Jun 6, 2018 · 22m · top-founders

1047 Rokt CEO: Why We Acquired CalReply for $15m on $1-2m in ARR

Bruce Buchanan · 13m spoken Nathan Latka · 6m spoken
0:00 / 0:00

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In this episode of The Top Entrepreneurs Podcast, host Nathan Latka interviews Rokt CEO Bruce Buchanan, exploring how Rokt scaled to a $72 million annual run rate, maintained cash-flow positivity, and strategically acquired CalReply for $15 million to dominate e-commerce transaction marketing.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. Nathan holds 33.3% of the talking time here. How this is scored →

Nathan as informed peer 4.8 Guest teaching 1.8 Guest disagreement 1.1 Nathan pushing back 2.9
05100:0010:0020:000:49–4:00 · Nathan as informed peer 5/10 Bruce Buchanan's Background and Transition from Jetstar Nathan probes Bruce on why he walked away from Jetstar and questions how Rokt maintains product focus across multiple business models. Bruce cooperatively breaks down the four core products and explains how revenue flows between them.4:00–6:48 · Nathan as informed peer 6/10 Strategic Acquisition of CalReply for $15 Million Nathan digs directly into the CalReply acquisition metrics, initially guessing a sub-million revenue figure. Bruce corrects him with the actual 15 million dollar purchase price against 1.5 to 2 million dollars in ARR.6:48–10:07 · Nathan as informed peer 7/10 Post-Acquisition Integration, Leadership, and Synergies Nathan brings industry knowledge comparing the stock structure to Brad Feld's Mattermark and FullContact transaction. Bruce clarifies the earnout mechanics and the investor return profile in Australian dollars.10:11–13:31 · Nathan as informed peer 3/10 Sponsor Spotlight: ProsperWorks CRM Platform The segment includes a sponsor spot followed by straightforward questions on Rokt's funding rounds and geographic footprint. Bruce lays out their conservative cash flow philosophy and Series B deployment.13:31–16:49 · Nathan as informed peer 6/10 Enterprise Client Base and Direct Performance Model Bruce shares Rokt's 6 million monthly run rate and explains why their business model does not rely on insertion orders. Nathan demonstrates strong domain fluency by explaining insertion orders to the audience.16:50–19:11 · Nathan as informed peer 7/10 Customer Economics, Retention, and Payback Velocity Nathan presses on unit economics and synthesizes Bruce's answers into precise ACV, CAC, and payback period calculations. Bruce confirms the math aligns with their low churn and velocity metrics.19:11–22:02 · Nathan as informed peer 4/10 The Famous Five Rapid-Fire Q&A Nathan enforces the strict rapid-fire format by rejecting vague answers on favorite books and CEO mentors. Bruce pushes back slightly on conventional CEO tropes before naming his wife as his key sounding board.22:02–22:39 · Nathan as informed peer 0/10 Episode Recap and Key Business Takeaways Host solo wrap-up summarizing Rokt's revenue run rate, churn numbers, and acquisition history.0:49–4:00 · Guest teaching 3/10 Bruce Buchanan's Background and Transition from Jetstar Nathan probes Bruce on why he walked away from Jetstar and questions how Rokt maintains product focus across multiple business models. Bruce cooperatively breaks down the four core products and explains how revenue flows between them.4:00–6:48 · Guest teaching 4/10 Strategic Acquisition of CalReply for $15 Million Nathan digs directly into the CalReply acquisition metrics, initially guessing a sub-million revenue figure. Bruce corrects him with the actual 15 million dollar purchase price against 1.5 to 2 million dollars in ARR.6:48–10:07 · Guest teaching 2/10 Post-Acquisition Integration, Leadership, and Synergies Nathan brings industry knowledge comparing the stock structure to Brad Feld's Mattermark and FullContact transaction. Bruce clarifies the earnout mechanics and the investor return profile in Australian dollars.10:11–13:31 · Guest teaching 1/10 Sponsor Spotlight: ProsperWorks CRM Platform The segment includes a sponsor spot followed by straightforward questions on Rokt's funding rounds and geographic footprint. Bruce lays out their conservative cash flow philosophy and Series B deployment.13:31–16:49 · Guest teaching 2/10 Enterprise Client Base and Direct Performance Model Bruce shares Rokt's 6 million monthly run rate and explains why their business model does not rely on insertion orders. Nathan demonstrates strong domain fluency by explaining insertion orders to the audience.16:50–19:11 · Guest teaching 1/10 Customer Economics, Retention, and Payback Velocity Nathan presses on unit economics and synthesizes Bruce's answers into precise ACV, CAC, and payback period calculations. Bruce confirms the math aligns with their low churn and velocity metrics.19:11–22:02 · Guest teaching 1/10 The Famous Five Rapid-Fire Q&A Nathan