Goodwater
@GoodwaterCap
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We are consumer tech investors empowering exceptional entrepreneurs everywhere to change the world for good. Learn more at
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In the under 30 crowd, Snapchat Stories win over Instagram Stories by more than 3:1.
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People under the age of 30 use Facebook and YouTube *a lot*. Instagram tied with Snapchat for third place.
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Congratulations
@sweatcoin
team! Sweating never felt so good with
@sweatcoin
. Make your
#healthy
new year resolution a reality. 💪 🏃 💦
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Congratulations to
@monzo
- very excited to be working w/ them! Welcome to the Goodwater family!
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1/ Thrilled to announce that we are growing our Early and Growth Stage Investing teams in 2021!
Read more about our four open roles, Goodwater’s mission to empower exceptional entrepreneurs, our global mandate, & unique focus on consumer technology here:
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Check out our 2nd Thesis report on
@blueapron
, the first US eComm IPO since Etsy:
#blueapron
#ecommerce
“Begun the Dinner Wars Have” Amazon+WholeFoods vs BlueApron, 1st US eCommerce IPO since Etsy
@GoodwaterCap
Thesis:
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Redfin is a case study of improving an offline industry through direct-to-consumer tech. How does
@Redfin
work?
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Excited to release our
@Coupang
Thesis! Learn more about how Coupang built a $58B+ company and how it stacks up against global e-commerce players.
#CoupangIPO
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Amazon, Netflix and Credit Karma are leading the pack of Top 10 Consumer Tech NPS scores in Q1
@amazon
@netflix
@creditkarma
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The Goodwater Collective is privileged to partner with
@CitizenApp
in offering 20,000 free premium Citizen accounts to empower and protect the Bay Area's Asian community.
#StopAAPIHate
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Facebook declining as favorite app for users <30. YouTube and Snapchat rising.
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Congrats
@Spotify
on your upcoming listing! Check out our latest Thesis report detailing how they transformed the music industry over the last decade.
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VCs get asked all the time about the fundraising environment. Is it good, bad, a bubble? Index gives you answers.
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Will
@blueapron
be able to scale quickly enough? See this feature on
@CNBC
Squawk Alley -
#blueapronipo
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Spotify has played a key role in transforming how consumers experience music by offering unprecedented convenience, accessibility, and data-driven personalization to drive discovery and engagement.
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is reimagining the way we interact with our phones. Simply say what you need and the right app forms itself around your words.
@thenaturalapp
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Consumer tech startups raised $300M in June after a short lull post-Snap IPO.
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What do US consumers use for trip planning? Top 3 consumer travel services used were
@TripAdvisor
,
@Expedia
,
@hotelsdotcom
.
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Consumer technology can be an incredibly powerful tool to
#ChangeTheWorldForGood
, and we are honored to partner with companies who want to use their products to serve communities in need.
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Spotify competes primarily with large technology incumbents who seek to supplement their product suite (Apple, Google, Amazon), as well as music-focused venture-backed companies like Pandora, Tidal, and SoundCloud.
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Will Apple Pay close the gap in P2P payments for users <30 yrs old?
@Apple
@PayPal
@Venmo
@SquareCash
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🎄Day 1 of
#12DaysofInsights
-
@Instagram
and
@Snapchat
gain momentum in 2017. See more consumer tech insights at:
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$CPNG's growth flywheel is driven by its maniacal focus on customer experience. Read more at
#Coupang
#CoupangIPO
#flywheel
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We are unrelenting in our commitment to consumer tech.
Come build the next generation of great consumer tech startups with our support!
During a tough time in the market,
@GoodwaterCap
is doubling down on consumer tech. We're excited to announce $1B in new funds to back the next generation of great startups building digital services for the seven utilities of human flourishing -- housing, healthcare, food,
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Spotify’s streaming model was a key driver of the music industry’s inflection point.
@Spotify
’s revenue represents 30% of the global music market and 42% of the streaming music market – the largest and fastest growing portion of the market.
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The U.S. apparel, shoes and accessories market was a $353 billion industry in 2016, with e-commerce transactions expected to increase from 16% (2016) to 22% (2021).
There will be many winners, and $SFIX is well-positioned to drive leadership in the subscription marketplace.
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From 2015 to 2017,
@Dropbox
improved its gross margins from 33% to 67%. The rapid improvement is largely driven by Dropbox’s move away from Amazon Web Services (AWS) to its own proprietary platform.
