Insight certainty 4/5 debate potential 2/5

Variable CPM revenue provides upside on top of a predictable SaaS baseline

Eric Matlick · 895 $10m+ Balancing Act Between SaaS and Variable CPM Revenue · Jan 5, 2018 · at 15:48

Eric Matlick, CEO of Bombora, explains why he refuses to abandon variable CPM data revenue entirely in favor of a pure SaaS subscription model.

0:00 / 0:24exact quote · 24.3s
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“So we love SAS revenue and we're, we want it to be a bigger piece of the pie. But I, you know, I like variable revenue, you know, variable revenue allows you to have some upside. I'd like more consistency in the business. I'd like to be able to predict and project Our revenue, like, is it for three years out? But I also like to have, well, I need it too, but I like the variable piece as the icing on the cake rather than the cake.”

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More from Eric Matlick

Assertion Not checkable as stated
Bombora secures exclusive data rights with 70% of its publisher partners
“About like, 70% of those relationships that we have with those publishers are exclusive. So there is no way to get the buying signals anywhere else other than through Bombora.”
Eric Matlick Apr 9, 2020 ▶ 6:54 1720 Bombora CEO Hits $30m ARR, Applies for PPP, Finds Virus Patterns Among B2B Brands
Assertion Not checkable as stated
Bombora generated $26M ARR in 2018 and over $30M in 2019
“Two years, nine, nine, 2000 and 19, we did over 30. 2018 was 26.”
Eric Matlick Apr 9, 2020 ▶ 9:22 1720 Bombora CEO Hits $30m ARR, Applies for PPP, Finds Virus Patterns Among B2B Brands
Disclosure
CEO Eric Matlick applied for over $1M in PPP relief for Bombora
“It's a little over a million. I have no idea what to expect. We put the application in and”
Eric Matlick Apr 9, 2020 ▶ 13:08 1720 Bombora CEO Hits $30m ARR, Applies for PPP, Finds Virus Patterns Among B2B Brands
Assertion Supported
Matlick: B2B purchasing propensity dipped in February 2020 before stabilizing in April
“By the second week in February, something very strange happened, and all of a sudden, there was a pretty big diversion or a dip in company propensity to purchase, and we know why that was. Most likely because of COVID. And that is actually what happened over t…”
Eric Matlick Apr 9, 2020 ▶ 15:48 1720 Bombora CEO Hits $30m ARR, Applies for PPP, Finds Virus Patterns Among B2B Brands
Assertion Not checkable as stated
Bombora surpassed $10 million in revenue last year and doubled again
“I will say that last year we did well over ten million and then I told you that we doubled again.”
Eric Matlick Jan 5, 2018 ▶ 15:19 895 $10m+ Balancing Act Between SaaS and Variable CPM Revenue
Disclosure
Matlick: 65% of Bombora revenue comes from subscriptions
“A lot of our revenue over, over 50 clusters, 65% of our revenue today is subscription revenue.”
Eric Matlick Apr 9, 2020 ▶ 2:33 1720 Bombora CEO Hits $30m ARR, Applies for PPP, Finds Virus Patterns Among B2B Brands
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