Todd Olson

It's still pretty aggressive out there.

So, I mean, ultimately, we want to build a category leader.

That's the way I think about it.

Yeah, I think loosely, you know, we're calling it product experience.

We think it's kind of this crossover between a mixture of analytics and in-app engagement.

So it's kind of, you know.

When I started the company, we saw these two spaces out there and we said, you know, I think the ultimate winner is going to have the union of those two.

And that's been our thesis since day one.

That's driven our roadmap.

It's driven our strategy.

And I think you're starting to see more signs that that's the way the market's moving.

I think Intercom's got a very different focus.

I think they're trying to revolutionize customer communications, next generation CRM.

I see them trying to disrupt the support tools like Zendesk and Freshdesk more so than attacking Pendo.

So I think there's plenty of room in the market for Intercom and Pendo to coexist.

So I don't actually see them as competitive at all.

Yeah, I think the company we see most frequently in deals is a company called WalkMe.

They started traditionally in the training space or the in-app messaging space.

You know, they're not really known for analytics at all.

So, you know, in many ways, just half of our product competes against them.