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11 results for “margins”
means that you're avoiding these traps, and you're in in other words, you're simultaneously being a disruptor, a moneymaker, and a community builder all at the same time. And how do you actually have that archetype and the right strategies to actuall
11:53 / 13:08
from transcript11:53 – 13:08
...or negative margins. That was literally, like, massively negative because we didn't even have a business model until the advertisements come up. And so this is, like, the most rational thing that markets have been doing, at least tech markets, foreve
23:10 / 24:17
from transcript23:10 – 24:17
So when you put all of these three things together, you start building a proper ROI model that you can actually use in your value selling to defend the right price. And the so we talked about three steps in mastering negotiations. The first one was g
20:52 / 22:04
from transcript20:52 – 22:04
really, really strong margin profile in the business. Right? There's no question. Right? Infrastructure is expensive. Right? You have to build buildings, to to set up racks. You need equipment, the whole nine yards. But the return on capital on this
7:21 / 10:05
from transcript7:21 – 10:05
...that is under margins, you're more likely than not to give me the credit for growing into that margin. But if I show you a business that's only been a single digit grower, it's highly unlikely I'm gonna convince you that's gonna be a double digit gro
3:47 / 4:55
from transcript3:47 – 4:55
...margins off of their GMV. They measure it off of their take rate. And so some of this stuff is a little more more nuanced than that. Software businesses, you're paying for just the software. You're not looking at all the sort of transactions that hap
31:20 / 32:30
from transcript31:20 – 32:30
They just kind of do payments and trust and safety. But, you know, the gross margin line, it's a fairly light lift. And then they have a huge marketing advantage relative to other people in travel. They spend something like 18% of revenues on marketi
58:48 / 1:00:32
from transcript58:48 – 1:00:32
...gross margins. I think our hypothesis and hope in the market is if there are multiple model providers that are somewhat close to parity, you're going to see input costs go down significantly over time. If you recall, you know, a 100 s decline in the
24:43 / 25:45
from transcript24:43 – 25:45
...margins or even have margins shrink over time. So getting back to and learning how to make margin expansion really a part of the value addition equation is going to be the critical asset test, I think, for this industry to continue to generate really
13:56 / 15:20
from transcript13:56 – 15:20
And what about your margin dollars? Because of the cost of shipping, what how do your margin dollars play out? It's a little better on ecommerce right now Okay. Kind of what you're saying. Our margin, when you go to retailer, the distributor takes a
13:28 / 14:31
from transcript13:28 – 14:31
...or even have margins shrink over time. So getting back to and learning how to make margin expansion really a part of the value addition equation is going to be the critical asset test, I think, for this industry to continue to generate really attract
49:17 / 50:48
from transcript49:17 – 50:48
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