The document provides an overview of SurveyMonkey as a company that powers engagement with customers, employees, and markets through its People Powered Data platform. It discusses SurveyMonkey's massive footprint with over 2 million active users, its strong brand awareness, and powerful business model driven by viral growth. The document also summarizes SurveyMonkey's strategy of selling directly to enterprises, accelerating growth through its Teams product, and expanding internationally, and highlights its healthy financial results including 17% revenue growth in Q1 2019.
When it comes to scrutinizing costs, most insurance companies can say “Been there, done that. Got the t-shirt.” Managers are familiar with the refrain from above to trim here and cut there. The typical result is flirtation with the latest management trends like lean, outsourcing and offshoring, and others. However, the results tend to be the same. Budgets reflect last year’s spend plus or minus a couple of percent in the same places.
The new ‘A and B’ of the Finance Function: Analytics and Big Data - -Evolutio...Balaji Venkat Chellam Iyer
Published in 2013, this White Paper discusses how the finance function would evolve with the combined forces of Big Data and Analytics and the levers that could help catalyze the change and has drawn upon the Global Trend Study conducted by Tata Consultancy Services (TCS) on how companies were investing in Big Data and deriving returns from it.
When it comes to scrutinizing costs, most insurance companies can say “Been there, done that. Got the t-shirt.” Managers are familiar with the refrain from above to trim here and cut there. The typical result is flirtation with the latest management trends like lean, outsourcing and offshoring, and others. However, the results tend to be the same. Budgets reflect last year’s spend plus or minus a couple of percent in the same places.
The new ‘A and B’ of the Finance Function: Analytics and Big Data - -Evolutio...Balaji Venkat Chellam Iyer
Published in 2013, this White Paper discusses how the finance function would evolve with the combined forces of Big Data and Analytics and the levers that could help catalyze the change and has drawn upon the Global Trend Study conducted by Tata Consultancy Services (TCS) on how companies were investing in Big Data and deriving returns from it.
The insurance industry is undergoing fundamental transformation as it comes up against the impact of new regulation, new technology, accelerating shifts in consumer demand and mounting competition from digitally-enabled new entrants. In the face of so many disruptive challenges, it’s important not to lose sight of the huge opportunities they’re creating for insurers. Companies from other industries will be looking to your risk insight and expertise to help them navigate an increasingly complex and uncertain business and geopolitical landscape. You’re also in the pole position to capitalise on the new generation of analytics, sensor connectivity, and machine learning technologies that are set to revolutionise our lives. To make the most of these opportunities, it’s important to look beyond the traditional boundaries of the insurance business to embrace new ways of working, new ways of interacting with customers, and whole new possibilities in what your business can deliver.
Broken links: Why analytics investments have yet to pay off, sponsored by ZS, draws on the survey findings, interviews with senior corporate executives and desk research to explore the current state of sales and marketing analytics.
5 KPIs that can boost your business intelligence programGrant Thornton LLP
Many finance and IT executives acknowledge that large-scale data analysis is key to organization strategy for market differentiation. Still, a large portion of food and beverage consumer packaged goods companies the next steps are murky. Here are 5 KPIs to help you boost your BI programs. For more on making business intelligence work for your company, click here: http://gt-us.co/WHvOfw
How An AI-Powered Trade Promotion Optimization Software Can Improve Consumer ...Gina Shaw
Artificial Intelligence (AI) will happen in both TPx and Retail Execution sooner than you probably think – Promotion Optimization Institute
According to Nielsen Holdings, 40% of Consumer Goods trade promotion spending doesn’t drive the desired results. Even though the trade promotions spend take up a lion’s share of the organizational revenue, traditionally manufacturers have always struggled in optimizing their promotion mix for the maximum bang for the buck.
With the advancements in AI technologies, it is now possible to powerfully harness data and run high-yield trade promotions.
What You Can Expect From The eBook?
