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15 results for “market sizing”
...market size. I think you have to separate between the existingly defined sort of market sizes as whatever what Gartner at the time said about application security market size. Those are transitory. Those would change over time and I think they're not
11:49 / 13:23
from transcript11:49 – 13:23
...markets and especially hear that? Yeah. I think people have a lot of sort of cynicism around market size. I think you have to separate between the existingly defined sort of market sizes as whatever what Gartner at the time said about application sec
12:39 / 13:54
from transcript12:39 – 13:54
...market sizing. Like, we're, you know, we're we're we're, you know, for, you know, we're we're trained to do technology analysis. We're trained to do, like, you know, background checks on people, and then we're trained to do market sizing. Like, you k
20:57 / 22:21
from transcript20:57 – 22:21
...size, but you mentioned market size a few minutes ago. Yeah. So can you talk a little bit about what are you looking for? What are the big pitfalls you see, and what are the must have factors that a founder must get right when she's talking about her
29:07 / 30:21
from transcript29:07 – 30:21
...do market sizing. I do bottoms up with a specific segment. And I always know, I think any customer base that has more than 10,000 customers or a few thousand customers, you got to segment them. There'll be a few different segments. So you want to und
42:28 / 45:11
from transcript42:28 – 45:11
...market sizing work like traditional investors used to? Because we really don't know more than ever before. Yeah. I mean, the the the honest answer is it depends. Right? Like, in in a case where I would say it does matter is if you're building let's s
18:40 / 19:49
from transcript18:40 – 19:49
...of time sizing markets, but but I do think those companies that are going after an existing market, it's it would be it would be crazy not to at least think about the size of that. Many people have said to me on the show before, like, Nabil at Spark,
20:13 / 21:20
from transcript20:13 – 21:20
“Great founder in small market vs good founder in mega market”
...market with a wedge that is not easily able to expand, I think will build an incredible business. But without having that core market and that core trend, it's hard to get to a 100,000,000,000.
17:51 / 18:45
framework17:51 – 18:45
...that is the easiest. And thus, we took Belgium, kind of to warm up and have the lowest probability of failure. So we first went for a couple of safe bets, and then we started to rank it as it is. Alex, what does it look like at the board level? Becau
44:24 / 46:14
from transcript44:24 – 46:14
...as attractive or not? Yeah. So so so we try to reason from probability of generating success as in euro values. And if all probabilities in every countries would be the same, then you would just start with the biggest country. Yet that's not the case
43:32 / 45:04
from transcript43:32 – 45:04
...market cap value that wouldn't exist if it weren't for these new products. Awesome. Thank you, Kathy. She talked a lot about how the actual growth rate in the public markets isn't related to your returns. It's about growing durably over time. HubSpot
16:29 / 17:34
from transcript16:29 – 17:34
...If it's a winner take all market. It's not gonna be a winner take all market, but if they have half that market, it's a $50,000,000,000 company if they get half the market. If they get a third of the market, it's 30,000,000,000. You get the idea. Yea
20:55 / 22:02
from transcript20:55 – 22:02
...appreciation. Here, we'll see a simple ARR bridge for HubSpot today. On the left side, we have, in the green bars, are from HubSpot's main product, the marketing hub, which was the only product to exist at IPO and was around a 100,000,000 of ARR in 2
15:43 / 16:51
from transcript15:43 – 16:51
...security market could be really significant. If you think about most software, like functional software areas, the market leader commands north of 20% 25% market share. So you do the math on how big could the winner be, and, you know, you can apply v
25:26 / 26:30
from transcript25:26 – 26:30
...invest 100% in marketing, focus on selling, selling, selling. Our capital requirements, we require a capital investment of 1,000,000 for a revenue of 2,650,000.00 two years. We require to stop using revenue anticipation because makes us losing margin
39:39 / 40:45
from transcript39:39 – 40:45
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