Podcasts about arpu

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Play Episode Listen Later May 12, 2025 12:21

Analysts Don Kellogg and Roger Entner discuss the current state of the economy and what it means for wireless and the broader telecom industry.00:24 The current economic situation for wireless 03:47 U.S. vs. European network comparison 06:12 Prepaid may benefit from a recession 10:30 Recessions mainly affect lower income earners 11:56 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, recession, MSO, MobileX, cable, Verizon, inflation, Europe, network, ARPU, net adds, MetroPCS, Lifeline

Vender un SaaS de 20M a Private Equity | Juanjo Rodríguez The Hotels Network

Startup Inside Stories

Play Episode Listen Later Apr 23, 2025 99:03

¿Cómo se vende una empresa SaaS con más de 20.000 hoteles como clientes? En esta tertulia de Itnig, Jordi y Bernat hablan con Juanjo Rodríguez, fundador de The Hotels Network, quien comparte en detalle cómo creció su empresa durante más de 10 años hasta su adquisición por Lighthouse, el unicornio travel-tech respaldado por KKR.The Hotels Network ayuda a los hoteles a vender directamente sin depender de Booking ni agencias, y en esta conversación se habla de todo:➡️Estrategia SaaS y crecimiento orgánico➡️ Cómo sobrevivieron al COVID tras cerrar una ronda de 10M➡️ Negociaciones con private equity y el proceso de venta➡️ Rentabilidad vs. crecimiento, sinergias tras el exit➡️ Múltiplos, pricing y 20.000 clientes activosAdemás, también hablamos sobre: • Cómo los aranceles de Trump afectan al turismo y la percepción de riesgo • La comparación entre el modelo americano y europeo • Y reflexiona sobre el liderazgo de Elon Musk, los límites del hype y el rol de los marcos democráticos en la innovaciónUn episodio completísimo para founders, inversores, operadores y cualquier persona interesada en SaaS, travel tech, negocios globales y el futuro de la tecnología.

Oculum Pushes White-Label Video as Revenue Engine for Service Providers, Podcast

Telecom Reseller

Play Episode Listen Later Apr 18, 2025

Cloud Connections 2025 Podcast Interview with Bill Bingham ST. PETERSBURG, FL - At this year's Cloud Connections conference, Oculum delivered a simple but urgent message to service providers: Stop giving away your brand—and your customers. In a podcast interview with Technology Reseller News, Bill Bingham, Senior Vice President of Service, Delivery, and Operations at Oculum, made the case for why resellers and carriers should adopt white-label video conferencing to reclaim margin and reduce churn. “Oculum is a wholesale-only, white-label video conferencing solution built specifically for service providers,” said Bingham. “We're the VC part of UCaaS, and we offer something many don't realize they can have—control.” Unlike bundled video options from larger UCaaS platforms, Oculum's offering is on-network—it runs on the provider's own infrastructure, whether on-prem or in the cloud. That means providers keep their branding, their customers, and most critically, their margin. Bingham pointed to examples of providers locked into offerings from major switch manufacturers, often deploying Teams integration as a loss leader just to drive monthly recurring revenue. “You're giving your brand to Microsoft, and your customers to your competition,” said Bingham. “That might bring in revenue, but you're not making margin—and you're not protecting your customer base.” The opportunity is especially significant as more service providers find themselves searching for UCaaS alternatives in the wake of product and ownership shifts among major platforms. “Even providers at scale often don't realize they can round out their UCaaS stack with best-in-class, standalone components,” said Bingham. “Video is a key differentiator—and it can increase ARPU by 30% or more.” Oculum offers a fully branded, turnkey video conferencing solution with deep post-sale support, including dedicated project managers for technical, marketing, and business development assistance. “This isn't a vendor relationship,” said Bingham. “It's a partnership. That's why we're here in person. You can't build that by email.” Learn more at: www.oculumvc.com

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AI is setting new standards for CX, and Microsoft Teams is everywhere—but few SPs are monetizing it effectively, Intermedia Podcast

Telecom Reseller

Play Episode Listen Later Apr 8, 2025

The Platform That Isn't Just a Platform: Intermedia's 360° Formula for Service Provider Growth, AI is setting new standards for CX, and Microsoft Teams is everywhere—but few SPs are monetizing it effectively “You don't need to rip and replace. You don't need to lock in. You just need a partner who's truly in it with you,” says Patrick Sheehan, Vice President of Channel Development, Intermedia. As the channel moves into the heart of 2025, service providers are at a crossroads. Legacy platforms are draining resources, AI is setting new standards for CX, and Microsoft Teams is everywhere—but few SPs are monetizing it effectively. In a recent Technology Reseller News podcast, we sat down with Patrick Sheehan of Intermedia to learn how the company's 360-degree approach is helping partners solve those challenges without heavy upfront investments, long-term contracts, or technical headaches. “You don't need to rip and replace. You don't need to lock in. You just need a partner who's truly in it with you.” — Patrick Sheehan, Vice President of Channel Development, Intermedia What's Holding Service Providers Back? Sheehan doesn't mince words: today's service providers are seeing churn rise, ARPU fall, and win rates slide. It's not just voice—customers want integrated, AI-enhanced UCaaS and CCaaS, not siloed tools. Add in the need to market more effectively in a crowded space and support aging platforms, and many providers are facing a serious growth headwind. “If your platform isn't innovating fast enough to meet customer expectations—especially with AI and Teams—you're going to feel it in churn and margins,” said Sheehan. Intermedia: A Partner-First Playbook Intermedia has built its model around partner success—not vendor lock-in. That starts with a month-to-month, no-minimum-commitment agreement, enabling providers to enter the UCaaS and CCaaS space without sacrificing their brand, their network, or their business model. “Almost 95% of our business goes through partners. We're not here to compete—we're here to help them win,” adds Sheehan. Service providers can white label Intermedia's platform, maintain their own PSTN footprint, or leverage Intermedia's national network. The tech stack—including UCaaS, CCaaS, a new Teams integration, and an AI-ready data lake—is 100% owned and operated by Intermedia. That translates into true speed-to-market and scalability. Fast Start, Full Support Launching with Intermedia doesn't take a year—or even months. With dedicated onboarding teams, SPs can be deploying customers within weeks. Intermedia supplies pre-configured plug-and-play phones, operational support, and guided productization. The result? Minimal friction, maximum velocity. The Industry's First Teams Integration—Built for SPs One standout development is Intermedia's embedded Microsoft Teams integration, which lets SPs offer a fully monetizable, branded Teams experience—a key differentiator in the increasingly Teams-centric workplace. “It's more profitable and more compelling than other options. And if you want, you can even source Microsoft licenses directly through us,” Sheehan explained. Marketing, Migration & Margin Intermedia supports partners with: Channel marketing experts who build and execute campaigns Sales engineers who assist in complex deal cycles Migration support to minimize churn and retire legacy platforms 5x9s SLAs and J.D. Power-certified technical support It's all part of what Sheehan calls the “360-degree approach to service provider success.” No single vendor in the UCaaS/CCaaS space offers this combination of product flexibility, technical enablement, and go-to-market support—all aligned around one goal: partner revenue growth. Ready to Kick the Tires? For SPs exploring new growth paths, Sheehan has a simple message: “You don't need to spend a year and a million dollars to launch something new. You can get started today.

