Prediction certainty 3/5 debate potential 2/5

Seghete expects 70% of future growth to come from new customers

Mada Seghete · 1502 Branch.io Raised $129m To Cover 18 Months Burn (-$7m/mo) For Deep Linking Play · Sep 4, 2019 · at 14:03

Mada Seghete, co-founder of Branch.io, forecasts the company's revenue growth mix between new customer acquisition and expansion over the next 1-2 years.

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“I think it's probably going to be fifty-fifty or probably more like thirty-seventy. [847] Mada Seghete: 30 coming from expansion, 70 from new customers.”

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Insight
Selling software to developers is hard because they prefer building internally
“The people that have started use us for free, and if you think are usually the developers and it's very hard to [754] Mada Seghete: To convert a developer into a paid product because they think they can build it themselves.”
Mada Seghete Sep 4, 2019 ▶ 12:29 1502 Branch.io Raised $129m To Cover 18 Months Burn (-$7m/mo) For Deep Linking Play
Assertion Not checkable as stated
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Mada Seghete Sep 4, 2019 ▶ 11:12 1502 Branch.io Raised $129m To Cover 18 Months Burn (-$7m/mo) For Deep Linking Play
Disclosure
Branch is completely free for apps under 10,000 monthly active users
“If you have under 10,000 monthly active users, it's actually, everything is free, but above that, we have a few tiers, and then we have, like, an enterprise tier for real customers.”
Mada Seghete Sep 4, 2019 ▶ 3:43 1502 Branch.io Raised $129m To Cover 18 Months Burn (-$7m/mo) For Deep Linking Play
Assertion Supported
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Mada Seghete Sep 4, 2019 ▶ 5:27 1502 Branch.io Raised $129m To Cover 18 Months Burn (-$7m/mo) For Deep Linking Play
Assertion Partly supported
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Mada Seghete Sep 4, 2019 ▶ 5:57 1502 Branch.io Raised $129m To Cover 18 Months Burn (-$7m/mo) For Deep Linking Play
Disclosure
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“Yeah, I mean, I think every, every fundraiser we've done, we've always thought between, usually the 18 months is usually the runway to go for. That's usually what we've done.”
Mada Seghete Sep 4, 2019 ▶ 16:31 1502 Branch.io Raised $129m To Cover 18 Months Burn (-$7m/mo) For Deep Linking Play
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