Hey James,
Here is a screenshot of the following numbers:
Your hypothesis is incorrect, according to my calculations, UC would sustain about 6.5% of losses with keeping to a monthly frequency, this roughly comes out to about $2,153 from Apr 1 to August 1st. Data is not reliable enough from February 1st to April 1st, this is because there was a sustained period where auctions didn’t run as well as the Rev Share percentages stayed about the same during this time. Bi weekly data was selected as it lines up better with when the percentages change from the RevShare updates.
There are a few takeaways of my own going through this data.
- Initially just doing napkin math in my head, I had though that Sentz would not be impacted by switching to monthly, as they were not experiencing the same growth as UC. This was incorrect as they are indeed negatively impacted.
- Auctions need to be more consistent, the income is extremely variable that the FinTechs are receiving.
- Switching to monthly would inflict compound losses on the Fintechs, and my analysis is that this is bad.
- How can we improve from an optimistic governance standpoint, and what can be automated so that we can continue to support our FinTechs?
The next RevShare update will be on the forums tomorrow and I hope to have your support.