Will Square (Block) become a Bitcoin-centric consumer bank on the back of the Cash App? Or will they be forced to pivot back towards their Payments Value Prop. to gain market share? We look into… Read More »Square (Block) – Business Model + Analytics
Will Venmo help future-proof the Paypal Business Model? Or is a network who’s advantage will be eroded by other competitors? We look into the Business Model + Analytics to form a view on what the… Read More »Venmo – Business Model + Analytics
One of the Categories for Business Model Analytics is Behavioural. It fits into the thesis around CLV (Customer Lifetime Value), whereby the behaviours of the most loyal and highest-spending customers are identified and extrapolated into… Read More »Business Model Analytics – Behavioural
One of the Categories for Business Model Analytics is Channels. It fits into the thesis around CLV (Customer Lifetime Value), whereby the best marketing Channels are identified to optimize CAC vs. LTV. Contextualizing Channel Analytics… Read More »Business Model Analytics – Channels
One of the Categories for Business Model Analytics is Retention. It fits into the thesis around LTV/CLV (Customer Lifetime Value), whereby New Customers who become Repeat Customers will drive the majority of sales into the… Read More »Business Model Analytics – Retention
A lot of SMBs go from year to year without insights into the core drivers of ‘Customer Value’ beneath the typical revenue and margin P&L items. They have to oscillate between in-house hires and consultants… Read More »Business Model Analytics – Measuring Customer Value
Predictive Analytics is a red hot area that touches on Statistics and Data Science, with a touch of human intuition. From a Business Modelling perspective, Predictive Analytics can add more precision and scale to the… Read More »Business Modelling – Predictive Analytics
‘Business Modelling’ is a somewhat ambiguous term that could be framed in several different ways depending on the type and stage of business you are modelling. Here we look at Unit Economics from a strategy… Read More »Business Modelling – ARPU, CAC, LTV
Business Model + Analytics. We hear lots about business models (especially on this site!) and lots about analytics in the business world. But what do Business Model Analytics themselves look like? The frequently discussed Business… Read More »Business Model Analytics
‘Loyalty’ is a soft word in business – similar to ‘culture’ and ‘leadership’ – in that we intuitively know it matters but have difficulty quantifying how much it matters. A new era of metrics, modeling,… Read More »Loyalty Metrics – Customer Retention and Valuation