多邻国:揭秘AI教育顶流的成长密码:全球化/IP化/游戏化/AI化

国金证券
21 Mar

投资逻辑是什么:多邻国是一款伪装成语言学习APP 的手游。公司24 年实现营业收入约7.5 亿美元,主要依靠游戏化的闯关学习机制实现忠实用户的订阅付费转化。多邻国90 日留存数据约10%对标全球知名消消乐糖果传奇,24 年订阅收入超43亿元,约为王者荣耀的1/3。驱动因子:MAU*付费率*ARPU 值拆解,关注全球化/IP 化/游戏化/AI 化。我们认为,全球化、IP 化、游戏化能够支撑公司MAU...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10