Lyft vs. Uber: Surpassing $1B ARR
How does ARR stack up for Uber and Lyft? We used a combination of consumer transaction data and reported revenue to examine each company’s growth from $100M to $1B gross ARR.
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The lasting impact of Adobe’s move to subscriptions
When Adobe introduced its Creative Cloud subscription service in April 2012, it was unclear how consumers would respond. Would they really adopt Adobe's new online service over the traditional boxed product?
Growth in daily fantasy sports as football season kicked off
September is the biggest time of the year for daily fantasy sports (DFS) to acquire new players - and this September has been the biggest ever for the two leading companies, DraftKings and FanDuel.
People ride Uber more than you think
A look of how domestic growth, customers, and rider engagement have changed at Uber over time.
Amazon Prime Day spike in revenue, customers
Amazon Prime Day appears to have been a success. See how single-day US sales for Amazon.com compared with a year prior.
The success of Gobble’s pivot
Gobble was started in 2011 as a marketplace for home-cooked food. By 2014, they had become a pre-cooked meal subscription service as part of YC. Neither model really took off, so in September they pivoted again - this time to meal kits.