PatrickLee
2020-10-22
$哔哩哔哩(BILI)$
疫情刚放松到现在,一直忙个不停。这段时间我就看了两家公司
$Netflix, Inc.(NFLX)$
和
$哔哩哔哩(BILI)$
。
奈飞的业务,我没看懂,虽然报表看起来很赚钱,但由于我不是他的用户,基本没啥感觉。
反观哔哩哔哩,因为原来和酷6、土豆的人打过交道,也请教了很多业务上的问题,也算是有一点了解。
财务基本面上看:他的变现一直很慢,比如贴片广告,我把爱奇艺、腾讯、优酷、哔哩哔哩时间占比做了个统计:腾讯>爱奇艺>优酷>哔哩哔哩。
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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漫投资
2020-10-22
漫投资
你说的时间占比怎么理解?
PatrickLee
:
广告占内容时间比,手动抽样计算...不准,没有他们内部数据
什么也没有了~
APP内打开
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