Opinion certainty 4/5 debate potential 2/5

Morley: Cloud Companies Do Not Talk Enough About Gross Margins

Patrick Morley · 1384 CyberSecurity SaaS CarbonBlack Passes $200m ARR Charging $30/Device/per · May 9, 2019 · at 17:28

Patrick Morley, CEO of cybersecurity company Carbon Black, discusses key financial metrics that scaling SaaS companies should prioritize.

0:00 / 0:09exact quote · 9.2s
720p mp4 · rendered on demand · StarZero watermark
“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.”

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 Patrick Morley

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
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
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 2,600 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.