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Eventbrite S-1

139 points| coloneltcb | 7 years ago |sec.gov

102 comments

order
[+] Sea_Wulf|7 years ago|reply
Congrats to EventBrite on choosing to go public, but I think a congratulations is in order for their 2017 sales team.

> More than 95% of creators who used our platform in 2017 signed themselves up for Eventbrite. In 2017, we derived 54% of our net revenue from these creators.

Selling to about 35,000 creators (700,000 total) for 46% of the profit is no small chore, and, in my mind, speaks to a highly effective sales strategy. It also partially explains why LiveNation is not taking a "create your own event online" approach: direct sales can be more profitable.

[+] sciurus|7 years ago|reply
Keep in mind that Eventbrite doesn't charge anything to host free events, which is all many of their organic customers ever host. That said, the amount of revenue you can get from music festivals and venues, which require a sales team to make the deals, dwarfs what you can get from most other customers. There's a reason Eventbrite bought Ticketfly. For that same reason, Live Nation has bought some of Eventbrite's customers and moved their ticketing to Ticketmaster.
[+] tomphoolery|7 years ago|reply
It's not just the sales team. Eventbrite has a fantastic user interface and features that really work for people with complex ticketing requirements, better than any other ticketing platform I've ever used.
[+] sciurus|7 years ago|reply
I chuckled when I read "For example, we previously experienced interruptions in performance of our platform because of a hardware error that AWS experienced" on page 26.

I never expected one of the mishaps I dealt with while I worked there to appear in an SEC filing! If you want to learn a lot at the expense of a few gray hairs, I can highly recommend working in ops in the ticketing industry. I've spoken about some of the things it taught me at https://www.usenix.org/conference/lisa17/conference-program/...

[+] sfrench|7 years ago|reply
I’m happy my stuff didn’t require multiple pages :)
[+] mshenfield|7 years ago|reply
Is reading S-1 filings a thing (nerd)?
[+] buf|7 years ago|reply
As an early Eventbrite employee who saw the company grow from 10 to 200 people, this feels surreal.
[+] gedy|7 years ago|reply
Funny story is my company at the time looked at acquiring EventBrite about 10? years ago, and as part of the integration eval, I happened to run the ab command against their endpoint. Few minutes later VP ran to my office and told me to stop as EventBrite called saying we were DDOSing them.

Congrats to EventBrite on going public. Am glad you stayed independent, as my company would have ruined them, like many other acquisitions..

[+] donnfelker|7 years ago|reply
Buf!

Good to see you're still around. :fist-bump:

[+] immad|7 years ago|reply
Are you happy about it?
[+] darkstar999|7 years ago|reply
I hope Eventbrite and Brown Paper Tickets are successful in stealing some business from their nasty competitors like Ticketmaster whose fees can be 50% of the ticket price.

Edit: their fees can be over 100% of the ticket price.

[+] jonnywhite|7 years ago|reply
Eventbrite are still expensive in my view and their business model perpetuates the 'booking fee' mentality of the industry.

To sell 250 tickets for $10 each would cost the event organiser (or ticket buyers) $560, excluding payment processing. That's a hefty chunk of cash for relatively little work.

I don't think it's a fair model so I set up Ticket Tailor for this reason - https://www.tickettailor.com. The same event would cost $25/mo, with no contracts or commitment. We have facilitated 8M ticket sales for savvy event organisers who are fed up with [Eventbrite | any other ticketing company].

[+] bing_dai|7 years ago|reply
I cannot be happier for Eventbrite! What a valuable product. My own startup wouldn't have taken off as fast without Eventbrite. Congratulations!
[+] bbrian|7 years ago|reply
Go to eventbrite.com, search (blank) your local area "today" and events are not in chronological order. I appreciate that they show the 'best' events first, but when I just want something to do, it kills me that such a simple search is not available.
[+] dopeboy|7 years ago|reply
As someone launching a coding camp for kids, Eventbrite has been instrumental for us. We do free classes to generate leads and the free offering of EB has been more than enough to accomplish this. Good to see them succeed.
[+] Santoshpanda|7 years ago|reply
Network effect could solve gaps and make Eventbrite emerge as №1 player vs. LiveNation. But only in the ticketing for the entertainment segment. This is further challenged due to Top 5 wants a pie of every tech-driven business: Amazon, Facebook, Google, Microsoft and even Apple. They own the network.

here is my detailed thought post: https://medium.com/@santoshpanda/my-thoughts-on-eventbrites-...

