Medallia files S-1

Jun 24, 2019 110 Comments

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TOP 110 Comments
  • Uber Yol0$
    Who?
    Jun 24, 2019 16
    • Medallia / Eng ouie
      I can’t tell if you’re insecure because you’re at Uber or what.
      Jun 24, 2019
    • Perficient redbirds
      This Medallia dude sounds like the internet version of a chihuahua. So jumpy and defensive... almost like he/she is compensating for something...
      Jun 27, 2019
    • Uber hfdd
      2 inches and low TC
      Jun 27, 2019
    • Medallia / Eng ouie
      Negative inches, actually, but keep the stereotypes coming.
      Jun 28, 2019
    • Uber dhdhdh
      🐢
      Jun 28, 2019
  • Oracle / Eng helloxyz
    Why is everybody filing for IPO this year? Is a recession approaching?
    Jun 24, 2019 12
    • AppDynamics / Eng
      Hadooken

      AppDynamics Eng

      PRE
      SAP, Goldman Sachs
      Hadookenmore
      It is coming even if it wasn't. Some say it is a self-fulfilling prophecy, but lets hang on and see when and how it is going to happen in the next 12 months.
      Jun 24, 2019
    • Splunk / Eng it’ssimple
      A recession has been predicted for a year or two from now, since—hmm—2012?
      Jun 25, 2019
    • Uber / Eng po0
      We were still recovering in 2012 there was no recession speculation then .
      Jun 25, 2019
    • Facebook wxPg83
      A broken clock is still right twice a day
      Jun 25, 2019
    • Tableau oboo
      That a recession and stock market correction are due, if not overdue, is hardly a surprise, nor does it require any specialized knowledge or skill other than common sense.

      That nobody knows precisely when it will occur also isn't a surprise, as such events are as much based on psychology as they are on finance and economics.
      Jun 25, 2019
  • Medallia / Eng vxVN37
    Half of the comments from Qualtrics lol
    Jun 24, 2019 6
    • Qualtrics BSxg36
      Yes, jealous, let’s go with that. 😂
      Jun 24, 2019
    • Uber Yol0$
      I heard Qualtrics employees received a shit load of cash after SAP buyout.
      Jun 24, 2019
    • Medallia uh bye bye
      @uber ya and now they work at SAP.
      LOLLER
      Jun 24, 2019
    • Toptal KnEh28
      I know quite a few employees. They got shit - Ryan and family owned over 90% of the company still
      Jun 24, 2019
    • Medallia / Other Fake 🍔
      Yeah most people at qualtrics got screwed unless they joined in the last 1-2 years before the acquisition and were located outside Utah. But then again, they made big contributions and very quickly replicated most of Medallia’s product and messaging to a T.
      Jun 24, 2019
  • Qualtrics
    hwcKK

    Qualtrics

    PRE
    Workfront, Vivint Smart Home
    hwcKKmore
    Hard to excited about an IPO when they are doing it because they are running out of cash and are not even the market leader.
    Jun 24, 2019 4
    • Medallia / Eng ouie
      Thanks for fucking up the Walmart, AMEX and Ford accounts you used to have. We appreciate it.
      Jun 24, 2019
    • I’m going to buy so many trucker hats.
      Jun 25, 2019
    • Medallia tlf574
      Ha ha. Ha ha ha. Ha ha ha ha ha. @hwcKK. Ha ha. Ha ha ha. Lets just leave it at that.
      Jun 25, 2019
    • Medallia / Mgmt 880to92
      And the one large bank that Qualtrics mentioned in their S1 filing.....guess who they went to after they fired Qualtrics.
      Jun 25, 2019
  • Qualtrics jducneb
    Pretty sad numbers from the “industry” leader. Wow 300 customers - Qualtrics has 9000! Pretty sure just new revenue for CX line for Qualtrics this year is going to surpass Medallia’s total annual revenue.

