REPLAY | DBX | UNICORN AT A DISCOUNT

CALL REPLAY: CLICK HERE 

Topic Timestamps:

• The Questions Investors Should be Asking (2:14 – 12:30) 
• Pinning Down User Churn (12:30 – 18:00) 
• Monetizing the User Funnel (18:00 – 22:30) 
• ARR Cohorts & Growing Installed Base (22:30 – 26:06) 
• Pricing is Key for ARR Growth (26:06 – 28:00) 
• Backing into Paying Customer Churn (28:00 – 33:28) 
• Business Model & Competition (33:28 – 37:00) 
• The Pitch: Strategy vs. Reality (37:00 – 41:25) 
• Maybe this Technology is Worth More than the Business Model (41:25 – 48:00) 
• Q&A (48:00 – 50:00)