Agile VC

JUNE 5, 2012

Both companies generate direct revenue from their platform in the form of a revenue share / platform tax (typically 30%) on software and digital goods sold through the respective platforms. Facebook’s direct platform revenue accounted for about 15% of the company’s overall sales whereas Apple’s was less than 1%.

Java 170

Java Flash Software Azure 170

Agile VC

APRIL 17, 2011

How They Make Money: Majority of Kayak’s revenue actually comes from advertising on their site (55%), not lead generation or referral fees to travel suppliers as you might think (more on this below). Financial Snapshot: 2010 Revenue: $170 million. Revenue growth: 51% YoY (2010), 1% YoY (2009), 131% YoY (2008).

Pre-Money Valuation 113

Pre-Money Valuation Liquidation Preference Dividend Common Stock 113

Agile VC

MAY 22, 2014

Unfortunately Alibaba doesn’t actually break out revenue by marketplace or business unit. Also other Tmall merchants can advertise on Tmall in both CPC keyword and CPM display formats, but small sellers from Taobao or Juhuasuan are not permitted. The makeup of the revenue is different too (see #4 below).

China 159

China Revenue Flash Affiliate 159

Agile VC

FEBRUARY 20, 2014

But what if Facebook decided to monetize WhatsApp through advertising as the core Facebook service is? With that said, Facebook’s acquisition price is <10x the conceivable revenue for WhatsApp. in annual mobile ad revenue per MAU. billion in annualized revenue. billion in annualized revenue.

Valuation 159

Valuation Acquisition Mobile Revenue 159

Agile VC

NOVEMBER 6, 2013

So their revenue figures, pre IPO financing and ownership, and other info is all widely available. If this were a math class, I’d just say the proof is evident but if you want some data on Twitter’s 2013 YTD revenue here you go. Twitter’s IPO has garnered a ton of attention in the tech and popular press.

IPO 194

IPO Aggregator B2B Internet 194

Agile VC

MARCH 18, 2012

Costolo clearly wants to position Twitter as a complementary part of the media ecosystem (which it is by and large) rather than a competitor, and there remains a chance that Twitter will have other forms of revenue besides ads. Here’s why: Virtually all of Twitter’s revenue comes from advertising.

Media 113

Media Advertising Silicon Valley Revenue 113

Agile VC

FEBRUARY 20, 2014

But what if Facebook decided to monetize WhatsApp through advertising as the core Facebook service is? With that said, Facebook’s acquisition price is <10x the conceivable revenue for WhatsApp. in annual mobile ad revenue per MAU. billion in annualized revenue. billion in annualized revenue.

Valuation 127

Valuation Acquisition Mobile Revenue 127