Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
Across the three delivery 3 locations, there are a further 152 advertising-only restaurants that are identified as able to provide delivery. This includes some pizza hut, harvester etc. Hopefully this means they are starting to integrate further with the platform.
I'm surprised the share price hasn't reacted more positively to the public release to Android of the delivery service. It looks really good.
I think we're waiting for the same updates to come to Apple. The Apple Store has more rigorous checks on updates than Android Play Store, so it takes a little longer. The website needs updating too, but that should be a near instant push-button process.
I've been pouring over the data this morning and delivery is still just in Brighton, London and Portsmouth. However, instead of the usual handful of trial restaurants, there are now 213 fully-integrated restaurants configured for delivery.
Once the three user interfaces are updated: Android(done), Apple(pending) & website(pending), then Dish will be free to update the market.
175 fully-integrated delivery-enabled restaurants in London alone. Share price is depressed while we wait for this news to break. Looks like there is a small window of opportunity here before all of these updates go live. I've topped up a large chunk this morning.
it works for me on Android. I had to try a few postcodes around London before I found available deliveries, but Hammersmith has a couple of restaurants with slots. The UI looks better. I've been a little exasperated by the unintuitive earlier attempts over the summer, but this looks like it could work. I didn't follow it through the whole order placing pipeline: menu selection / payment / confirmation email + sms / delivery updates / reviews - as I'm not actually in Hammersmith.
It would be great if a forum member in range of delivery could go through the whole process and feed back to the group.
Isn't the difference between the SAAS (Software as a service) model and the current model just the way the restaurants pay.
With Saas, they pay with a monthly fee.
With the current model, they pay a variable booking fee per seated diner.
Ignoring the ability to white-lable the service under your own brand, is there any other difference?
Bob gets frustrated at people failing to understand saas, but I really think that's all there is to it... unless I also misunderstand.
I don't need a link to "saas explained", I'd just like to know what people think the difference will be for BigDish when saas goes-live compared to the current software service. Surely it's just how they pay ?!?
I couldn't agree more with Hit. If you were not invested and discovered Dish this week, ask yourself "Would I invest?". If the answer is yes, then leave your money where it is, or perhaps buy more to average down. If the answer is no, then sell some or all and put your money to work elsewhere. Don't allow yourself to feel trapped waiting to recover losses.
You're implying he can be found, even if he uses technology to obscure his location. Your line sounded like something out of 'Taken'. And what are you going to do when you track down his source IP? I don't think any of that is twisting what you said. It was a veiled threat, but still a threat
I see what you mean. They can't flip them to the bigdish service en masse. Each restaurant in turn will need convincing to put their trust in bigdish on-the-go. Could they use two services at the same time and gradually phase out the expensive rival? Not sure
+jsmith. They could convert all 2000+ to fully subscribed restaurants tomorrow. Their platform runs on Amazon Web Services, so they don't need to anticipate growth, order bigger servers, commission them - a long lead tim e to extra capacity. AWS allows them to scale their service instantly. The only limitation is the number of restaurant on the planet. So yes, Dish could "migrate half the restaurants to Go live, for delivery/collection". I don't think you were being ignored, I just don't think it was a particularly useful question
The earlier public-visible trials of delivery have used the same app and same data source as used for dine-in. I think that's how it will work when bigdish-to-go finally goes live. They may be adding venues for delivery and have them toggled off. Possibly new sign-ups want to go live for both dine-in and delivery at the same time. Personally, I'm trying to eliminate my use of hope as a strategy here.
..offering restaurant booking (we knew that) + now delivery in-app. They're a London-only based competitor, so it doesn't mean the race is lost. It's just a bit depressing to see. Dish have been dithering and false-starting since April. If this product team worked in my IT department, they'd have been reassigned to something less critical months ago.
First movers and fast followers.
+ Jsmith, I don't think it's necessarily true that only those that subscribe(pay) will remain on the platform in Jan. There may be new restaurants who've joined with free trial periods ending at different dates. Also, those venues who are simply advertising aren't really on the free trial yet, they've just taken a step towards it by advertising through BigDish. No harm in leaving them on the app. Would be great if some of these chains took the step to fully-integrate though. If it does play out like this, then we may well see 3000+ by Jan. The critical measure will be the conversion rate from fully-integrated to subscribed. Would be good to measure a conversion rate from advertising-only to fully-integrated free trial too. (will of course count the number of restaurants leaving too).