I'm glad someone is talking about what it would ta
Post# of 32993
(Total Views: 277)
Posted On: 05/02/2024 4:11:11 PM
Re: Noemotions #31953
I'm glad someone is talking about what it would take.
There are at least 5 financial components:
1.Gross Merchandise Value (GMV) which is the total value of product sold
2. SaaS / Subscription Fees
3. Revenue from other Services like ones they listed with TikTok
4. Total Revenue
5. Cost of Revenue
5. Net Profit
There are leading indicators and other factors. Here's a few...
1. Number of Stores
2. Number of Affiliates
3. Number of Followers on Social Media
4. Number of live events per month
5. Number of average viewers per live event
6. Sales conversion rate
7. Average transaction size
While wishing upon a star for revenue and guidance is wonderful. It ain't going to happen for a small company at this stage. It's not like they are selling EVs and can look to what other companies are doing, their sales, compare brands, etc and extrapolate out a number.
Out of everything I posted above, to me the most important think is acceleration. For all these companies that have $1B valuations, it all starts with how fast are you doubling in size whether number of customers, revenue, etc.
What was the revenue last year? $60K or something. Likely that may have been driven off of $500K GMV. How fast can VERB double that is all I care about and/or some of the other elements above.
But this doesn't even include the intangibles. I'll give some random examples.
1.) What if TikTok makes and investment in VERB that is publicly announced?
2.) What if VERB adds additional revenue streams to the ones they already have?
3.) What if VERB TV launches or some other new thing?
4.) What if some celebs start popping up?
5.) What if the list of institutions continues to grow?
6.) What if VERB communicates they turn down a buy out offer?
7.) What if VERB takes a buyout offer
There are at least 5 financial components:
1.Gross Merchandise Value (GMV) which is the total value of product sold
2. SaaS / Subscription Fees
3. Revenue from other Services like ones they listed with TikTok
4. Total Revenue
5. Cost of Revenue
5. Net Profit
There are leading indicators and other factors. Here's a few...
1. Number of Stores
2. Number of Affiliates
3. Number of Followers on Social Media
4. Number of live events per month
5. Number of average viewers per live event
6. Sales conversion rate
7. Average transaction size
While wishing upon a star for revenue and guidance is wonderful. It ain't going to happen for a small company at this stage. It's not like they are selling EVs and can look to what other companies are doing, their sales, compare brands, etc and extrapolate out a number.
Out of everything I posted above, to me the most important think is acceleration. For all these companies that have $1B valuations, it all starts with how fast are you doubling in size whether number of customers, revenue, etc.
What was the revenue last year? $60K or something. Likely that may have been driven off of $500K GMV. How fast can VERB double that is all I care about and/or some of the other elements above.
But this doesn't even include the intangibles. I'll give some random examples.
1.) What if TikTok makes and investment in VERB that is publicly announced?
2.) What if VERB adds additional revenue streams to the ones they already have?
3.) What if VERB TV launches or some other new thing?
4.) What if some celebs start popping up?
5.) What if the list of institutions continues to grow?
6.) What if VERB communicates they turn down a buy out offer?
7.) What if VERB takes a buyout offer
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