How to Succeed on iOS vs. Android — Matt Rouif, Photoroom

Play Episode Listen Later Mar 10, 2025 15:23

This episode is shorter than usual and will be featured in RevenueCat's State of Subscription Apps report.On the podcast: why some apps see 30 times higher revenue on iOS versus Android, the challenges of running a business on multiple platforms, and why you should consider offering a free Android device to employees.

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This Week: T-Priority & the BEAD Program

Play Episode Listen Later Mar 10, 2025 15:32

Analysts Don Kellogg and Roger Entner discuss their respective disagreements on two keytelecom topics: T-Priority and BEAD. 00:24 T-Priority launches for first responders in NYC 03:26 Speed floor promises 04:08 Will this be adapted for business? 06:12 Slicing vs. private networks 06:48 BEAD qualifications are changing 07:56 Connection costs are very inefficient 09:16 Starlink vs. FWA 15:12 Episode wrap-upTags:telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner. T-Priority, BEAD, T-Mobile, New York City, networkslicing, AT&T, FirstNet, first responders, AI, private networks, fiber,Howard Lutnick, NTIA, spectrum, ARPU, FWA, satellite, Starlink, NPS, cable,DSL, rural, C band

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How to Maximize Revenue with Regional Pricing — Dmitry Gurski, Flo

Play Episode Listen Later Mar 4, 2025 15:56

This episode is shorter than usual and will be featured in RevenueCat's State of Subscription Apps report.On the podcast: why the Big Mac Index falls short for app pricing, how Flo Health's regional pricing strategy drives profitable user acquisition in emerging markets, and the importance of aligning pricing with long-term user retention for sustainable growth.Top Takeaways:

This Week: Origins of Prepaid and Lessons from Former Tracfone CMO, Robert Dandrea

Play Episode Listen Later Feb 24, 2025 16:52

Analysts Don Kellogg and Roger Entner are joined by Robert Dandrea, former CMO atTracfone, to discuss the origins of prepaid and the lessons learned that arestill relevant today.00:27 Developing prepaid from scratch 04:16 Scaling prepaid into Walmart 05:20 Robert's sudden elevation to CMO 07:12 Early learnings from prepaid operations 09:03 Keeping churn in check 11:15 Straight Talk as a customer-focused brand 15:11 The customer experience still matters 16:08 Episode wrap-upTags:telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, DonKellogg, Roger Entner, Robert Dandrea, Tracfone, FJ Pollak, ARPU, retail,Walmart, SafeLink, churn, N-1, Apple, Straight Talk, Verizon, customerexperience

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[È venerdì] Il mistero di TIM Party

