10/03/2024, 12:15 PM UTC
Spotify估值过高，即便在最佳假设下（评级下调）Spotify: Valuation Unreasonably High, Even On The Best Assumptions (Rating Downgrade)
1. 尽管Spotify在2024年表现强劲，但其估值仍然很高，需要显著的增长来证明其合理性。2. 通过裁员和降低版税，公司的盈利能力有所提高，但不断上升的估值暗示着可能难以实现更高的增长目标。3. 分析师预计Spotify的销售将在两年内增长38.4%，但不确定该公司能否在超越苹果和亚马逊等大型竞争对手的同时维持高利润率。1. Despite Spotify's strong performance in 2024, its valuation remains high, requiring significant growth to justify. 2. The company's profitability has improved through layoffs and lower royalties, but the rising valuation suggests higher growth targets that may be challenging to meet. 3. Analysts expect Spotify's sales to grow 38.4% over two years, but it is uncertain whether the company can maintain high profit margins while outperforming larger rivals like Apple and Amazon.
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