added by sari · updated 2y ago
Business Model Leverage
- Today's consumer subscription leaders are aggressively expanding the definition of what it means to serve their customers — Peloton's lofty vision in its S-1 and Daniel Ek's reframing of Spotify as an all-encompassing audio platform are the two most notable examples.
from Business Model Leverage by Brett Bivens
sari added 3y ago
- As these strategies develop, I expect that the growth metrics underlying the most successful Consumer SaaS companies will come to resemble those of the most successful Enterprise SaaS companies — specifically, a material portion of growth for the outperformers will be attributed to negative churn.
from Business Model Leverage by Brett Bivens
sari added 3y ago
- A company has Business Model leverage when — after reaching some degree of scale — its core business sets it up extremely well to grow into higher gross margin adjacencies with market opportunities large enough to meaningfully impact the broader business.
from Business Model Leverage by Brett Bivens
sari added 3y ago