1. Key Trade Promotion Optimization (TPO) challenges faced today
2. What is AI in the context of TPO?
3. How AI helps run profitable trade promotions?
4. What an AI-Powered analysis looks like?
5. Case-studies
6. How you can get started right away!
Unlocking the data possibilities of Big Data presentation shared at the Big Data / Internet of Things Conference Board Conference June 25-26, 2015
http://www.pwc.com/us/en/analytics/big-data.jhtml
Spear Marketing Group and TechValidate by SurveyMonkey recently worked together, using the TechValidate Market Research platform, to understand more about the content, tactics, and technologies that are most valuable for today’s B2B marketers. More than 200 marketing VPs, directors, and managers responded to the research study and weighed in on crucial factors that drive demand generation ROI today.
Health Services Tax Conference May 18-19, 2015, Presentations included: Mega Trends and the Impact on Healthcare, The Healthcare Industry: A View from Washington and The New Health Economy.
Today there is a lot of buzz around customer experience. Many companies have realized that investments in customer experience improvement is important not just because it helps to boost the bottom lines of their businesses but because it takes at least 4 to 6 times more cost to acquire a new customer than to retain an existing customer.
The business landscape is being transformed by a series of megatrends, of which digital technology is already proving to be the most pervasive and potentially disruptive.
The insurance industry is undergoing fundamental transformation as it comes up against the impact of new regulation, new technology, accelerating shifts in consumer demand and mounting competition from digitally-enabled new entrants. In the face of so many disruptive challenges, it’s important not to lose sight of the huge opportunities they’re creating for insurers. Companies from other industries will be looking to your risk insight and expertise to help them navigate an increasingly complex and uncertain business and geopolitical landscape. You’re also in the pole position to capitalise on the new generation of analytics, sensor connectivity, and machine learning technologies that are set to revolutionise our lives. To make the most of these opportunities, it’s important to look beyond the traditional boundaries of the insurance business to embrace new ways of working, new ways of interacting with customers, and whole new possibilities in what your business can deliver.
Broken links: Why analytics investments have yet to pay off, sponsored by ZS, draws on the survey findings, interviews with senior corporate executives and desk research to explore the current state of sales and marketing analytics.
5 KPIs that can boost your business intelligence programGrant Thornton LLP
Many finance and IT executives acknowledge that large-scale data analysis is key to organization strategy for market differentiation. Still, a large portion of food and beverage consumer packaged goods companies the next steps are murky. Here are 5 KPIs to help you boost your BI programs. For more on making business intelligence work for your company, click here: http://gt-us.co/WHvOfw
How An AI-Powered Trade Promotion Optimization Software Can Improve Consumer ...Gina Shaw
Artificial Intelligence (AI) will happen in both TPx and Retail Execution sooner than you probably think – Promotion Optimization Institute
According to Nielsen Holdings, 40% of Consumer Goods trade promotion spending doesn’t drive the desired results. Even though the trade promotions spend take up a lion’s share of the organizational revenue, traditionally manufacturers have always struggled in optimizing their promotion mix for the maximum bang for the buck.
With the advancements in AI technologies, it is now possible to powerfully harness data and run high-yield trade promotions.
What You Can Expect From The eBook?
1. Key Trade Promotion Optimization (TPO) challenges faced today
2. What is AI in the context of TPO?
3. How AI helps run profitable trade promotions?
4. What an AI-Powered analysis looks like?
5. Case-studies
6. How you can get started right away!
Unlocking the data possibilities of Big Data presentation shared at the Big Data / Internet of Things Conference Board Conference June 25-26, 2015
http://www.pwc.com/us/en/analytics/big-data.jhtml
Spear Marketing Group and TechValidate by SurveyMonkey recently worked together, using the TechValidate Market Research platform, to understand more about the content, tactics, and technologies that are most valuable for today’s B2B marketers. More than 200 marketing VPs, directors, and managers responded to the research study and weighed in on crucial factors that drive demand generation ROI today.
Health Services Tax Conference May 18-19, 2015, Presentations included: Mega Trends and the Impact on Healthcare, The Healthcare Industry: A View from Washington and The New Health Economy.
