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 16 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
Schneider: VC-Funded Analytics Startups Gamble Cash on Unsustainable Customer Acquisition
“One of the challenges we have in the broader analytics space is you have a lot of companies that raise the VC funding, play the roulette wheel, And just spend a lot of cash to do new customer acquisition without necessarily regard to the economics or building …”
Schneider: Domo Raised $600M and Went Public at a Loss
“Domo is a competitor in our space that raised, I think, six hundred million dollars went public. And it's trading at last I checked less than that. And they certainly went public for a net loss for their investors.”
Schneider: Logi Is Only Scaled Vendor Focused Solely on Embedded Analytics
“We're the only company of scale that focuses on that use case. Most of our competitors in the space go after direct use cases, go after wide industries they go after any kind of operational type improvement use case they can. We're the only ones out there that…”
Schneider: LTV and CAC Metrics Are Confusing and Excessively Subjective
“CAC and LTV. I I've seen five different calculations and I've talked to multiple different investors on that. And we tend to find that metric is confusing and requires allocation of marketing spend and all that sort of stuff that, that is subjective.”
Developers Will Assemble Best-of-Breed Components Rather Than Building From Scratch
“People nowadays aren't going to build products completely from scratch. They're going to go out and get best of breed components to get to market faster and assemble those things into a modern product stack that they deliver.”
Logi Analytics Shifted From 50% Perpetual to 95% Term Contracts
“Up until about 20 10 and actually really until recently, and really about the 2015 time frame, about half of our business was perpetual. So we'd sell it, they'd package it within their software application and we'd get a maintenance stream, but it was more of …”
Logi Analytics Reached Mid-$30M Revenue Across 1,900 Total Customers
“So, so if you go back to the inception of the company, we brought on about 1900 customers. So, so quite a few. We're, you know, from a revenue standpoint, we're mid thirties, just to give you some kind of idea, millions of revenue.”
Logi Analytics Averaged a $90,000 ASP in the Prior Quarter
“I mean, if I can tell you right now, if I was to look at our average ASP last quarter, it was about 90,000 dollars.”
Logi Analytics Maintains a 90% Gross Renewal Rate on ARR
“Gross renewal, so renewal on the ARR base is 90%.”
Discontinued Customer Products Drive 60% of Logi Analytics' Churn
“Roughly about 60% of our churn is the product is discontinued.”
Failed Customer Deployments Account for 40% of Logi Analytics' Churn
“The other 40% is they don't ever actually get into production.”
Schneider: Logi Analytics Operates at a 1:1 S&M Spend to New ACV Ratio
“If I look on new ACV that we get versus, versus how much we spend in sales and marketing, it's about a one-to-one ratio.”