| 发布于: | 雪球 | 转发：3 | 回复：53 | 喜欢：1 |
$fuboTV(FUBO)$ 暴富的很多机会不是你在那些不断涌现的高位票中来回切换，而是要在看准有很大潜力的个股身上 在低位 积累大仓位。
当然看错了，你也只能认输。但是目前有两年时间来对你的选择做最后的裁决。拿住了
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。