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Leaked Postmates financials suggest company might be doing better than thought

71 点作者 joshjkim大约 9 年前

11 条评论

palakchokshi大约 9 年前
So let&#x27;s get this straight. 1. There was negative pressure on PostMates&#x27; business model sustainability<p>2. Speculation that the numbers didn&#x27;t work<p>3. PostMates is in the process of raising new funding<p>4. It is in PostMates&#x27; best interest to get a positive news buzz going about its business model and numbers to raise valuation of the company in a new round of funding.<p>5. Financials are &quot;leaked&quot; that show the numbers look better than expected. (Thank you TechCrunch)<p>6. New round of funding is closed at a higher valuation than what it would have been if these documents were not &quot;leaked&quot; (Speculation based on how investors follow herd mentality)<p>7. PostMates founders do a high five (Speculation on my part)<p>8. Mission Accomplished
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dublinben大约 9 年前
&quot;Leaked&quot; financial information that reflects positively on the company isn&#x27;t leaked at all. It was deliberately released by someone internal.
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panic大约 9 年前
If Postmates wants to keep doing well, they need to improve their customer service. A restaurant significantly overcharged me (or the driver bought dinner for himself?) and they wouldn&#x27;t refund any of it. There are tons of similar comments on the app.
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icedchai大约 9 年前
Isn&#x27;t this the place with the CEO that doesn&#x27;t know how to use email? <a href="http:&#x2F;&#x2F;www.huffingtonpost.com&#x2F;2013&#x2F;09&#x2F;16&#x2F;bastian-lehmann_n_3935802.html" rel="nofollow">http:&#x2F;&#x2F;www.huffingtonpost.com&#x2F;2013&#x2F;09&#x2F;16&#x2F;bastian-lehmann_n_3...</a>
a_small_island大约 9 年前
&quot;The files, dated last fall, show a glimpse at Postmates’ rapid growth&quot;<p>&quot;We’ve also obtained more recent numbers that suggest that the growth has continued.&quot;<p>I&#x27;m confused. Why wouldn&#x27;t they release the most recent numbers if they have them. This read like a press statement, fwiw.
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makmanalp大约 9 年前
Not to be that guy, but isn&#x27;t this one case where we need to question the ethics of reporting on leaked documents? Especially when the files themselves seem to be leaked only to Techcrunch. So the cat isn&#x27;t out of the bag yet, and there really is no public interest &#x2F; whistleblowing that TC is serving when they post numbers here. Seems sketchy at best to me. Unless they were &quot;leaked&quot; deliberately, which isn&#x27;t much better, but for different reasons.
cehrnrooth大约 9 年前
I&#x27;m impressed by their plan to 5X their top-line in one year and improve their margin at the same time (which would indicate either raising prices or reducing subsidies).
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downandout大约 9 年前
This is admittedly anecdotal, but they seem to be driving at least some of their growth through dodgy tactics. Last time I stayed in a Vegas hotel, I went down in the morning and found a Postmates flyer on my car encouraging me to use their service while I was in town. I&#x27;m fairly certain that no large casino would give them permission to do this.<p>If they are doing this kind of thing in cities everywhere, I can see them growing pretty fast, as long as no one sues them or otherwise stops their &quot;growth hacking&quot; plans.
drudru11大约 9 年前
Hmmm. Just today Amazon announced their starting to support San Francisco with 1 hour restaurant delivery for Prime customers.
rdl大约 9 年前
I&#x27;m curious how far one could go toward leaking false information.
pbreit大约 9 年前
What are the &quot;Salaries&quot; under the Operational Expenses?
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