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.