Agile VC

FEBRUARY 5, 2014

This is a logical thing to do… when we started LinkedIn, my mentor Reid Hoffman instilled a mantra of Growth –> Usage –> Revenue which still holds for many consumer companies. This is especially true for those with a media / ad based business model (e.g.

Revenue 234

Revenue Product B2B Marketing 234

Agile VC

MAY 16, 2019

One of the key questions for me was how might Slack stack up against other great SaaS companies when it comes to average revenue per user (ARPU), and how ARPU and total addressable market (TAM) might drive Slack’s long run market cap. Slack’s net dollar retention rate is an incredibly impressive 143%. So Slack generated $1.43

Lock-up Period 100

Lock-up Period Retention Azure .Net 100

Agile VC

NOVEMBER 6, 2013

So their revenue figures, pre IPO financing and ownership, and other info is all widely available. I thought I’d provide a little analysis of Twitter based on their S-1, but also strive to put it in a broader context of other consumer internet businesses and where we are in the current tech cycle.

IPO 194

IPO Aggregator B2B Internet 194

Agile VC

MAY 22, 2014

Unfortunately Alibaba doesn’t actually break out revenue by marketplace or business unit. Tmall (storefronts for larger, branded merchants like Nike, Gap, etc.) –> While Tmall is frequently compared to Amazon.com, it’s business model is totally different.

China 159

China Revenue Flash Affiliate 159

Agile VC

AUGUST 1, 2012

Also divide the world among business vs consumer usage, and then subdivide consumer into the three business models of the internet… commerce, premium services, and advertising. Businesses large and small are still figuring out how ubiquitous computing will impact their employees, customers, and business partners.

Mobile 160

Mobile Advertising Bandwidth Web 160

Agile VC

JANUARY 13, 2016

It used to take 5-10 years for a great startup to go from $0 to $75-100M+ in annual revenue. A $100M revenue company which has hit an asymptote of growth is unlikely to be worth $1B+ in enterprise value, even if it reached that point far more rapidly than most companies before it. Revenue is revenue, right?

Technical Review 157

Technical Review .Net Revenue Software Review 157

Agile VC

MARCH 30, 2012

Is “Data” a Business Model? Several years ago I wrote a post about the three business models of the consumer web : commerce, advertising, and user-paid premium services. So is “data” now a new business model, as some suggest? How to Evaluate Firms for a Seed VC. March 30, 2012.

Business Model 113

Business Model Silicon Valley Advertising B2B 113