el producto #211

🎰 The week in figures

📈 Q4 financials

  • Apple (Wednesday); Revenue: $102.7 billion +11.9%; EPS: $1.40 +12%; Apple should see a return to meaningful growth. Q3 was dampened by the delayed release of new iPhones, but this quarter will enjoy more than two months of iPhone 12 sales. Also in the spotlight will be services revenue and any commentary from Apple on its new subscription services
  • Facebook (Wednesday); Revenue: $26.321 billion +24.9%; EPS: $3.16 +23%; Facebook executives indicated in October, when the company reported its surprisingly strong Q3 22% revenue growth, that Q4 looked to be even better. But there are plenty of clouds on Facebook’s horizon, most notably Apple’s targeting clampdown, which Facebook has been fighting
  • Microsoft (Tuesday); Revenue: $40.228 billion +9%; EPS: $1.64 +8.6%; Last year Microsoft reported quarterly revenue growth of 12%-15%, driven by Office productivity apps and the Azure business. The pace decelerated slightly through the year. However, IT spending will be strong and can help Microsoft report stronger-than-expected numbers

📰 What’s going on

👩🏾‍💻 Good reads

  • If you’re building a marketplace model in an industry that doesn’t have one today, you must nail demand aggregation and legibility
  • If you’re competing with an existing marketplace, look for an activity that your suppliers are currently doing today that you can do better to improve the customer experience.
  • All else equal, keep your commission low
  • Even prior to consolidation, marketplaces in creatively intense categories will be more defensible and profitable

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Full-time learner, product stuff, “triathlete” & global traveller. CPO @ Yayzy, frmr Product Leader @ Revolut, @ Booking.com and @ Just Eat.

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Angel Jaime

Angel Jaime

Full-time learner, product stuff, “triathlete” & global traveller. CPO @ Yayzy, frmr Product Leader @ Revolut, @ Booking.com and @ Just Eat.

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