Today there is a lot of buzz around customer experience. Many companies have realized that investments in customer experience improvement is important not just because it helps to boost the bottom lines of their businesses but because it takes at least 4 to 6 times more cost to acquire a new customer than to retain an existing customer.
The business landscape is being transformed by a series of megatrends, of which digital technology is already proving to be the most pervasive and potentially disruptive.
Sudheer Mechineni, Head of Application Frameworks, Standard Chartered Bank
Discover how Standard Chartered Bank harnessed the power of Neo4j to transform complex data access challenges into a dynamic, scalable graph database solution. This keynote will cover their journey from initial adoption to deploying a fully automated, enterprise-grade causal cluster, highlighting key strategies for modelling organisational changes and ensuring robust disaster recovery. Learn how these innovations have not only enhanced Standard Chartered Bank’s data infrastructure but also positioned them as pioneers in the banking sector’s adoption of graph technology.
UiPath Test Automation using UiPath Test Suite series, part 6DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 6. In this session, we will cover Test Automation with generative AI and Open AI.
UiPath Test Automation with generative AI and Open AI webinar offers an in-depth exploration of leveraging cutting-edge technologies for test automation within the UiPath platform. Attendees will delve into the integration of generative AI, a test automation solution, with Open AI advanced natural language processing capabilities.
Throughout the session, participants will discover how this synergy empowers testers to automate repetitive tasks, enhance testing accuracy, and expedite the software testing life cycle. Topics covered include the seamless integration process, practical use cases, and the benefits of harnessing AI-driven automation for UiPath testing initiatives. By attending this webinar, testers, and automation professionals can gain valuable insights into harnessing the power of AI to optimize their test automation workflows within the UiPath ecosystem, ultimately driving efficiency and quality in software development processes.
What will you get from this session?
1. Insights into integrating generative AI.
2. Understanding how this integration enhances test automation within the UiPath platform
3. Practical demonstrations
4. Exploration of real-world use cases illustrating the benefits of AI-driven test automation for UiPath
Topics covered:
What is generative AI
Test Automation with generative AI and Open AI.
UiPath integration with generative AI
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Alt. GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using ...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
Unlocking Productivity: Leveraging the Potential of Copilot in Microsoft 365, a presentation by Christoforos Vlachos, Senior Solutions Manager – Modern Workplace, Uni Systems
Pushing the limits of ePRTC: 100ns holdover for 100 daysAdtran
At WSTS 2024, Alon Stern explored the topic of parametric holdover and explained how recent research findings can be implemented in real-world PNT networks to achieve 100 nanoseconds of accuracy for up to 100 days.
Dr. Sean Tan, Head of Data Science, Changi Airport Group
Discover how Changi Airport Group (CAG) leverages graph technologies and generative AI to revolutionize their search capabilities. This session delves into the unique search needs of CAG’s diverse passengers and customers, showcasing how graph data structures enhance the accuracy and relevance of AI-generated search results, mitigating the risk of “hallucinations” and improving the overall customer journey.
Why You Should Replace Windows 11 with Nitrux Linux 3.5.0 for enhanced perfor...SOFTTECHHUB
The choice of an operating system plays a pivotal role in shaping our computing experience. For decades, Microsoft's Windows has dominated the market, offering a familiar and widely adopted platform for personal and professional use. However, as technological advancements continue to push the boundaries of innovation, alternative operating systems have emerged, challenging the status quo and offering users a fresh perspective on computing.
One such alternative that has garnered significant attention and acclaim is Nitrux Linux 3.5.0, a sleek, powerful, and user-friendly Linux distribution that promises to redefine the way we interact with our devices. With its focus on performance, security, and customization, Nitrux Linux presents a compelling case for those seeking to break free from the constraints of proprietary software and embrace the freedom and flexibility of open-source computing.
