最近,很流行“低情商” VS “高情商”的说法。解读财报,也分高情商和低情商。快手刚出新财报,我正好给大家演示一下高低情商的区别~Q1财报关键数据:季度营收170亿,同比增长36.6%;毛利润43亿,同比增长64.1%;App日活用户2.953亿,同比增长26.4%;日活使用时长提升至99.3分钟,同比增长16.5%;于此同时,净亏损额为49.2亿,同比多亏了5个小目标。高情商:这增长势头够猛啊,老铁666!低情商:折腾半天,你咋还亏损呢?负情商:快手果然没有某音强。。。人都自带主观色彩,所以看财报时,比“看数字下结论what”更重要的,是深扒数字背后的why and how :比如为什么会有增长?这种增长可持续吗?公司都把钱花哪儿了?短中长期看,亏损是在“白亏”,还是在投入下一盘大棋?这次快手财报,有不少值得关注的点。我口吐芬芳,问了自己三个“靠”,把Q1财报分析了一通: 快手靠什么实现用户增长?靠什么持续挣钱?又靠什么应对视频平台的严重内卷?先说第一点,用户层面的增长原因。除了日活用户增长到2.953亿外,快手还抖出了个DAU/MAU比值。DAU/MAU, 即“日活跃用户”与“月活跃用户”的比值,是衡量一个APP活跃度和用户粘性的重要指标。等同于健身达人的体脂率,都属关键数据!上俩猛男提提神~上俩猛男提提神~一季度,快手的DAU/MAU比值为56.8%,相较2018年的48.6%、2019年的53.0%,2020年的55.1%,保持连年增长。 那么,快手是怎么做到的呢?1. 内容更多元前不久,快手邀请我也入驻了。运营小姐姐说,除了娱乐内容,她们也在重点推知识类视频。这是视频平台的大趋势:做完“吸引眼球”的内容,就会开始去做“有价值”的内容,因为这是帮助平台长期留存用户最有效、成本也最低的方法。另外,我看财报才知道,现在还能在快手刷剧&看CBA和奥运会的直播了!场
Kuaishou is listed with a trading market value of 1.23 trillion Hong Kong dollars. Compared with it, BILI is really underestimated.图片来源:online Waiting for long time, Kuaishou was finally listed. Kuaishou listed on February 5th. The intraday high was 345.0 Hong Kong dollars per share. As of the closing price, Kuaishou was priced at 300 Hong Kong dollars per share, and its market value was as high as 1.23 trillion Hong Kong dollars, equivalent to 158.7 billion US dollars. In fact, I was very surprised by the market value given by Kuaishou. Before Kuaishou’s listing, I estimated that Kuaishou’s value was between US$50-80 billion. I didn’t expect Kuaishou’s listing to be so popular.The market is offering such a price, which really shocked me.Why should I talk about Kuaishou? I did not particip