enforces the strict rapid-fire format by rejecting vague answers on favorite books and CEO mentors. Bruce pushes back slightly on conventional CEO tropes before naming his wife as his key sounding board.22:02–22:39 · Guest teaching 0/10 Episode Recap and Key Business Takeaways Host solo wrap-up summarizing Rokt's revenue run rate, churn numbers, and acquisition history.0:49–4:00 · Guest disagreement 1/10 Bruce Buchanan's Background and Transition from Jetstar Nathan probes Bruce on why he walked away from Jetstar and questions how Rokt maintains product focus across multiple business models. Bruce cooperatively breaks down the four core products and explains how revenue flows between them.4:00–6:48 · Guest disagreement 2/10 Strategic Acquisition of CalReply for $15 Million Nathan digs directly into the CalReply acquisition metrics, initially guessing a sub-million revenue figure. Bruce corrects him with the actual 15 million dollar purchase price against 1.5 to 2 million dollars in ARR.6:48–10:07 · Guest disagreement 1/10 Post-Acquisition Integration, Leadership, and Synergies Nathan brings industry knowledge comparing the stock structure to Brad Feld's Mattermark and FullContact transaction. Bruce clarifies the earnout mechanics and the investor return profile in Australian dollars.10:11–13:31 · Guest disagreement 0/10 Sponsor Spotlight: ProsperWorks CRM Platform The segment includes a sponsor spot followed by straightforward questions on Rokt's funding rounds and geographic footprint. Bruce lays out their conservative cash flow philosophy and Series B deployment.13:31–16:49 · Guest disagreement 1/10 Enterprise Client Base and Direct Performance Model Bruce shares Rokt's 6 million monthly run rate and explains why their business model does not rely on insertion orders. Nathan demonstrates strong domain fluency by explaining insertion orders to the audience.16:50–19:11 · Guest disagreement 1/10 Customer Economics, Retention, and Payback Velocity Nathan presses on unit economics and synthesizes Bruce's answers into precise ACV, CAC, and payback period calculations. Bruce confirms the math aligns with their low churn and velocity metrics.19:11–22:02 · Guest disagreement 3/10 The Famous Five Rapid-Fire Q&A Nathan enforces the strict rapid-fire format by rejecting vague answers on favorite books and CEO mentors. Bruce pushes back slightly on conventional CEO tropes before naming his wife as his key sounding board.22:02–22:39 · Guest disagreement 0/10 Episode Recap and Key Business Takeaways Host solo wrap-up summarizing Rokt's revenue run rate, churn numbers, and acquisition history.0:49–4:00 · Nathan pushing back 2/10 Bruce Buchanan's Background and Transition from Jetstar Nathan probes Bruce on why he walked away from Jetstar and questions how Rokt maintains product focus across multiple business models. Bruce cooperatively breaks down the four core products and explains how revenue flows between them.4:00–6:48 · Nathan pushing back 5/10 Strategic Acquisition of CalReply for $15 Million Nathan digs directly into the CalReply acquisition metrics, initially guessing a sub-million revenue figure. Bruce corrects him with the actual 15 million dollar purchase price against 1.5 to 2 million dollars in ARR.6:48–10:07 · Nathan pushing back 4/10 Post-Acquisition Integration, Leadership, and Synergies Nathan brings industry knowledge comparing the stock structure to Brad Feld's Mattermark and FullContact transaction. Bruce clarifies the earnout mechanics and the investor return profile in Australian dollars.10:11–13:31 · Nathan pushing back 1/10 Sponsor Spotlight: ProsperWorks CRM Platform The segment includes a sponsor spot followed by straightforward questions on Rokt's funding rounds and geographic footprint. Bruce lays out their conservative cash flow philosophy and Series B deployment.13:31–16:49 · Nathan pushing back 2/10 Enterprise Client Base and Direct Performance Model Bruce shares Rokt's 6 million monthly run rate and explains why their business model does not rely on insertion orders. Nathan demonstrates strong domain fluency by explaining insertion orders to the audience.16:50–19:11 · Nathan pushing back 3/10 Customer Economics, Retention, and Payback Velocity Nathan presses on unit economics and synthesizes Bruce's answers into precise ACV, CAC, and payback period calculations. Bruce confirms the math aligns with their low churn and velocity metrics.19:11–22:02 · Nathan pushing back 6/10 The Famous Five Rapid-Fire Q&A Nathan enforces the strict rapid-fire format by rejecting vague answers on favorite books and CEO mentors. Bruce pushes back slightly on conventional CEO tropes before naming his wife as his key sounding board.22:02–22:39 · Nathan pushing back 0/10 Episode Recap and Key Business Takeaways Host solo wrap-up summarizing Rokt's revenue run rate, churn numbers, and acquisition history.

