#28 Гость Сергей Терников - Директор по связам с инвесторами сервиса "Суточно.ру".

Guest: Sergey Ternikov - Director of Investor Relations at Sutochno.ru. 🏠 What is it? The Russian Airbnb — daily rentals of apartments, houses, hotels, and even campsites. It has been on the market since 2011. It has two apps: for guests and for hosts. 📊 Financials 2025 💰 Turnover — 63 billion rubles 📈 Revenue — 7.1 billion rubles 💎 EBITDA — 2.8 billion rubles (profitability 39%) 👥 Team: 400+ people, 80% remote. Office in Ulyanovsk. 🌍 Geography Russia + Belarus, Kazakhstan, Georgia, Armenia, Abkhazia, Thailand, Bali, Vietnam. Growing organically: Russians rent out foreign properties through the app. 🤝 Competitors 4 leaders (80% of the market): Sutochno.ru, Avito, Ostrovok, Yandex Travel. 🎯 Key Differentiator Focus on daily rentals + user-friendly apps. 🔄 Business Model The platform doesn't charge a commission, but charges a fee for using the software. Every booking is profitable. 🚀 IPO Status Technically ready. Now is the brand awareness phase. 😲 Key Insight The most popular destination for the May holidays is Minsk! (not Moscow, not St. Petersburg, not Kazan). Why? Easy to get to by car, Russian cards work, no need to exchange currency, delicious food, and cleanliness. 🧭 Strategy — 3 vectors 1️⃣ Improve the app 2️⃣ Develop hotels and B2B (30% of trips are business trips) 3️⃣ Find new niches (inorganic growth) Also subscribe to my Telegram channel https://t.me/mamaceonow See you in new episodes!