Every argument clarity score on this site is built from rows on this page. Each
question and answer was assessed with names hidden, the host's own answers included, on
four things from 1 to 5:
directness (does it answer the question asked), coherence (do the ideas follow),
precision (concrete details and clear references), compression (says a lot per word). The weighted
mix (30/30/25/15) is the exchange score. A person's published score averages their exchange
scores on raw tape only, at least 8 of them, shrunk toward the cohort mean.
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Answered produced feed
D 5 · C 5 · P 5 · Cm 4 4.85
Q Lewis, I don't understand what that means. When you say 158%, are you talking about revenue retention?
A It basically means, it basically means in the world of SaaS, what matters is obviously the long-term economic value of your, your customer base. So what their propensity to renew, but also their propensity to upsell. So what you're interested in looking at is, is not only how many customers you're going to lose, but of the, of the, you have, how much are they going to pay you? How much are they going to grow? Uh, over a period of time. In our case, uh, net of that churn, net of our churn rate of customers, if you take, if you take a million dollars of, uh, of, of, uh, subscription bookings today, let me give you a practical example. If you take that million dollars, uh, let's say next year, that million dollars is going to be, you know, maybe, uh, nine, uh, nine 70 or something. But then that cohort, if you, if you fast forward two years from now, that cohort is going to be a million 5005, and, and, and almost, almost 1.6 million, because those same customers will have expanded, uh, the use of, uh, of, of our platform.
AI assessment note: “almost 1.6 million, because those same customers will have expanded”
Answered produced feed
D 4 · C 5 · P 4 · Cm 4 4.30
Q Okay. Fair enough. Good. We'll move on from that. Um, economics wise, it sounds like you've built a great engine in terms of driving expansion revenue from a dollar to a dollar 58. Over two years on customer accounts. Where is most of that expansion happening and what, what pricing axes?
A Well, what, what happens, uh, Nathan, is that customers will engage us on a very specific use case. So, uh, you know, a lot of, a lot of them are concerned about self-service, call deflection, bringing more and, uh, and, and relevance and immediacy to consumers and, and, and customers. And as they experience that, uh, they will have a tendency to, to, um, uh, expand, uh, the use of recommendations engines, for instance, going from self-service Into their contact center to make sure that the agent also can experience, uh, uh, uh, more intelligence, uh, while answering customers. And then they'll want to take us into websites, into their websites to provide a personal and a more relevant experience.
AI assessment note: “going from self-service Into their contact center to make sure that the agent also”
Answered produced feed
D 4 · C 4 · P 4 · Cm 3 3.85
Q Okay. That's great. And why do you say much more? You just look at your pipeline and you go, wow, this is a healthy.
A This is a space. Uh, I think, I think Nathan, uh, um, you know, the, uh, Machine learning, uh, in the whole area, as it relates to the whole area of personalizing, uh, digital experiences, driving more relevant, uh, uh, digital experiences, so as to convert, uh, whether it's sales or service or so on, is an extremely hot topic right now, and, and, and really a revolution, and so there's a lot of value being created, so for us, uh, Uh, you know, the, the, uh, the performance of the company is, is intimately linked to the value, uh, the set of economics that, uh, that we can drive for our customers, and that happens to be quite significant. We power, uh, the AppExchange, uh, you know, at Salesforce, and, uh, and, uh, you know, uh, we're embedded within Adobe Photoshop, and, uh, you know, we power a lot of the self-service, um, sites of, of a lot of the software companies.
AI assessment note: “performance of the company is, is intimately linked to the value”
Answered produced feed
D 4 · C 4 · P 3 · Cm 3 3.60
Q Just to be clear again, I don't want to, you don't have to disclose revenue numbers, but I'm just taking two numbers you gave me. I want to make sure they're accurate. A thousand customers and 200,000 dollar ACV. If I just multiply those, why would those not be accurate?
A The 200, the 200 thousand ACV, obviously a company like ours has a history. So, you know, we've not always been at this pace. So the solution... Pollution portfolio grew. Uh, you know, many companies today use Coveo in a broad range of applications. They'll start, uh, by putting Coveo on their customer communities, on their self-service, they'll go in their contact center, and we'll do their websites, their e-commerce. Uh, so there's a, there's a much broader range. So the deals have had a tendency, well, more than a tendency, the trend has been that the deals have grown quite a bit over the years. Resulting in, in obviously a very healthy revenue. The company is about three employees today, so you can, you can pretty much do the math.
AI assessment note: “company like ours has a history. So, you know, we've not always been at this pace.”
