• 微博
  • 微信微信二维码

广东省人民政府首页  >  要闻动态  >  广东要闻

连年亏损达11亿后,51Talk决心下沉二三线城市

来源: 南方日报网络版     时间: 2018年11月22日 19:09:30
【字体:

意彩娱乐招商79266信誉平台官方,招龙虎和代理注册实力招商主管Q扣99277339,永久注册网址www.yicai269.com时时彩龙虎和,意彩彩票代理,意彩官网,意彩平台注册,意彩乐官网,意彩娱乐官方网站连年亏损达11亿后,51Talk决心下沉二三线城市

【业绩速递】五矿资源(1208.HK)中期营收18.98亿美元 增幅超9 国茶打开面向世界的新格局 【业绩速递】药明生物中期净利飙涨1.7倍至2.97亿元,未完成服务订单激 一次次刷新底线!中国男排输印伊后再输越南 拿什么赶超女排? 【业绩速递】有才天下猎聘中期营收5.79亿元,纯利扭亏为盈 亚运足球淘汰赛分析,中国进决赛有希望,韩国伊朗乌兹别克死磕 体操队领队赛后潸然落泪 坦言里约落败心情沉重 男足1/8决赛对阵出炉:中国战沙特,男足攻守出色晋级八强有望! 英格兰天才前锋即将外流?德甲劲旅2200万报价埃弗顿新鲁尼 泰森富里赢得复出第二战胜利 与维尔德大战确定下周公布 Deltastock:欧元、日元、英镑交易策略 谁推高了房租?三位长租公寓老板说出了真相 WBO下令约书亚履行强制卫冕 与维尔德的统一战陷入困境 【业绩速递】有才天下猎聘(06100.HK)中期营收5.79亿元,纯利扭亏为盈 刘奕鸣伤无大碍,相信权健能挺过难关!

