The Wall Street Journal reported that Epic Games will challenge mobile app store business model dominated by Google and Apple. But what factor differentiates Epic Games from incumbents whose network effects are working in this case? The answer is disruptive pricing on the supply side of storefront (12% rake on revenue that apps generate). This … Continue reading Epic Games’ Epic Battle on Storefront Space
Tag: Forecasting
Gaming-related Platform Ecosystem Competition and the Financing behind
On December 21, 2018, it's reported that Discord raised US$ 150M at a valuation of US$ 2.05B, bringing total funding to date to US$ 279.3M as of this writing. The timing is particularly interesting because the online storefront price competition on supply side among STEAM, EPIC Games and Discord has heated up since Discord's "Series E" … Continue reading Gaming-related Platform Ecosystem Competition and the Financing behind
Mercari (4385.JP) – Note on Category Deepening, Product Enhancement & Marketplace Stickiness
Mercari (4385.JP) [December 25, 2018] * Note on Category Deepening, Product Enhancement & Marketplace Stickiness * Following series posts on Mercari (initial analysis, withdrawal from UK) and its related topics (network effect and digital payment service), this notes examines Mercari recent marketplace deepening/expansion/enhancement initiatives and also does an ideation exercise on user generated content (UGC). The UGC … Continue reading Mercari (4385.JP) – Note on Category Deepening, Product Enhancement & Marketplace Stickiness
PDD.US – 3Q18 Results Quick Look
Projection vs Actual Source of Difference ~ Operation Metrics ~ [1] Conversion rate defined as LTM Active Buyer / Avg. MAU decreased (an improvement for me) significantly by around 10 percentage points. [2] Actual LTM average rate per active buyer is higher then projected [3] Overestimation of adoption rate based on Wechat MAU [4] Underestimation … Continue reading PDD.US – 3Q18 Results Quick Look
PDD.US – Initial Analysis
PDD.US [November 17, 2018] * Initial Analysis * Business Model PDD is platform-on-a-platform marketplace which leverage established social network of foundation platform to aggregate consumer demand at large volume for merchants enabling deep volume discount for consumers. Current Monetization / Revenue Stream Currently, PDD monetizes the marketplace by providing online marketing services to merchants and … Continue reading PDD.US – Initial Analysis
Tainan Market Analysis
This post is an exercise on the analysis of market share, occupancy, and average daily rate as a supplement to the previous post (Stabilization in Hotel) Market Snapshot & Competitive Market Defined In this exercise we choose lodging industry in Tainan City, Taiwan as our target market. Tainan City is located in southern Taiwan and famous … Continue reading Tainan Market Analysis