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 2 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

Prediction Held up
Epicor CEO: Epicor will hit $1B revenue this year with 25-33% cloud
“We've built that business into about a quarter of a billion dollars. We'll be about a billion dollar top line business this year. And between a quarter and a third of that now is the cloud.”
Steve Murphy Mar 10, 2021 ▶ 4:31 Epicor Targets $1b Run Rate, 50% Pure SaaS. $300m SaaS ARR Today.
Assertion Supported
Murphy: Epicor Refinanced Over $2B in Debt to Cut Rates 125 Bps
“In the last six months, and this is all, you know, public record. We went back into the markets and we're able to refinance the first lane and do really well on it. And we had earned the right to do that... We didn't go out and, you know, get a dividend or do …”
Steve Murphy Mar 10, 2021 ▶ 16:02 Epicor Targets $1b Run Rate, 50% Pure SaaS. $300m SaaS ARR Today.
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