BOSS直聘三季报简评:现金牛静待市场复苏

走马投研
16 Dec 2024

近期,BOSS直聘发布了它的三季度财报。这家公司有趣的地方在于:第一,虽然它在互联网行业是一家相对小的公司,但已经是国内在线招聘行业无可争议的龙头,某种程度上可以反映就业市场的发展情况、趋势。第二,当企业招聘需求旺盛,在线招聘平台的营收和利润会爆发性增长;若企业降本增效减少岗位,求职者增多的速度大于岗位增多的速度,BOSS直聘之类平台的C端运营数据反而会更好,但对B端议价权会下降,在同一个经济生态...

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