[New Report] Comparison of Shopee, Grab, Zomato, Meituan, Pinduoduo and other platforms

Since the release of our first "Apples to Apples Analysis of Key Indicators for Major Internet Platforms" report in February this year, most of the platform companies analyzed have achieved net revenue profitability - and the remaining are steadily moving towards their respective profit targets.

However, we know that profitability is not the end point, but rather a starting point. The market has begun to demand that these companies - such as Shopee's parent company, Donghai, whose stock price has dropped by more than half since the first earnings announcement:

Here is a very important question: What will happen to these technology platform companies next? What should I do?

Today, we released the latest issue of the popular "Apples to Apples" series: "A2A 3.0: Analyzing Key Indicators of Major Internet Platforms - What After Profitability

In this latest version, we analyzed and compared the performance of some major internet platform companies worldwide from several main dimensions - including Shopee, Grab, GoTo, Uber, Zomato, Delivery Hero, Meituan, and Pinduoduo.

This report delves into the macro trends shaping the future of these industries and explores how major internet platform companies in various regions have adapted and continued to grow in the rapidly changing overall situation and competitive environment.

This report, which is approximately 50 pages long, covers the following sections:

introduction

Four Macro Trends of Platform Companies

After achieving profitability, what will happen next?

Is GMV still relevant?

How does the platform maintain revenue growth?

Is there still room for user growth?

How should companies effectively utilize the huge amount of cash on hand now?

conclusion

The full report is in English and is priced at $27.95- a purchase link can be obtained through 'read the original text'. Supports credit card and PayPal payments.

The following are screenshots of some legends in the report: