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.”
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.”
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.”
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.”
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.”
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.”
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?”
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.”
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.”
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…”
Assertion Contradicted
De la Nuez estimates Hotjar's revenue was $10M to $20M
“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.”
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.”
Disclosure
UserZoom targets a 2022 initial public offering
“We want to go public next year, by the way.
So that's our target, right?”
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 …”
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.”
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%.”
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…”
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.”
Assertion Not checkable as stated
UserZoom reaches an $80M annual run rate
“We're actually in a run rate of eighty million.”
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.”
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 …”
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.”
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.”
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%.”
