Simplisafe Growth Slows, Switches From Sarcasm To Seriousness

Published Oct 13, 2022 15:09 PM

As the once startup's business slows and reaches maturity, the company is abandoning its clumsy, comical "robbert" marketing and switching to a more serious tone and approach.

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Inside this note, we examine the change in marketing and the underlying change in the company's business, revenue, and subscriber growth.

**********'* *** *********:

**** ********* ** **** *** ***** to **** *** ************* ********** **** goes **** *** ******** *** **** how **** ** ***** ****** ****

**** ** *** ******** ** ** the ****-******* ** ******** ******** * retired ******* *** ***** **** * flight ** ****** *** ***** ********** gags:

*** ******* ***** **** **** *** of ************ **** ******** *******, ***.

***, *** *** ******** *** ******** has * ******* **** *** ******** on ********** ***** *********** *** ****-****:

** **********, ********** ** *********** "**** Protect", * *** ********* ******** ******** **:

*****[***] ********* ** ******* * ****** response ****** ********* ******, **** **** is ** *** *******. **** *******™ brings ******** **********'* ****** *********** ****** its *****-******* ********, ******** *** ****** trained *** *********** ********** ************* ** deliver ** *********** ********* ********.

********** **** *** **** ***** *** the ********** ** *** ** ********* from *** ******** **********. *******, **********, SimpliSafe ** ***** **** **** ******** is ********** ** ****** ****** *** "fast" ** ****** **** ****** ** not *****.

Slowing ******

***** ********** ********* * **** ****** rate ** **** **** **%, *** Simplisafe ** ********** * **** ** under **% *** *** **** *** years, ** ****** ******* **** ********:

** *** ***** *** ********** **** to **** **** *.* ******* *** expects **** ****** ** *********** ****** two ******* **** *** **** ***** years.

***** **** *.* ** **** *.** million "**** *** **** ***** *****" would ***** ** ***** * **% annual ****** ****.

** ********,*** ********.* ******* ***********, ****** ***'* ********** growth **** *** **** *** ***** over *** **** * ***** **** SimpliSafe.

***********, ** **********'* *** ***** ********* subscriber ****** ****, ** *** ** chance ** ******* *** **** ****** unless *** ********** ***** ******* ** significantly ******* (***** ** ***** *** has *** ** ****).

*** *********' ****** ***** ********** **** as **** ****** *** **** ** what ********** ** ********* ****.

********, *************** ****** $*** ******* **** **************** $*** *******(****** ** **** *******) **** ****, the ******* *** **** ********** ************ in ******* *********, *** ********, **** than **% **** *** **** * years ********:

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**** ********* ***** *** *** *******'* own ********* ******** ****** ****** **** shows * ******** ******* **** ** attitude *** ** ****** ************.

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