marketing con @gluca

Play Episode Listen Later Feb 21, 2025 9:16

Continuo a parlare di attenzione dopo la newsletter della settimana scorsa sul Fantasanremo. L'attenzione chi non ce l'ha se la compra o, come TIM, prova a crearsela da solo, in modo da ottenere vari obiettivi. Quali? Non l'ho mai capito: provo a decodificarli in questa puntata.Grazie a Hoepli – editore specializzato in tecnologia e marketing – per il supporto particolare a questa edizione. C'entra Seth Godin, e ho detto tutto.Sei tra le circa 25.000 persone iscritte tra qui, LinkedIn, Telegram e WhatsApp: grazie, spero che le 3,8 ore per scriverla ti siano state utili. A proposito, che ne dici di presentare il tuo brand nella newsletter come ha fatto oggi Hoepli? Dai un'occhiata per sponsorizzare nel 2025. Il quiz della settimana[in collaborazione con Hoepli]Il vangelo secondo Seth80. MARKETING STRATEGICOIl marketing è l'arte di costruire un prodotto o un servizio che racconti una storia. Una storia vera, che è familiare e cambia le persone che la vivono. Il primo compito del marketer è trovare un problema e risolverlo, aiutando un cliente ad arrivare dove sta andando.E il secondo, […] è fornire a quella persona una storia da raccontare agli altri. Coinvolgere la rete della comunità. Aiutare quella persona a migliorare il proprio status e la propria affiliazione perché si sta impegnando con gli altri utilizzando la storia che voi l'avete aiutata a creare.Se vediamo il mondo come una rete e il nostro lavoro come un aiuto alle persone che ne fanno parte per connettersi e crescere, la strategia diventa molto più chiara.Seth Godin, Questa è strategia – HoepliDi Seth Godin si può avere qualunque opinione. Sono tutte accettabili per qualche verso. Puoi criticare l'applicabilità di certe ispirazioni, la base statistica per le sue affermazioni, il fatto che ci lascia sempre un po' appesi nelle sue meditazioni che sembrano un corano più che una bibbia. Ma questo è anche il suo bello. Di quei guru che si fermano un attimo prima di quella linea rossa che non saprei definire, che divide chi ne sa e chi non ne sa.I suoi libri sono breviari, da aprire a caso, leggere e pensare per un minuto. Poi ributtarsi in quel report PPT da presentare entro lunedì. Secondo me, preso così, questo è un libro interessante. Del libro ne parlo con Giuseppe Stigliano in un free webinar il 4 marzo alle 16:00. Ci si registra qui. Se intanto vi volete portare avanti e volete leggere il libro, il link è nel bottone. Il mistero di TIM PartyPer un po' si è parlato molto di super-app. Ricordate come Musk cominciò a teorizzare di trasformare Twitter in X, proprio come simbolo di app per qualsiasi cosa? Il suo piano era abbastanza delirante, e non andò da nessuna parte. Non convinse nessuno, e da lì in poi anzi capitò proprio il contrario. Anche Musk avrebbe poi avuto ben altre idee per la testa, e chissà, se gli fosse riuscita quella la storia avrebbe preso una strada diversa.Il destino di diventare una super-app potrebbe riuscire in Occidente solo a WhatsApp, per la sua pervasività e diffusione. Ma non accadrà, un po' perché Meta ha altri piani, un po' perché i messaggini sono argomenti critici per il GDPR e meglio non destar i garanti che dormono.Ci sono però altri brand, direi tre, che hanno velleità imperiali, almeno in Italia. Io sono in pratica cliente di tutti e tre. Due di questi partono dalla mobilità, il terzo, ed è il mio preferito, lo ammetto, è nelle telecomunicazioni. Mi tengo Telepass ed Enilive (di recente rinominata) per un'altra occasione.Tim Party (d'ora in poi TP) è qualcosa di intrigante, almeno per me, perché sono anni che cerco di darle un senso, trovandolo a volte, ma più spesso rimanendo sul grande dubbio: lo fanno perché devono farlo, cioè perché magari un megadirettore è innamorato della sua idea o perché è una tradizione che non si riesce più a estirpare? Lo fanno perché c'è qualche Ritorno sull'Investimento che mi sfugge?Se non riesco ad attivare il mio sesto senso “follow the money”, io impazzisco. Dove the money, e questo è il trucco, significa non solo soldi in senso stretto, ma anche vantaggi in termini di fama, notorietà, rassicurazione, egocentrismo, scambio in natura, obiettivi personali nascosti o qualsiasi altra causa junghiana delle singole persone che sono coinvolte in un'attività. E naturalmente dati (anche se il loro valore è molto sopravvalutato). Anche dopo aver scorso la lista TP rimane un mistero.Per chi non la conosce ecco la teoria:Il programma fedeltà TP, attivo dal 2018, rappresenta un pilastro strategico nella politica di customer retention di Telecom Italia, con un'architettura digitale che combina gamification, personalizzazione e dinamiche di fidelizzazione multilivello. L'analisi rivela un ecosistema progettato per incrementare l'engagement attraverso un mix di utility dirette (bonus dati/minuti) e vantaggi indiretti (sconti su terze parti), sostenuto da un modello a cluster che premia l'anzianità di servizio e la multicanalità dei contratti.Dunque è un programma fedeltà. L'impatto sulla conservazione dei clienti esistenti, di fronte a un tale dispiegamento di forze, è secondo me discutibile. Ogni tanto mi regalano qualche mega di traffico, senza sapere che mi hanno già regalato quelli INFINITI, e altra chincaglieria da anni zero (gli SMS) – normalmente oggi tutti i piani hanno più traffico di quanto potresti usarne.E quando si tratta di cambiare operatore, oramai si fa sul prezzo e/o sull'assistenza che (non) hai ricevuto. Nessun programma fedeltà funziona con le commodity, ma sono disposto a essere smentito.In TP ci sono le promozioni su cose che di solito non desideri comprare, o comunque non in quel momento – è la maledizione del co-marketing. Però in effetti a qualche brand manager di gioielli o TV LCD potrebbe fare piacere comparire di fronte al pubblico di TP, chissà, o raggranellare due vendite extra in chiusura di trimestre. TP potrebbe vendere visibilità, anche se probabilmente se fosse solo per questo il bilancio tra costo di acquisizione attenzione e vendita di attenzione (ne ho parlato la settimana scorsa per il FantaSanremo) sarebbe in rosso. Potrebbe ricavare qualcosa anche dall'affiliazione verso i partner (es: Whirlpool o Svinando) ma il risultato è tutto da vedere. “Le partnership B2B2C abilitano la revenue sharing su acquisti scontati”. Si parla di un 5-7% per ogni lavatrice venduta.Un altro motivo potrebbe essere il dato personale: TIM traccia già senza TP l'uso che facciamo del telefono (a livello di consumo banda, chiamate ed SMS) e quindi ci può offrire un servizio più adatto ai nostri bisogni e alla sua convenienza. Per esempio, sapeva probabilmente che io avrei abboccato subito al supplemento 5G, se in offerta. E infatti così è andata. Ma per fare questo upsell basta un buon sistema di marketing automation, cioè una mail, non serve farmi ritornare in TP per poi mostrarmi l'offerta, è inefficiente. E invece quali dati nuovi (e con quale utilità) TIM ricavi dalla mia navigazione in TP mi sfugge.Quindi rimane la parte di giochi a premi, che è la più assurda (per i miei gusti personali, e quindi interessante). Il termine tecnico è “meccaniche gamificate con premi a estrazione istantanea”.Gli obiettivi, se fosse una slide:* Daily Active Users boost tramite eventi domenicali* Habit formation mediante reward calendar* Virality attraverso social sharing dei premiIn pratica, devi risolvere giochini che anche un gatto colpendo lo schermo a caso potrebbe farcela. In un minuto devi trovare una parola nascosta, un frutto fuori posto, risolvere un mini-puzzle, di solito in sessanta secondi, quando ne bastano mediamente quindici (e io non sono nemmeno un granché in queste cose). Li chiamano Skill-based mechanics e mini-game interattivi.Ogni domenica vado su TP, e siccome ho vari contratti e vari anni di anzianità, rimango per dieci minuti a tentare per quelle cinque o sei volte, senza farmi vedere da nessuno che mi vergogno. Il loro problema è che la facilità nel risolverli è direttamente proporzionale all'impossibilità di vincerne i premi. Non ho mai – dico mai – vinto nulla.Del resto, so benissimo che il montepremi è UNO smartphone Huawei e vincere è impossibile. Ma oggi se c'è una cosa che ci caratterizza tutti è la visione distorta della probabilità di vincere qualcosa (anche lo scroll social è una lotteria, in effetti) contrapposta alla quantità e al valore della nostra attenzione.Basta questa mia relazione clandestina settimanale con TIM per giustificare tutto questo zibaldone? Only TIM knows. Di certo, quando ci penso razionalmente, mi pare di essere abbastanza scemo. Chissà quanti sono come me ogni settimana.C'è poi l'obiettivo di upsell, certo: per un operatore è oggi fondamentale la fidelizzazione multicanale – cellulare e fibra di casa assieme, perché poi diventa un labirinto inestricabile andarsene. Un manager del CRM scriverebbe per giustificare che “La struttura a cluster crea escalation paths che premiano la tenure con benefit incrementali, incentivano la convergenza fisso-mobile, mitigano il churn tramite lock-in emozionale”. Ma, di nuovo, non basta una buona marketing automation?TP potrebbe costare (una stima) circa due milioni all'anno, forse più. Una nocciolina per TIM, in effetti. I premi sono pagati al 50% dai partner: un concorso TP è anche (soprattutto?) pubblicità.Poi c'è dentro l'eterna mania delle telco di fare cross-selling di altri servizi (TIMVision, TIMFinance). Mi riservo il diritto di non dire nulla su questo.“TP incarna un modello di digital loyalty 3.0 dove la gamification si fonde con precision marketing, creando un circolo virtuoso tra engagement e profitability. L'architettura a cluster moltiplica gli incentivi alla convergenza fisso-mobile, elemento cruciale nella strategia quad-play di TIM. I dati suggeriscono un impatto misurabile sulla riduzione del churn (-18% vs non iscritti) e sull'incremento ARPU (+€2.1/mese).”Tradotto: abbiamo messo su un sistemone complesso che cerca di tamponare il fatto che ogni compagnia fa le stesse cose con gli stessi costi con la stessa qualità percepita. Si dice che chi è iscritto al sistemone se ne va di meno, ma non sappiamo se è una causa o un effetto. Guadagnamo dal sistemone circa due euro in più a utente iscritto.Io però mi chiedo ancora: TP, perché esisti, in realtà? Dimmelo una buona volta.Il marketing insegnato dai negoziantiI tempi sono bui, e la frutta ha i suoi guerrieri (di .)ilmarketinginsegnatodainegozianti.info è un progetto gonzo-collettivo a cui puoi contribuire senza pietà. No screenshot o inoltri dai social, solo foto vostre. Segnalazioni * La scorsa settimana ho parlato del FantaSanremo come paradigma della fabbrica dell'attenzione in vendita. * È uscito un mio pezzo per Link, che mi è costato non poco sudore neurale, in cui parlo di prezzi dinamici dei voli e di quelli dei concerti degli Oasis, della rivoluzione francese, di economia comportamentale, di Annie Ernaux e del suo libro Guarda le luci, amore mio, del primo grande magazzino con i prezzi fissi, di equità, di Douglas Coupland, di capitalismo, di dati, dell'algoritmo e della personalizzazione.* È uscito il mio op-ed (ho scoperto questo termine e ora lo uso ovunque) per Tendenze: parlo della fine dell'età dell'oro (per l'ecommerce).That's all folks!Se ti è piaciuta, inoltrala o stampala sulla stampante condivisa dell'ufficio, qualcuno la raccoglierà. Ah, se stai pensando di supportare questa newsletter, clicca qui. Grazie ancora a Hoepli. Se stai pensando a uno speech nella tua azienda o al tuo evento, rispondi alla mail.Ci leggiamo venerdì prossimo, gluca Grazie a Daniela Bollini per la paziente correzione e a Cristina Portolano per i separatori.Quiz: c) più di un miliardo (fonte). This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit lettera.minimarketing.it

