EPISODE · Nov 13, 2024 · 8 MIN
字节藏了一张底牌
from 虎嗅·商业有味道
国内媒体 10 月末相关报道指出，字节的广告与电商业务增速放缓，一度掀起针对字节跳动 2024 年营收不及预期的讨论。但现阶段加大资源倾斜的电商、本地生活都处于业务深耕阶段，重基建自然会放缓营收增长。此外，很多人忽视了生活服务之于字节跳动作战风格的重塑——此前擅长“闪电战”的抖音挺进本地生活赛道后迅速适应重业务，调整策略打“持久战”。接近抖音人士向虎嗅表示，即便生活服务业务的总交易额规模较大，但整体利润率比电商低，是重投入、高筑墙的慢业务。不过值得注意的是，生活服务去年至今的进展，无论基础建设还是商家网络搭建，几乎一年走完了其他人三五年的路，尤其局部增长和潜力比外界感知到的进度更快。本期视频，我们就来聊聊字节的“底牌”——抖音生活服务业务。【时间轴】01:50 字节藏了一张“底牌”04:36 字节准备打硬仗
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字节藏了一张底牌
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This episode was published on November 13, 2024.
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国内媒体 10 月末相关报道指出，字节的广告与电商业务增速放缓，一度掀起针对字节跳动 2024...
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