A tale of scale & speed: How the US Navy is enabling software delivery from l...sonjaschweigert1
Rapid and secure feature delivery is a goal across every application team and every branch of the DoD. The Navy’s DevSecOps platform, Party Barge, has achieved:
- Reduction in onboarding time from 5 weeks to 1 day
- Improved developer experience and productivity through actionable findings and reduction of false positives
- Maintenance of superior security standards and inherent policy enforcement with Authorization to Operate (ATO)
Development teams can ship efficiently and ensure applications are cyber ready for Navy Authorizing Officials (AOs). In this webinar, Sigma Defense and Anchore will give attendees a look behind the scenes and demo secure pipeline automation and security artifacts that speed up application ATO and time to production.
We will cover:
- How to remove silos in DevSecOps
- How to build efficient development pipeline roles and component templates
- How to deliver security artifacts that matter for ATO’s (SBOMs, vulnerability reports, and policy evidence)
- How to streamline operations with automated policy checks on container images
How to Get CNIC Information System with Paksim Ga.pptxdanishmna97
Pakdata Cf is a groundbreaking system designed to streamline and facilitate access to CNIC information. This innovative platform leverages advanced technology to provide users with efficient and secure access to their CNIC details.
UiPath Test Automation using UiPath Test Suite series, part 5DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 5. In this session, we will cover CI/CD with devops.
Topics covered:
CI/CD with in UiPath
End-to-end overview of CI/CD pipeline with Azure devops
Speaker:
Lyndsey Byblow, Test Suite Sales Engineer @ UiPath, Inc.
Climate Impact of Software Testing at Nordic Testing DaysKari Kakkonen
My slides at Nordic Testing Days 6.6.2024
Climate impact / sustainability of software testing discussed on the talk. ICT and testing must carry their part of global responsibility to help with the climat warming. We can minimize the carbon footprint but we can also have a carbon handprint, a positive impact on the climate. Quality characteristics can be added with sustainability, and then measured continuously. Test environments can be used less, and in smaller scale and on demand. Test techniques can be used in optimizing or minimizing number of tests. Test automation can be used to speed up testing.
GraphSummit Singapore | The Future of Agility: Supercharging Digital Transfor...Neo4j
Leonard Jayamohan, Partner & Generative AI Lead, Deloitte
This keynote will reveal how Deloitte leverages Neo4j’s graph power for groundbreaking digital twin solutions, achieving a staggering 100x performance boost. Discover the essential role knowledge graphs play in successful generative AI implementations. Plus, get an exclusive look at an innovative Neo4j + Generative AI solution Deloitte is developing in-house.
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
2. 2
Legal Disclaimer
This presentation contains forward-looking statements. All statements other than statements of historical fact contained in this presentation, including statements as to future results of
operations and financial position, planned products and services, business strategy and plans, objectives of management for future operations of SVMK Inc. and its subsidiaries
(“SurveyMonkey” or the “Company”), market size and growth opportunities, competitive position and technological and market trends, are forward-looking statements. In some cases, you
can identify forward-looking statements by terms such as “expect,” “plan,” “anticipate,” “intend,” “target,” “project,” “predicts,” “potential,” “explore” or “continues” or the negative of these
terms or other similar words. SurveyMonkey has based these forward-looking statements largely on its current expectations and assumptions and on information available as of the date of
this presentation. The Company assumes no obligation to update any forward-looking statements after the date of this presentation, except as required by law.
The forward-looking statements contained in this presentation are subject to known and unknown risks, uncertainties, assumptions and other factors that may cause actual results or
outcomes to be materially different from any future results or outcomes expressed or implied by the forward-looking statements. These risks, uncertainties, assumptions and other factors
are described in greater detail under the heading “Risk Factors” in the Company’s quarterly report on Form 10-Q for the quarter ended March 31, 2019 filed with the Securities and
Exchange Commission on May 8, 2019 (which is available for free by visiting EDGAR on the SEC website at www.sec.gov) and include, but are not limited to, those related to the
Company’s business and financial performance, ability to attract and retain users, ability to develop new products and services and enhance existing products and services, ability to
execute on the Company’s business strategy, ability to compete effectively and ability to manage growth. Moreover, SurveyMonkey operates in a competitive and rapidly changing
environment, and new risks may emerge from time to time. It is not possible for the Company to predict all risks, nor can SurveyMonkey assess the impact of all factors on its business or
the extent to which any factor, or combination of factors, may cause actual results or outcomes to differ materially from those contained in any forward-looking statements the Company
may make.
