More than half of active users – according to the firm, are located outside of the United States and Europe. However, the rest of the world only generated an average of eight cents per user.
Comparatively, the ARPU from the United States and Canada is $4.98. The ARPU is 72 cents, even from Europe. The potential for ARPU growth in emerging regions is enormous. Upside in terms of revenue and cash flow is catalyzed by this. With further inroads as a proxy e-commerce platform, the company is positioned to benefit.
Coinbase
During a period of favorable cryptocurrency sentiment in 2021, Coinbase stock soared. The initial enthusiasm has given way to severe distress, and the coin stock has fallen by 80% so far in 2022.
The stock is appealing at $50 levels for those ready to consider a high-risk wager. While the crypto meltdown has had a significant negative impact on growth and margins, Coinbase appears to be a good long-term investment.
Coupang
In the upcoming years, a growth rate of about 30% is likely to be feasible for Coupang. One reason for this viewpoint is international expansion. Additionally, there are 37 million online shoppers in Korea. There are 18 million active users of Coupang at the moment, so Korea has a lot of room for expansion.
Sea Limited
Sea Limited is another e-commerce stock that is now trading at enticing levels. Due to cash burn and a relative slowdown in growth, there has already been a 68 percent correction this year.
However, as Sea Limited is concentrated on high-growth markets, the long-term picture is still favorable. Southeast Asia is already a significant market for the corporation. The business’ growth momentum will be sustained with entry into Latin America.
