Agile VC

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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

What They Do: Travel search engine. How They Do It: Aggregate data from travel data warehouses like ITA as well as indexing travel providers websites, provide this information to consumers in a highly customizable search engine. Financial Snapshot: 2010 Revenue: $170 million. Search Statistics: 2010 Queries: 634 million.

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The Difference Between Apple & Facebook ? AGILEVC

Agile VC

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%.

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

Agile VC

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. How They Do It: Build email list of consumers interested in local deals (mainly via paid search & social network ads), sell coupon programs to merchants via telesales.

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Why Twitter is A Media Company ? AGILEVC

Agile VC

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.

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

Agile VC

How They Make Money : Facebook’s primary revenue stream is of course selling advertising on Facebook.com, which in total accounts for 85% of revenue. The next chunk comes from Facebook’s platform, in essence “taxing” the revenues of app developers like Zynga, which represents 15% of revenue.

IPO 100
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LinkedIn: The Series A Fundraising Story ? AGILEVC

Agile VC

LinkedIn’s product had only been live for a couple months, we only had tens of thousands of registered users, and wouldn’t start generating revenue for more than a year after this point. My partner @ LeeHower looks back: [link] 5 days ago Search. Previous Entries. Avatars by Sterling Adventures.

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Tech IPOs Are Back ? So Now What? ? AGILEVC

Agile VC

For SaaS or other recurring revenue businesses these figures might be on a bookings basis rather than GAAP revenue, but conceptually they’re similar. Bill Gurley’s post last year does a great job analyzing why some businesses are valued at 10x+ revenue and most aren’t. Zynga – 8x+ trailing revenue.

IPO 100