Vibhor Khanna

@KVibhor

Growth stage VC. Opinions, Tweets, Likes, RTs my own. Give a rouse for Dear Old

Vrijeme pridruživanja: siječanj 2017.

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  1. proslijedio/la je Tweet
    11. sij

    Here are the top companies to join to launch your career (according to ). Proud of the 16 partner companies that were recognized including

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  2. 7. sij
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    10. pro 2019.
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  4. proslijedio/la je Tweet
    2. stu 2019.
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    Thank you to the customers, employees, investors, family, and friends who made today possible! 🐶💜

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  6. 20. svi 2019.

    Every future commencement speaker now has to start by saying "I can't pay off all your student loans, but here are my two cents"

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  7. 19. tra 2019.

    Fastly S-1 just dropped! Beautiful cohort graph!

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  8. 11. tra 2019.

    Expects its investments into the growth of to keep Uber's overall core platform contribution margin negative

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  9. 11. tra 2019.

    unit economics don't look great either, although the S-1 has little visibility into it, as "cumulative payments to Drivers for Uber Eats deliveries historically have exceeded the cumulative delivery fees paid by consumers"

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  10. 11. tra 2019.

    is significantly underwater on a unit economics and certainly contribution and operating profit basis. Gross margin in 2018 was 9%, with revenue of $373M, and a Cost of Revenue associated with Uber Freight of $359M.

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  11. 11. tra 2019.

    Take Rate in ride sharing has been increasing over the past 8 quarters; while take-rate is significantly lower. Uber even mentioned for some Uber Eats orders (particularly for large-chain restaurants), they have negative take rates.

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  12. 11. tra 2019.

    S-1 Analysis Time! Getting into Unit Economics and other analysis Below 👇👇

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  13. 11. tra 2019.

    Trips paid for in cash account for 13% of total gross bookings for Uber, which they expect to increase over time, particularly with the acquisition of Careem. Uber is clearly expecting international growth, particularly in cash-based economies, to outstrip developed markets

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  14. 11. tra 2019.

    Ridesharing take-rate varies from 12% to 25% by geography, with an average 2018 takerate of 22%.

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  15. 11. tra 2019.

    currently operates in 500 of the 700 cities where the ridesharing platform is operating.

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  16. 11. tra 2019.

    brings new customers onto the overall Uber platform; 50% of New Uber Eats users were brand new to the platform. This allows them to spread CAC across multiple revenue streams and boost LTV/CAC.

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  17. 11. tra 2019.

    claims they are the largest meal delivery platform outside of China, based on gross bookings. Amazing growth for a 3 year old segment!

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  18. 11. tra 2019.

    has seasonality, experiencing more orders in the 1st and 4th quarters.

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  19. 11. tra 2019.

    Some Uber Eats orders are at a negative take rate "We charge a lower service fee to certain of our largest chain restaurant partners on our Uber Eats offering to grow the number of Uber Eats consumers"

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  20. 11. tra 2019.

    Uber Eats is at $2.6B of gross bookings in 2018Q4, a $10B+ run-rate, with total 2018 gross bookings of $7.9B.

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