Agile VC

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Putting Twitter’s IPO in Perspective

Agile VC

Again there’s three fundamental ways to make money in consumer-facing internet businesses: you can sell people stuff in a physical realm (e-commerce), you can indirectly monetize consumer attention (media or ad-based), or you can provide online software & services that consumers pay for (premium services).

IPO 194
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Why Do Consumer IPOs and B2B IPOs Get Treated Differently?

Agile VC

All three have different business models… SaaS, media/ad, and consumer transactional. We first saw this with Twitter in 2013 when they went public and many (both retail & institutional investors) believed that company might be the “next Facebook”. Zoom is a B2B company Pinterest and Lyft are obviously B2C companies.

IPO 100
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Alibaba S-1: How Well Do They Monetize?

Agile VC

in revenue in 2013 from its retail marketplaces on $248B in GMV. 4) It’s Unclear if Alibaba Looks Like an Media Company or a Marketplace – To be clear, Alibaba’s sites are obviously marketplaces. Alibaba on the other hand generated $6.5B So Alibaba captured only 2.6

China 159
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Seduced By Growth, But Terminal Scale Still Matters

Agile VC

Was this simply a shift in sentiment among the tech & business media? Many of the current crop of unicorns raised capital in 2013 and 2014, so the investor and entrepreneur ecosystem was seduced by growth for 2+ years. People started thinking of startup unicorns like this: Illustration for WSJ: Chris Silas Neal. What happened?

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Facebook S-1: The Most Anticipated IPO in a Decade ? AGILEVC

Agile VC

Facebook admits as much that the ad business, which again accounts for the vast majority of revenues (85%), has seasonality in line with the media industry generally with a strong Q4 and weak Q1. In fact Facebook’s ad revenue dropped in absolute terms slightly (about -3%) from Q4 2010 to Q1 2011. billion in cash profit last year.

IPO 100