What podcasts say about Martín de los Santos
Every statement, with the speaker, the exact quote and the moment it was said.
What Martín de los Santos has said on podcasts
16 statements · 14 positive · 1 mixed · 1 neutral
MercadoLibre is Latin America’s largest e-commerce platform.
“we are the largest e-commerce platform in Latin America”
Open the episode · MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin AmericaListen at 1:47
MercadoLibre delivers nearly three billion packages annually, with 75% arriving within two days.
“Today, we deliver almost 3 billion packages a year, and 75% of those packages are delivered within two days.”
Open the episode · MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin AmericaListen at 5:44
Latin American e-commerce penetration is expected to keep rising toward U.S. or Asian levels.
“But we expect that to continue growing over the years. And there's no reason why we shouldn't have penetration similar to the US or Asia.”
Open the episode · MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin AmericaListen at 7:17
MercadoLibre has roughly 40% Brazilian e-commerce share, up fivefold in ten years.
“we have roughly 40% market share. But that market share grew by... 5x over the past 10 years.”
Open the episode · MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin AmericaListen at 9:02
MercadoLibre has substantial room to expand Latin American digital advertising share.
“the opportunity is immense i think i mentioned we have only 10 market share in a market that is growing very rapidly”
Open the episode · MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin AmericaListen at 11:14
MercadoLibre’s advertising business exceeds $2 billion run-rate revenue and has high margins.
“The advertising business is a, I would say, it's at a run rate more than $2 billion business. It's a high margin business growing very rapidly.”
Open the episode · MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin AmericaListen at 11:41
MercadoLibre’s data models accurately predict merchant credit defaults.
“we can use all that data to score them and to have sophisticated models that are very accurate at predicting default rate”
Open the episode · MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin AmericaListen at 14:16
MercadoLibre’s credit business is highly profitable.
“Our credit business is very profitable.”
Open the episode · MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin AmericaListen at 18:23
MercadoLibre’s average credit-portfolio loan is $500.
“The average loan size is only $500 on our portfolio.”
Open the episode · MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin AmericaListen at 20:08
MercadoLibre expects its credit portfolio to remain healthy and profitable.
“we have always had a very healthy and very profitable portfolio and we plan to continue. to continue to have it that way.”
Open the episode · MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin AmericaListen at 20:46
MercadoLibre accepts short-term margin compression in exchange for long-term growth.
“we are very comfortable trading. short-term margin compression with long-term growth and with the long-term opportunity that we have in front of us.”
Open the episode · MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin AmericaListen at 24:02
MercadoLibre ecosystem users purchase 70% more volume than commerce-only users.
“if you are active on both commerce and fintech, you tend to buy 70% more volume than if you're an e-commerce platform only user”
Open the episode · MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin AmericaListen at 25:39
MercadoLibre ecosystem users generate 90% more payment volume than fintech-only users.
“ecosystemic users tend to pay 90% more TPV than users that are only fintech users”
Open the episode · MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin AmericaListen at 25:52
MercadoLibre’s ecosystem-user base is growing 37% year over year.
“we're growing the ecosystem of users at 37% year on year”
Open the episode · MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin AmericaListen at 27:18
Tariffs indirectly benefit MercadoLibre by creating opportunities to bring products into Latin America.
“indirectly, the tariffs play to to our advantage because it opens a new opportunity for us to bring more products in Latin America.”
Open the episode · MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin AmericaListen at 31:39
AI has transformed MercadoLibre’s operations and represents a major opportunity.
“AI really changed the way we do things internally, the way we develop our products, the way our users interact with our platform, represents a tremendous opportunity for us”
Open the episode · MercadoLibre CFO Martin de los Santos on Growing E-Commerce in Latin AmericaListen at 31:52
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.