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Congrats
@SimpleContacts
on $8m funding round! Making lives better for contact wearers everywhere.
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Founded in 2006 in Sweden,
@Spotify
is the world’s largest music streaming subscription service, with 71 million paying subscribers and 159 million MAUs across 61 markets. Read more:
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These top 5 consumer tech companies are used most by women,
@Pinterest
@WishShopping
@Groupon
@instagram
@Snap
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Consumer tech streaming services
@Amazon
,
@Hulu
,
@Netflix
take on Hollywood incumbents, receiving 5 wins at the
@GoldenGlobes
.
#GoldenGlobes
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From 1999 to 2014, the music industry lost nearly 40% of its revenue. Spotify’s launch in 2008 introduced streaming, which catalyzed a second wave of music services that restored growth to the global music industry.
#streaming
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Spotify accounts for 40% of subscribers in a market dominated by large technology companies like Apple (19%) and Amazon (12%). See our Goodwater Spotify Thesis for more on the music streaming market landscape:
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.
@Goodwater
’s consumer survey indicates
@UberEats
is growing more slowly in the US than competing food delivery services, but its higher customer retention rate is an early indicator of the benefits of adding incremental services to the platform.
#UberIPO
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User generated playlists allow users to creatively express themselves, building a stronger community on
@Spotify
, and now represents 36% of all Spotify listening time. See more at
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Traditional retailers are experiencing flat to contracting growth compared to 15%+ average growth among e-commerce businesses.
$SFIX 34% revenue growth rate in 2017 compared favorably to best-in-class e-commerce businesses.
@stitchfix
@amazon
@Etsy
@yoox
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Tophatter: The Future of E-commerce and Using A.I. to Delight Your Customers
@tophatter
@crv
@AugustCapital
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$SNAP is snapping back with strong Q4 performance. Check out our Goodwater Thesis one year post IPO.
@Snap
#Snapchat
#Snapearnings
#Dancinghotdog
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🥂 Day 12 of
#12DaysofInsights
-
@Amazon
,
@Netflix
and
@Venmo
led the pack of top 10 Consumer Tech NPS scores in Q3. See more consumer tech insights at
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We are thrilled to be on the team!
crazy excited about this next phase of
@Monzo
w/
@goodwatercap
@stripe
@moritzKBE
on board: by
@EMRumney
@Reuters
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Spotify’s ad-supported ARPU was $0.51 in 2017 compared to Pandora’s ad-supported ARPU of $1.18, suggesting ample room for growth in ad-supported revenue. Learn more at
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1/ $DASH unit economics are healthy with CAC paybacks a little less than two years (21 months)
#DoorDashIPO
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We are excited to launch $1B of new funds to invest in the next generation of startups building world changing digital utilities for consumers. Come join us!
Exciting news! The
@GoodwaterCap
team has raised another $1 Billion in new funds to support the next generation of ambitious consumer tech entrepreneurs that are dedicated to innovative solutions for human flourishing.
@Cookie
@TechCrunch
thank you! (1/6)
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What is venture funding like in real estate tech?
@CompassInc
@Opendoor
@OfferPad
@TriplemintNYC
@Open_Listings
@GoldenKeyHouse
@RealiApp
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3/ Please share our open roles with your favorite consumer investors and product thinkers. We can’t wait to meet you.
VP, Early:
VP, Growth:
Associate, Early:
Associate, Growth:
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Revenue growth from paid subscriptions services like
@Spotify
has far outpaced that of radio services like Pandora and ad-supported music services like YouTube.
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Snapchat ARPU per DAU is $1.05. At their respective IPOs, FB was 86% higher and TWTR 15% higher on the same metric.
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1/ Every quarter, Goodwater runs a 3,000-person survey across a panel of consumers where we systematically track the usage of hundreds of products. Check out our report on
@Spotify
for consumer research on music services:
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$SNAP ’s advertising ARPU increased by 48% to $1.50 as of Q4 2017 from $1.02 at IPO, compared to a 10% increase in Facebook advertising ARPU to $2.15 over the same period post-IPO.
See more at Goodwater Thesis:
#SNAP
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2/ The ideal candidate is a full-stack investor who is passionate about consumer technology and excited by the opportunity to source, diligence, and partner with founders.
We place a premium on diversity of ideas and are excited to add new perspectives to our team.
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Looks like it's still a good time to fundraise - May Goodwater Index score of 47.3 near 10-year high of 51.7!
