Growth and Monetization Case: Venmo (Peer-to-Peer Payments)
Context
You are evaluating growth and monetization drivers for a large U.S. peer-to-peer (P2P) payments app similar to Venmo. Assume "last year" refers to the most recent full calendar year. Use reasonable, clearly stated assumptions.
Tasks
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Revenue sizing (top-down)
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Estimate Venmo’s annual revenue for last year. Show a clear framework, state assumptions, and do the math. Provide a base case and a quick sensitivity range.
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Weekly metrics for growth and engagement
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Identify the three most important weekly metrics you would track to monitor user growth and engagement.
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Define each metric precisely (event definition, inclusion/exclusion) and explain why it matters.
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Experiment design to increase payment frequency
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Propose one concrete experiment to increase payment frequency among existing users.
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Specify hypothesis, eligibility, randomization, primary/secondary metrics, guardrails, sample size/power, duration, and analysis plan. Note any network-effects considerations for P2P.