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๐Ÿ“Š Uber, Pinterest, Twitter ์‹ค์ ๋ฐœํ‘œ ๋ฏธ๊ตญ ํ˜„์ง€์‹œ๊ฐ„ 2์›” 6์ผ ๋ฐœํ‘œ๋œ ์ฃผ์š” ํšŒ์‚ฌ์˜ ๐Ÿ“ˆ ์‹ค์  ์š”์•ฝ โœ ํ•œ ์ค„ ์ฝ”๋ฉ˜ํŠธ ๋ฐ ๐Ÿ”— IR ๋งํฌ ๊ณต์œ ํ•ฉ๋‹ˆ๋‹ค. โ—ฝUber (UBER)โ—ฝ

๐Ÿ“Š Uber, Pinterest, Twitter ์‹ค์ ๋ฐœํ‘œ ๋ฏธ๊ตญ ํ˜„์ง€์‹œ๊ฐ„ 2์›” 6์ผ ๋ฐœํ‘œ๋œ ์ฃผ์š” ํšŒ์‚ฌ์˜ ๐Ÿ“ˆ ์‹ค์  ์š”์•ฝ โœ ํ•œ ์ค„ ์ฝ”๋ฉ˜ํŠธ ๋ฐ ๐Ÿ”— IR ๋งํฌ ๊ณต์œ ํ•ฉ๋‹ˆ๋‹ค. โ—ฝUber (UBER)โ—ฝ ๐Ÿ“ˆ 4๋ถ„๊ธฐ ์ด ๊ฑฐ๋ž˜์•ก $181.3์–ต(+28% yoy), ๋งค์ถœ $40.7์–ต(+37% yoy), ์ˆœ์†์‹ค -$10.9์–ต ๋ชจ๋‘ ์‹œ์žฅ๊ธฐ๋Œ€์น˜ ์ƒํšŒ โœ ์ปจ์„ผ์„œ์Šค๋ฅผ ์ƒํšŒํ•˜๋Š” ๋ถ„๊ธฐ ์‹ค์ ๊ณผ ์˜ฌํ•ด ๋ง ํ‘์ž ๋‹ฌ์„ฑ(๋ถ„๊ธฐ ๊ธฐ์ค€) ๊ธฐ๋Œ€๋กœ ๋ฐœํ‘œ ํ›„ ์‹œ๊ฐ„ ์™ธ ์ฃผ๊ฐ€ 5.5% ์ƒ์Šน ๐Ÿ”— https://investor.uber.com/news-events/events-and-presentations/event-details/2020/Uber-Q4-2019-Earnings-Conference-Call/default.aspx โ—ฝPinterest (PINS)โ—ฝ ๐Ÿ“ˆ 4๋ถ„๊ธฐ ๋งค์ถœ $4.0์–ต(+46% yoy), ์ˆœ์†์‹ค -$36๋ฐฑ๋งŒ ๋ชจ๋‘ ์‹œ์žฅ๊ธฐ๋Œ€์น˜ ์ƒํšŒ โœ 3.4์–ต MAU(Monthly Active User, ์›”๊ฐ„ํ™œ์„ฑ์ด์šฉ์ž)์™€ $1.22 ARPU(Average Revenue Per User, ์ด์šฉ์ž ๋‹น ํ‰๊ท  ์›” ๋งค์ถœ์•ก)์ด ์ปจ์„ผ์„œ์Šค๋ฅผ ์ƒํšŒ, P&Q ๋™๋ฐ˜ ์„ฑ์žฅ์— ๋Œ€ํ•œ ๊ธฐ๋Œ€๋กœ ๋ฐœํ‘œ ํ›„ ์‹œ๊ฐ„ ์™ธ ์ฃผ๊ฐ€ 17% ์ƒ์Šน ๐Ÿ”— https://investor.pinterestinc.com/investor-overview/default.aspx โ—ฝTwitter (TWTR)โ—ฝ ๐Ÿ“ˆ 4๋ถ„๊ธฐ ๋งค์ถœ $10.1์–ต(+11% yoy), ์ˆœ์ด์ต $1.2์–ต(-53% yoy) ๋ชจ๋‘ ์‹œ์žฅ๊ธฐ๋Œ€์น˜ ์ƒํšŒ โœ ์ผ๊ฐ„ ์ ‘์† ์ด์šฉ์ž๊ฐ€ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ +21% ์„ฑ์žฅํ•œ 1.5์–ต ๋ช…์œผ๋กœ ์ฆ๊ฐ€ํ•˜๋Š” ๋“ฑ ํ˜„์ง€์‹œ๊ฐ„ 6์ผ ์˜ค์ „ ์žฅ ๊ฐœ์‹œ ์ „ ํ˜ธ์‹ค์ ์ด ๊ณต๊ฐœ๋˜๋ฉด์„œ ๋‹น์ผ ์ฃผ๊ฐ€ +15% ์ƒ์Šน ๋งˆ๊ฐ ๐Ÿ”— https://investor.twitterinc.com/financial-information/quarterly-results/default.aspx (๋‹ค์Œ ์ฃผ์—๋Š” Alibaba, Lyft ๋ฐ Shopify์˜ ์‹ค์ ์ด ๊ณต๊ฐœ๋ฉ๋‹ˆ๋‹ค)

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