Its enterprise offering is stellar and industry insiders are willing to say it out loud.
Shopify is meant for the companies that want everything all in one place — easy, contained, managed.
(Long $SHOP since $66)
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BigCommerce is built for the other e-commerce brand; where picking and choosing software and APIs is seen not as a burden, but as a benefit.
Where selecting best of breed rather than closed ecosystem is a benefit, not a burden.
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The phrase that describes BigCommerce would be “the seamless integration of endless choices of partners,” whereas we would describe Shopify as “fully integrated out of the box.”
This opens up a huge new market...
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Global B2B e-commerce gross merchandise volume (GMV):
These number can be somewhat misleading as a huge amount of B2B e-commerce happens in market places, where competitors sit side-by-side, rather than the customary one brand one site B2C world.
So, dismiss the raw numbers and see the trend.
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To be clear, BigCommerce isn’t really going after companies with established modern sites, it is going after the companies that either do not have dedicated sites or that use a legacy product (like one built in house).
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This is maybe 5% of the story, but it's a good one.
The real story is best told with deeper analysis and then a conversation with their executives.
CML Pro members, we have an updated little post on $PINS in Community.
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$PINS
If we use the Historical Estimates Tools in CML Pro (available to you for free), we see that analysts, in the past, have had a hard time keeping up with Pinterest’s actual growth versus analyst estimates:
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To put it into words:
In July of 2020, the consensus analyst estimates for fiscal 2022 and 20023 revenue for Pinterest were $2.1B and $2.4B, respectively.
We note that the implied estimate of growth from 2022 to 2023 was about 14%.
(The link to register for free is at the end of this thread).
Make sure this is what you want, or it's not a good use of your time, which I do honor.
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Two conclusions will come from this webinar.
A group that will say, ‘ya know, that was great, but I don’t want to speculate with options now that I see what that phrase actually means for a successful trader.’
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And I so dearly honor that point of view. It is a high intellect point of view, in my opinion.
Then there will be a group that will say, ‘shit, this is hard, but I want to do it. It’s worth it.’
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A thread on the underappreciated importance of a user base on a platform that in its early stages isn't necessarily very impressive and/or doesn't necessarily have an obviously profitable direction.
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Let's start with $TWLO, which I am long.
At first, if we just hush up all the fantastical names that non technologists and amateur investors threw around (like CPaaS), it was really just this:
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1. A very clean and easy API. 2. To send text messages (SMS).
Blah, blah the rah, rah, that's what it was.
It filled a need and it did so very, very easily, but it wasn't a business in and of itself that was obviously profitable.
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