发布于: 雪球转发:0回复:3喜欢:0
$Spotify(SPOT)$ 二季报比我预期的好,幸好股价如期下跌。播客比较失望,进展不够快。管理层太稳了,现在是播客大投入的时候,错过这个村就没有这个店了。
引用:
2021-05-03 21:57
$Spotify(SPOT)$
Our strategy to move from being a streaming service to being an audio platform is really starting to come to life.
We believe we have at least 5 to 7x growth left in the business we are in today: music, podcasting and paid audio, and we intend to win...

全部讨论

2021-08-02 07:32

播客这种产品被复制的概率太高,即使建立护城河也是比较浅的护城河。它最好的出路是和FB,谷歌合作,就像SHOP在电商领域加强和FB合作。

2021-07-28 23:49

加仓了…市场低估了spotify的潜力…

2021-07-29 06:36

现在还是烧钱增加内容的阶段