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Is there a monetary advantage filing for IPO in the current downturn? I know the owners will get less money per share but is there a long term advantage?
> Gross profit grew from $1,226 million in 2021 to $1,831 million in 2022, an increase of 49%, and from $769 million for the six months ended June 30, 2022 to $1,109 million for the six months ended June 30, 2023, an increase of 44%;
Unless I missed something
Is there a monetary advantage filing for IPO in the current downturn? I know the owners will get less money per share but is there a long term advantage?
It also seems like they don't have a lot of competition yet. Maybe the owners want to get their money while they own the market for shopping apps because they see writing on the wall.. I personally think that their UX is so terrible that they'd be eaten alive by anybody with a decent app.
LastPass, Amazon, Prime Video, Quora, Zoom, Facebook, WhatsApp, Apple Music, Outlook, Steam... that can be said of a dozen other popular apps, but unfortunately it's not that simple.
Is there a monetary advantage filing for IPO in the current downturn? I know the owners will get less money per share but is there a long term advantage?
This isn't because of a "downturn" per se, but it advantages some investors and the company as a whole.
Is this a recent shift, or one that I'm just now noticing? Other large tech companies have had substantial increases in ad revenue as well: notably amazon and uber. Is advertising shifting away from Google, or is this just a normal part of large businesses (like paying for placement in retail stores)?
Is there a monetary advantage filing for IPO in the current downturn? I know the owners will get less money per share but is there a long term advantage?
it’s a solid, profitable & growing business & owners don’t have to sell; the folks that have been waiting a decade for liquidity can
Cool to see a IPO with profitable unit economics > Gross profit grew from $1,226 million in 2021 to $1,831 million in 2022, an increase of 49%, and from $769 million for the six months ended June 30, 2022 to $1,109 million for the six months ended June 30, 2023, an increase of 44%; Unless I missed something
It's crazy to me how much of large business revenue comes from ads. Just under one third of their revenue is from advertising! Is this a recent shift, or one that I'm just now noticing? Other large tech companies have had substantial increases in ad revenue as well: notably amazon and uber. Is advertising shifting away from Google, or is this just a normal part of large businesses (like paying for placement in retail…
[0]https://www.cnbc.com/2022/02/03/amazon-has-a-31-billion-a-ye...
It's crazy to me how much of large business revenue comes from ads. Just under one third of their revenue is from advertising! Is this a recent shift, or one that I'm just now noticing? Other large tech companies have had substantial increases in ad revenue as well: notably amazon and uber. Is advertising shifting away from Google, or is this just a normal part of large businesses (like paying for placement in retail…
it's just you had to settle for inferior means of attribution. it got better with tech via e-commerce and tracking. then it got worse with tech via bots, abuse, arms race, etc.
instacart can reach customers at the point of sale and track conversions in a first class manner. so it's a no-brainer for brands to pay for performance.
It's crazy to me how much of large business revenue comes from ads. Just under one third of their revenue is from advertising! Is this a recent shift, or one that I'm just now noticing? Other large tech companies have had substantial increases in ad revenue as well: notably amazon and uber. Is advertising shifting away from Google, or is this just a normal part of large businesses (like paying for placement in retail…