speaking balance: gold is Nathan, purple is the guest (3 minute bins)

0:00 · Nathan 52.4% · guest 47.6%0:00 · Nathan 52.4% · guest 47.6%3:00 · Nathan 19.5% · guest 80.5%3:00 · Nathan 19.5% · guest 80.5%6:00 · Nathan 25.3% · guest 74.7%6:00 · Nathan 25.3% · guest 74.7%9:00 · Nathan 58.5% · guest 41.5%9:00 · Nathan 58.5% · guest 41.5%12:00 · Nathan 19.1% · guest 80.9%12:00 · Nathan 19.1% · guest 80.9%15:00 · Nathan 20.2% · guest 79.8%15:00 · Nathan 20.2% · guest 79.8%18:00 · Nathan 30.8% · guest 69.2%18:00 · Nathan 30.8% · guest 69.2%21:00 · Nathan 45.6% · guest 54.4%21:00 · Nathan 45.6% · guest 54.4%
Sharpest disagreement ▶ 19:48 Bruce dismisses following mainstream CEOs

Bruce resists the prompt to name a CEO he follows, dismissing the concept as trite and stating he only pays attention to people taking actual risks.

Hardest push from Nathan ▶ 20:04 Nathan rejects non-answer and reframes mentor question

When Bruce avoids naming a CEO mentor, Nathan interrupts and reframes the question directly around who Bruce actually meets for dinner to discuss business.

Biggest teaching moment ▶ 5:54 Bruce corrects Nathan on CalReply acquisition value

Nathan assumes CalReply was acquired for a discounted sub-million dollar valuation, but Bruce corrects him with the actual 15 million dollar price tag and explains the multiple.

Nathan holds their own ▶ 15:34 Nathan breaks down IO contracts versus performance metrics

Nathan demonstrates deep ad tech expertise by stepping in to define insertion orders and contextualizing why Rokt's direct integration model creates predictable recurring revenue.

the scores for every segment, with the reasoning behind each
ChapterTopicNathan as informed peerGuest teachingGuest disagreementNathan pushing backWhy
Bruce Buchanan's Background and Transition from Jetstar 5312 Nathan probes Bruce on why he walked away from Jetstar and questions how Rokt maintains product focus across multiple business models. Bruce cooperatively breaks down the four core products and explains how revenue flows between them.
Strategic Acquisition of CalReply for $15 Million 6425 Nathan digs directly into the CalReply acquisition metrics, initially guessing a sub-million revenue figure. Bruce corrects him with the actual 15 million dollar purchase price against 1.5 to 2 million dollars in ARR.
Post-Acquisition Integration, Leadership, and Synergies 7214 Nathan brings industry knowledge comparing the stock structure to Brad Feld's Mattermark and FullContact transaction. Bruce clarifies the earnout mechanics and the investor return profile in Australian dollars.
Sponsor Spotlight: ProsperWorks CRM Platform 3101 The segment includes a sponsor spot followed by straightforward questions on Rokt's funding rounds and geographic footprint. Bruce lays out their conservative cash flow philosophy and Series B deployment.
Enterprise Client Base and Direct Performance Model 6212 Bruce shares Rokt's 6 million monthly run rate and explains why their business model does not rely on insertion orders. Nathan demonstrates strong domain fluency by explaining insertion orders to the audience.
Customer Economics, Retention, and Payback Velocity 7113 Nathan presses on unit economics and synthesizes Bruce's answers into precise ACV, CAC, and payback period calculations. Bruce confirms the math aligns with their low churn and velocity metrics.
The Famous Five Rapid-Fire Q&A 4136 Nathan enforces the strict rapid-fire format by rejecting vague answers on favorite books and CEO mentors. Bruce pushes back slightly on conventional CEO tropes before naming his wife as his key sounding board.
Episode Recap and Key Business Takeaways 0000 Host solo wrap-up summarizing Rokt's revenue run rate, churn numbers, and acquisition history.

