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Tim Profile picture
Tim
@tpsojda
👨‍💼Supply Chain & Operations Executive 🧠 Continual learner & teacher of “why” 🤌🏼 Here to serve others 📦 Think outside the box🎚Y=f(x) 🤝 1+1=3
Sep 7, 2021 • 4 tweets • 3 min read
1> $AMZN now delivers 72% of its own 📦 vs 46.6% in 2019. @amazon logistics network has 📈 by 50% YoY and now has over 400k delivery drivers globally, 40k semi-trucks, and 30k delivery vans.

cnbc.com/2021/09/04/how… 2> Logistics consulting firm MWPVL expects $AMZN to deliver 7B 📦 this year, vs 6B for $UPS | @UPS.

• @Amazon shipping costs 📈 from $38B in 2019 to $61B last year.

• They now offer same-day delivery in 12 🇺🇸 cities: CHI, DAL, PHX, PHI, ORD, BAL, DET, TAM, CLT, HOU, DC, NSH
Sep 7, 2021 • 4 tweets • 2 min read
New $TWTR | @twitter layout is 🔥 great work team! @jack @nedsegal @kayvz Update your app, widened layout horizontally with better indentation for replies etc. images/ videos and ad spots more profound edge to edge. Looks like they took my recommendation 😉

Aug 10, 2021 • 23 tweets • 15 min read
1) Thread 🧵 2/2 on $SQ | @Square + $AFTPY $AFTPF | @afterpay_au with commentary from @jack @AmritaAhuja @nmolnar and yours truly.

🧵 1/2 👇🏼 2a) 💭 DRIVES LT GROWTH 📈 SYNERGIES FOR BOTH CO’S

“💪🏼 consumer & merchant adoption has enabled @afterpay_au to deliver 🚀 📈 w/ rev up ~4x over the last 2 years. We 👀 a # of levers to help drive continued 📈 for them, 1st, in terms of ongoing secular 📈 of BNPL in eComm;…
Aug 9, 2021 • 29 tweets • 21 min read
1) After analyzing the $SQ | @Square Q2 call and @afterpay_au commentary, he’s my big takeaways I’ve derived from @jack @AmritaAhuja and @nmolnar.

It’s long so it will be 2 🧵s here’s 🧵#1 👇🏼 2a) 💭 GEOGRAPHIC SYNERGIES ⛽️ 🌎 EXPANSION

🌐 expansion top prority of @Square. Geo presence is complimentary to @afterpay_au.

$SQ can help @afterpay_au w/ SMBs in in-person & other verticals not currently in

$SQ helps ⛽️ @afterpay_au priorities of LT 📈, esp in 🇺🇸
Aug 9, 2021 • 7 tweets • 6 min read
1> $TWTR Carousel Ads are gaining steam & here’s a 👌🏼 use of it by $AAPL | @Apple. Carousel Ads are not new but @Twitter has revamped theirs & I believe this will be a powerful 🛠 for businesses to stand out. I touched on this at the Financial Fitness Ad Tech Event, transcript 👇🏼 2> Continue to grow brand and performance business thru video capabilities, measurements, ad formats 👇🏼

▪️Released new Carousel ads in Nov 2020. They’re made up of 2 to 6 horizontally swipeable images or videos that drive people to an app or website. Any advertiser can create…
Jun 29, 2021 • 5 tweets • 6 min read
1> 📱APP SPEND 🧵 👇🏼

Consumers spent a record $64.9B on 📱 apps in the H1 2021, a 24.8% 📈 YoY. $AAPL @AppStore saw $41.5B spent, vs $23.4B at @GooglePlay. However, $GOOG Play saw a 30% 📈 YoY in expenditure vs 22.1% for the @AppStore, thanks to 📈 demand in markets like the 🇵🇭. 2> 📱 games category had the most spent: $44.7B. Rest was spent on areas like sports, finance, biz, & subscription-based apps. 

@tiktok_us & @YouTube est to have collected $920M (up 74%) & $564.7M, respectively. Users paid @Tinder $520.3M, making them 3 highest-grossing apps.
Jun 29, 2021 • 7 tweets • 6 min read
1> SOCIAL COMMERCE 🧵

The 🇺🇸 social comm market is projected to 📈 by 35.8% YoY to $36.62B in 2021, per @eMarketer. Social comm is when a company advertises & sells its products via social media platforms. 

$FB $SHOP $SQ $PYPL $TWTR $PINS $SNAP $TCEHY $BABA $JD $PDD $SHOP 2> 🇨🇳 remains the 🌍 largest social comm market, w/ sales exp to reach $351.65B or 13% of the nation's e-comm sales.

$FB is the largest platform in the 🇺🇸 w/ 56.1M buyers, while @instagram & $PINS have 32.4M & 13.9M, respectively. @WeChatApp is the dom player in the 🇨🇳 market.
May 26, 2021 • 27 tweets • 17 min read
1) Recap 🧵of @Square CEO @jack & brilliant CFO @amritaahuja speaking at @jpmorgan Global Technology, Media and Communications Conference today $SQ

@MaxTheComrade @caleb_investTML @InvestmentTalkk @alexkagin @BarbarianTrades @mukund @StockMarketNerd @Matt_Cochrane7 @ParrotStock 2) HAS COVID IMPACTED PRIORITIES?
🌀 @Jack priorities have not changed but dev velocity has improved mightily.
🌀 @CashApp DD work pulled up to get stimulus to Americans
🌀Focus/magic is how to connect 3 ecosystems together: Seller, @Cashapp, @TIDAL