Verkada's recruiter does not clarify the comparable for 21% but let's assume it's quarter over quarter since year over year would be very bad relative to the amount of hiring they have done in the past year.
Assuming 21% quarter over quarter, is that good? For a non-VC company in a pandemic that would be great but for a company that has net added 60 people since the pandemic started and over 100 since the beginning of 2020, it's OK but not that impressive.
Nonetheless, what is impressive is the $80 million raised at the valuation they got 2 months before a pandemic and deep recession. Verkada is well stocked to deal with this situation.
What I am curious to see is when or if Verkada will hit material challenges. Most startups, even super well funded ones eventually grow to a point where their tactics stop working as well and cause problems. It's funny that Verkada sees Avigilon as the old guard whose is friendly with IPVM because Avigilon used to be every bit the bad behaving actor that Verakada now is. And Avigilon had its own challenges growing up, see e.g., Avigilon COO Schmode Ousted. What's the future for Verkada?
Moral of the story: John Honovich is the plague. If he asks any questions whatsoever, not only should you not speak to him, but you should also decontaminate the area. I hope the recruiter followed the entire protocol, which includes destroying the computer and quarantining the office also. You can't ever be too sure.