14:28 Look Back: UserZoom Eye's 2022 IPO, $100m Run Rate in User Experience Management Space
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 2,600 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.