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Komodo Capital's avatar

No position, but I also like the idea. Wrote it up on my page over a year back. Just tough to gauge when that re-rating kicks in… but I believe it will, nevertheless.

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Puneet Satija's avatar

Dollar based net retention rates are 100%, wonder if alludes to a degree of customer satisifaction or could that be something else?

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Idea Hive's avatar

>100% NRRs indicate that revenue from existing customers is growing (either through price increases or upsells), more than offsetting churn. So, it indirectly reflects customer satisfaction, although customer loyalty/satisfaction is measured more directly using the NPS score.

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Miguel's avatar

The online reviews of their software are quite poor.... thoughts?

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Idea Hive's avatar

While I have seen a number of negative reviews online, I would not pay too much attention to them, given their relatively insignificant number compared to the total number of customers and the fact that reviews are usually skewed negatively (i.e., satisfied customers typically do not leave a review at all). I would note that THRY has a decent ranking on most consumer review websites. One exception is TrustPilot, but I would highlight that HUBS, a which offers software at a much higher price point, has a similar ranking there.

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Puneet Satija's avatar

Dollar based net retention rates are 100%, wonder if alludes to a degree of customer satisfaction or could that be something else?

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Lakeem Allen's avatar

Watch for Q2 SaaS EBITDA breakeven. That’s the next milestone the market will reward.

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