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This Week: Q4 '24 Earnings Recap, Changes at the FCC

Play Episode Listen Later Feb 3, 2025 11:06

Analysts Don Kellogg and Roger Entner discuss Q4 earnings from the major players in telecom and cable, as well as key personnel updates for T-Mobile and the FCC.00:25 AT&T Q4 overview 03:06 Verizon Q4 overview 06:35 T-Mobile Q4 overview 08:04 Cable industry Q4 overview 08:53 T-Mobile to appoint Srinivasan Gopalan as COO 10:09 Telecom industry Q4 summary 10:25 FCC Chairman Carr appoints Scott Delacourt as Chief of StaffTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, earnings, AT&T, net adds, churn, FWA, upgrades, Verizon, T-Mobile, MRC, ARPU, fiber, John Stanke, EBITDA, cable, Comcast, Black Friday, Charter, Sprint, Srinivasan Gopalan, FCC, Brendan Carr, Scott Delacourt

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This Week: Consumer Perception vs. Reality in Wireless

digital evolution breaks acast booster broadband arpu

Play Episode Listen Later Jan 27, 2025 15:50

Analysts Don Kellogg and Roger Entner discuss current consumer perceptions surrounding big players in the telecom industry and if the perception matches reality.00:25 Where do current carriers stand? 1:10 Switching dictates perception 02:25 Verizon vs. T-Mobile on price and network 06:33 4G vs. 5G in reality 08:25 AT&T's perception 09:06 Carrier identity goals 10:00 Cable and Mint 12:12 Cable's transition and content challenges 15:00 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Verizon, 4G, 5G, network, T-Mobile, AT&T, price, MRC, ARPU, Wi-Fi, data, FWA, slicing, net adds, gross adds, cable, Mint, churn, value, content, NFL, linear television, video, streaming

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Evolution Digital breaks out a new broadband ARPU booster

Light Reading Podcasts

Play Episode Listen Later Jan 17, 2025 17:02

Evolution Digital CEO Chris Egan on why his company's investment in Ubiety could clear a new way for Evolution's broadband partners to differentiate and generate more value from their services. Hosted on Acast. See acast.com/privacy for more information.

#664 PILULA ÁGIL - KPIs - Entendendo os Indicadores-Chave de Desempenho

Pipoca Ágil

Play Episode Listen Later Jan 6, 2025 19:47

O ChatGPT disse:ChatGPT KPIs - Entendendo os Indicadores-Chave de Desempenho Os KPIs (Key Performance Indicators), ou Indicadores-Chave de Desempenho, são métricas usadas para avaliar o sucesso de uma organização, equipe, projeto ou iniciativa em atingir objetivos estratégicos. Eles são ferramentas essenciais para monitorar o desempenho, identificar oportunidades de melhoria e alinhar esforços aos resultados desejados. Definição: KPIs são métricas mensuráveis que indicam o progresso em relação a metas específicas. Objetivo: Ajudar gestores e equipes a tomar decisões informadas com base em dados confiáveis. Exemplo Prático: Um KPI para uma equipe de vendas pode ser "número de novos clientes adquiridos por mês". Relevante: Deve estar alinhado aos objetivos estratégicos da organização ou projeto. Mensurável: Deve ser quantificável com dados concretos. Alcançável: Deve ser realista, considerando os recursos disponíveis. Temporal: Deve ser acompanhado dentro de um período definido. Específico: Deve ser claro e direto para evitar interpretações ambíguas. Os KPIs podem variar dependendo do contexto, mas geralmente são classificados como: KPIs Estratégicos Avaliam o desempenho em metas de longo prazo. Exemplo: Margem de lucro anual. KPIs Operacionais Monitoram processos diários e de curto prazo. Exemplo: Taxa de ocupação de máquinas em uma fábrica. KPIs de Projetos Medem o progresso e o sucesso de projetos específicos. Exemplo: Percentual de tarefas concluídas em relação ao cronograma. KPIs de Marketing Avaliam o impacto de campanhas e estratégias de marketing. Exemplo: Taxa de conversão de leads em clientes. KPIs Financeiros Medem a saúde financeira da organização. Exemplo: Retorno sobre o investimento (ROI). Taxa de conversão. Custo de aquisição de clientes (CAC). Receita média por cliente (ARPU). Taxa de turnover (rotatividade). Satisfação dos funcionários (eNPS). Tempo médio para preencher uma vaga. Tempo médio de entrega. Taxa de utilização de recursos. Percentual de pedidos entregues no prazo. Receita líquida. Margem de lucro operacional. Dívida sobre patrimônio líquido. Defina os ObjetivosIdentifique as metas estratégicas que você deseja monitorar. Escolha Métricas RelevantesFoque nos indicadores que melhor refletem o desempenho relacionado aos objetivos. Estabeleça Padrões e MetasDetermine o que será considerado um bom desempenho e defina metas específicas. Implemente Ferramentas de MonitoramentoUtilize sistemas como dashboards e softwares de análise para acompanhar os KPIs em tempo real. Revise RegularmenteAvalie a relevância dos KPIs ao longo do tempo e ajuste conforme necessário. Clareza no Desempenho: Oferecem uma visão clara sobre o progresso em relação às metas. Tomada de Decisão Baseada em Dados: Reduzem decisões subjetivas e impulsionam ações estratégicas. Motivação da Equipe: Incentivam equipes a se alinharem aos objetivos organizacionais. Identificação de Problemas: Facilitam a detecção de áreas que precisam de atenção. Escolha Inadequada: Indicadores irrelevantes podem levar a análises e ações equivocadas. Excesso de Métricas: Muitos KPIs podem sobrecarregar a análise e desviar o foco do que é mais importante. Dados Inconsistentes: Dados incompletos ou incorretos comprometem a eficácia dos KPIs. Os KPIs são fundamentais para qualquer organização que busca monitorar e melhorar seu desempenho. Escolher os indicadores certos e usá-los de maneira estratégica pode transformar dados em insights valiosos e garantir que todos os esforços estejam alinhados aos objetivos principais. O Que São KPIs?Características de um Bom KPITipos de KPIsExemplos de KPIsVendas e MarketingRH e Gestão de PessoasOperações e LogísticaFinançasComo Definir KPIs Eficientes?Benefícios dos KPIsDesafios no Uso de KPIsConclusão

