The Ledger
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Google's Firebase copied Branch's SDK variables and marketing collateral
“They launched a product in last year at Google IO that was a direct replica of branch under the Firebase brand called dynamic links, literally copied all of our marketing collateral. I think the variables of their iOS SDK you reused variables from my header fi…”
Enterprise deals closed faster when Branch started charging for its product
“We found that we could actually charge, and when we charge people, it found that enterprise customers actually closed faster than we were giving away for free, and we were making money.”
Austin: Branch lured Pinterest, Airbnb, and Etsy from Yozio, forcing its shutdown
“There was a company in our space when we first started that actually had Pinterest, Airbnb, and Etsy using them. When we had just launched literally brand new, super buggy product within a year and a half, all those companies were using us and that company had…”
Austin: Google put 300 sales reps on Firebase Dynamic Links before effort stalled
“Then they threw 300 sales and marketing people at this product with the sole objective of pushing Firebase, deep linking, and replacing branch. So every single one of our customers got an email from somebody at Google. All of our pipeline got it. Like they wen…”
Austin: Branch aims for 98% app penetration to build mobile search index
“The goal though, is to get 98% of the app ecosystem using branch. Why is that a goal? Because when we have that, we basically indexed the app ecosystem. We built a directory of every page that's accessible inside apps and the analogous, you know, index in the …”
Branch maintains less than 5% annual gross churn
“Five percent.
[673] Nathan Latka: Less than five percent.
[674] Nathan Latka: Okay, and that's gross churn.
[675] Mada Seghete: Yes.
[676] Mada Seghete: We do have very, very little churn.
[678] Mada Seghete: Most of our churn is actually, I think more than ha…”
Seghete expects 70% of future growth to come from new customers
“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.”
Austin: Competition with Google will get much worse when Branch enters discovery
“It's going to get so much worse when we move into discovery.”
Branch powers 60% to 70% of the top 200 mobile apps
“We are in over 50,000 apps, and you know, I think 60 or 70% of the top 200 apps have branch, and that there's a lot of infrastructure.”
Austin: Branch Enterprise ACV Averages $55,000 to $60,000
“Our enterprise clients, we have, I'd say average deal size right now is about 55 to 60 K, 6000 dollars. Annually.”
Austin: Branch powers 40% of the mobile app ecosystem
“Right now at this point we have about 40% of the app ecosystem using Branch today. So, most, probably, most people have around, like, 10, 20 apps on their phone. About 40% of them are actively using Branch.”
Austin: Over 26,000 developers are using Branch's SDK
“So we are now at, I think in terms of folks using the SDK, we're about over 26,000.”
Austin: Branch has 40 to 50 enterprise customers
“So, yeah, so enterprise-wise, I think it's probably in the 40 to 50, and then there's, like, probably close to a couple thousand in terms of long tail, kind of, like, self-onboarded folks.”