    If I read the numbers right, looks like $130M of cash in the bank and $80M of losses per year - Medallia had to IPO as they only have 18 months of runway left and couldn’t get other funding
    Jun 26, 2019 7
    • Medallia frompast
      Average ACV douche. Triple digits isn’t cool.
      Jun 26, 2019
    • Medallia Fdkh41
      Qualtrics' clients ARE OVER 9000!!!!!
      Jun 26, 2019
    • Medallia we can ca
      What’s funny is that this guy thinks Net Loss and Cash Flow are the same thing! “18 months of runway left” LOL
      Jun 26, 2019
    • Medallia osbdid
      I'm amazed people who didn't get shit from equity (or bread crumbs) and are now working for SAP, one of the least inspiring tech company out there, are being that vehement on this thread. Chill guys, if you're frustrated with life raging on blind is not going to make it any better
      Jun 26, 2019
  • Medallia whoMe7
    They have been deleting posts on blind about the S1 in the company channel.
    Jun 24, 2019 7
    • Medallia whoMe7
      Because they flag it by the community and it gets taken down.
      Jun 24, 2019
    • Uber / Eng
      @w@

      Uber Eng

      PRE
      Capital One
      @w@more
      Disgusting!
      Jun 24, 2019
    • Medallia Maximus8
      It’s a sec requirement and companies need to follow the curfew.
      Jun 24, 2019
    • Dropbox / Other KingCurry3
      Quiet period; they cannot speak about this if this was a confidential filing there is a tight process around this which is governed by the SEC
      Jun 25, 2019
    • Uber / Eng
      @w@

      Uber Eng

      PRE
      Capital One
      @w@more
      Oh! Right, forgot about that. I assumed they were flagging for other reasons
      Jun 26, 2019
  • Qualtrics ohHK85
    Yeah. They’re in a rough spot.
    Jun 24, 2019 3
    • Udacity yuy57l
      What rough spot are they in??
      Jun 24, 2019
    • Oracle DtQY60
      G-spot
      Jun 24, 2019
    • Expedia nchangman
      Hahahahaha Blind is Bae
      Jun 24, 2019
  • Qualtrics / Other qualtricdo
    I hope they do well. I'm optimistic
    Jun 24, 2019 1
    • Medallia Maximus8
      Thanks 🙏 finally someone without hate!!!
      Jun 24, 2019
  • Udacity yuy57l
    The breast pump company is going public!!
    Jun 24, 2019 3
    • Google PSBudd
      I'm partial to Spectra and Ameda myself.
      Jun 24, 2019
    • Microsoft BigTrunk
      Rofl. Spectra is much better.
      Jun 24, 2019
    • I know! Also, holy shit, my breasts are spitting out milk AND money. Good thing I have a pump to catch it all. 🤑
      Jun 25, 2019
  • New / Mgmt
    BpeD00

    New Mgmt

    PRE
    VMware
    BpeD00more
    Pros: This co is everywhere if you take a look at emails. It’s impressive.

    Cons: Qualtrics is also everywhere . Email search yielded about the same.

    Also con for Medallia. If the company is winning, why did SAP buy Qualtrics for 30x when Leslie Stretch was a known SAP exec.
    Sorry fellas. Doesn’t add up. Sequoia is sticking a fork in this one. I do wish the employees well with their options. Hopefully Sequoia doesn’t own too much of a Medallia before IPO. Dilution is a total b****.
    Jun 25, 2019 4
    • Medallia osbdid
      Honestly think the space is large enough for both companies to be everywhere and do well. If anything SAP's 21x buyout is only signaling to the rest of the market how much CEM is worth for exec teams.
      Some random dudes from Uber on this thread might not know any other brands than Taco Bell but the reality is the space is piping hot and only getting hotter.
      Not everything has to be a zero sum game.
      Jun 25, 2019
    • Amazon rvdtsuked
      Ok but this space is a zero sum game, they are not super differentiated. Having said that, as far as I can tell both are pretty pervasive and have enough share of market to do well.
      Jun 25, 2019
    • Qualtrics YOCx53
      its typical to have two leaders in a space with hatred and love to each other.
      Jun 25, 2019
    • New / Mgmt
      BpeD00

      New Mgmt

      PRE
      VMware
      BpeD00more
      i don’t disagree about competitors - but that’s not what I see as issue for medallia going forward. I’ve been in sales for my entire career including leadership. I can tell you that nothing is as exciting as calling on an existing customer to upsell/cross sell. Every Medallia + SAP account will be a target by Qualtrics sales. And, they will make it a no-brainer to switch. Not everyone has SAP, but those that do are likely a big percentage of medallia accounts. Not a hater. It’s just how business works.
      Jun 26, 2019

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