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19 results for “gross margin”
Concept3 mentions across episodes
gross margin
...margin is really low. But if you just look at their take, if you net out everything else, then their margins are decent. And the same is true with Airbnb. People don't think about this, but nobody measures Airbnb's margins off of their GMV. They meas
31:20 / 32:30
from transcript31:20 – 32:30
...gross margin for, say, the marketplace business. So let's just go down straight to operating earnings. The first thing I'd say is that the company doesn't disclose operating income by segment, which is unfortunate because it would be very interesting
56:13 / 57:18
from transcript56:13 – 57:18
“How Costco generates $7.5B in operating income with just 11% margins”
...gross margin business and only ever will be at 11% gross margin business, it's still a pretty amazing business to own. Yeah. I mean, it's what did you say? 230 plus billion dollars of revenue? And,
1:48:05 / 1:48:44
market insight1:48:05 – 1:48:44
“The two metrics that actually matter when pitching investors”
...gross margin, full stop. Yeah. And how do you balance gross I think gross margin is is such
20:10 / 20:44
tactical advice20:10 – 20:44
...on new volumes are very high, so circa 90%. So as we think about that cost base and then the high incremental margins, what you have is a fixed cost base and then low variable costs, which leads to a highly profitable business. So to put that into co
43:22 / 44:34
from transcript43:22 – 44:34
...margins. Gross sits around 40%, 41%. So what's quite interesting is if you actually compare their margins to some of their listed peers, they're actually lower. So you can look at it in one of two ways. Are the competitors spending enough money to gi
35:16 / 36:19
from transcript35:16 – 36:19
So 30% margins instead of something like a percent and a half, you have to sell a lot less of those services than you ever did on Lemonade to make the same amount of money. Well, then if you told me that, I would dig into it even further, and I would
2:08 / 3:18
from transcript2:08 – 3:18
...gross margin business, it's still a pretty amazing business to own. Yeah. I mean, it's what did you say? 230
1:47:13 / 1:48:18
from transcript1:47:13 – 1:48:18
...on a consolidated basis for the company. That was last year. If you go back to 2005, they were doing 16% margin. So you went from 16 to 26 over that eighteen years. That's a really significant amount of margin expansion. And so the question is how di
27:46 / 28:55
from transcript27:46 – 28:55
...margin, so a spread on cash held on account or margin loans that they make. And it's reasonably straightforward to model this through. They have three and a half million accounts. The average account does about 200 trades per year, and the average co
5:13 / 6:18
from transcript5:13 – 6:18
...gross margin? Because is it SaaS level good at 75, 85%? Nope. Their gross margins are 98%. Unreal. There are no variable costs in this business. There are no cost of goods sold. Unreal. It's crazy. So I think with 50% net income margins, this is lite
2:50:15 / 2:51:17
from transcript2:50:15 – 2:51:17
...take it at a gross margin level or immediately go down into operating margins, how do you think about it on a consolidated basis in any of the key drivers, whether it's mix shifts or whatever it might be?
55:10 / 56:37
from transcript55:10 – 56:37
...margin in the food service sector is around 6%. Aramark makes about 6%. Sodexo, a little bit under that, but that's partly because of the dilutive effect of its facilities management business. Compass outside North America also makes about a 6% margi
31:22 / 32:41
from transcript31:22 – 32:41
...900,000,000 in gross profit and about a $145,000,000 of EBITDA. On a free cash flow basis, they're generating about $300,000,000 of free cash flow. That includes some interest revenue, so without interest, it's about a 25% free cash flow margin, and
58:29 / 59:40
from transcript58:29 – 59:40
So sticking in our own assumptions, obviously, of accounts growth and trades per account and commissions, and then looking at what a normalized and average net interest income could be given the prevailing rates of interest around the world. But as y
35:57 / 37:05
from transcript35:57 – 37:05
...30% gross margins and 70% gross margins. So we do care. Our expectation is if you're producing a lot of customer value, and if the models get a lot better over time, you're gonna increasingly produce customer value, that the cost is gonna go down. Th
49:28 / 51:46
from transcript49:28 – 51:46
...did gross margins just go down by 4%? But it's really because maybe they did big transaction, bunch of costs they have to maneuver. And we can talk more about m and a later, but it's just one of those things where there's a lot of different factors i
31:15 / 32:33
from transcript31:15 – 32:33
...versus a 100% GDR company will have 60% margins. If you just thought of multiples of cash flow translate to multiples of revenue, that's gonna give you a big delta. So if I'm willing to pay 15 times cash flow for a given growth rate, a 20% margin bus
1:08:56 / 1:10:18
from transcript1:08:56 – 1:10:18
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