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Venky Balasubramanian

๐Ÿ‘ค Speaker
191 total appearances

Appearances Over Time

Podcast Appearances

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

And then, obviously, we have our NPS coupled as well with the customers.

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

But NPS is, like, a better indicator than just revenue because, like, revenue is, like, a trailing one.

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

A lot of times, you don't even realize the customer's gone.

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

But, like,

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

We engage with our customers on a strong engagement model there.

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

So we do measure all these numbers, but it's just not your traditional indicator of saying, okay, you have a recurring model and it's pretty predictive.

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

Consumption models are not predictive by nature.

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

So we obviously measure.

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

And what we realized is a lot of companies talk about...

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

lifetime value, when can I get my customer into the positive number segment, and all of that.

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

But for us, once they're integrated into the core, customers just keep growing and scaling.

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

So when you look at our cohorts, they look pretty weird, right?

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

You don't see the graph going down, you just see the graph going higher and higher.

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

in terms of the cohorts and in terms of like how, how customers are spending over, you know, two, three, four years.

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

And then the consumption kind of, kind of, kind of going down.

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

Yep.

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

Yep.

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

Yeah.

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

So for us, that keeps going up per cohort, not per customer.

SaaS Interviews with CEOs, Startups, Founders
1293 How Plivo Broke $20m in ARR on Only $2m Raised Helping 70,000 Businesses with Communication Integrations

So if you look at like, you know, gross churn, we are net negative in terms of, or basically we don't, we don't have any, any, you know, kind of churn when I look at a cohort from that perspective.