5 KPI ecommerce à surveiller absolument (ARPU, CVR...)

Loyoly Talks

Play Episode Listen Later Dec 3, 2024 15:06 Transcription Available

Dans cet extrait de l'épisode 7 de Loyoly Talks, Joseph discute avec Sébastien Tortu, fondateur de Boost Conversion, des KPI incontournables pour piloter un e-shop performant.

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nScreenNoise - Vizio vs. Roku: Comparing TV platform businesses Q3 2024

nScreenMedia

Play Episode Listen Later Nov 21, 2024 23:06

In what could be the last comparison of Vizio and Roku's platform businesses, Roku extends its active user lead while Vizio narrows the engagement and ARPU gap.

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360 Round: Warner Bros. Discovery (WBD) Earnings

TD Ameritrade Network

Play Episode Listen Later Nov 7, 2024 7:51

Today's 360 Round is Warner Bros. Discovery (WBD). Dan Rayburn notes international growth in streaming subscribers but is looking for higher avg. revenue per user (ARPU). Kenneth Leon has a Hold rating on the stock, saying he likes the company's management but that its business model is really tough. They talk about the likelihood of M&A in the sector, or bundling services with other providers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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Episode 112: Q3 Earnings Recap: Roku, Fubo, Comcast, Amazon, Alphabet, Sky, Harmonic, Verizon, Charter, Microsoft and Meta

Multifamily Real Estate Investing

Play Episode Listen Later Nov 4, 2024 37:45

This week, I recap all the streaming subscriber and pay TV numbers from Q3 earnings and profit and loss financials from Roku, Fubo, Peacock, YouTube, Sky, Verizon and others. I also highlight cloud services revenue from Amazon, Microsoft and Google, with AWS hitting a record $100 billion in revenue for the past 12 months. I discuss why Instagram lowers video quality for unpopular videos and disagree with their statement that people interact with videos based on their content, not their quality. I detail the report that Disney's exclusive NFL game on ESPN+ peaked at only 1.8M viewers and Roku's decision to stop reporting quarterly updates on streaming households and, by extension, ARPU, beginning with Roku's Q1 2025 earnings results.- Peacock added 3M subscribers, but

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Onboarding Funnels

Bootstrapped Web

Play Episode Listen Later Sep 20, 2024 55:55

Join us in the (free) Bootstrapped Web community on Ripple.fm Today: Optimizing our onboarding funnels. Calls to action. Lead ads. ARPU. API plans. Pearl Jam. Sleep (or lack thereof). Brian's stuff: Brian's "One Month MVP" service Brian's SaaS, Clarityflow Brian on Twitter: @casjam Brian on Threads: @brian.casel Jordan's stuff: Jordan's company, Rosie Jordan on Twitter: @jordangal Jordan on Threads: @jordangal

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263 Subscription analytics built for SaaS growth | Podcast with Sara Archer - ChartMogul

Tekpon SaaS Podcast

Play Episode Listen Later Sep 11, 2024 21:14

Get a clear picture of how your B2B SaaS company is growing, find new ways to make it grow even more, and easily act on what you learn. ChartMogul is an analytics platform to help you run your subscription business. You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. Connect with Sara

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Do You ARPU? presented by Mara Poling

Play Episode Listen Later Aug 28, 2024 27:17

NOI, NRI, Cap Rate, IRR.....so many terms to learn. What on earth is ARPU? Join Pat as he shares how Mara Poling uses Average Revenue Per Unit to optimize rent growth strategies.

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Vizio vs. Roku: Comparing platform businesses Q2 2024

nScreenMedia

Play Episode Listen Later Aug 22, 2024 19:07

Comparing Vizio vs. Roku in Q2 2024 shows Roku extended its lead in terms of active accounts. However, Vizio is catching up fast in the important areas of ARPU and engagement.

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Mastering F2P Cosmetics Monetization in Games

GameMakers

Play Episode Listen Later Aug 16, 2024 59:12

Anton Bernstein, CEO of Pocket Worlds, discusses the intricacies of cosmetics monetization in free-to-play games. Learn about player motivations, game design considerations, primary vs. secondary markets, and cultural differences in monetization strategies. Gain valuable insights on key metrics and best practices for successful cosmetic-based revenue in games like Fortnite, CS:GO, and High Rise. OUTLINE: 0:00 Intro 0:45 Most important topics around cosmetics monetization 2:11 Anton Bernstein background and Pocket World business 3:17 The kinds of games that sell cosmetics well: 6:20 How does Fair to play vs. free to play impact cosmetics sales 11:48 How necessary is high engagement to cosmetics sale? 14:16 How does 1st vs. 3rd person perspective impact kinds of cosmetics sales? 16:38 How does motivation around vanity vs. speculation impact cosmetics sales? 21:00 The best games to study for F2P cosmetics monetization 23:40 ARPU and spend depth for cosmetics sales 27:50 Form of cosmetics sales that perform best: Battle pass, loot box, etc. 31:50 The importance of big IP and scale to sell cosmetics well 35:00 Player motivations behind buying cosmetics 38:55 Cosmetics monetization East vs. West 45:00 Primary vs. secondary markets - developer business model 52:47 KPIs and metrics to watch for cosmetics sales 55:50 Dangers of selling cosmetics 57:32 Final message and contacting Anton

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#37 – Colin Armstrong: Paragraph, writing onchain

Into the Bytecode

Play Episode Listen Later Aug 1, 2024 72:00

This is my conversation with Colin Armstrong, the founder of Paragraph.Timestamps:- 00:00:00 intro- 00:00:49 Substack network effects- 00:03:53 new business models- 00:15:32 the content layer and the economic layer- 00:21:18 sponsor: Privy- 00:22:34 mechanisms to think about as a writer- 00:29:32 markets and social networks as forces of chaos- 00:33:42 building for the crypto-native vs the general audience- 00:40:43 emails vs wallets- 00:48:23 ARPU is higher in crypto- 00:51:52 algorithm for finding product-market fit- 00:57:10 sponsor: Optimism- 00:58:15 focus + urgency- 01:02:51 learnings from Google- 01:07:58 creating is fulfilling- 01:11:35 outroLinks:Colin Armstrong on X: https://x.com/colinarmsColin Armstrong on Farcaster: https://warpcast.com/colinParagraph: https://paragraph.xyz/ Thank you to our sponsors for making this podcast possible:Optimism - https://optimism.io Privy - https://privy.ioInto the Bytecode:Twitter - https://twitter.com/sinahab Farcaster - https://warpcast.com/sinahab Other episodes - https://intothebytecode.comDisclaimer: this podcast is for informational purposes only. It is not financial advice nor a recommendation to buy or sell securities. The host and guests may hold positions in the projects discussed.

