PerkyCupcake

Meesho has higher MAU than Amazon

Yeah, the data look okay. But Amazon might be getting at least 20-30% of users from desktop, which Sensor Tower can't record.

Suprising that tata neu isn't growing even after splurging on IPL.

4mo ago

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DancingDonut

Stealth4mo

Meesho is a great case study on how MAUs don't matter

DancingDonut

Stealth4mo

https://twitter.com/kunalb11/status/1691674530086056173?lang=en

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Indian Startups6mo

by MagicalHamsterStealth

Amazon India's estd P&L: $21.3Bn in GMV, $5.6Bn in revenue (15% B2C take rate), $0.9Bn annual losses

Overall, Indian eComm is now $120Bn in size
Continues to be Amazon's fastest growing foreign market going into the closing of this year.
FY23 was an impact of Covid baked in growth.
Amazon would be quite okay with losing ju...

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If Amazon is 25 billion out of 120 total. Where is the other 95? I would assume Amazon and Flipkart would be 3/4th of...

Don't they deliberately show losses to avoid taxes?

Yea 0.9b is chump change to Amazon. The opportunity to capture a big chunk of Indian e-commerce is huge. They can out...

Indian Startups18mo

by GoofyCupcakeStealth

Anyone here working on Advertising?

Would love to know more about the market here specifically B2B retail media ads, think Amazon ads etc......if anyone here is working on that I have one very specific question.

What's the percentage of GMV that you folks have been able t...