Public marketplaces like Uber and Airbnb report GMV, take rate, and profitability. Mostly Metrics highlights which metrics are disclosed and guided, revealing industry trends.
Revenue & GMV โ All marketplace companies report revenue, and most disclose GMV or Gross Bookings to show transaction volume. Etsy and eBay emphasize GMV, while Uber reports Gross Bookings to reflect platform scale.
Take Rate โ Companies like Airbnb, Etsy, and eBay disclose take rates, but none provide guidance. This metric reveals how much of GMV converts into revenue and is crucial for understanding monetization.
Profitability Metrics โ Adjusted EBITDA and Non-GAAP Net Income are key indicators of financial health.
User & Transaction Metrics โ Companies report user engagement (Active Riders, Hosts, or Freelancers) and transaction volumes (Trips, Nights, Orders) to show platform activity. These figures indicate demand but are rarely guided due to variability. Unit Economics &
Cash Flow โ Average Order Value (AOV) and Contribution Margin measure per-transaction profitability, while Free Cash Flow (FCF) reflects long-term sustainability. Investors watch FCF closely to assess financial stability as companies scale.
๐ก Companies guide on metrics they can predict, like revenue and EBITDA, while transaction and user data remain disclosed but not forecasted.
Should marketplaces guide on take rate to boost investor confidence?
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