说说$跟谁学(GSX_老虎社区_美港股上老虎 - 老虎社区

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faxan
2020-11-20

说说$跟谁学(GSX)$这份三季报吧。先说业绩，营收三季度仍然保持高增长，19.66亿的规模，253%的增速说不上差。利润也终于与同行看齐了。这也不奇怪。猿辅导，作业帮这么融资砸钱，还能盈利就有鬼了。

尽管收入增长很快，跟谁学的内部业务结构也在发生变化。据我了解，小学业务的收入上升到K12业务占比最高。你可能不了解用户出圈，现在对在线教育公司来说有多重要。

过去，这个赛道各家公司区别还是很大的。比如，学而思、猿辅导更侧重于小学群体，跟谁学更侧重中学群体。但随着目标用户群体渗透率的提高，自己盘子的肉越来越少，大家都开始寻找新的增量。简单来说，谁能尽快完成这个转变，谁就能市场竞争中抢占先机。跟谁学小学业务的占比创新高，算是一个很好的开始。

除了业务变化，在这份财报外，另一个好消息是，第三方对跟谁学的独立调查取得实质性进展，结果是未发现有任何重大问题。这个消息出来，市场对跟谁学的财务质疑大概率也会告一段落。（转）

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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min2008
·2020-11-23
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千島
·2020-11-22
[微笑]
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肉炒包菜加蛋
·2020-11-21
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意气风发的中年
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