传Twitter正在开发付费订阅服务,股价大涨 12%

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据Bloomberg援引知情人士消息,社群平台Twitter正在开发付费订阅服务,受此消息影响,8日股价大幅成长12%。

长期以来Twitter主要以广告业务为营收来源,多元化业务体系能降低运营风险。为拓展业务范围,Twitter内部已经组建团队开发订阅服务,开发代号为Gryphon的小组可能正在研发全新的订阅服务产品。据Twitter发表的招募数据显示,Gryphon的目标是建立订阅平台,未来可开发给其他团队重复使用,团队将与支付、社群等多个业务体系合作开发。

For a long time, Twitter's main revenue source is advertising business. Diversified business system can reduce operational risk. In order to expand its business scope, a team has been set up within twitter to develop subscription services, and the team code named Gryphon may be developing new subscription services. According to the recruitment data released by twitter, Gryphon's goal is to establish a subscription platform, which can be developed for reuse by other teams in the future. The team will cooperate with payment, community and other business systems to develop.

Twitter推出订阅服务的消息已讨论很多年,有望成为广告营收模式之外另一个营收驱动业务,前首席营运长Anthony Noto曾在2017年表示,Twitter尝试在社群平台开发增值服务。这目标至今没有达成,超过84%营收仍然来自广告服务。特别是遭遇2020上半年新型冠状病毒大流行造成的困境,广告客户削减预算,Twitter在2020年第一季销售收入成长率仅3%,创下两年来最低成长率。

Twitter首席执行官Jack投资者的压力,要求提高公司的业务规模,尤其是在广告市场需求下降的情况下,有效提高用户活动的付费订阅服务,可以在短期内为推特创造更多的收入。

Rosenblatt Securities分析师Mark Zgutowicz认为,社群平台Twitter本身不太可能发展成为付费订阅模式,而是基于现有的数据和用户需求,开发基于社群平台的内容订阅服务,上线初期用户规模预期为1,000万。

Rosenblatt securities analyst mark zgutowicz believes that the social platform twitter itself is unlikely to develop into a paid subscription mode. Instead, it will develop a content subscription service based on the social platform based on the existing data and user needs. The number of users is expected to be 10 million at the initial stage of its launch.

受此消息影响,Twitter股价8日交易最高成长了12%。