In addition to the U.S. generally accepted accounting principles (“GAAP”) financials, this presentation includes certain non-GAAP financial measures, including core revenue, average
revenue per paying user (“ARPU”), and unlevered free cash flow. Non-GAAP financial measures have limitations as analytical tools and you should not consider them in isolation or as a
substitute for or superior to the most directly comparable financial measures prepared in accordance with U.S. GAAP. There are a number of limitations related to the use of non-GAAP
financial measures versus their nearest GAAP equivalents. First, core revenue and unlevered free cash flow are not substitutes for revenue and net cash provided by operating activities,
the most directly comparable GAAP financial measures. Additionally, ARPU is calculated based on core revenue, which is not a substitute for revenue, its most directly comparable GAAP
financial measure. Second, other companies, including companies in SurveyMonkey’s industry, may calculate non-GAAP financial measures differently or may use other measures to
evaluate their performance, all of which could reduce the usefulness of the Company’s non-GAAP financial measures as tools for comparison. SurveyMonkey urges you to review the
reconciliation of SurveyMonkey’s non-GAAP financial measures to the most directly comparable GAAP financial measure, and not to rely on any single financial measure to evaluate
SurveyMonkey’s business. A reconciliation of these measures to the most directly comparable GAAP measures is included at the end of this presentation.
This presentation also contains estimates and other statistical data made by independent parties and by the Company relating to market size and growth and other industry data. This data
involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates. The Company has not independently verified the statistical and other
industry data generated by independent parties and contained in this presentation and, accordingly, it cannot guarantee their accuracy or completeness. In addition, projections,
assumptions and estimates of its future performance and the future performance of the markets in which it competes are necessarily subject to a high degree of uncertainty and risk due to
a variety of factors. These and other factors could cause results or outcomes to differ materially from those expressed in the estimates made by the independent parties and by
SurveyMonkey.
3. 3
Our mission
We help curious organizations and
individuals transform feedback into
business intelligence that drives growth
and innovation
3
6. 6
People Powered Data
Allows organizations
to understand WHY
constituents do what
they do and
anticipate their
actions
Big Data
Allows organizations to
measure WHAT
constituents do
Agile market research
Importance of employee
expectations
Increased customer
expectations
Trends
The nature of engagement between organizations and key
constituents is changing
7. 7
Data insights are critical for a large percentage of the
working population
$6BCustomer Experience
Management
$7BGlobal Talent
Management
Software
$45BMarket Research
~$26B
61M
x $423
PEOPLE POWERED DATA
PLATFORM & SOLUTIONS
ARPU1
U.S. KNOWLEDGE WORKERS
U.S
INTERNATIONAL
Bottom-upTop-down
Represents ~50% of
total global software
market in 2018
Source: MarketsandMarkets estimates that approximately $6 billion was spent on customer experience management worldwide in 2017 (MarketsandMarkets, Customer Experience Management Market by Touch Point, Vertical, and Region – Global Forecast to 2022, November 2017); Technavio
estimates the global talent management software spend in 2018 at approximately $7 billion (Technavio, Global Talent Management Software Market 2018-2022, June 2018); Based on ESOMAR’s Global Market Research 2017 report, the market research industry in 2016 was $45 billion
(ESOMAR, Global Market Research 2017: An ESOMAR Industry Report in cooperation with BDO Accountants & Advisors, 2017); We estimate the U.S. market opportunity for our People Powered Data platform to be approximately $26 billion, and our worldwide opportunity to be significantly
larger. We calculate our U.S. market opportunity by multiplying the total number of U.S. knowledge workers, defined as management, professional and related occupations according to the U.S. Bureau of Labor Statistics, by our annual average revenue per paying user. For the year ended
December 31, 2018, 36% of our revenue was from customers outside of the United States. Further, Gartner estimates, in Gartner Market Databook, 2Q18 Update, 20 July 2018 (Gartner, Inc., Gartner Market Databook, 2Q18 Update: Spending on IT by Technology Segment and Country, 2016-
2022, 20 July 2018), that the United States will represent approximately 50% of total global software spend in 2018 (calculations performed by SurveyMonkey). Based on this, we believe that our aggregate global opportunity is significantly larger than our U.S. market opportunity.
