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$ANGI

"A successful marketplace captures market share not only from incumbents, but creates incremental demand as the simple and reliable experience lure buyers who otherwise might not transact."
$ANGI

"The 150 categories we’ve unlocked to date represent about $50 billion of our current addressable market (*$400 billion TAM*), all of which can now flow through our platform and our earnings."
$ANGI

"There is a whole other category of projects that are sort of medium priced projects that covers about $150 billion in TAM that we’re in the early stages of experimenting with."
$ANGI

Medium priced projects represent an additional $150 billion in TAM vs. $50 billion already addressed but account for a similar amount of service requests for (1/3 of service requests)... So covers 50% of TAM and 66% of service requests.
$ANGI

The last half of TAM and 1/3 of service requests will come down to customer preference and profitability.

"demographic trend and consumer preferences will meaningfully drive adoption of the sort of buy it now option up over time"
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