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Speaker unverified: belief

12 May 2022 Acquired Arena Show Part I: Idea Dinner + YC Continuity

“Indeed, especially this first quarter. It really got, I think, a 45% drawdown. When you look under the hood at what the company has been doing, certainly some of the multiple compression is merited, but the growth in revenue, the net retention, the free cash flow, all of those things have moved in a stellar direction.”

— Speaker unverified

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Speaker
Speaker unverified
Attribution
Not verified from this transcript
Claim type
belief
Recorded
12 May 2022
Publisher
Acquired

Transcript context

…Multiple compression, as they say. Indeed, especially this first quarter. It really got, I think, a 45% drawdown. When you look under the hood at what the company has been doing, certainly some of the multiple compression is merited, but the growth in revenue, the net retention, the free cash flow, all of those things have moved in a stellar direction. Revenue’s up about 105%. Net retention is 178%. It was 168% the year before. Which I think is a record for a public company net retention.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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