(1) Annualized ARPU for the three months ended March 31, 2019.
8. 88
Actionable insights driven from people’s voices, ideas, and opinions
Measure Benchmark Act
We deliver
People Powered Data
8
9. 9
SurveyMonkey powers engagement with
three key constituents
Meeting feedback
Product feedback
Onboarding
forms
Lost customer analysis
Event planning
Patient satisfaction
Diversity and inclusion
tracking
Compliance
tracking
Brand tracking
Concept testing
Market trends
Customer testimonials Ad effectiveness
Learning
assessments
Pricing analysis
Lead forms
Analyst research
Market sizing
MARKETCUSTOMER EMPLOYEE
CSAT and NPS Employee engagement
360 Reviews
10. 10
Easy to use, powerful, scalable
Surveys: the easiest way to
collect People Powered Data
Get real-time feedback
from around the world
Enabling teams to collaborate
11. 1111
Individual signs
up and creates
a survey
Sends survey to
respondents. Invites
others to collaborate
and share results
Higher share of wallet and retention
Upsell
Organizations to
Enterprises and Monetize
Active Users
Expand Usage and
Retention
Cross-sell Solutions
~4x initial increase in
ARR1
6 use-case solutions
to increase ARPU
Create Reach Accelerate
Land and expand: Our business is fueled by virality
Low-touch self-serve Sales-assisted
Respondents and
collaborators sign up
and create more
surveys
Expand
11
(1) Since the beginning of 2017, the annualized revenue from new sales of our SurveyMonkey Enterprise plan has represented an approximately 4x increase
over the total annualized revenue from the individual paid subscriptions from those organizational domains over the prior 12 month period
12. 12
INTEGRATIONS
CUSTOMERS EMPLOYEES MARKET APPLICANTS
PURPOSE-BUILT SOLUTIONS
SURVEY AUTHORING PRO QUESTION TYPES ADVANCED LOGIC SURVEY EXPERIENCE KIOSK / MOBILE SDK
ADVANCED
ANALYTICS
MOBILE APPS
SURVEY TEMPLATES QUESTION BANK SURVEY COLLECTORS
CONTACT
MANAGEMENT
OFFLINE SURVEYS TEAMS PANEL
SURVEY PLATFORM
API
ENTERPRISE
HIPAA / GDPR
SECURITY &
ENCRYPTION
ADMINISTRATION COLLABORATION WORKGROUPS CUSTOM BRANDING CUSTOM LIBRARY
GENIUS
PREVIEW & SCORE
QUESTION
PREDICTION
RECOMMENDATIONS ANSWER PREDICTION SENTIMENT SCORING TEXT ANALYSIS BENCHMARKS
We have a portfolio of People Powered Data offerings
14. 14
Data is a competitive moat
Operational
leverage Insights
Surveys Data
SurveyMonkey
Genius
Machine learning powered
assistance helps customers
get to better insights faster
Customer 360
Leveraging Our Data to Drive
Customer Success and
Increase Revenue
Predictions, Recommendations,
Benchmarks
2M+ survey respondents
per day
50B+ cumulative
questions answered
190 countries and territories
16 languages
15. 15
SurveyMonkey has established strong brand awareness
Our brand is enhanced via news partnerships…
…providing critical insights on salient and timely issues
16. 16
We are committed to three primary growth strategies
Selling directly to the
enterprise
Accelerating growth in
self-serve via Teams
Expanding in key
international markets
1 2 3
• Embrace and leverage our massive user base
to move up-market and establish enterprise-
level relationships
• 16% of revenue from enterprise sales channel1
and 3.9K enterprise sales customers2
Notes:
(1) Revenue for the quarter-ended March 31, 2019.
