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ByteDance investors value TikTok at $50B in takeover bid

reuters.com

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Re: ByteDance investors value TikTok at $50B in takeover bid

#91
post #89

There is limited eye time. TikTok is on the path to winner-takes-all in the space it is currently in. I would value it at $300B given its huge potential that none of its competitors or copiers can have. $50B is low imo -- likely caused by the political pressure.

What is stopping TikTok from getting flavor-of-the-month'd as teenagers and young adults move to newer platforms?

Edit: this is a genuine question I do not have an answer for and I'd like to hear some takes.

Re: ByteDance investors value TikTok at $50B in takeover bid

#92
post #5
post #2

$50B for TikTok sounds a lot. I am wondering how they want to keep TikTok attractive for the audience. Would it hit a similar fate as Snap?

Fate similar to Snap? $SNAP is doing just fine and is up 38% this year. 17% DAU growth in the past year. I'm sure TikTok would be thrilled to have 17% user growth and increasing revenues 9 years down the line.

It’s still well below the IPO price in 2017, with net loss growing to $326 million, up from $255 million last year and EBITDA of almost -$1 billion.

Sure DAU is up, but we all know those metrics are inflated BS and monetization is all that really matters. It’s been 3 years since IPO and they’re still making a heavy loss.

Re: ByteDance investors value TikTok at $50B in takeover bid

#93
post #20

It's a bit amusing to see all the "suffer Snapchat's fate" comments here. Snapchat has recovered from the low point at the end of 2018 when FB/Insta had copied the stories feature and all seemed lost. Their traffic is up, stock is up and revenue is growing quickly again ($1.18B in 2018 -> $1.72B in 2019).

It’s still below its 2017 ipo price and its EBITDA is almost -$1B.

Re: ByteDance investors value TikTok at $50B in takeover bid

#95
post #89

There is limited eye time. TikTok is on the path to winner-takes-all in the space it is currently in. I would value it at $300B given its huge potential that none of its competitors or copiers can have. $50B is low imo -- likely caused by the political pressure.

What is stopping TikTok from getting flavor-of-the-month'd as teenagers and young adults move to newer platforms? Edit: this is a genuine question I do not have an answer for and I'd like to hear some takes.

Network effects ... same way the old folks ain’t moving away from fb ...

Re: ByteDance investors value TikTok at $50B in takeover bid

#97

Earlier quoted context omitted.

Snapchat is doing great and making money. They're still worth over 33 Billion.

Undervalued at $33B in my opinion.

I have never seen a person using snapchat. Maybe I am too old

Re: ByteDance investors value TikTok at $50B in takeover bid

#98
post #89

There is limited eye time. TikTok is on the path to winner-takes-all in the space it is currently in. I would value it at $300B given its huge potential that none of its competitors or copiers can have. $50B is low imo -- likely caused by the political pressure.

What is stopping TikTok from getting flavor-of-the-month'd as teenagers and young adults move to newer platforms? Edit: this is a genuine question I do not have an answer for and I'd like to hear some takes.

As said in some other comments, TikTok does not use a "follow" model, new content is algorithmically recommended to you. Therefore there is no problem with the content creators you're following burning out or your follow list getting stale. For example my highschool friends are no longer that active on facebook, and in 2020 I'm no longer asking random people to add me to FB, therefore facebook is now kind of dead to me. My youtube follows like Ryan Higa etc are burned out, hence youtube is less useful for me. That'll never happen with TikTok because my follows list is irrelevant. I see pretty much only fresh faces with content I'm interested in.

Re: ByteDance investors value TikTok at $50B in takeover bid

#100
post #88

Earlier quoted context omitted.

Have there been any major Facebook flops? They seem to be very successful in acquiring (WhatsApp, Instagram) and diversifying (Facebook Messenger, Instagram Stories) the next social thing. They are no Yahoo or, on occasion, Microsoft.

Moments, Poke, Camera are a few. Local could be huge if they had the right strategy.

Facebook keeps putting this bizarre emphasis on stamping their brand on everything they come up with to keep their brandname relevant.

Sounds more like Facebook should restructure as a holding company and keep creating independent concepts to see what succeeds, but keeping the Facebook name is likely an ego-driven decision.

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