I searched the board to see if there was any mention of this recently IPO’d company, but I couldn’t find anything.
I came across an article by Bert Hochfeld from July 9th, 2018 (https://seekingalpha.com/article/4186207-pluralsight-company…).
The article mentions a few interesting things:
they use independent authors under revenue sharing to generate content and can get a new course online in 4 months, a model that competitors (Lynda, and others) can’t match.
PluralSight seems to be considered the gold-standard for recruiters and HR
the runway is above 30% for some years to come, and guidance is probably set low.
The big concern is losses - they’re burning cash at a fast rate ($16 million June 2017, $30 million September 2017, $27 million December 2017).
There’s a good article here on their S-1 from their IPO:
It mentions that 26% of their revenue was self-serve,
The quartery reports from operations can be found here:
I started creating a table in this post, and then realized it was going to take time I don’t have right now.