(原)(标)(题)(:连)(年)(亏)(损)(达)(11亿)(后)(,51Talk决)(心)(下)(沉)(二)(三)(线)(城)(市)(
51Talk,如)(今)(变)(得)(四)(面)(楚)(歌)(,连)(年)(亏)(损)(达)(11亿)(多)(,失)(守)(在)(线)(成)(人)(语)(培)(业)(务)(,新)(开)(拓)(的)(青)(少)(儿)(业)(务)(市)(场)(反)(响)(平)(平)(。作)(为)(曾)(经)(首)(只)(登)(陆)(美)(股)(的)(在)(线)(教)(育)(公)(司)(51Talk为)(何)(落)(到)(如)(此)(境)(地)(,其)(在)(2018年)(的)(财)(报)(中)(将)(下)(沉)(二)(三)(线)(城)(市)(作)(为)(新)(的)(发)(展)(方)(向)(,这)(一)(战)(略)(能)(否)(救)(起)(不)(断)(下)(滑)(的)(51Talk?
不)(以)(盈)(利)(为)(目)(的)(51Talk是)(否)(交)(出)(了)(满)(意)(答)(卷)(
2014年)(10月)(,51talk刚)(刚)(获)(得)(红)(杉)(资)(本)(C轮)(投)(资)(,其)(创)(始)(人)(兼)(CEO黄)(佳)(佳)(在)(接)(受)(媒)(体)(采)(访)(时)(表)(示)(,“本)(轮)(融)(资)(后)(,51Talk三)(年)(内)(不)(以)(盈)(利)(为)(目)(的)(。”
三)(年)(内)(不)(以)(盈)(利)(为)(目)(的)(,51talk也)(确)(实)(将)(亏)(损)(变)(成)(了)(其)(年)(报)(的)(核)(心)(词)(汇)(。在)(最)(近)(连)(续)(8个)(财)(政)(季)(度)(中)(,其)(每)(个)(季)(度)(都)(亏)(损)(超)(过)(1亿)(,总)(亏)(损)(超)(过)(11亿)(元)(。而)(最)(新)(公)(布)(的)(2018年)(第)(一)(季)(度)(财)(报)(显)(示)(,其)(营)(收)(2.626亿)(元)(,净)(亏)(损)(为)(1.127亿)(元)(,盈)(利)(依)(旧)(遥)(遥)(无)(期)(。
对)(于)(企)(业)(连)(年)(亏)(损)(的)(事)(实)(,黄)(佳)(佳)(曾)(对)(蓝)(鲸)(教)(育)(表)(示)(,其)(盈)(利)(在)(望)(的)(信)(号)(之)(一)(便)(是)(其)(现)(金)(流)(转)(正)(。确)(实)(,自)(2017年)(Q1季)(度)(起)(,51Talk运)(营)(现)(金)(净)(流)(入)(达)(3050万)(元)(,超)(过)(2016年)(全)(年)(总)(额)(。同)(时)(,值)(得)(庆)(幸)(的)(是)(,就)(三)(年)(的)(财)(报)(来)(看)(,51talk营)(业)(收)(入)(不)(断)(增)(加)(,同)(比)(亏)(损)(略)(为)(收)(窄)(。
然)(而)(,现)(金)(流)(转)(正)(,亏)(损)(额)(度)(收)(窄)(背)(后)(,却)(是)(营)(销)(成)(本)(成)(倍)(数)(增)(长)(。在)(2015、2016年)(,其)(营)(销)(成)(本)(甚)(至)(超)(过)(总)(营)(业)(收)(入)(。从)(51Talk的)(财)(务)(情)(况)(看)(,其)(高)(速)(增)(长)(的)(营)(收)(,更)(多)(地)(是)(依)(靠)(营)(销)(的)(大)(量)(投)(入)(。这)(也)(就)(陷)(入)(了)(一)(个)(循)(环)(怪)(圈)(,而)(高)(成)(本)(的)(营)(销)(费)(用)(,企)(业)(入)(不)(敷)(出)(,但)(为)(了)(继)(续)(扩)(容)(,维)(持)(业)(绩)(增)(长)(,只)(能)(继)(续)(加)(码)(营)(销)(的)(投)(入)(,这)(势)(必)(再)(次)(加)(剧)(亏)(损)(。除)(此)(之)(外)(,其)(资)(产)(负)(债)(率)(极)(高)(,尽)(管)(负)(债)(中)(递)(延)(收)(入)(所)(占)(比)(重)(较)(高)(,但)(一)(旦)(经)(营)(不)(善)(,也)(同)(样)(会)(面)(临)(资)(不)(抵)(债)(的)(窘)(境)(。
经)(营)(不)(善)(,连)(年)(亏)(损)(,投)(资)(者)(自)(然)(不)(买)(账)(。事)(实)(上)(,51talk在)(纽)(交)(所)(上)(市)(时)(,尽)(管)(有)(着)(国)(内)(首)(家)(在)(纽)(交)(所)(上)(市)(的)(在)(线)(教)(育)(企)(业)(光)(环)(,上)(市)(当)(日)(便)(遭)(破)(发)(。其)(在)(美)(上)(市)(时)(市)(值)(约)(为)(3.7亿)(美)(元)(,而)(现)(如)(今)(只)(有)(2亿)(美)(元)(。
成)(长)(逻)(辑)(在)(哪)(里)(