Statements from this episode (14)

Assertion Not checkable as stated
Buchanan: Acquire and Monetize drive roughly 90% of Rokt's revenue
“So those two products are the dominant revenue streams at the moment. Probably about 90% of our revenue flows for those two products.”
Bruce Buchanan Jun 6, 2018 ▶ 3:54
Disclosure
Buchanan: Rokt acquired calendaring SaaS CalReply for $15M
“No, we paid fifteen million for it.”
Bruce Buchanan Jun 6, 2018 ▶ 5:58
Assertion Not checkable as stated
Buchanan: CalReply had $1.5M to $2M in SaaS revenue at acquisition
“Revenues, revenues of one and a half to two million sort of range on, on a SAS basis.”
Bruce Buchanan Jun 6, 2018 ▶ 6:02
Assertion Not checkable as stated
Buchanan: Rokt grew revenue approximately 100% year-on-year for three straight years
“We drove another last three years. We've driven a hundred percent revenue growth pretty much year on year. And last year we did the same thing”
Bruce Buchanan Jun 6, 2018 ▶ 7:08
Disclosure
Buchanan: Two-thirds of CalReply's acquisition was structured in Rokt stock
“There was an earn out structure. So two, and they were very keen for that as rock was growing so fast that they got two thirds of their dealing in rock stocks.”
Bruce Buchanan Jun 6, 2018 ▶ 7:54
Disclosure
Rokt CEO: Company has raised $34M across Series A and B
“We've raised thirty-four million so we've raised a series A of just over eight million U S and the series B of twenty six million.”
Bruce Buchanan Jun 6, 2018 ▶ 11:37
Assertion Not checkable as stated
Buchanan: Rokt is cash flow and P&L positive
“We tend to run it quite conservatively on cash. So we're a cash flow and P and O positive business.”
Bruce Buchanan Jun 6, 2018 ▶ 12:13
Assertion Not checkable as stated
Buchanan: Rokt serves approximately 2,000 customers
“We serve about 2000 customers.”
Bruce Buchanan Jun 6, 2018 ▶ 13:36
Assertion Not checkable as stated
Buchanan: Rokt reaches $6 million monthly revenue run rate
“We're doing a run rate of about six million a month at the moment.”
Bruce Buchanan Jun 6, 2018 ▶ 14:10
Prediction Not checkable as stated
Buchanan: Rokt is on track to hit $100M in 2019 revenue
“And we're on track to do about a hundred million next year.”
Bruce Buchanan Jun 6, 2018 ▶ 14:15
Insight
Buchanan: Marketing is shifting from ad tech to owned media assets
“What is happening, which is an evolution from, you know, the ad tech world and the traditional media agency world to much more marketing tech and own media assets and businesses trying to control the destiny with the customers much more directly.”
Bruce Buchanan Jun 6, 2018 ▶ 16:32
Assertion Not checkable as stated
Buchanan: Rokt client annual spend ranges from $100K to $20M
“We have clients that will spend, you know, twenty million dollars with us this year and we got clients to spend a 100,000 dollars with us this year. And everything, everything in between.”
Bruce Buchanan Jun 6, 2018 ▶ 16:59
Assertion Not checkable as stated
Buchanan: Rokt year-one cost of sale is around 20%
“Year one cost of sale typically sits around about 20%.”
Bruce Buchanan Jun 6, 2018 ▶ 17:53
Assertion Not checkable as stated
Buchanan: Rokt monthly churn is under 1% across key products
“On the monetized product, on the optimized product, on our counterplay product, our churn rates would be less than one percent a month.”
Bruce Buchanan Jun 6, 2018 ▶ 18:38
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