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“One of the coolest things about Anomalie is that they’re not just using digital as a distribution strategy, but to also deliver a differentiated product experience.” Welcome to the Goodwater family
@DressAnomalie
! 👰
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Blue Apron quarterly orders have grown from 800K to 4.3M in two years.
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Dosh app continues to generate buzz with $5M
#investor
backing:
@DoshCash
@rwuerch
@GoodwaterCap
#ConsumerTech
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At IPO, Snapchat’s 158M DAU is > than TWTR, ~1/3 of FB. Snap growing 1/2 as fast QoQ.
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.
@Dropbox
identified consumer pain points in file management and developed a simple, easy-to-use product that fueled its momentum in what has become a $50 billion market. See more at Goodwater Thesis:
#Dropbox
#DropboxIPO
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Spotify shifted consumer behavior from a transaction-based model to an access-based model by offering unlimited music streaming to a catalog of over 35 million songs.
#unlimited
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Goodwater’s sentiment analysis illustrates consumer appreciation for
@Dropbox
’s product experience - users love that it is “easy to use”, “super useful”, and “never has issues”.
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In 2017, $SNAP prioritized performance, quality, and automation, while continuing to drive growth, engagement, and differentiation from its competition.
#SNAP
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We’ve updated our Snapchat research report for the new expected IPO price range of $14-16.
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Spotify primarily monetizes users through its premium subscribers, who account for 90% of revenue. The remaining 10% is generated from its ad-supported, free users.
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Spotify reports a nominal monthly customer churn of 5%, but 40% of its churned premium subscribers rejoin the platform within 3 months, yielding an effective monthly churn of 3% - 4%.
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Of consumers who used a music streaming service last quarter, 56% streamed for free, 34% paid for one service, and 10% paid for multiple services.
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🎶 Day 9 of
#12DaysofInsights
- Consumers are loving
@Twitter
's 280 character limit. See more at Goodwater Insights:
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Congrats to
@HallowApp
for their Super Bowl commercial 👏featuring
@markwahlberg
and
@JonathanRoumie
. Hallow’s Prayer40 Challenge starts Wednesday🙏
#StayPrayedUp
💜🙏
Watch our Big Game Commercial here. We're grateful to pray with you all this Lent, starting in 3 days.
#Pray40
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Despite being unprofitable,
@Uber
has fundamentally favorable unit economics:
@Goodwater
analysis estimates that the potential payback period is only 4 months.
#UberIPO
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Super excited and honored to support
@everly_well
in transforming consumer healthcare! Welcome to the Goodwater family :)
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Hallow made it to
#1
!! Amazing work by
@alexathallow
and team. Goodwater is proud to be part of your growth journey!
Temu employees: 10,000+
Instagram employees: 50,000+
TikTok employees: 35,000+
Google employees: 100,000+
Netflix employees: 10,000+
Amazon employees: 1,000,000+
…
Hallow employees: 80
+ Jesus
27
80
1K
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$CPNG has benefitted from an intensely dense and internet-enabled population in Korea that makes it a fertile ground for tech innovation. Read more at:
#Coupang
#CoupangIPO
#Korea
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congrats to rising P2P payments star Toss on raising $48M from
@BessemerVP
,
@paypal
et al, reaching $5B run rate.
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$CPNG by far is the leader in Korean consumers’ minds as the place to shop. See more consumer research on
@Coupang
at
#CoupangIPO
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Consumers love the prices and convenience of $CPNG over its e-commerce competitors. See more consumer research on Coupang at
#Coupang
#CoupangIPO
#ecommerce
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Based on data from
@second_measure
,
@stitchfix
exhibited higher retention compared to other fashion-oriented e-commerce businesses, suggesting a comparatively higher customer lifetime value. $SFIX
#stitchfixIPO
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June's Goodwater Index is up 1.2% since last month. Fundraise now? Goodwater says... Go For it!
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Spotify’s personalized, access-based model drives significantly higher retention rates compared to other music streaming services after four quarters. Read more at
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Venture capital firms continued to invest actively, reaching $18.4B in Q2, approaching the 10-year high.
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The average Spotify MAU consumes 25 hours of content per month and 44% of those MAUs access Spotify daily.
#SpotifyDaily
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🎁 Day 3 of
#12DaysofInsights
- Looking for holiday gift ideas?
@Pinterest
users love its creative new ideas and inspiration. See more consumer tech sentiment insights at:
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