Spotify Technology SA (NYSE: SPOT) paub meej yog ib qho nyuaj tshaj plaws cov khoom lag luam xyoo no. Tseem, Mark Mahaney hais tias nws tsis tau ntaus Netflix Inc (NASDAQ: NFLX) phab ntsa "tseem".
Mahaney nyiam Spotify tshaj Netflix
Evercore ISI Lub taub hau ntawm Kev Tshawb Fawb Hauv Is Taws Nem muaj ntau dua ib qho laj thawj vim li cas qhov kev ntaus Spotify yog qhov kev xaiv zoo dua li qhov raug ntaus Netflix tam sim no. Ntawm CNBC's "Closing Tswb", nws hais tias:
Netflix muaj 600-700 lab tus neeg siv tag nrho yog tias koj suav tag nrho cov neeg siv ib tus account. Ntawm cov txiv apples-rau-apples hauv paus, Spotify muaj ntau dua li 400 lab. Yog li, kuv tsis xav tias muaj ib qho laj thawj vim li cas lawv tau tsoo lub phab ntsa loj hlob uas Netflix tau mus txog.
Nyob rau hauv nws cov hnub thib ob investor hnub Hnub Wednesday, lub tuam txhab kev pabcuam xov xwm tau cog lus los txhim kho nws cov txiaj ntsig tag nrho rau 30% nyob rau peb xyoos tom ntej.
Vim li cas lwm tus SPOT zoo dua rau NFLX?
Thaum lub Plaub Hlis, Spotify tau tshaj tawm kev ua lag luam-beating tshwm sim rau nws cov nyiaj txiag Q1. Raws li Mahaney, lub tuam txhab Swedish kuj zoo dua rau Netflix raws li cov peev txheej ntawm cov nyiaj tau los. Nws sau tseg:
Spotify txuas ntxiv nrog rau kev tsim cov nyiaj tau los tshiab xws li kev tshaj tawm. Nws tseem muab rau koj 20% kev loj hlob thiab koj tau txais tag nrho cov txiaj ntsig catalyst. Cov lus nug yog thaum twg lub khw yuav twv qhov ntawd, tej zaum yuav tsis mus txog rau thaum xaus ntawm lub xyoo no.
CEO Daniel Ek kuj tau lees paub Hnub Wednesday tias Spotify yuav "ua phem" nthuav mus rau hauv audiobooks kom loj hlob nws cov neeg siv khoom. Wall Street, qhov nruab nrab, pom 30% upside hauv SPOT.
Tus ncej Spotify vs Netflix: Mark Mahaney xaiv ib sab tshwm sim thawj zaug Tsam.
Tau qhov twg los: https://invezz.com/news/2022/06/09/spotify-vs-netflix-mark-mahaney-picks-a-side/