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Episode 96: The Latest Sports News and Viewership Stats; Price Increases; and Why App Download Metrics are Worthless

Play Episode Listen Later Jun 8, 2024 29:43

This week, we recap all the recent sports news involving FIFA, DAZN, IPL, NBA, WNBA, Apple TV, NBA, NHL, Peacock, Indianapolis 500, U.S. Soccer, WBD, Wimbledon, Sky Sports and the Olympics. We highlight some of the recently released sports viewership stats across streaming and pay TV, discuss the recent price hikes by Max and Spotify, and Amazon's acquisition of video streaming service MX Player. Finally, we explain why the number of app downloads is a worthless metric for tracking usage, ARPU, engagement, subscriber lifetime value, or any other real metric tracked and utilized by streaming companies with Wall Street.Podcast produced by Security Halt Media

161.借刀杀人，漫谈各大平台的广告业务

乱翻书

Play Episode Listen Later May 14, 2024 75:00

【本期嘉宾】刘鹏刘鹏（大数据仁波切、《计算广告》作者。视频号：北冥乘海生；公众号：计算广告）主播：潘乱（「乱翻书」主理人）【时间线】00:39 用户接触信息的渠道一直在变，从门户-搜索-社交网络-信息流、短视频，广告的形态也在变吗，大概发展历程是什么样的？06:48 B站的广告收入上不去，是用户人群的问题吗？（By萧墨）08:41 去年字节超过阿里变成中国第一大广告平台，为什么他的广告收入涨得这么快？16:56 现在ARPU值已经是到了某个固定区间了吗？还能提升吗？21:22 互联网广告市场增量在哪？品牌广告早已见顶，效果也到顶了，只有星图还在增长，但是星图业务平台方赚小头，平台方视角要怎么保持大盘增长？（By刚子巴巴）26:52 在攻守之势异也的情况下，海外广告业务和国内广告业务的相同点和不同点？（By郭灿）31:32 现在拼多多搞全站推广，阿里和京东跟进，能否说明未来产品和研发搞搜推的前景不如搞广告？刘鹏老师怎么看搜推广未来的发展？（By：toutiao.bit）37:36 影响转化率的因素很多，怎么衡量不同平台的大数据能力对最终转化率的影响？（By驰名羊肉泡馍）39:36 程一笑的问题：为什么快手的规模是抖音的一半，但是商业化只有抖音的 1/ 5？40:38 商业化的真正核心是投资大客户，还是把中小客户做好？47:27 自然量都开始商业化分发，请问这是电商平台趋势吗？（By叫我Jeff就好）50:54 作为内容创作者，怎么最大化从平台上的广告费用分一杯羹？（By量化养生星球主理人）52:08 小红书的效果广告业务做不起来，是基建没做好还是客户迁移成本太高？（By轻吟的阳光）54:54 相较发力电商，小红书做搜索是不是更事半功倍？56:38 在AI时代，广告市场格局会不会被打破？会不会发生新的平台迁移？广告主有哪些典型变化？（By：ArronYoung）59:35 怎么看待视频号的商业化？68:32 手机厂商的广告业务怎么发展？73:18 平台商业化的这个度它应该怎样拿捏？（注：括号内为问题的贡献者ID）【开场&结尾音乐】开场音乐：L.A.四贱客 - 大错特错不要来结尾音乐：Mount Dreams – Wolfs【关于「乱翻书」】「乱翻书」是一档关注商业、科技和互联网的圆桌对话节目。关心How和Why，以及少有人注意到的What。内容主要方向是科技考古、行业观察和前沿思考，研究公司的兴衰循环，希望能够为你带来信息增量。「乱翻书」主理人是潘乱，代表作品有《腾讯没有梦想》、字节跳动/快手早期关键节点的系列特写。【推荐阅读】1、《计算广告：互联网商业变现的市场与技术》刘鹏&王超著2、《美国四百年——冒险、创新与财富塑造的历史》［美］布·斯里尼瓦桑著，扈喜林译【关于主播】即刻/视频号/B站/抖音：潘乱公众号/播客：乱翻书【图】直播截图微信公众号：乱翻书视频号：潘乱商业合作：联系微信 tongxing717本期编辑：怀杭

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152 - Low ARPU Sub

Off-Nominal

Play Episode Listen Later May 9, 2024 59:17

Jake and Anthony are joined by Caleb Henry (Director of Research) and Justin Cadman (Co-CEO) of Quilty Space, to talk about their financial analysis of Starlink.TopicsOff-Nominal - YouTubeEpisode 152 - Low ARPU Sub (with Caleb Henry and Justin Cadman) - YouTubeStarlink Webinar AccessQuilty Space on X: “Happy National Space(X) day! Get a peek into our Starlink financial analysis. - ~2.7M global subscribers, ~95% consumer/SOHO. - 60% are U.S. based subscribers, with international growth surging.”Quilty SpaceFollow CalebCaleb Henry (@ChenrySpace) / XQuilty SpaceFollow Off-NominalSubscribe to the show! - Off-NominalSupport the show, join the DiscordOff-Nominal (@offnom) / TwitterOff-Nominal (@offnom@spacey.space) - Spacey SpaceFollow JakeWeMartians Podcast - Follow Humanity's Journey to MarsWeMartians Podcast (@We_Martians) | TwitterJake Robins (@JakeOnOrbit) | TwitterJake Robins (@JakeOnOrbit@spacey.space) - Spacey SpaceFollow AnthonyMain Engine Cut OffMain Engine Cut Off (@WeHaveMECO) | TwitterMain Engine Cut Off (@meco@spacey.space) - Spacey SpaceAnthony Colangelo (@acolangelo) | TwitterAnthony Colangelo (@acolangelo@jawns.club) - jawns.club

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Yuga Labs' pivot, indie game surge, Snap's murky future

