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Patrick Morley

Senior Advisor, Brighton Park Capital · 1 appearance on the record.

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executiveoperator@PatrickMMorley ↗bpc.com ↗

Patrick Morley led cybersecurity company Carbon Black as President and CEO, taking it through an IPO in 2018 and subsequent acquisition by VMware. He later served as Senior Vice President and General Manager at VMware before becoming a Senior Advisor at Brighton Park Capital.

11statements → 8claims → 7claims resolved → 71%fully supported → 3.82/5average certainty → 1.27/5average debate potential →

5 supported 2 partly supported 0 contradicted 1 not checkable as stated how the 8 claims stand · each chip opens the sources

8 assertions · 1 opinion · 2 insights · every statement was checked. The predictions and assertions are the 8 claims: statements the public record can support or contradict. 7 are resolved, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Patrick argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Patrick Morley: Carbon Black Serves 4,300 Global Customers and 35+ Fortune 100
“I just give you a sense that we have 4300 customers globally. We have 35 or 36 of the Fortune 100.”
Patrick Morley May 9, 2019 ▶ 5:04 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
75% certainty 3
90% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Patrick Morley on measured tape to publish a rate. This says nothing about how they speak.

Everything Patrick Morley said on Top Founders that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
Morley: Hackers Use IoT as Bridges to Target Enterprise Laptops and Servers
“The way we think about IoT and about cell is those are primarily bridges into the enterprise, but where the adversary wants to get, they want to get on your laptop, or they want to get on the server, where the intellectual property is, the credit card data is,…”
Patrick Morley May 9, 2019 ▶ 6:26 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
Insight
Early-stage startups commonly focus on Total Contract Value over ACV
“Look, when we were small, we focused on TCV as opposed to ACV which I think is very common. Total contract value. So, you know, a lot of early stage companies focus on this, which is especially the way you pay your salespeople and it makes you feel bigger beca…”
Patrick Morley May 9, 2019 ▶ 13:04 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
Opinion
Morley: Cloud Companies Do Not Talk Enough About Gross Margins
“And then gross margins as a cloud company, a lot of people don't talk enough in our opinion about gross margins. Obviously gross margins are really, really important for internal employees to understand.”
Patrick Morley May 9, 2019 ▶ 17:28 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
Assertion Supported
Patrick Morley: Carbon Black Serves 4,300 Global Customers and 35+ Fortune 100
“I just give you a sense that we have 4300 customers globally. We have 35 or 36 of the Fortune 100.”
Patrick Morley May 9, 2019 ▶ 5:04 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
Assertion Supported
Patrick Morley: Carbon Black Charges About $30 Per Device Per Year
“The way to think about it is we charge about 30 dollars per device per year.”
Patrick Morley May 9, 2019 ▶ 5:47 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
Assertion Partly supported
Morley: Carbon Black is under $200M ARR, passed $51M quarterly revenue
“We're just under two hundred million in ARR. Company just passed just passed 50, in our last quarter, we just passed fifty-one million in, in revenue and .”
Patrick Morley May 9, 2019 ▶ 9:19 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
Assertion Supported
Morley: Carbon Black transitioned from on-prem perpetual licenses to SaaS in 2013
“The company started as a perpetual company. So for a number of years, perpetual software licenses in 2013, we switched to a SLA agreements, all that jazz. Yeah. Yeah. And then we switched to a subscription business and then, and we were on frame original offer…”
Patrick Morley May 9, 2019 ▶ 12:02 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
Assertion Supported
Morley: Carbon Black raised $191M prior to IPO
“One hundred and ninety one million.”
Patrick Morley May 9, 2019 ▶ 14:00 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
Assertion Supported
Morley: Carbon Black raised roughly $160M on IPO day
“A 160. Rough. A hundred and sixty million.”
Patrick Morley May 9, 2019 ▶ 14:03 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
Assertion Not checkable as stated
Morley: Carbon Black had 20 employees and beta customers upon joining
“When I came to Carbon Black, we had 20 employees and Full of what I would call beta customers.”
Patrick Morley May 9, 2019 ▶ 2:49 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per
Assertion Partly supported
Morley: Carbon Black had raised about $24 million before his arrival
“The distant history, I think the company had raised about twenty four million dollars. Okay. Before I came on board.”
Patrick Morley May 9, 2019 ▶ 3:22 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per

Appearances (1)

EpisodeDateSpeaking time
1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per May 9, 2019 9m
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