由运营节省所支撑的降价对 Uber 构成利好,因为此举既能拉动需求,又能削弱来自自动驾驶汽车的竞争威胁,同时不损害利润率。
逐段跳播
对于Uber股票的投资者来说,有一些值得关注的消息:CEO Dara Khosrowshahi 宣布了公司将如何运用成本节约举措所节省下来的资金,以及公司目前支付的更低保险费。
我认为这对Uber股票的投资者来说确实很重要,值得考虑。
We've got some interesting news for Uber stock investors as the CEO Dara Khosrowshahi announced what he'll be doing with the funds from the cost savings the company has initiated and the lower insurance prices the company is paying.
I think this is really important for Uber stock investors to consider.
Uber 表示,它正将裁员节省下来的一部分资金用于降低乘车价格。Uber 还将利用保险费下降带来的节省,进一步降低价格。
So Uber noted that it's using some of the money it saved from laying people off to cut ride prices. Uber will also use savings from lower insurance cost to reduce prices further still.
而这种价格双重下降的表现可能对Uber非常有利。它还可能降低Uber较大的风险因素之一,即来自无人驾驶汽车技术的风险。
And that double lower price performance could be very positive for Uber. It could also lower one of its bigger risk factors, which is the risks from driverless car technology.
因此,在Uber商业模式的背景下,这一点很重要。Uber并不拥有平台上的这些库存,对吧?所以它不像一家汽车公司降价,那样会带来利润率下降的影响,甚至可能使公司整体陷入亏损。
So, it's important to note this in the backdrop of Uber's business model. So, Uber doesn't own this inventory that's on the platform, right? So, it's not like a car company lowering prices, which has the impact of lowering profit margins.
It might even make the company unprofitable overall.
Uber把司机和乘客连接在一起。所以,价格下降并不意味着Uber的利润率会下降。价格下降只意味着客户整体支付的成本更低。Uber仍然从每笔交易中抽取自己的百分比。事实上,Uber可能会提高它从每笔交易中抽取的百分比,而这正是Uber计入的收入。价格则是客户在Uber平台上支付的总金额。
Uber brings together drivers and riders. So, lower prices doesn't mean that Uber's profit margins decrease. Lower prices just means that customers are paying a lower cost overall.
Uber is still taking its percentage of every transaction. In fact, Uber might increase the percentage it takes from every transaction, which is the revenue that Uber counts. The prices are the total dollars that customers are paying on Uber's platform.
而更低的价格可能会鼓励客户更多地乘车。更低的价格可能会吸引更多消费者选择Uber,而不是Lyft,或者也许是其他服务提供商。
And lower prices could encourage customers to take more rides. Lower prices could attract more consumers to choose Uber over Lyft or maybe another service provider.
所以,在某种程度上,这降低了Uber将市场份额输给Uber自身之外的无人驾驶汽车技术、以及输给那些不选择与Uber合作的公司这一风险,因为它提高了相对于客户价值主张因素的不便因素。
So, this is, in some way, lowering the risk for Uber losing market share to driverless car technologies outside of Uber itself and outside of companies that don't choose to partner with Uber because it increases the it increases the inconvenience factor compared to the customer value proposition factor.
这个频道对 $UBER 的历次判断
Parkev Tatevosian, CFA 在这只股票上共 2 条判断,这里只列相邻的几条。