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Airbnb S-1 (Part 1): So How Profitable Is This Thing Really?

View from Seed

One of the most highly anticipated startup IPOs of recent years, we now get a peek inside Airbnb’s business. You can read various articles out there which will give you the cursory facts about Airbnb like their overall revenue or profitability or how their business has faired here in 2020 in the COVID environment.

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Chewy S-1: Category Leadership + Conveyor Belt Into Consumers’ Homes

View from Seed

I know some of the investors in Chewy prior to the PetSmart acquisition, but I am not a shareholder nor do I intend to purchase shares in the IPO. revenue business still growing >50% YoY? Chewy now has over 10 million customers, repeat purchases by existing customers account for approximately 90% of their revenue today.

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Chewy S-1: Category Leadership + Conveyor Belt Into Consumers’ Homes

Agile VC

I know some of the investors in Chewy prior to the PetSmart acquisition, but I am not a shareholder nor do I intend to purchase shares in the IPO. revenue business still growing >50% YoY? Chewy now has over 10 million customers, repeat purchases by existing customers account for approximately 90% of their revenue today.

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Customers Love Free Stuff … But That’s Not Your Problem

abovethecrowd.com

Would that help retention and NPS (Net Promote Score)? If somehow Sofi could obtain allocation to these so called “hot IPOs” clearly it would be a powerful marketing tool. If somehow Sofi could obtain allocation to these so called “hot IPOs” clearly it would be a powerful marketing tool. Would they be loyal?

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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

GameFly filed in 2010 and remains in registration, though 2011 has seen a positive start for VC-backed IPOs with 14 in Q1 2011. Now that Google’s acquisition of ITA is closed, following lenghty FTC review, it would appear Kayak is poised to proceed with their IPO in the coming months. =. 2010 Net Income: $8 million.

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Lyft S-1: Kicking Off the Decacorn Bonanza of 2019

View from Seed

2019 is shaping up to be the year the dam broke for decacorn IPOs, with Lyft, Uber, AirBnB, Pinterest, et al in the queue. There are a variety of quick write-ups on the Lyft S-1 for basic figures like annual revenue, rider growth, or who the largest shareholders are. Revenue per rider has more than doubled from 2016–2018 (from $15.88

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Groupon's S-1: From Zero to Like? Billions in 30 Months ? AGILEVC

Agile VC

So Groupon obviously filed their S-1 the other day to formally being the IPO process. They’ve grown from nothing to >$2B in revenue in 30 months time, making the company among the fastest growing businesses in the histroy of the world. Financial Snapshot: 2010 Revenue: $713M. in net revenue and passes $0.58