ENTITY
Rally

Rally (RALLY US)

14
Analysis
United States
Checkout software for ecommerce merchants with shopper identity, payments, and post-purchase offers
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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

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Sacra
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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...

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Sacra
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...

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Sacra
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...

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Sacra
106 Views
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bullish•ShipBob
•28 Feb 2024 08:00

ShipBob: TikTok's $500M/year Fulfillment Arm

TL;DR: ShipBob hit $500M in revenue in 2023 as the fulfillment arm both of SMB ecommerce merchants and high-growth businesses like TikTok Shop....

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Sacra
102 Views
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