How much cash is Zepto even burning?
I get “Xrs” credited in your wallet text like every 10 days. How is this even sustainable?
125 seems like the per user per month allocation. Once this user utilizes that 125 and becomes a part of DAU/WAU/MAU at least one of the mentioned cohort they'll stop sending this messages. Also, the target audience for these messages would be - their market share minus the TAM, In dec.'23 their market share was 28% with 13million MAU which is ~46million of total market. Assuming the growth from that time till date Sept.'24 - 18million MAU and 35% market share which is ~52million of total market, a case where zepto grew faster than the market cos of all the funds they've raised. Meaning the message in screenshot is sent to ~35million users with 125INR allocated per user gives us INR43.75 crore/$5.3million allocated per user per month to retain existing/ get back churned users.
Is math mathing or not? Any calculation mistake?
Hiw 35 million figure came in the picture for burning money?
How did you arrive at 35 million number zepto will be sending 125rs to these many users?