Spotify 季报不及预期,股价崩跌反而是好买点
Spotify 收入不及预期、广告业务疲软、指引偏弱,财报当天跌超 11%。Cramer 认为这是绝佳买点:月活和付费用户都超预期,管理层坚持 10 亿付费用户的长期目标;视频播客增长快,AI DJ 的使用量一年近乎翻倍;海外几地涨价显示定价权;活跃广告主同比增约 40%。苹果、亚马逊也在做音乐,但 Spotify 仍遥遥领先。
Even though Spotify's latest quarter did indeed come up short — no one's denying that — I think the total breakdown in the stock has created a tremendous buying opportunity, and this is a genuinely great franchise,