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.
why aren't all 12 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
Acquiring revenue at an early stage is a high-risk strategy
“Growing the business through acquiring revenue is a historically a much riskier game to play at an early stage. And so we're shying away from that right now.”
Talend maintains a 120% annual net expansion rate
“The deal size I cited is actually an upfront deal size, and then customers add you know, we have a 120% net expansion rate every year.”
Enterprise data integration is a $16B annual market
“Where the people spend sixteen billion dollars a year solving the kind of problems that we solve.”
Gross margin payback on ACV dictates SaaS sales efficiency
“The way we look at it is how long does it take? How many months does it take to pay back the gross margin of an ACV subscription, right? And that's the most stringent measure, and it's the exact right measure, I believe, because it tells you if that number is …”
Public balance sheets ease enterprise buyer concerns over vendor longevity
“When you're selling to large enterprise companies, one of the things that they're always wondering about is, are you going to be a key partner of theirs, you know, five or 10 years from now? And having transparency in your balance sheet and your financials is …”
Talend's average upfront enterprise contract is $50K to $60K
“Customers. Tend to be spending, let me see, 50 to 60,000 dollars per year on average.”
Talend serves 1,500 customers with 40% annual revenue growth
“We have over 1500 customers using the platform right now. And business has been growing over 40% a year for the last couple of years.”
Talend reached $100M in revenue during its 2016 IPO year
“No, we did a hundred million in revenue in 2016, the year that we went public.”