Amex

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Mar 9, 2019 by Kirk Simpson · across every show →

Everything said about Amex, oldest first

Mar 9, 2019
Insight
Fintech LTV must use gross margin, not gross payment volume
“Essentially in our business, because we're paying out to Visa and MasterCard and Amex on our payments revenue, It's important to not look at the gross revenue, but instead to the net, right? And to like take lifetime times by your net revenue to get a true vie…”
Kirk Simpson Mar 9, 2019 ▶ 12:36 1323 How FinTech Company Wave Is Deploying $100m in Capital, $25m+ in ARR
May 17, 2021
Prediction Not checkable as stated
Bean: Major Banks and Startups Will Emulate Divvy's Budgeting Features
“You're going to see the market, whether it's the big companies like Chase, Wells Fargo, Amex, et cetera, or other startups. Copying suit. Budget is one of those things that we've held to and we're super proud of, and it's super powerful for our customers. And …”
Alex Bean May 17, 2021 ▶ 18:34 Divvy Founder Sees Clear Path to $100m, 20k Customers, Most Revenue from CC fees, $1b+ in GMV
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