Upload
others
View
2
Download
0
Embed Size (px)
Citation preview
CASE STUDIES
Measurable AI Monthly Orders Public Monthly Revenues
Measurable AI Monthly Orders VS Public Monthly Revenues
3,500,000
3,000,000
2,500,000
2,000,000
1,500,000
1,000,0000
7000
6000
5000
4000
3000
20000
MAY’20MAR’20
JUL’19SEP’19
NOV’19JAN’20
JUL’20MAY’19
JUL’18SEP’18
NOV’18JAN’19
MAY’18MAR’18
JAN’18MAR’19
W M Q Y
Measurable AI Monthly Orders Public Monthly Revenues
TWO: 8454 | OpenFigi:BBG0060K8SV7
CASE STUDY
Measurable AI focuses on transactional email data for the emerging markets.
Based on Measurable AI's e-receipts panel, our aggregated monthly order amount turns out to be a leading indicator for revenue movements of Momoshop, a top E-commerce website from Taiwan. Our data also showcased the same peak month in November, 2019 as its public reported revenues.
2,946.92,744.32,719.62,532.82,814.62,567.22,708.02,891.62,738.22,866.74,246.23,612.63,649.13,030.33,375.63,230.03,496.03,535.23,575.43,765.43,571.13,552.86,140.34,555.94,390.14,468.74,762.44,356.45,054.75,048.24,710.85,054.5
2,013,0001,803,0001,840,0001,693,0001,838,0001,712,0001,751,0001,866,0001,744,0001,893,0002,405,0002,210,0002,288,0001,827,0002,153,0002,063,0002,321,0002,192,0002,242,0002,367,0002,188,0002,215,0003,274,0002,731,0002,505,0002,759,0002,915,0002,681,0002,961,0002,924,0002,793,0002,942,000
JAN 2018FEB 2018MAR 2018APR 2018MAY 2018JUN 2018JUL 2018AUG 2018SEP 2018OCT 2018NOV 2018DEC 2018JAN 2019FEB 2019MAR 2019APR 2019MAY 2019JUN 2019JUL 2019AUG 2019SEP 2019OCT 2019NOV 2019DEC 2019JAN 2020FEB 2020 MAR 2020APR 2020MAY 2020JUN 2020JUL 2020AUG 2020
DATE MAI ESTIMATED ORDERS
MONTHLYREVENUE
Hotel Booking Cancel Rate Index
30%
25%
20%
15%
10%
5%
0%
W M Q Y
Ctrip
APR’19 MAR’20 APR’20JUN’19 JUL’19 AUG’19 SEP’19 OCT’19 NOV’19 DEC’19 JAN’20 FEB’20MAY’19
CASE STUDY
Coronavirus: Travel Giant Ctrip Suffers from Booking CancellationAccording to Measurable AI’s transactional email receipts data, there’s been a drastic drop in airline and hotel bookings across top travel platforms. It shows that users canceled their trips a lot in 2020. The cancellation rate of hotel booking on Ctrip surged hugely in January, and it went even higher in February.
For air ticket bookings, the situation is worse. Users stopped booking new airline tickets in February, the number of air ticket bookings in February hit a new low.
APR’19
Air Tickets Order Number Index
10
8
6
4
2
0MAR’20 APR’20JUN’19 JUL’19 AUG’19 SEP’19 OCT’19 NOV’19 DEC’19 JAN’20 FEB’20MAY’19
W M Q Y
Ctrip
NASDAQ:TCOM | OpenFigi:BBG000CWMB24
The cancel rate of hotel booking on Ctrip platform
surged since Jan The air ticker number on Ctrip platform dropped dramatically in jan
FWB:DHER | OpenFigi:BBG00GVXMJ56
CASE STUDY
Foodpanda is Gaining Momentum in Asia Pacific during Covid-19Foodpanda (FWB: DHER) manages to keep its part in all three major markets in Asia Pacific. In Hong Kong, the market share of Foodpanda had a significant increase, growing from 37% to 63% YOY. In Singapore, it remains to be very similar to what Grab owns, but still saw a 11% growth YOY. In Taiwan, the score is now 1:1, Foodpanda and Ubereats are very close in terms of monthly order volume, but the former still manages to keep a 18% growth in market portion YOY.
