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In a similar vein, here's a sampling of Software incremental operating margins overlapped with the S&P Software Index stock chart back to 2021: Not wholly comprehensive and is skewed a bit by the big names like $CRM $NOW and $ADBE, but wild to see that when software companies

$UBER Dine-out partnership with Opentable at $BKNG will be interesting Investment-light way of $UBER going further into the restaurant channel (a lot cheaper than $DASH buying SevenRooms). I assume the economics are decent insofar that OpenTable is likely paying a vig to Uber

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Are there any better examples in software than $DBX when it comes to linear deceleration? Wildly consistent straight out of the gate since the IPO.

Look what happens when you're overreliant on SEO: (Tripadvisor $TRIP gets the majority of traffic through SEO). Disastrous for the business when the free ride on $GOOGL 10 blue links vanishes

Despite the slow-ish growth of the core tours & experiences market you definitely have some healthy user growth for Klook and GetYourGuide while Viator at $TRIP appears to be struggling lately. For $ABNB though, even if you combined all of the MAU at the above

Reconciliation bill makes tip tax-free, if you usually tip in cash but pay the bill by card what's the main reason you do so?

I don't think I've ever seen quite the improvement in dilution that we've seen from $HOOD over the past several years. From both an absolute and relative metric: 2⃣ #2 lowest dilution within the internet cohort (only $BKNG is better) 6⃣ #6 in rule of 40 (minus SBC), one of only

A few more related charts on dilution: Software SBC Adjusted Rule of 40 I've posted this before but there's a hell of a lot of software management teams bragging about achieving Rule of 40. But when you bake in SBC as a real expense the number of companies >40% drops from 23 to

One other company to call out is that Zillow allows all employees including Execs to choose the ratio of stock options to RSUs that they receive. For every $1 of RSU they can choose $3 of stock options. For $ZG exec comp in 2024 here's the breakdown of how each NEO chose to