App Talk with Upptic

Play Episode Listen Later May 6, 2024 21:09

In this episode, meet Unity's new CEO, understand what the layoffs at Yuga Labs mean, how small indie developers are continuing to see outsized success, and whether Snap's earnings and revenue trends are really all that. We dive into the growth potential of Unity, the limitations of web3 IP in attracting mainstream audiences, the explosive rise of small game development teams, and the performance of Snap in different markets. Takeaways Unity has appointed a new CEO, Matthew Bromberg, as the company undergoes a company-wide reset. Yuga Labs, known for its NFT collections, is pivoting away from gaming and back to metaverse. The value of Web3 native IP in gaming is questionable, as it may not attract mainstream audiences. Small indie game developers are achieving significant success with the aid of new tools and strategies. Snap reported growth in revenue, ARPU, and DAU, with significant growth coming from outside North America. Snap's performance as an advertising platform may be declining, as it seems to charge advertisers more and give less. Chapters 00:00 – Introduction 01:02 – Meet Unity's new CEO – will he turn things around? 03:26 – Yuga Labs' pivot hints at web3 IP weakness 10:34 – Small game teams continue to win big in 2024 15:28 – Snap's 2024 Q1 report hints at murky future 20:12 – Closing and sponsor message

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Episode 93: Recapping Q1 Subscriber and P&L Numbers From Peacock, Roku and Paramount along With Cord Cutting Numbers From Verizon, Charter and Comcast

The Local Marketing Trends Podcast

Play Episode Listen Later Apr 29, 2024 47:18

This week, we recap all the Q1 subscriber and P&L numbers you need to know across Peacock, Paramount+ and Roku, breaking down profitability, losses, subscriber additions, ARPU and free cash flow. We cover the latest cord cutting numbers from Verizon, Comcast and Charter, who lost 938,000 pay TV subs in the quarter combined. We also discuss some recent numbers from WBD about their expansion of Max in LATAM, Prime Video getting the National Monday Night NHL Games in Canada, and the latest RSN and sports news.Podcast produced by Security Halt Media

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It's the Email, Stupid

Play Episode Listen Later Apr 16, 2024 28:44

What will impresses advertisers these days? It's not your giant on-air or online audience. It's the size of your email list. In this episode, Corey & Gordon take a look at phenomenal progress some media companies have made in building up email relationships, and they suggest a lofty goal for those trying to prepare for the transition to 1st-party data sets. The show features an interview with email expert Creighton Green, co-founder of Audience.io.Stay in the loop with all things Borrell when you join our Research Alert Lists. As always, thank you for listening. If you like the episode, leave us a review! Want to join the conversation? Share your comments at borrellassociates.com/podcast.

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Understanding and Increasing Your Customer LTV (Lifetime Value): Five Strategies to Make More Money From the Same Customers

The Jasmine Star Show

Play Episode Listen Later Mar 26, 2024 28:45

Did you know that a big (BIG!) chunk of sales actually comes from existing customers?How big? Well, I'm so glad you asked.Think of it this way: research shows that, while most businesses make sales to anywhere between 5-20% of NEW customers, they close deals with 60-70% of EXISTING customers.This means your likelihood of making a sale is doubled when targeting existing customers compared to acquiring new ones.This is why your Customer Lifetime Value is so important to figure out and I'm literally giving you the formula to compute it. (It quite possibly may be my favorite math equation to date!)In this episode, you'll learn my four-step framework for calculating LTV and my five favorite strategies to boost it.Click play to hear all of this and…(00:00:01) How understanding your LTV can grow your business exponentially.(00:03:08) The importance of existing customers.(00:05:14) An equation and clear instructions for calculating customer lifetime value.(00:13:29) Five strategies for increasing your LTV.(00:18:56) The power of under-promising and over-delivering (and how to do it effectively.)(00:20:04) How gamifying your offers or programs (like a reward system) can help keep customers engaged and loyal.(00:22:49) Ways you can increase the average purchase value AND enhance their experience.(00:26:00) Your next step after listening to this episodeSources and resources discussed in this episode:Listen to my podcast episode, How to Create an Unforgettable Experience >>HERE

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Kunal Shah on winning in India, second-order thinking, the philosophy of startups, and more

Lenny's Podcast: Product | Growth | Career

Play Episode Listen Later Mar 24, 2024 78:57

Kunal Shah is one of the most well-known and admired product leaders in India. He is the CEO and founder of CRED, an Indian-based fintech startup valued at over $6 billion. Prior to CRED, he founded three other startups, including Freecharge, which he sold for over $400 million to Snapdeal. He has also been an advisor to India's most influential organizations. In our conversation, we discuss:• The prevalence of successful Indian immigrants in top CEO roles across the tech industry• Why companies in India can grow DAUs but not ARPU—and what that means for building products for India• What most sets India's market apart• Challenges and opportunities in the Indian market• The Delta 4 framework for building new products• Lessons from building CRED so far• The power of curiosity and second-order thinking• Lessons from failure—Brought to you by:• WorkOS—The modern API for auth and user identity• Orb—The flexible billing engine for modern pricing• Dovetail—Bring your customer into every decision—Find the transcript and references at: https://www.lennysnewsletter.com/p/kunal-shah-on-winning-in-india-second—Where to find Kunal Shah:• X: https://twitter.com/kunalb11• LinkedIn: https://www.linkedin.com/in/kunalshah1/• Podcast: https://www.youtube.com/@CRED_club—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Kunal's background(04:22) The Delta 4 framework(11:00) The success of Indian CEOs in the U.S.(19:55) Challenges and opportunities in India(23:04) DAUs vs. ARPU in Indian markets(25:50) The perception of time in India(27:55) The curse of focus in Asian markets(30:33) Challenges and opportunities in India (continued)(33:23) Lessons learned from building CRED(36:40) Profit pools can provide valuable insights into the values of a country(37:55) Founders' role in company growth(39:55) Profitability and Indian business culture(43:24) Advice for staying positive amid criticism(44:41) The promising market in India(47:35) The power of curiosity(52:59) Who Kunal looks up to(55:31) Kunal's favorite sources of content(58:42) Asking great questions(01:02:54) Contrarian corner: Wealth is nothing but storage of energy(01:05:26) Failure corner(01:08:57) Closing thoughts: Share your learnings(01:09:38) Lightning round—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. Get full access to Lenny's Newsletter at www.lennysnewsletter.com/subscribe

