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PagerDuty S-1

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Re: PagerDuty S-1

#131

Post by yeukhon »

jkravitz61 wrote: post #114
baq wrote: post #14

Earlier quoted context omitted.

My mostly uninformed opinion is that smart money smells blood around the corner and wants to cash out before it gets bad. Mass retail store closures, layoffs, IPOs, ...

Even if true, this will largely not affect a business like this. They make small money on each company and scale through the shear number of total companies that pay a few thousand dollars a month to use this service. People are not going to stop going on call because their revenue dropped 20%...

The market is still hot. You don't want to go IPO at say $50 and no trades. When the market crash everything will crash along with it. Some investors are probably very eager to cash out now than later.

Re: PagerDuty S-1

#132

Post by jvagner »

eeeeeeeeeeeee wrote: post #88
whalesalad wrote: post #12

PagerDuty feels like abandonware. It hasn't changed in the last 4-5 years.

How much can it really change though? It’s a fairly simple concept. I always considered the cost is paying for trust and reliability. I know a text message might fail. I want those alert redundancies and I don’t want to have to create that system. I tried some of the competitors out to reduce cost, but UX was definitely lacking (opsgenie for example). We stuck with PagerDuty. That being said, as a potential investor,…

The last time I looked at PagerDuty (a while ago) it didn't have any kind of "calling tree" equivalent for validated notification escalations.

Couldn't really see how that could be true, so I'm assuming I didn't understand the product.

Re: PagerDuty S-1

#133

Post by gotocake »

crooked-v wrote: post #122
DKnoll wrote: post #113

Earlier quoted context omitted.

If I worked in the same office as you I would 100% play Jingle Cats when walking past. If I don't change my page sound frequently enough I start getting a weird Pavlovian response.

> If I don't change my page sound frequently enough I start getting a weird Pavlovian response. I had to do the same with my alarm clock, and eventually settled on talk radio because it didn't seem to cause the same effect.

When I was a kid I got a two deck cassette player and alarm clock combo. I used it as my alarm for about 16 years, and I still get a weird feeling if I hear that precise tone. It makes me feel a bit sleepy and disoriented for a split second. With the same clock I also started to wake up to the sound of the system powering up the speakers to play the torn before the tone sounded. It seems I’d slap the snooze button in my sleep so I had to get a new alarm.

Re: PagerDuty S-1

#135

Post by zeroonetwothree »

penagwin wrote: post #5
krn wrote: post #3

Earlier quoted context omitted.

> 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 an…

You can get Comcast Business service. That's basically what it is. They have very good support but costs a bit more.

Re: PagerDuty S-1

#136

Post by chiefalchemist »

hn_throwaway_99 wrote: post #19
cm2012 wrote: post #4

Professional 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, chan…

Jesus, do people really like company FB pages (especially B2B companies) at all these days?

If I see something of interest I'll like it just to keep an eye on it. If after a couple+ weeks it doesn't pan out, I unlike.

Re: PagerDuty S-1

#137

Post by zsj888 »

Am I reading it wrong? They don't fill the data in section MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS:

....The majority of our revenue is derived from midmarket and enterprise customers. As of January 31, 2019, we had more than customers globally, with [missing #?] customers having ARR in excess of $100,000, and [missing #?] customers having ARR in excess of $1,000,000. Our 10 largest customers represented approximately [missing #?] % of our revenue for the fiscal year ended January 31, 2019, and no single customer represented more than [missing #?] % of our revenue in the same period, highlighting the breadth of our customer base. We serve a vital role in our customers’ digital operations and grow with them as their needs expand. As such, we have developed a loyal customer base, with total ARR churn representing less than [missing #?] % of beginning ARR for the fiscal year ended January 31, 2019. Our ARR churn rate represents lost revenue from customers that contributed no revenue in the measurement period but did contribute revenue in the equivalent prior year period. We generally bill monthly subscriptions monthly and subscriptions with terms of greater than one year annually in advance.

Re: PagerDuty S-1

#138

Post by eeeeeeeeeeeee »

fletchowns wrote: post #127
eeeeeeeeeeeee wrote: post #92

Earlier quoted context omitted.

I swear half the time my Slack notifications don’t go off on my phone. Even with background refresh on. I would never trust that service for critical alerts. As in, you need to wake up and fix this now. I’ve run my own monitoring solutions. My own Asterisk systems. Even my own Twilio integrations. You are grossly oversimplifying what is needed to create and maintain those systems. For many, PagerDuty is absolutely wo…

I think by default slack has Do Not Disturb enabled from 10PM to 8AM. May want to double check that!

Figured that was it, but it’s happening during my daytime outside of the DND.

Re: PagerDuty S-1

#139

Post by [deleted] »

zsj888 wrote: post #137

Am I reading it wrong? They don't fill the data in section MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS: ....The majority of our revenue is derived from midmarket and enterprise customers. As of January 31, 2019, we had more than customers globally, with [missing #?] customers having ARR in excess of $100,000, and [missing #?] customers having ARR in excess of $1,000,000. Our…

[deleted]

Re: PagerDuty S-1

#140

Post by jmspring »

teej wrote: post #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.

Support as a cost center...it's an interesting thing. My first computer related job while in college was support for a variety of Borland products. There were a few of us interns that ended up doing the work of senior support engineers - writing white papers, running training, etc. Interns were the "cost cutting measure" back then.

We were paid less, but knew the product and some evolved into well paid and challenging jobs with the company, some of us went elsewhere.

Local labor was used instead of outsourcing overseas or bringing in lower-paid workers.

At the time interns were paid pretty darn well.

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