Food-delivery market share in Singapore
MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY
16% 14% 11% 9% 8% 7% 6% 6% 5% 5% 6% 4% 5%
44% 43% 42% 40% 47% 52% 52% 47% 47% 42% 38% 42% 55%
40% 43% 46% 51% 45% 42% 42% 47% 48% 53% 57% 54% 40%
20202019
Food-delivery market share in Hong Kong
MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY
57% 55% 43% 47% 40% 47% 47% 43% 43% 39% 37% 30% 27%
37% 36% 45% 44% 49% 44% 46% 46% 48% 51% 51% 58% 63%
6% 9% 11% 9% 11% 9% 7% 11% 9% 11% 13% 12% 10%
20202019 20202019
Food-delivery market share in Taiwan
5%
MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY
63% 49% 53% 44% 44% 44% 45% 51% 50% 54% 39% 41% 50%
32% 47% 54% 55%44% 53% 52% 46% 49% 44% 60% 59% 50%
Measurable AI Quarterly Orders Public Quarterly Revenues
Measurable AI Quarterly Orders VS Public Quarterly Revenues
1,250,000,000
1,00,000,000
750,000,000
500,000,000
250,000,000
0
1,000
800
600
400
200
0
W M Q Y
Measurable AI Quarterly Orders Public Quarterly Revenues
2020 Q1 2020 Q22017 Q4 2018 Q1 2018 Q2 2018 Q3 2018 Q4 2019 Q1 2019 Q2 2019 Q3 2019 Q42017 Q32017 Q22017 Q1
NASDAQ:MELI | OpenFigi:BBG000GQQT02
CASE STUDY
Impressive Growth of MercadoPagoMercadoPago, the payment gateway for Latin America had become the grease for the wheels of its company MercadoLibre (NASDAQ: MELI) 's marketplace. According to Measurable AI's e-receipts dataset, Mercado Pago's aggregated order volume turned out to be a strong leading indicator of MercadoLibre's revenues throughout the past few years.
273.93
316.53
370.66
436.98
320.98
335.38
355.28
428.02
473.77
545.24
603.03
674.27
652.09
878.37
139,385,000
168,178,000
201,443,000
287,767,000
297,312,000
351,821,000
314,409,000
220,218,000
253,618,000
286,890,000
348,898,000
521,071,000
464,019,000
1,135,841,000
2017 Q1
2017 Q2
2017 Q3
2017 Q4
2018 Q1
2018 Q2
2018 Q3
2018 Q4
2019 Q1
2019 Q2
2019 Q3
2019 Q4
2020 Q1
2020 Q2
DATE MAI ESTIMATED ORDERS
MONTHLYREVENUE
2018 JAN
2018 FEB
2018 MAR
2018 APR
2018 MAY
2018 JUN
2018 JUL
2018 AUG
2018 SEP
2018 NOV
2018 OCT
2018 DEC
2019 JAN
2019 FEB
2019 MAR
2019 APR
2019 MAY
2019 JUN
2019 JUL
2019 AUG
2019 SEP
2019 OCT
2019 NOV
Spen
ding
Inde
x
4
3
2
1
0
Best Buy Total Spending Index Target Total Spending Index
CASE STUDY
Target and Best Buy are Transforming: Online Sales Dataset of Traditional RetailersAccording to Measurable AI’s email transactional data panel, online sales of Target and Best Buy have both seen peaks during the holiday season throughout the past two years. The average monthly online sales of Best Buy during holiday has risen dramatically this year. Another player Target experienced a more steady and healthy growth, whose peak month sales number is up by 20% YOY. To sum up, the uptrend of sales for both companies from 2018 to 2019 is obvious amid the downturn for most other traditional retailer peers.
NYSE:BBY | OpenFigi:BBG000BCWCV4NYSE:TGT | OpenFigi:BBG000H8TWB9
Paying Users Trend
W1 2019
W4 2019
W7 2019
W10 2019
W13 2019
W16 2019
W19 2019
W22 2019
W25 2019
W28 2019
Inde
x
3
2.5
2
1.5
1
0.5
0
CASE STUDY
How MOMO Beats Estimates Amid the Severe Pressure from AuthorityOn Apr 29, MOMO’s successful dating app Tantan (China’s Tinder) was removed from app stores in China as a punishment for inappropriate content. It wasn’t allowed to be live again until July 14th. During the time when Tantan was mute, the app’s revenue dropped dramatically for Apple suspended all of its in-app purchase services and stops Tantan’s users from auto-renewing memberships. Tantan’s revenue from its in-app-purchases were close to zero for over two months from May to July. However, on the first week it went live again on the app store, the number of paying users of Tantan soon went up quickly by almost 50% compared to where it was 2 months ago.
TANTANapp removedfromAppStoreinChina
W M Q Y
Tantan - Genuine Dating
NASDAQ:MOMO | OpenFigi:BBG007HTCRF3
Customer Retention Rate
1 4 7 10 13 16 19 22
Monthly Retention from December 2016 to December 2019
CASE STUDY
100%
80%
60%
40%
20%
0%
Monitoring Netflix’s Retention Rate in BrazilIn the year of 2019, Netflix has to watch the arrival of Apple TV Plus, Disney Plus, WarnerMedia and more similar services, following its first biggest drop in subscriber numbers and stock. Even though the most recent 2-dollar-raise lost Netflix some US customers, it’s actually eyeing a bigger market outside its home base. According to Measurable AI’s email transactional data, Netflix’s customer retention in Brazil over the past 36 months showed that users in Brazil are extremely loyal. Over 60% of Brazilian users still subscribe to the service 2 years after joining. Compared to what we have for the other countries, Netflix’s long-term retention curve basically looks the same.
NASDAQ:NFLX | OpenFigi:BBG000CLD9D1