黄)(佳)(佳)(曾)(对)(蓝)(鲸)(教)(育)(表)(示)(,“应)(该)(用)(互)(联)(网)(公)(司)(的)(成)(长)(逻)(辑)(来)(看)(我)(们)(,而)(不)(是)(只)(盯)(着)(亏)(损)(扩)(大)(。”
51Talk的)(成)(长)(逻)(辑)(在)(哪)(里)(?
根)(据)(2018年)(最)(新)(的)(财)(报)(披)(露)(来)(看)(,51Talk如)(今)(的)(业)(务)(集)(中)(在)(了)(K-12青)(少)(一)(对)(一)(大)(众)(市)(场)(、K12“哈)(沃)(美)(国)(小)(学)(”、K12小)(班)(课)(这)(三)(大)(板)(块)(中)(。然)(而)(结)(合)(当)(下)(青)(少)(儿)(在)(线)(1v1市)(场)(行)(情)(,这)(一)(成)(长)(逻)(辑)(很)(难)(有)(说)(服)(力)(。
51Talk最)(初)(以)(在)(线)(成)(人)(英)(语)(发)(家)(,精)(准)(地)(抓)(住)(了)(成)(年)(白)(领)(的)(消)(费)(心)(理)(——性)(价)(比)(高)(,利)(用)(一)(对)(一)(外)(教)(为)(噱)(头)(快)(速)(打)(开)(市)(场)(。然)(而)(好)(景)(不)(长)(,成)(人)(在)(线)(学)(习)(英)(语)(主)(要)(为)(了)(满)(足)(“兴)(趣)(”、提)(升)(能)(力)(,续)(费)(和)(付)(费)(的)(意)(愿)(不)(强)(。这)(些)(一)(度)(让)(51talk入)(不)(敷)(出)(。
面)(对)(连)(年)(亏)(损)(的)(现)(状)(,51talk将)(目)(光)(瞄)(准)(了)(k12领)(域)(。今)(年)(2月)(28日)(更)(是)(宣)(布)(未)(来)(将)(只)(做)(在)(线)(青)(少)(儿)(英)(语)(业)(务)(。
但)(这)(一)(转)(型)(并)(未)(成)(功)(,一)(方)(面)(,51Talk从)(在)(线)(成)(人)(语)(培)(行)(业)(溃)(逃)(,将)(原)(本)(占)(有)(优)(势)(的)(成)(人)(市)(场)(拱)(手)(让)(与)(他)(人)(。而)(沪)(江)(的)(Hitalk以)(及)(流)(利)(说)(则)(迅)(速)(抓)(住)(机)(遇)(,利)(用)(人)(工)(智)(能)(技)(术)(抢)(滩)(在)(线)(成)(人)(语)(培)(市)(场)(。
原)(有)(的)(护)(城)(河)(已)(失)(,而)(新)(开)(拓)(的)(青)(少)(儿)(语)(培)(市)(场)(反)(响)(平)(平)(。
2017年)(,51talk正)(式)(推)(出)(“哈)(沃)(美)(国)(小)(学)(”,针)(对)(的)(是)(中)(国)(高)(端)(家)(庭)(,主)(打)(1v1北)(美)(外)(教)(。但)(2018年)(Q1财)(报)(显)(示)(,这)(一)(板)(块)(销)(售)(额)(仅)(占)(总)(销)(售)(额)(10%左)(右)(,同)(比)(去)(年)(下)(降)(31.9%,推)(广)(并)(不)(理)(想)(。事)(实)(上)(,“哈)(沃)(美)(国)(小)(学)(”推)(出)(的)(那)(一)(年)(,VIPkid、tutorabc等)(高)(端)(在)(线)(英)(语)(资)(深)(玩)(家)(早)(已)(扎)(根)(在)(线)(少)(儿)(1v1,厮)(杀)(激)(烈)(。而)(51Talk终)(究)(晚)(了)(一)(步)(。曾)(经)(以)(性)(价)(比)(取)(胜)(的)(51Talk,即)(使)(打)(出)(了)(高)(端)(北)(美)(外)(教)(的)(牌)(子)(,也)(难)(以)(扭)(转)(家)(长)(心)(目)(中)(价)(廉)(质)(低)(的)(形)(象)(。VIPKID则)(凭)(借)(北)(美)(外)(教)(的)(品)(牌)(和)(口)(碑)(逐)(渐)(位)(居)(行)(业)(首)(位)(,2017财)(年)((2017年)(4月)(1日)(至)(2018年)(3月)(31日)()销)(售)(额)(达)(到)(50亿)(元)(。相)(比)(较)(而)(言)(,在)(在)(线)(少)(儿)(1v1市)(场)(,51Talk实)(难)(有)(所)(突)(破)(。
