Run the Numbers

Stubhub IPO: S1 Breakdown

5 snips
Apr 5, 2025
Dive into the intriguing world of StubHub's upcoming IPO! Discover their unique business model and the key metrics that highlight their market potential. Explore 12 critical themes and uncover 3 potential red flags that investors should be aware of. The conversation also weighs the bull and bear cases for StubHub, providing a balanced view of its prospects in the competitive ticket resale market. It's an insightful analysis that sheds light on the challenges and opportunities that lie ahead for this marketplace giant.
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ANECDOTE

NSYNC Concert

  • Speaker 0 enjoys attending live events and has since childhood.
  • They recall attending NSYNC's No Strings Attached tour in 2001 with their mother.
INSIGHT

Premium Pricing Strategy

  • StubHub's 20% take rate bundles buyer/seller fees, payment processing, and fulfillment.
  • This premium pricing strategy positions them as a reliable platform for high-demand events.
INSIGHT

Value Proposition

  • StubHub offers a curated experience for limited supply events, not cheap tickets.
  • Their value proposition prioritizes reliable access over bargain hunting.
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