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Published · transcript-backed

Packy McCormick: belief

2 Dec 2020 Acquired Special: Slack + Salesforce Emergency Pod with Packy McCormick of Not Boring

“Slack, as we'll discuss I’m sure, just reported earnings and the numbers look good, yet again. It's one of these companies that has been underappreciated but I think over time is going to build into a juggernaut.”

— Packy McCormick

Source trail

Everything needed to verify it.

Speaker
Packy McCormick
Attribution
Verified speaker
Claim type
belief
Recorded
2 Dec 2020
Publisher
Acquired

Transcript context

…They’re top quartile in just about every metric across the best emerging cloud index, right? Exactly, the 5th fastest company and the 2nd best net dollar retention up there in terms of gross margins. All the things that you look for in a SaaS business plus the fact that pretty much any fast growing startup that you can name uses Slack. As they grow, Slack grows with them. Slack, as we'll discuss I’m sure, just reported earnings and the numbers look good, yet again. It's one of these companies that has been underappreciated but I think over time is going to build into a juggernaut. You hit publish on that Not Boring piece two weeks ago. You cc Marc Benioff. He's probably a subscriber at this point, right? He's got to be. Packy I did. I have to admit that I looked it up and he's not.…

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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