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SaaS Interviews with CEOs, Startups, Founders

Looking Back: Listen to Founder 3 Years Before Exiting for $450 Million

26 Mar 2021

Transcription

Chapter 1: What is the current scale of Brandwatch in terms of customers and revenue?

0.031 - 2.979 Giles Palmer

So what have you scaled to today in terms of total customers using you?

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4.604 - 13.99 Unknown

Just under 1,500, 1,500. You know, this year we'll do more than $60 million in revenue and there's 420 staff in the business, so...

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15.708 - 36.366 Giles Palmer

You are listening to Conversations with Nathan Latka. Now if you're hearing this, it means you're not currently on our subscriber feed. To subscribe, go to getlatka.com. When you subscribe, you won't hear ads like this one. You'll get the full interviews. Right now, you're only hearing partial interviews.

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36.346 - 47.418 Giles Palmer

And you'll get interviews three weeks earlier from founders, thinkers, and people I find interesting. Like Eric Wan, 18 months before he took Zoom public.

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47.618 - 52.163 Unknown

We've got to grow faster. Minimum is 100% over the past several years.

52.183 - 63.535 Giles Palmer

Or bootstrap founders like Vivek of QuestionPro. When I started the company, it was not cool to raise. Or Lookers CEO Frank Behan before Google acquired his company for $2.6 billion.

63.65 - 67.674 Nathan Latka

We want to see a real pervasive data culture, and then the rest flows behind that.

68.475 - 95.686 Giles Palmer

If you'd like to subscribe, go to getlatka.com. There, you'll find a private RSS feed that you can add to your favorite podcast listening tool, along with other subscriber-only content. Now look, I never want money to be the reason you can't listen to episodes. On the checkout page, you'll see an option to request free access. I grant 100% of those requests, no questions asked. Hello, everybody.

95.726 - 111.47 Giles Palmer

My guest today is Giles Palmer. He's the founder and CEO of a company called Brandwatch, a leading social intelligence company. Formerly of BSkyB, Giles started Brandwatch and since its launch in August 27, it has grown to become one of the world's leading social media analytics and listening companies. Giles, are you ready to take us to the top?

Chapter 2: How did Brandwatch's founder decide against selling the company in 2012?

338.83 - 353.954 Unknown

We didn't start it to just sell it. We started to build a company and we didn't feel like our job had changed. It even been half done at that point. I mean, and actually, if you look at those acquisitions, none of them really have gone on to meet to be meaningful.

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353.974 - 365.614 Giles Palmer

I mean, wildfires shut down. Who even knows where buddy media is and that, you know, I mean, in Salesforce, right? Who knows? Vitru, who knows where they are involved or where are they? I mean, mostly they got shut down.

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366.033 - 383.309 Unknown

Yeah. And that would indicate to me that they were bought prematurely. They weren't mature businesses. They hadn't figured out why they existed and what they were trying to solve for. And I don't think we totally had at that point either. So if we'd sold it, it would have been a kind of, oh, look, somebody's come along with a big amount of money.

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383.349 - 396.04 Unknown

And actually, one of the reasons why we're still around and we're doing pretty well is because there's an honesty in what we're trying to do. We're not trying to build and sell. We're trying to build a great company.

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396.02 - 423.833 Unknown

company and and i don't think that we were ready to to sell it at that point so what have you scaled to today in terms of total customers using you uh just under 1500 1500 um you know this year we'll do more than 60 million dollars in revenue and there's 420 staff in the business so and it's profitable so we've got it to a good a good spot are you so where's growth at so you said you're gonna you will over the past 12 months you did 60 million ar that's what you will do

424.252 - 448.032 Unknown

uh last year's record recognized revenue is around 50 so this year we it'll be above you know well above 60 okay and take take me just so we can get a growth rate take me back 13 months ago december 2016 what was your run right then i can't remember but last last year we we you know we grew it healthily it wasn't 40 50 but it it wasn't like it was like 30 percent ish right

448.096 - 449.419 Unknown

It's around there, yeah.

449.699 - 460.441 Giles Palmer

Yeah, yeah. Yeah, so if you ended the year at a 50 million, or you're going to do, or you're on a 60 million run rate today, right? You were somewhere, call it, in the 48, 49 million run rate December 16.

462.005 - 462.566 Unknown

Something like that.

Chapter 3: What is the revenue model and pricing structure of Brandwatch?

471.07 - 476.475 Unknown

Yeah, I know. Sorry about that. How much have you raised? We've raised 50 million bucks. Five zero?

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476.735 - 476.835 Giles Palmer

Yeah.

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477.295 - 480.058 Unknown

Yeah, not all of that's gone into the company, but the majority of it has.

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480.278 - 482.22 Giles Palmer

How much of it went to secondary versus operating?

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484.322 - 487.664 Unknown

I mean, four fifths of it went to operating.

487.845 - 489.326 Giles Palmer

Oh, good. Oh, okay. That's healthy.

490.026 - 515.768 Unknown

Yeah. I mean, the reason why we're not totally bootstrapped isn't because we've scaled sales and all that kind of stuff and been super aggressive. It's because we had to build the back end way ahead of actually being able to monetize it. And that's an expensive exercise. That's hardware, software, and data. So, you know, it's a big... We've got something...

516.254 - 531.389 Unknown

like a thousand servers that sit behind the live application. I mean, we could put it on the cloud. It doesn't, you know, either way it's going to, it's an expensive machine to run because it's a massive data processing storage, um, game that we're in.

531.469 - 534.692 Giles Palmer

It's a nice moat for you now, now that you're at scale, it's hard to compete.

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