Assertion certainty 3/5 debate potential 1/5

Sharma: Movable Ink maintains over 110% net revenue retention

Vivek Sharma · 1181 How MovableInk Broke $40m in ARR with 1 Pricing Axis to Drive Expansion Revenue · Oct 18, 2018 · at 7:34

Vivek Sharma is the co-founder and CEO of Movable Ink, disclosing the company's net revenue retention metric.

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“I I'd say north of a 110%.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Vivek Sharma

Assertion Not checkable as stated
Sharma: Movable Ink crossed $40M ARR on $14M in venture funding
“About several months ago, we passed about forty million dollars in annual recurring revenue, and most companies that have gotten to this point, you know, they've raised 80, 90, a hundred million dollars in capital. We've only raised about fourteen million doll…”
Vivek Sharma Oct 18, 2018 ▶ 3:37 1181 How MovableInk Broke $40m in ARR with 1 Pricing Axis to Drive Expansion Revenue
Insight
Sharma: Focusing solely on net retention masks leaky gross churn buckets
“You've got to treat both of those independently. Otherwise, you can mask a very leaky bucket and gross retention problems if you're only focused on on net sure.”
Vivek Sharma Oct 18, 2018 ▶ 6:25 1181 How MovableInk Broke $40m in ARR with 1 Pricing Axis to Drive Expansion Revenue
Assertion Supported
Sharma: Starbucks, Nike, and AmEx Use Movable Ink
“So we've got brands like Starbucks, Nike, Hilton, The Gap, American Express using us.”
Vivek Sharma Oct 18, 2018 ▶ 3:02 1181 How MovableInk Broke $40m in ARR with 1 Pricing Axis to Drive Expansion Revenue
Disclosure
Sharma: Movable Ink Enterprise ACVs Range From $30k to Multi-Millions
“We don't really start at less than about 30,000 dollars a year for those enterprise brands. We do a market tier as well, but we've got companies that pay north of a million dollars a year. We've got lots of companies that pay several million dollars a year to …”
Vivek Sharma Oct 18, 2018 ▶ 3:09 1181 How MovableInk Broke $40m in ARR with 1 Pricing Axis to Drive Expansion Revenue
Assertion Not checkable as stated
Sharma: Movable Ink achieved triple-digit growth in net new logos
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Vivek Sharma Oct 18, 2018 ▶ 4:30 1181 How MovableInk Broke $40m in ARR with 1 Pricing Axis to Drive Expansion Revenue
Assertion Not publicly verifiable
Sharma: Movable Ink prices software on CPM of email opens
“So we used a very similar model, but of course we can't measure sends. We only show up when an email gets opened. So it was CPM on email.”
Vivek Sharma Oct 18, 2018 ▶ 9:01 1181 How MovableInk Broke $40m in ARR with 1 Pricing Axis to Drive Expansion Revenue
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