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:
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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.
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PluralSight seems to be considered the gold-standard for recruiters and HR
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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:
https://medium.com/@alexfclayton/pluralsight-ipo-s-1-breakdo…
It mentions that 26% of their revenue was self-serve,
The quartery reports from operations can be found here:
https://craft.co/pluralsight/source-markers/87398?highlight_…
I started creating a table in this post, and then realized it was going to take time I don’t have right now.
David.