不知道,目前的形势确实是风投了,目前被套,准备卖cc回血,如果有一波拉涨会考虑减一点仓,但是依然长期看好。这个股票估计会来回上下几波,回血和拉涨减仓只为了更好的持有和抄底。博彩部门应该在建立。Q3他们打算上线虚拟盘博彩,Q4真实博彩。我觉得只要虚拟盘上线就会有一波拉涨。
但Fubo目前的空间比已经有5000多万用户的roku空间要更大
开发在线博彩实际上是为了提高其广告议价能力 也能提高资本市场的估值想象空间
不知道,目前的形势确实是风投了,目前被套,准备卖cc回血,如果有一波拉涨会考虑减一点仓,但是依然长期看好。这个股票估计会来回上下几波,回血和拉涨减仓只为了更好的持有和抄底。博彩部门应该在建立。Q3他们打算上线虚拟盘博彩,Q4真实博彩。我觉得只要虚拟盘上线就会有一波拉涨。
$奈飞(NFLX)$ 奈飞开始亏是因为它花巨资拍剧集,而剧集是可以作为资产沉淀下来的,剧集越多,用户越多,并且资产摊销速度很慢,就像现在还有人看几十年前的老友记一样..而Fubo的钱是花在实时性要求很高的体育直播上,很难作为资产沉淀下来,毕竟没多少人喜欢看以前的体育比赛..这是不一样的..$fuboTV(FUBO)$
广告整收入其实是 用户数 * ARPU. ARPU = CPM * watching hour * ad loading per hour
仔细看一下Laura的问题: Could you—one of the use of proceeds from our October IPO was the fact that you're going to hire lots of salesmen to try to get the CPM up from $20, which is like the programmatic CTV seat cost per 1,000, to $30. Could you talk about your progress there and where you think you'll end the year in terms of cost per 1,000 for advertising?
David的回答: We continue to hire on the direct side and building up our sponsorship capabilities. But at the moment, we're still focused on programmatic. What's interesting about that is we have significant upside. If you think about, our CPMs are still in the sort of $20 to $22 range, which gives us, again, enormous upside. We've really been focused on fill. And just given the engagement levels that we're seeing, we're starting to see actually more inventory, which is helping us take our time building out our team.
upside是 用户数,观看时长,fubo做的确实不错。downside是,根据目前的数据来看,似乎CPM并没有远远高于CTV。
是的,这三个都是mega trend,短期做空先不管了,我已经清仓了google准备补仓基本面良好的小盘股了。但是这次打算间隔长一点,小盘股回暖可能不是一两个quarter这么简单了。