Remove Aggregator Remove Europe Remove Marketing Remove Revenue
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Airbnb S-1 (Part 1): So How Profitable Is This Thing Really?

View from Seed

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. But ops & customer support is another 17-20% of revenue and arguably you couldn’t run the business if you took that away.

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How Online Video Companies Can Increase Margin and Build Better Businesses

Both Sides of the Table

The main thrust of the post is that with YouTube taking a 45% of revenue and talent taking 70% of the remaining revenue, YouTube Networks didn’t have sustainable businesses unless they invested heavily in technology as a tool to increase margin and provide defensibility. Europe is roughly the same as the US.

Video 339
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Why Online Video Just Took One More Big Step to Legitimacy

Both Sides of the Table

And for the record, that’s per month not total in aggregate! This is classic “Innovator’s Dilemma” market conditions. My estimate is that the top 5 YouTube networks will do > $200 million net revenue in 2013 (after Google’s share). Los Angeles Tech Market Analysis' billion deal to Disney.

Video 320
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Cloud Europe 2017: The Factory is Cranking

Cracking the Code

Recent SaaS trends and the Accel Euroscape of the 100 most promising companies in Europe and Israel This article was co-authored with my colleague Pia d'Iribarne and published initially on Tech.eu. These 12 have performed well, with an aggregate $2.6 billion in revenues (growing 39% year-on-year) and $25B of market cap.

Europe 83
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Facebook Advertising / Marketing: Best Metrics, ROI, Business Value

Occam's Razor

This audience is immensely attractive to Brands and Marketers around the world. Completely ignore the question of whether Facebook works (for many, many, many companies it is a very effective marketing channel). It is always so cool to run marketing campaigns in large homogenous markets (like Europe, Asia, or large chunks of the US).

Metrics 165
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The Power of Torso TV (Why Media is Racing to the Middle)

Both Sides of the Table

Chris Anderson wrote a really influential book some years ago called “ The Long Tail ” that shaped how many people think about emerging Internet markets. At the left of the graph is the “head end” of the market, where the “hits” are produced for mass audiences. Why is that?

Media 302
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Innovate Israel Conference Brings 28 Israeli startups to London

VC Cafe

There hasn’t been such a full list of Israeli startups coming to Europe since Barcelona’s World Mobile Congress. The UK is Israel’s second largest export market following the US, but Israeli startups often ‘forget Europe’ when it comes to Internationalizing their product. How do we do this?