发布于: 雪球转发:4回复:10喜欢:2
$微博(WB)$ 最新的F1文件公布了2014年Q1业绩:营收同比增长161%至6750万美元;净亏损4730万美元(其中有4020万美元是期权薪酬支出导致的非现金支出);调整后净亏损480万美元。//营收同比增速很快,但是2013年Q1还没有引入阿里巴巴,所以没有来自阿里的收入;调整后净亏损仍然有480万美元,感觉有点多,本来Q4已经扭亏的



• Revenues. Our total revenues for the three months ended March 31, 2014 were $67.5 million, consisting of advertising and marketing revenues of $51.9 million and other revenues of $15.6 million, as compared to total revenues of $25.9 million for the three months ended March 31, 2013, consisting of advertising and marketing revenues of $18.8 million and other revenues of $7.1 million. Our total revenues for the three months ended March 31, 2014 decreased from the total revenues of $71.4 million for the three months ended December 31, 2013 primarily due to seasonality.

• Net Loss. Our net loss for the three months ended March 31, 2014 was $47.4 million, as compared to a net loss of $19.2 million for the three months ended March 31, 2013. Our net loss for the three months ended March 31, 2014 reflects a loss of $40.2 million in change in fair value of investor option liability and $2.2 million in stock-based compensation expenses.

 • Adjusted Net Loss. Our adjusted net loss for the three months ended March 31, 2014 was $4.8 million, as compared to an adjusted net loss of $18.4 million for the three months ended March 31, 2013.

 • Adjusted EBITDA. Our adjusted EBITDA for the three months ended March 31, 2014 was negative $0.6 million, as compared to adjusted EBITDA of negative $11.5 million for the three months ended March 31, 2013.

全部讨论

Ricky2014-04-17 12:20

微店我觉得搞不太大

洛浮里2014-04-17 08:36

最近市场上杀出了一个新的东西叫微店,已经有了切淘宝蛋糕的意思,而且用户获取来源去中心化,对微博依赖远低于淘宝,你们可以去研究下,对微博影响几何。

大峰Terry2014-04-16 06:49

TigerSky2014-04-15 23:58

网络办公室是?

斯华特福德2014-04-15 22:09

有才!

均金无忌2014-04-15 21:00

网络办公室都已经成立2个月了。大家还关注新浪微博。只能说,可惜了。

老曾阿牛2014-04-15 20:53

千万不要谈盈利,否则就按传统公司估值了。

NEXTMIND2014-04-15 18:04

你觉得上市估值能到多少?

Ricky2014-04-15 18:00

这厮看短期利润率没有意义,这个不是重点

NEXTMIND2014-04-15 17:59

怎么看亏损 ricky