ColdJoke
commented on a stock · May 21, 2024 07:22
Still a very fake financial report.
$Yalla (YALA.US)$But before being proven false, a single piece of evidence is not enough. MAU and payment rate cannot be faked anyway. The customer value of mobile games, a paid MAU of $100 is considered cheap (It's normal to buy a two-year small monthly card for Genshin Impact, and big spenders can increase it by a lot). Many companies multiply their MAU (including freeloaders) by 100 to 200. Yalla's paid users are currently $60.
But I haven't seen any special news. I'm too lazy to listen to the financial report meeting.
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MicroStrategy Q4 2024 earnings conference call
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