(2) As of March 31, 2019.
• Designed for small groups of users to
collaborate and collect feedback in a secure
environment and ensure one user per account
• Teams plans purchased in over 90 countries,
154 of Fortune 500 companies, and 46 of
Fortune 100 companies2
• Targeted investments in key Western European
markets via marketing, cloud datacenter, and
enterprise sales team
• 35% of revenue from outside the US1
17. 17
17% 90%+ 4x 17% 100%+
Healthy
Growth
Q1’19
Revenue growth
Highly Visible
Business Model
Land and
Expand
Initial increase in
annualized revenue
from enterprise upsell1
Attractive
Margins
LTM
Unlevered free
cash flow margin2
Strong
Retention
Dollar-based net
retention for
organizations3
Note: All amounts for Q1’19 except as noted.
(1) Since the beginning of 2017, the annualized revenue from the initial new sale of our SurveyMonkey Enterprise plan has represented an approximately 4x increase over the total annualized revenue from the individual paid subscriptions from those
organizational domains over the prior 12 month period.
(2) Unlevered free cash flow margin for the 12 months ended March 31, 2019; Unlevered free cash flow calculated as net cash provided by operating activities less purchases of property and equipment (net) and capitalized internal-use software, plus interest
paid on long-term debt, and adjustments for certain non-recurring items; see appendix for reconciliation to the corresponding GAAP amount.
(3) We calculate organizational dollar-based net retention rate as of the end of a period by starting with the annualized revenue from the cohort of all domain-based customers as of the 12 months prior to the end of such period, or the Prior Period Annualized
Organizational Revenue. We then calculate the annualized revenue from these same customers as of the end of the current period, or the Current Period Annualized Organizational Revenue. We then divide Current Period Annualized Organizational
Revenue by Prior Period Annualized Organizational Revenue to calculate our organizational dollar-based net retention rate.
Subscription
revenue
Financial highlights
18. 18
We are driving healthy revenue growth…
2.3%
YoY
3.0%
YoY
3.5%
YoY3.0%
YoY
3.5%
YoY
610 616 621
647
671
Q1'18 Q2'18 Q3'18 Q4'18 Q1'19
Paying Users (K)
2%
YoY
Growth
3% 3% 7% 10%
$390
$410
$418
$425 $423
Q1'18 Q2'18 Q3'18 Q4'18 Q1'19
Average Revenue Per User2
12%
YoY
Growth
18% 15% 13% 8%
2,838 2,990
3,226
3,566
3,909
Q1'18 Q2'18 Q3'18 Q4'18 Q1'19
Enterprise Sales Customers
38%
Notes:
(1) YoY growth for Q1’18-Q3’18 reflects Core revenue growth.
(2) We define Average Revenue per User (ARPU) as core revenue divided by the average number of paying users during the period. For interim periods, we use annualized core revenue which is calculated by dividing the core revenue for the period by the number of days in that period
and multiplying this value by 365 days. We calculate the average number of paying users by adding the number of paying users as of the end of the prior period to the number of paying users as of the end of the current period, and then dividing by two.
75%
Annual
78%
Annual
29%
YoY
Growth
$58.5
$62.7
$65.2
$67.9 $68.6
Q1'18 Q2'18 Q3'18 Q4'18 Q1'19
Revenue1 ($M)
17%
YoY
Growth
21% 19% 19% 17%
19. 19
…with robust cash flow
Note: Unlevered free cash flow calculated as net cash provided by operating activities less purchases of property and
equipment (net) and capitalized internal-use software, plus interest paid on long-term debt, and adjustments for certain items;
see appendix for reconciliation to the corresponding GAAP amount.
