A selection of graphs and results from various studies with short annotations.

I spied on Herman Kaplun's Facebook chart, which he titled as "Online supermarkets - everything is just beginning." Russia is not on the list, but if we compare the turnover of Utkonos, Instamart and iGooods with one X5 Retail Group or Magnit, it will be clear that we are somewhere near Brazil and India.

But the culture of consumption cannot remain unchanged. Yes, and Yandex did not just start experimenting with Lavka.

About the quirks of the stock market. Shares of companies with "smart" tickers are growing faster than the market. Some investors follow specific companies, perform fundamental financial analysis and make complex forecasts. And others simply invest in stocks with catchy tickers and win significantly more.

There are two domestic companies in the world's top ten applications for personal mobility. I will mention specific numbers from SensorTower for total downloads so that you better understand the difference in positions. Uber — 11 million, Grab — 4 million, InDriver — 2,3 million, Bolt with Lyft — 1,7 million, Yandex.Taxi — 1,5 million.

However, Yandex also owns Yango with 150 downloads and all Uber downloads in Russia and the CIS. That is, Yandex is at least ahead of Bolt and Lyft in this rating.

Separately, I want to be happy for the success of InDriver. Arsen Tomsky recently wrote about the appearance of the XNUMXth city in the InDriver network. The company is storming Mexico, India, Brazil and, what is very important, on its own, without a crazy venture.

In the spring i wrote about the high churn rate of drivers at Lyft with Uber and that their commissions are well above the stated 25%. And here's how, according to Jalopnik, things really are - most drivers receive less than 60% of the order amount.

Numbers

• 51% of the capital invested in US venture capital funds over the past decade brought losses and only 4% generated tenfold income or more. If we count not by the volume of dollars, but by the number of transactions, the distribution will be even more severe: almost two-thirds of investments turned out to be unprofitable for their investors.
• People began to change iPhone once every three years. The decline in global sales of phones and the fall in Apple's revenue are often associated with market saturation, but another reason may be an increase in the replacement cycle. After all, phones of previous generations remain productive enough for most tasks, repelling the desire to get the newest model.
• 69% of American households contain at least one smart home device. True, in order to comply with the term “smart” home, there must be many such devices and they must work as a whole. And households with two or more gadgets are only 18%, and even then we don’t know how smart these houses are.
  This post is a compilation of entries from my channel for October under the #analytics tag. If this format is to the liking of the vc.ru audience, the collections will become monthly. Many thanks to everyone for your attention!

This post is a compilation of entries from my Telegram channel Groks for October by #analytics tag. If this format is to the liking of Habr's audience, the collections will become monthly.

Source: habr.com