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【$SPOT Q2’21 財報分析：連續兩季 miss MAU 指引已經是過去式了，潛在的基本面與預期其實還是一致的】
✍🏻 分析全文：https://gamma.to/notes/FggA498s5Wz8Ap1wNuvA
#SPOT
#財報季
🔖 Spotify 本季度的財報數字與該司的指引數字大致雷同，營收、Premium 訂閱戶數、毛利、EBIT 利潤率及 EPS 都擊敗了指引，但 MAU 卻 Miss 了。
🔖 MAU 的 Miss 主要是因為 ad-suppoerted 的 MAU (a.k.a. 要聽廣告的免費仔)，但 ad-suppoerted 的 MAU 對營收的貢獻甚微。
#更多詳細的分析在全文
"It wasn’t just about women," an attendee wrote after The Power of 100X - Women in Venture (X) Milestone Event. It was about facing uncertainty, about the founder mindset under challenges, about diving deep into investors’ perspective, about equal ownership in every field, about finding Taiwan's edge via turning adversity into advantage. 🙌
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What an evening! We are thankful for our 10 phenomenal speakers with their tremendous insights, and 100+ VIP guests from Taiwan's innovation ecosystem. 🍷
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One person's voice may be ignored. Yet when we join forces, the world will listen. Upwards and onwards to hacking the rules, broadening the imagination of how success looks like, and together moving the needles for the world we want to live in. 🔥
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📺 Video Clip: https://youtu.be/W-R5YjadPHo (2:30)
🎥 Recorded live: http://bit.ly/34KOD7j
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Anchor Taiwan的Women in Venture Roundtable，從第一次聚會六個投資人，到第十場集結十位講者、線下超過100位創新生態圈朋友的盛會 - we've gone a long way!
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這一場名為 "The Power of 100X"的里程碑活動，刻意安排了跨世代、跨領域的分享，講者來自華威國際、中信金控、宏碁集團、工研院創投、心元資本、家族辦公室、AppWorks、台杉資本、數度百倍出場的天使投資人、Edge作者暨哈佛商學院教授等，希望展現台灣新創領域更多元的樣貌，也邀請大家重新思考對投資人與成功的想像。
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三場對談原音重現，歡迎觀看上面直播錄影及下面相片回顧。
1️⃣ How to Not Miss Out on the Next Billion Dollar Opportunity (🎥 42:42)
- Lisa Lo, Tanna Yang, Cinnie Huang, Lucia Liao
(白熱化競爭是過去式，跨界協作才是王道)
2️⃣ Drive Greater ROI Across your Portfolio (🎥 1:12:30)
- Cathy Hwang, Sunshene Tsou, Angela Liu, Alyssa Chen
(當年同樣的募資金額，現在差距百倍的估值，為什麼？)
3️⃣ How to Find Your Edge and Turn Adversity into Advantage (🎥 1:43:18)
- Laura Huang, Susan Wu
(如何面對未知、挑戰既有體系、找到屬於自己以及台灣的Edge)
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🍭 A huge shout out to our partners: SEMI 國際半導體產業協會 | 我們 Elevate TW | AVENUE work + space | BonMedia蹦影音 | 路人甲影像 Somebody films
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Photo credit © #AnchorTaiwan
🔥 A cornerstone event of the year - join us to witness an evening with 100X awesomeness!
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😍 Event photos and recap: http://bit.ly/3hhNHw7
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#線上線下雙軌進行 #10位頂尖講者 #100位VIP齊聚
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A forum that features an all star cast of 10 leaders in the innovation ecosystem - cross-generational and cross-sector. This special evening brings together 100 game changers including VCs, CVCs, entrepreneurs, and tech executives to drive action-oriented conversations for a more open, inclusive and collaborative tomorrow.
📣 You will walk away with insights around:
1⃣ How to Not Miss Out on the Next Billion Dollar Opportunity (🎥 42:42)
- Lisa Lo, Tanna Yang, Cinnie Huang, Lucia Liao
(白熱化競爭是過去式，跨界協作才是王道)
2⃣ Drive Greater ROI Across your Portfolio (🎥 1:12:30)
- Cathy Hwang, Sunshene Tsou, Angela Liu, Alyssa Chen
(當年同樣的募資金額，現在差距百倍的估值，為什麼？)
3⃣ How to Find Your Edge and Turn Adversity into Advantage (🎥 1:43:18)
- Laura Huang, Susan Wu
(如何面對未知、挑戰既有體系、找到屬於自己以及台灣的Edge)
This is a part of Anchor Taiwan’s Women in Venture Roundtable series, a network of 100+ female investors with bi-monthly roundtable discussions. This Dec marks its 10th congregation.
🚩 Date: Dec 17 (Thur)
🚩 Time: 7-9pm (live streaming) | 6:30-9:30pm (in person, by invitation)
🚩 Speakers (in order of appearance; full bio below):
▧ Lisa Lo | CID Group (羅文倩 | CID 華威國際)
▧ Tanna Yang | CTBC (楊上萱 | 中信金控 金融科技投資)
▧ Cinnie Huang | ITIC (黃馨逸 | 創新工業技術移轉 / 工研院創投)
▧ Lucia Liao | GadgeTek | Acer Group (廖幼梅 | 酷碁科技 - 宏碁集團)
▧ Sunshene Tsou | Taiwania Capital (鄒杉玄 | 台杉資本)
▧ Angela Liu | Cherubic Ventures (劉倢伶 | 心元資本)
▧ Cathy Hwang | Zumaya Equity (黃世佳 | Zumaya Equity)
▧ Alyssa Chen | AppWorks (陳敬旻 | AppWorks)
▧ Susan Wu | Angel investor (吳怡佳 | 天使投資人)
▧ Laura Huang | Edge / HBS (黃樂仁 | Edge 作者 / 哈佛商學院副教授)
🚩 Agenda:
7:00 - 7:15pm Opening & Welcome
* Elisa Chiu | CEO, Anchor Taiwan (邱懷萱 | Anchor Taiwan 創辦人)
* Terry Tsao | CMO, SEMI & President, SEMI Taiwan (曹世綸 | SEMI國際半導體產業協會全球行銷長暨台灣區總裁)
7:15 - 7:45pm Panel 1 How to Not Miss Out on the Next Billion Dollar Opportunity
7:45 - 8:15pm Panel 2 Drive Greater ROI Across your Portfolio
8:15 - 8:45pm Panel 3 How to Find Your Edge and Turn Adversity into Advantage
🚩 Powered by Anchor Taiwan. In partnership with: SEMI 國際半導體產業協會 | AVENUE work + space | 我們 Elevate Taiwan | BonMedia蹦影音 | 路人甲影像 Somebody films
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😍 Full event info, photos & discussions:
https://www.facebook.com/events/843775556165155
過去式 ：mopped 過去分詞： ...mop - Yahoo香港字典搜尋結果- Yahoo ... 下表則為常用規則動詞的三態(原形、過去式、過去分詞) 關於不規則動詞，請... minded. miss. ... <看更多>
過去式 ：mopped 過去分詞： ...mop - Yahoo香港字典搜尋結果- Yahoo ... 下表則為常用規則動詞的三態(原形、過去式、過去分詞) 關於不規則動詞，請... minded. miss. ... <看更多>
miss過去式 在 More content - Facebook - 登录或注册 的推薦與評價
miss …ed 想念， 如果成了過去式， 就變成了「錯過」。 Taiverse Chen 泰維思： 今早收到朋友分享的一張圖片，上面寫著「I miss you」。 看著「miss，想念」這個字覺得 ... ... <看更多>