[+] toomanybeersies|7 years ago|reply
As a non-American who's never invested in shares outside of his own country. How do I get a slice of this pie?

This is one of the few specific companies I'd actually be interested in investing in, rather than throwing all my money into indexes.

[+] randomsearch|7 years ago|reply
That’s interesting, why would you want to invest? EventBrite looks like a very vulnerable business to me.
[+] drx|7 years ago|reply
Get a US brokerage account like Schwab.
[+] Kinnard|7 years ago|reply
I wonder if this has to do with building a war chest to compete with meetup + WeWork . . .

though meetup and eventbrite are definitely different.

[+] thinkingkong|7 years ago|reply
They just also recently acquired Picatic, another vendor in this space. Hopefully that helps with the figures.
[+] davidu|7 years ago|reply
Congrats Julia (and Kevin)! Amazing company you've built.
[+] mychael|7 years ago|reply
Congrats Eventbrite team. You guys earned it!
[+] minimaxir|7 years ago|reply
"We have a history of losses and we may not be able to generate sufficient revenue to achieve and maintain profitability."
[+] donald123|7 years ago|reply
What's the point? This is a common risk for all companies.
[+] whoisjuan|7 years ago|reply
That's like boilerplate writing for filings. I haven't seen the first S-1 filing that didn' say that.
[+] alfanick|7 years ago|reply

[deleted]

[+] deathhand|7 years ago|reply
Considering their competitor is LYV(Live Nation) at a market cap of 10 Billion... Who wouldn't want a piece of that pie? Hopefully they will be able to raise enough capital to bring lawsuits against LYV for their anti-competitive and monopolistic practices.
[+] toomanybeersies|7 years ago|reply
I book tickets to events roughly every 2 weeks. The vast majority of the time, it's been through Eventbrite.

They've done a phenomenal job at snatching market share from their competitors, especially for smaller events.

[+] manigandham|7 years ago|reply
Simple != easy.

I'm sure you can rebuild most of the site in a week, but who's going to buy from you? The simplest business models can become major companies moving lots of money because business operations has nothing to do with technical complexity. You should focus on that.

[+] kyleblarson|7 years ago|reply
The classic 'That's so simple I could have done it' statement always warrants the classic 'fuck you, you didnt' response.
[+] gammateam|7 years ago|reply
I think the main flaw with your supposition is that being on the market requires rocket science

FIRST, lets talk about history since you know about it. Going public wasn't as coveted and rare of an event as it is today. So people like you had no expectation of being wowed by the rocket science presented in S-1 registration statements.

SECOND, revenue from selling tickets. Ticket selling websites have a monopoly on extra fees which can practically double the price over the face value of a ticket. Consumers have no other way to get tickets to these events. The market likes that. If you want to share in the profits of this money printing operation, then you buy the shares and hope they start giving dividends.

Thats all the market cares about.

High regulations have prevented companies from considering to go public via an IPO, or go public at all. So therefore companies go public via an IPO as the LAST round of equity financing at their peak growth, which they and their bankers think they can sell to the gullible investing public. When the market is frothy like today and the investing public is excluded from most of the growth, they will buy. IF ALL GOES WELL, the company can use that new IPO money and expand into further growth, but it isn't that important anymore.

[+] jimktrains2|7 years ago|reply
> It is a website selling tickets. It's not rocket science

"It's just people sending shirt messages. It's not rocket science."

"It's just syncing some files. It's not rocket science."

It's extremely short sighted to think that everything is easy and simple. There are real-world engineering issues that come when you have influxes of people attempting to buy specific, limited items at the same time.

(Also, rocket science isn't that hard. Rocket engineering and manufacturing is the hard part.)

[+] Maro|7 years ago|reply
Eventbrite probably wants to sell tickets to every event on the planet [and take a cut]. That doesn't sound so un-sexy from a business perspective. (I don't know anything about their numbers, just saying.)
[+] mmanfrin|7 years ago|reply
What an astoundingly ignorant comment.