151–160 of 194 posts
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You need to dream bigger. Palantir looking to go public at 45X revenues. https://news.crunchbase.com/news/palantirs-2018-revenue-said...
That would be so absurd
They just raised a round in September of 2018 at $1.3B so it will be interesting to see where the public market values the company. 2017 revenue: $79.6MM 2018 revenue (est): $117.8MM 2019 revenue (est): $164.9MM 2020 revenue (est): $214.3MM Safe guess potentially 10x current year (2019) which would be $1.6B. Considering that they need an IPO pop the shares would be priced about 20-25% lower, bringing them back to tha…
> 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.
PagerDuty is super expensive. With Slack or another messaging app, you just need a system that will support a schedule and route to engineers appropriately as well as post to the slack channel. A lot of the bells and whistles they have aren't useful. Engineers never need to actually use the Pager Duty website and only use the app for ack'ing the page or just do that in Slack. This feels like it should be more of a co…
I'm sure there are industries where that makes sense, but I bet you can imagine there are industries and companies where that doesn't add up.
PagerDuty is super expensive. With Slack or another messaging app, you just need a system that will support a schedule and route to engineers appropriately as well as post to the slack channel. A lot of the bells and whistles they have aren't useful. Engineers never need to actually use the Pager Duty website and only use the app for ack'ing the page or just do that in Slack. This feels like it should be more of a co…
PagerDuty is super expensive. With Slack or another messaging app, you just need a system that will support a schedule and route to engineers appropriately as well as post to the slack channel. A lot of the bells and whistles they have aren't useful. Engineers never need to actually use the Pager Duty website and only use the app for ack'ing the page or just do that in Slack. This feels like it should be more of a co…
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Agreed, too many good open source solutions now. No one thinks of alerting as paging anymore. You can use email to text now, chat solutions like Slack/Mattermost/etc. You no longer need an SMS gateway and if you do then Prometheus supports Twilio. All PagerDuty has going for it is a sales team trying to get managers to sign up for a service before exploring alternatives.
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…
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?
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…
There are many fields that can be left blank when filing an S1. They get filled in as time moves on, but need to be complete before the IPO takes place.