$5.8
$7.8
$49.0
$47.4
$7.4 $7.5
$41.4
$46.0
Q1'18 Q1'19 LTM'18 LTM'19
Cash Flow ($M)
Operating cash flow Unlevered free cash flow
18%
10%
Margin
13% 11% 11%
22%
Margin
18% 18% 17%
21. 21
Explanation of Non-GAAP Measures
In this presentation, in addition to GAAP financial results, SVMK has included core revenue and unlevered free cash flow which are non-GAAP financial measures. Our definition for
these non-GAAP measures is provided below, however a limitation of non-GAAP financial measures is that they do not have uniform definitions. Accordingly, our definitions for these
non-GAAP measures used will likely differ from similarly titled non-GAAP measures used by other companies, thereby limiting their usefulness as tools of comparison.
We use these non-GAAP measures to compare and evaluate our operating results across periods in order to manage our business, for purposes of determining executive and senior
management incentive compensation, and for budgeting and developing our strategic operating plans. We believe that these non-GAAP measures provide useful information about
our operating results, enhance the overall understanding of our past financial performance and future prospects, and allow for greater transparency with respect to key metrics used
by our management in evaluating our financial performance and for operational decision making, but they are not meant to be considered in isolation or as a substitute for
comparable GAAP measures and should be read only in conjunction with our consolidated financial statements prepared in accordance with GAAP.
Core revenue: We define core revenue as revenue from our survey platform, form-based application and purpose-built solutions, excluding the non-self-serve portion of
SurveyMonkey Audience, which we generally ceased offering at the end of the second quarter of 2017. We consider core revenue to be an important measure because it excludes
revenue from an offering that we generally no longer provide, and so provides a better understanding of our current business and provides comparability of our results of operations
over time. Core revenue has limitations as an analytical tool, and it should not be considered in isolation or as a substitute for analysis of other GAAP financial measures, such as
revenue. Some of the limitations of core revenue are that it does not reflect all of our revenue in the periods presented and that our results of operations for the periods presented
reflect expenses that we incurred to generate revenue that is excluded from core revenue.
Unlevered free cash flow: Unlevered free cash flow is a liquidity measure used by management in evaluating the cash generated by our operations after purchases of property and
equipment and capitalized internal-use software but prior to the impact of our capital structure, the timing of cash payments for certain acquisition and debt related transactions and
employer payroll taxes on Performance RSUs. The usefulness of unlevered free cash flow as an analytical tool is limited because it excludes certain items which are settled in cash,
does not represent residual cash flow available for discretionary expenses, does not reflect our future contractual commitments, and is calculated differently by other companies in
our industry. Accordingly, it should not be considered in isolation or as a substitute for analysis of other GAAP financial measures, such as net cash provided by operating activities.
22. 22
Three Months Ended March 31, TTM Ended March 31,
($000s) 2019 2018 2019 2018
Revenue 68,641$ 58,491$ 264,474$ 224,329$
Net cash provided by operating activities 7,803$ 5,763$ 47,412$ 49,004$
Purchases of property and equipment, net (581) (880) (9,682) (17,780)
Capitalized internal-use software (3,150) (2,640) (12,562) (13,865)
Interest paid for term debt 3,423 5,126 18,763 19,763
Third-party financing fees related to credit facility refinancing - - 879 4,314
Employer payroll taxes on RSUs vesting upon IPO - - 1,183 -
Unlevered free cash flow 7,495$ 7,369$ 45,993$ 41,436$
Non-GAAP reconciliation
Notes:
(1) Includes approximately $0.9 million in transaction costs incurred in Q1’19 in connection with our acquisition of Usabilla which closed on April 1, 2019.
(2) Includes reimbursement of tenant improvement allowances under our lease financing obligation of $3.1 million for the twelve months ended March 31, 2018.
(3) Employer payroll tax expense related to the achievement of the liquidity event-related performance condition in connection with our initial public offering for certain restricted stock units that met their service-based vesting condition
as of the end of Q3 2018.
(2)
(3)
(1)
(1)