PagerDuty S-1
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PagerDuty S-1
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Re: PagerDuty S-1
#2> If we fail to offer high-quality support, our business and reputation could suffer.
I don't know how common this is in S-1 filings but it stuck out to me. Support is often viewed as a cost center, I love that PagerDuty makes it such a high priority.
Edit: After some research, it turns out this is common. Docusign, Dropbox, Okta, Zuora, and MongoDB all have this statement exactly or similar.
Re: PagerDuty S-1
#3> If we fail to offer high-quality support, our business and reputation could suffer. I don't know how common this is in S-1 filings but it stuck out to me. Support is often viewed as a cost center, I love that PagerDuty makes it such a high priority. Edit: After some research, it turns out this is common. Docusign, Dropbox, Okta, Zuora, and MongoDB all have this statement exactly or similar.
> Support is often viewed as a cost center
Support is a cost-center for B2C companies, but one of the most important parts for B2B.
Re: PagerDuty S-1
#4Professional marketer perspective:
Sales and Marketing is around 60% of revenue at 47 million a year. Advertising is around 5 million a year, so the rest of the spend looks like sales costs, content production, and maybe event marketing.
The media spend seems to be mostly adwords: "The effectiveness of our online advertising has varied over time and may vary in the future due to competition for key search terms, changes in search engine use, and changes in the search algorithms used by major search engines."
Also, they only have 5000 FB likes - if they were spending $100k+ a month on FB these likes would be higher as a byproduct of the paid spend. I do a ton of B2B/SMB FB advertising, my guess is that they could move some spend to FB from AdWords and see better ROI.
Re: PagerDuty S-1
#5> If we fail to offer high-quality support, our business and reputation could suffer. I don't know how common this is in S-1 filings but it stuck out to me. Support is often viewed as a cost center, I love that PagerDuty makes it such a high priority. Edit: After some research, it turns out this is common. Docusign, Dropbox, Okta, Zuora, and MongoDB all have this statement exactly or similar.
> Support is often viewed as a cost center Support is a cost-center for B2C companies, but one of the most important parts for B2B.
Part of what Businesses pay for is support. Heck think of all the free databases/open source stuff that is funded not by the code but buy offering support/integration.
EDIT: Funny though, as a consumer I'd pay a little more, say 20% more for my comcast bill if they had what I'd describe is "nice and helpful support", but if that was the case, my bill would likely be accurate, and we wouldn't have all these BS fees and charges showing up out of nowhere, which coincidentally can make my bill 20% higher then advertised.
Re: PagerDuty S-1
#62017: $79.6M revenue, ($38M)in losses.
9 months of 2018: $84M revenue, ($34.5M) in losses.
Costs seem generally under control except the significant growth (+66%) in G&A expenses.
Why the hurry to IPO?
Re: PagerDuty S-1
#72017: $79.6M revenue, ($38M)in losses. 9 months of 2018: $84M revenue, ($34.5M) in losses. Costs seem generally under control except the significant growth (+66%) in G&A expenses. Why the hurry to IPO?
Good market now, bad market likely in a year or two.
Re: PagerDuty S-1
#82017: $79.6M revenue, ($38M)in losses. 9 months of 2018: $84M revenue, ($34.5M) in losses. Costs seem generally under control except the significant growth (+66%) in G&A expenses. Why the hurry to IPO?
Their seed round was in 2010—early investors are likely pretty interested in an exit
Re: PagerDuty S-1
#9> If we fail to offer high-quality support, our business and reputation could suffer. I don't know how common this is in S-1 filings but it stuck out to me. Support is often viewed as a cost center, I love that PagerDuty makes it such a high priority. Edit: After some research, it turns out this is common. Docusign, Dropbox, Okta, Zuora, and MongoDB all have this statement exactly or similar.
> Support is often viewed as a cost center Support is a cost-center for B2C companies, but one of the most important parts for B2B.
It’s still usually viewed as a cost center by management in either case, and employees in support roles are notoriously underpaid, overworked and at risk of inexplicable layoffs.
I would love to see more companies treat support technicians and customer support agents like prized human capital, give them good job security, don’t try to outsource or downsize them, and give them top class compensation to make them very proud to do the job.
Re: PagerDuty S-1
#102017: $79.6M revenue, ($38M)in losses. 9 months of 2018: $84M revenue, ($34.5M) in losses. Costs seem generally under control except the significant growth (+66%) in G&A expenses. Why the hurry to IPO?
Their seed round was in 2010—early investors are likely pretty interested in an exit
Not to mention early employees