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16
Analysis
Information Technology
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United States
Checkout software for ecommerce merchants offering one-click login, identity, and payments
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bullish
•
Rokt
•
22 Jan 2025 08:00
Rokt At $600M/yr Growing 43% YoY
TL;DR: With its acquisition of customer data platform (CDP) mParticle at the beginning of 2025, Rokt is looking beyond the advertising business...
Sacra
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130 Views
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bearish
•
Gumroad
•
07 Dec 2024 08:00
Primer: Gumroad - 07 Dec 2024
Checkout tool for creators to sell digital products, memberships, and courses online
Sacra
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99 Views
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bearish
•
Gumroad
•
18 Sep 2024 08:00
Gumroad At $21M
TL;DR: Gumroad flipped from burning cash to making $9M in profit when it increased prices in 2023, but behind its $21M of revenue (up 96% YoY) is a...
Sacra
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112 Views
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bullish
•
Klarna Group
•
28 Aug 2024 08:00
Klarna At $2.26B/yr
TL;DR: Sacra estimates that Klarna generated $2.26B in revenue in 2023, up 22%, as they become a neobank, moving away from the quickly-commodifying...
Sacra
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105 Views
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bullish
•
Rokt
•
19 May 2024 08:00
Rokt: The $480M/year Ad Network Behind Uber & Lyft
TL;DR: Sacra estimates that Rokt generated $480M of revenue in 2023, up 52% year-over-year, as brands looked to their ad network built on first...
Sacra
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106 Views
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