The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 14 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Disclosure
Thomas: Sprinklr discards acquired code and writes down revenue post-acquisition
“The second interesting thing there is every one of these acquisitions that we've brought on, we have practically thrown away the code. In most cases, we've written down the revenue.”
Ragy Thomas Dec 3, 2017 ▶ 9:43 862 With $150m+ Revenue, Plus New Product, Can Anyone Catch Sprinklr?
Insight
Thomas: Educating an unready market just paves the road for competitors
“You don't want to spend your time educating the market that's not ready for you. Cause that's just paving the road for the next company to take advantage of that education.”
Ragy Thomas Dec 3, 2017 ▶ 19:35 862 With $150m+ Revenue, Plus New Product, Can Anyone Catch Sprinklr?
Opinion
Sprinklr and Hootsuite are fundamentally publishing tools, not conversation managers
“Well, those guys really at their core are publishing platforms. Their core DNA is for the brand to create content and manage an authoring workflow of one or many people.”
Peter Friedman Jan 15, 2018 ▶ 5:36 905 Went Public, $650m Market Cap, Crashed, Now $10m ARR But Only $1.8m Market Cap, Why?
Insight
Thomas: Marketing budgets are flawed because 90% of buyers rely on peers
“Marketing is foundationally now flawed. Because 80% of your budget, if you're spending into what to say to people, and 90% of people are making the decision on what others are saying to them, you're off.”
Ragy Thomas Dec 3, 2017 ▶ 17:32 862 With $150m+ Revenue, Plus New Product, Can Anyone Catch Sprinklr?
Insight
Thomas: Rebuilding Acquired Capabilities Natively Is Faster Than Merging Codebases
“So we can rebuild faster than attaching or merging it.”
Ragy Thomas Dec 3, 2017 ▶ 11:06 862 With $150m+ Revenue, Plus New Product, Can Anyone Catch Sprinklr?
Opinion
March: Deep customer care creates more value than Sprinklr's all-in-one approach
“Yeah, I just, you know, fundamentally, they, like, they have this vision of, like, being a social all-in-one, and, like, fundamentally, our vision is going deep in customer care and actually becoming more of a customer care all-in-one, and that's what we think…”
Josh March Nov 1, 2017 ▶ 19:12 830: SaaS: With $20m Raised, $10m+ ARR, He's For Enterprise Customer Management on Social Media
Assertion Not checkable as stated
Thomas: Sprinklr contracts average $150K to $200K, exceeding $10M annually
“You know, it varies by quarter, but generally around a 150 to 200,000. And the contract ranges that we try not to do engagements below a hundred grand, and on the high end, it goes annualized over ten million dollars a year.”
Ragy Thomas Dec 3, 2017 ▶ 2:46 862 With $150m+ Revenue, Plus New Product, Can Anyone Catch Sprinklr?
Assertion Not checkable as stated
Thomas: Sprinklr refers sub-enterprise discovery leads to competitor Hootsuite
“In fact, I have personally referred many customers to Hootsuite. We go, we do a discovery, and I've personally said, we're not ready for each other, and you should use something that's more suited to your current needs.”
Ragy Thomas Dec 3, 2017 ▶ 25:45 862 With $150m+ Revenue, Plus New Product, Can Anyone Catch Sprinklr?
Assertion Supported
Latka: Sprinklr generates well over $100 million in annual revenue
“We just had Raji on actually very recently shared with some revenue numbers, you know, doing a well over a hundred million bucks a year now.”
Nathan Latka May 17, 2018 ▶ 1:13 1027 Finally a $10m+ PR Company Focused on Analytics!
Assertion Not checkable as stated
Thomas: Sprinklr customer contract expansion ranges from 20% to 40% annually
“It varies between 20 to 40%. Again, those are metrics that we track quarterly.”
Ragy Thomas Dec 3, 2017 ▶ 24:46 862 With $150m+ Revenue, Plus New Product, Can Anyone Catch Sprinklr?
Assertion Supported
Thomas: Sprinklr has raised $240M in venture capital to date
“Two hundred and forty million dollars. It's like rounding up.”
Ragy Thomas Dec 3, 2017 ▶ 8:23 862 With $150m+ Revenue, Plus New Product, Can Anyone Catch Sprinklr?
Assertion Not checkable as stated
Thomas: Sprinklr maintains quarterly logo retention between 90% and 100%
“Between 90 and a hundred percent is, is where we keep it.”
Ragy Thomas Dec 3, 2017 ▶ 18:27 862 With $150m+ Revenue, Plus New Product, Can Anyone Catch Sprinklr?
Assertion Not checkable as stated
Thomas: Sprinklr serves 1,200 large brands across 24 social channels
“We work with 1200 large brands like McDonald's and Nike and Dell we give you one unified platform to do your marketing, to do your advertising, to do your research, to do your commerce engagement, and do your customer care across 24 social channels.”
Ragy Thomas Dec 3, 2017 ▶ 1:40 862 With $150m+ Revenue, Plus New Product, Can Anyone Catch Sprinklr?
Opinion
Thomas admires Vista Equity's business strategy and would welcome a meeting
“I'm actually, I'm in love with the business strategy. He's done a lot of clever things that are not obvious, so I would use that as an excuse to go meet those people.”
Ragy Thomas Dec 3, 2017 ▶ 32:44 862 With $150m+ Revenue, Plus New Product, Can Anyone Catch Sprinklr?
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