高)(端)(1v1课)(程)(难)(以)(为)(继)(,K-12青)(少)(一)(对)(一)(大)(众)(市)(场)(又)(被)(推)(了)(出)(来)(。黄)(佳)(佳)(曾)(对)(媒)(体)(表)(示)(,51talk走)(大)(众)(路)(线)(,要)(做)(英)(语)(培)(训)(行)(业)(的)(“小)(米)(”,便)(宜)(且)(好)(用)(。因)(而)(,面)(对)(困)(境)(,K-12青)(少)(一)(对)(一)(大)(众)(市)(场)(依)(旧)(沿)(用)(老)(路)(子)(——雇)(佣)(菲)(教)(以)(价)(格)(取)(胜)(,甚)(至)(在)(超)(高)(性)(价)(比)(上)(进)(一)(步)(加)(强)(,课)(时)(单)(价)(低)(至)(40元)(。但)(这)(一)(打)(价)(格)(战)(的)(思)(维)(逻)(辑)(却)(未)(能)(奏)(效)(。成)(人)(学)(习)(英)(语)(更)(看)(重)(性)(价)(比)(,而)(k12领)(域)(,家)(长)(们)(更)(为)(看)(重)(的)(是)(课)(程)(质)(量)(,菲)(教)(非)(但)(没)(能)(凭)(借)(价)(廉)(获)(得)(认)(可)(,反)(而)(因)(为)(口)(语)(发)(音)(不)(够)(纯)(正)(而)(拉)(低)(了)(品)(牌)(的)(影)(响)(力)(。
既)(然)(1v1市)(场)(成)(本)(过)(高)(,2018年)(,51talk又)(推)(出)(了)(在)(线)(小)(班)(课)(程)(。然)(而)(,一)(些)(小)(而)(美)(的)(公)(司)(早)(已)(抢)(占)(这)(一)(细)(分)(领)(域)(,例)(如)(Abc360单)(月)(营)(收)(突)(破)(2000万)(元)(,月)(度)(平)(均)(复)(合)(增)(长)(率)(为)(45%。除)(此)(之)(外)(,VIPKID近)(期)(又)(发)(布)(新)(产)(品)(SayABC,正)(式)(加)(码)(在)(线)(小)(班)(课)(。巨)(头)(力)(角)(的)(1对)(多)(赛)(道)(,51talk显)(然)(没)(有)(精)(力)(对)(抗)(。其)(1对)(多)(小)(班)(课)(未)(来)(的)(前)(景)(也)(令)(人)(堪)(忧)(。
可)(以)(看)(出)(,无)(论)(是)(高)(端)(在)(线)(1v1市)(场)(,还)(是)(大)(众)(1V1市)(场)(,还)(是)(一)(对)(多)(小)(班)(课)(,51Talk都)(没)(有)(及)(时)(抢)(占)(市)(场)(先)(机)(,未)(来)(也)(很)(难)(突)(破)(现)(有)(格)(局)(实)(现)(快)(速)(成)(长)(。
51Talk也)(意)(识)(到)(,国)(内)(大)(中)(城)(市)(对)(北)(美)(英)(语)(教)(育)(资)(源)(存)(在)(巨)(大)(需)(求)(,尤)(其)(是)(华)(东)(市)(场)(的)(家)(长)(对)(于)(北)(美)(外)(语)(青)(睐)(有)(加)(。多)(方)(碰)(壁)(后)(,师)(资)(和)(低)(价)(优)(势)(不)(在)(的)(51talk在)(财)(报)(中)(指)(出)(了)(未)(来)(成)(长)(的)(几)(大)(方)(向)(,将)(毛)(利)(率)(高)(达)(60%的)(菲)(律)(宾)(外)(教)(一)(对)(一)(作)(为)(师)(资)(力)(量)(的)(主)(力)(,想)(以)(此)(减)(少)(高)(额)(的)(外)(教)(成)(本)(;既)(然)(没)(有)(抓)(住)(1V1高)(端)(市)(场)(机)(遇)(,那)(么)(缩)(减)(这)(一)(业)(务)(的)(比)(重)(,更)(多)(地)(将)(资)(源)(集)(中)(到)(K-12青)(少)(一)(对)(一)(大)(众)(市)(场)(的)(业)(务)(;随)(着)(二)(三)(线)(城)(市)(的)(营)(业)(额)(贡)(献)(率)(不)(断)(增)(大)(,决)(定)(下)(沉)(二)(三)(线)(城)(市)(寻)(找)(新)(的)(突)(破)(口)(和)(更)(广)(阔)(的)(潜)(在)(市)(场)(。
然)(而)(二)(三)(线)(城)(市)(对)(于)(菲)(教)(是)(否)(买)(账)(还)(未)(可)(知)(,而)(新)(东)(方)(好)(未)(来)(等)(教)(培)(巨)(头)(早)(已)(瞄)(准)(了)(这)(一)(市)(场)(,业)(已)(布)(局)(双)(师)(。且)(不)(谈)(最)(终)(实)(际)(效)(果)(如)(何)(,下)(沉)(二)(三)(线)(城)(市)(其)(运)(营)(成)(本)(也)(会)(随)(之)(增)(加)(,总)(运)(营)(成)(本)(依)(旧)(会)(居)(高)(不)(下)(,51Talk的)(盈)(利)(梦)(依)(旧)(遥)(遥)(无)(期)(。返)(回)(搜)(狐)(,查)(看)(更)(多)(责)(任)(编)(辑)(:
声)(明)(:该)(文)(观)(点)(仅)(代)(表)(作)(者)(本)(人)(,搜)(狐)(号)(系)(信)(息)(发)(布)(平)(台)(,搜)(狐)(仅)(提)(供)(信)(息)(存)(储)(空)(间)(服)(务)(。
阅)(读)(()
)


相关文章

版权所有:南方新闻网 粤ICP备05070829 网站标识码4400000131
主办:南方新闻网 协办:广东省经济和信息化委员会 承办:南方新闻网
建议使用1024×768分辨率 IE7.0以上版本浏览器