> What metric are you measuring this individual against? Because Revenues went from $441M (2020), to $527M (2021), that's a 20% YoY increase in topline revenue growth. That's huge for a company of this size.
That annual report can be tl;dr-ed as "we're like years away from closing shop but we sampled data at juuust the right moment to make you wonder why". That's a huge for a company of this size, but it's also largely accidental.
The mechanisms behind the revenue growth are fragile and tied to the browser (if not directly, like Pocket, at least in the initial stages of the funnel and through branding, like Mozilla VPN). And the browser is bleeding users. There are plenty of alternatives for all these services which will be there if users decide to switch browsers. The only way it'll still look like growth next year is if adoption of paid services will be slow enough that it'll take more than an year to reach the declining user cap.
Mozilla can secure secure its position through attractive software and services, not bean counting bullshit -- paying customers pay for software and services, not numerology. Failing to deliver attractive software and services is a core failure, and the capital underperformance: unless it's rectified, annual reports won't look as pretty.
So yeah, my metric here is increasing paid service adoption base. $441M -> $527M is an attractive looking feature, but that's because it only contains the initial adoption uptick in a shrinking potential customer base.
That annual report can be tl;dr-ed as "we're like years away from closing shop but we sampled data at juuust the right moment to make you wonder why". That's a huge for a company of this size, but it's also largely accidental.
The mechanisms behind the revenue growth are fragile and tied to the browser (if not directly, like Pocket, at least in the initial stages of the funnel and through branding, like Mozilla VPN). And the browser is bleeding users. There are plenty of alternatives for all these services which will be there if users decide to switch browsers. The only way it'll still look like growth next year is if adoption of paid services will be slow enough that it'll take more than an year to reach the declining user cap.
Mozilla can secure secure its position through attractive software and services, not bean counting bullshit -- paying customers pay for software and services, not numerology. Failing to deliver attractive software and services is a core failure, and the capital underperformance: unless it's rectified, annual reports won't look as pretty.
So yeah, my metric here is increasing paid service adoption base. $441M -> $527M is an attractive looking feature, but that's because it only contains the initial adoption uptick in a shrinking potential customer base.