Emerging Trends and Challenges
FTPartnersResearch-GlobalMoneyTransferTrends
FTPartnersResearch-GlobalMoneyTransferTrends
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
PayPal Acquires Xoom for $890 mm<br />
Xoom: Selected Business / Financial Metrics (cont.)<br />
Gross Additional Customers<br />
Xoom’s management<br />
considers Gross<br />
Additional<br />
Customers a key<br />
driver of business<br />
growth <strong>and</strong> revenue<br />
(# in 000s)<br />
121<br />
12<br />
151<br />
16<br />
New Customers<br />
Rupee-related activity in<br />
Q2-Q3 2013<br />
(1) (2)<br />
Win-Backs<br />
139 132 136 154<br />
20<br />
15<br />
19 19<br />
YoY decline due in part to:<br />
■ Lower LatAm advertising<br />
■ 3Q13 Rupee-related activity<br />
■ Increased competition<br />
119<br />
22<br />
145<br />
27<br />
156<br />
(3)<br />
110<br />
135 124 113 117 134<br />
97<br />
118<br />
1Q13 2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 4Q14 1Q15<br />
Win-Back % of Gross Additional Customers<br />
10% 11% 11% 14% 14% 13% 19% 19% na<br />
Cost Per Acquisition of a Gross Additional Customer<br />
$36<br />
$39<br />
Increase partially due to<br />
non-recurring incentives to<br />
download mobile app<br />
$35<br />
$42<br />
$48<br />
$44 $44<br />
$53<br />
$50<br />
1Q13 2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 4Q14 1Q15<br />
Source: SEC filings <strong>and</strong> earnings press release.<br />
(1) Reflects new customers added who have transacted at least once during a given period.<br />
(2) Previously inactive customers who transacted at least once <strong>and</strong> then returned to transact for the first time in more than twelve months.<br />
(3) Starting in 1Q15, Xoom no longer provides metrics for new / win-back customers; the Company only releases gross additional customers in aggregate.<br />
86
Change language