The Exact Formula to Determine Churn Impact on Your Income

Operation Agency Freedom Podcast

Play Episode Listen Later Feb 22, 2024 16:26

Are you aware of how much more money you could be making by just keeping your clients happy? Well, in today's episode of Operation Agency Freedom, I will be breaking down the EXACT formula to determine how your churn rate impacts your income! Let's dive into the importance of client retention in the agency business model together and I'll share with you this very simple formula to calculate the lifetime customer value based on your churn rate. The significance of maintaining a low churn rate is much greater than you might think, so today I'm giving you practical tips on how to achieve this, including hitting deadlines, delivering results, and building trust with clients. In this episode I offer you valuable insights into managing client retention and its direct impact on your agency's profitability. If you're looking to boost your agency's financial health through improved client retention, this episode is a must-listen! Discussion Points: 00:00 Intro. 03:52 Maintain 3% monthly churn for business success. 07:12 Questioning popular assumptions, discovering an important formula. 12:49 Frequent communication, trust, deliver results for clients. 13:35 Control churn rate, improve retention, increase profits. 15:50 Outro. Resources: • Connect with DUDE on the following social channels • Facebook / dudeagency • Instagram / dudeagency.io • Visit our YouTube channel / @dudeagency2093 • Check out our website and see how we can help you run a profitable agency https://bit.ly/3RPh4Zn

Episode 85: Dissecting Disney's Financials and Sports JV News; YouTube TV's Subs; Comcast, Verizon and FOX Earnings

Play Episode Listen Later Feb 11, 2024 44:08

This week, we discuss the key numbers from Disney's latest earnings, including subs, ARPU and D2C profitability projections. We detail what the ESPN brand could look like with their comments that they will bring its ESPN DTC app to the market in the fall or late August of 2025, including integrated fantasy betting. We debate what their newly announced plans to offer a joint sports streaming service with Fox and Warner Bros. Discovery means for the streaming and pay TV industry and why they made a $1.5 billion investment in Epic Games. Finally, we break down all the cord-cutting numbers from Comcast, Charter, and Verizon, highlight YouTube TV's subscriber count of 8 million and discuss MLB's goal of introducing a DTC streaming package that would include, at a minimum, roughly half of the teams, by 2025. Podcast produced by Security Halt Media

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PSFK Earnings Call Podcast: Microsoft - MSFT

PSFK's PurpleList

Play Episode Listen Later Jan 31, 2024 3:50

Introduction: Microsoft recently divulged its earnings report, wherein the CEO informed investors of a record quarter underscored by the robustness of Microsoft Cloud, particularly Azure, that saw an increase of 24% in revenue, surpassing $33 billion. The CEO said, "We shift from discussing AI to applying AI at scale. By incorporating AI into each layer of our tech stack, we're acquiring new customers and facilitating new productivity enhancements." Microsoft 365 Copilot also surfaced as an important discussion point in the call. It has demonstrated potential to reshape work artifacts and processes, enhancing productivity and efficiency significantly. The CEO also discussed the future of Copilot, stating: "Looking at pricing, we see potential ways to tap into the value and productivity benefits Copilot offers by presenting it as a productivity booster for software development and other knowledge work contexts." This suggests Microsoft views Copilot as a critical asset in the forthcoming wave of knowledge work and productivity, and an avenue for ARPU (average revenue per user) increase. Main Body: The company had a successful quarter driven by the particularly effective performance of Microsoft Cloud and Azure, as further emphasized by the earnings call. Our report draws on recent case studies such as their collaborative undertaking with Amadeus to develop AI-powered travel booking solutions, providing a clear testament of Azure's strength and the company's investment in innovative cloud solutions. Microsoft's AI initiatives received positive attention during the call, especially clutching onto Microsoft 365 Copilot, an AI-led developer tool. Subsequent undertakings like the creation of AI-based music with Suno, and an AI-powered pizza ordering system with Domino's, underscore this point. The gaming sector received considerable attention with key announcements around active users and forthcoming first-party game titles. Collaborations, such as the partnership with TEMPUR to develop a gaming chair, highlight Microsoft's position within the gaming market. LinkedIn's revenue growth and increased user engagement, as acknowledged in the call, further validate claims of continued expansion. The inception of an AI-powered LinkedIn Designer tool has added to this narrative of consistent growth. Despite no significant developments for Office 365 and Dynamics 365, it was noted during the earnings call that Microsoft's AI-powered transformation continues to play a significant role in productivity enhancement. Collaborations, as the one with Volkswagen infusing AI into vehicles, demonstrate Microsoft's commitment to AI-driven progression. On reflecting on Microsoft's earnings call, it appears that their focused investment in cloud and AI solutions continues to contribute to both company growth and industrial evolution. Their stable financial performance, primarily fueled by Microsoft Cloud and Azure, continues to drive productivity enhancements through the integration of AI across different products. While the company aims to ensure steadfast growth and innovation, it is essential to remember that these are ambitions based on current market conditions and insight stated on the earnings call. MSFT Company info: https://finance.yahoo.com/quote/MSFT/profile For more PSFK research : www.psfk.com This email has been published and shared for the purpose of business research and is not intended as investment advice.

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Apple's Response to the EU's DMA: What Developers Need to Know

Play Episode Listen Later Jan 29, 2024 67:36

On 25th January, Apple published its guidance on how it would comply with the EU's Digital Markets Act (DMA). The response, in keeping with Apple's response to other demands for reforms, effectively disincentivizes most apps from taking advantage of the changes. The changes are complex and confusing, and the answer to whether apps should make changes isn't completely black-and-white. To help developers navigate these changes, we pulled together an “emergency” episode featuring RevenueCat's CEO Jacob Eiting and Head of Product Jens-Fabian Goetzmann, Runway CEO Gabriel Savit, and Nico Wittenborn, founder of Adjacent. Here are the discussion's key takeaways:

How to Succeed with Freemium and Hybrid Monetization — Paul Ganev, Surfline

Play Episode Listen Later Jan 24, 2024 43:19

Our guest today is Paul Ganev, Vice President of Strategy, Business Development & Analytics at Surfline.On the podcast we talk with Paul about the strategic pitfalls in modeling Total Addressable Market, how freemium should work, and why Surfline's current success was actually 38 years in the making.Top Takeaways:

Episode 81: Latest ARPU and Sports Viewership Numbers, Fubo Price Increase, Super Bowl Will Stream in 1080P60 HDR

Play Episode Listen Later Jan 17, 2024 53:03

This week, we break down all the latest sports viewership numbers from ESPN, FOX Sports, CBS Sports, and NBC Sports. We also highlight the new joint venture by YES Network and MSG Networks, the launch of an Innovation Lab by Major League Soccer and details around the Super Bowl stream, which will not stream in 4K on Paramount+ and will be in 1080P60 HDR. We detail the latest APRU numbers across the primary OTT services and why, with all the OTT price increases in 2023 and the recent launch of new AVOD tiers, the ARPU metric is becoming one of the most critical data points Wall Street is closely tracking. We also mention Fubo's $5/month price increase and Sony's latest stat that Crunchyroll has 13 million paid subscribers.Finally, we discuss Netflix's 23 million global monthly active users for their advertising-supported plan and the stat that 85% of Netflix's AVOD subscribers are streaming for more than two hours per day. Podcast produced by Security Halt Media

Episode 78: Detailing Paramount's Financials; Sky Secures Premier League Rights Over Streamers