TikTok Vs. Reels Vs. Shorts: Analyst Sizes Up Short-Form Video Platforms On Valuation And Monetization
TikTok Vs. Reels Vs. Shorts: Analyst Sizes Up Short-Form Video Platforms On Valuation And Monetization
ByteDance's TikTok, Meta Platforms Inc's (NASDAQ:META) Instagram Reels and Alphabet Inc's (NASDAQ:GOOG) (NASDAQ:GOOGL) YouTube Shorts are the three largest short-form video platforms.
字節跳動的TikTok、meta platforms Inc的（納斯達克：META）Instagram Reels和Alphabet Inc的（納斯達克：GOOG）（納斯達克：GOOGL）YouTube Shorts是目前三個最大的短視頻平台。
The META Analyst: Needham analyst Laura Martin reiterated an Underperform rating for Meta in a note published Friday.
META分析師：Needham分析師勞拉·馬丁週五發表的一份報告中重申對Meta的弱勢評級。
Martin also compared Meta's Instagram Reels platform to industry competitors and reached valuations for each:
馬丁還將Meta的Instagram Reels平台與行業競爭對手進行比較，併爲每個平台進行了估值:
- TikTok, $218 billion.
- Instagram Reels, $203 billion.
- YouTube Shorts t $206 billion.
- TikTok，2180億美元。
- Instagram Reels，2030億美元。
- YouTube Shorts，2060億美元。
Martin reached the figures by multiplying revenue, monthly active users and engagement by valuation multiples and averaging the three.
馬丁通過將營業收入、月活躍用戶數和參考估值相乘，然後求平均數來得出這些數字。
TikTok excels at revenue generation and engagement while Reels has the most monthly users. Shorts has a high user engagement similar to TikTok.
TikTok在收入生成和用戶參與方面表現出色，而Reels擁有最多的月活躍用戶。Shorts與TikTok類似，具有較高的用戶參與度。
Monetization Takeaways: Per a survey of businesses advertising on the platforms, Instagram Reels is the most successful at driving sales followed by Shorts. TikTok is in third.
變現收益結論：根據對這些平台上廣告的投放情況的調查，Instagram Reels是推動銷售最成功的平台，Shorts緊隨其後。TikTok排名第三。
TikTok has the most advertising formats with Instagram/Facebook Reels in second and Shorts in third.
TikTok在廣告格式方面擁有最多的選擇，而Instagram/Facebook Reels排名第二，Shorts排名第三。
Ad buyers identify young demographics, interactive features and virality potential as positives in advertising on TikTok. Negatives include the advertising learning curve and a potential U.S. government ban.
廣告買家認爲，在TikTok上進行廣告投放的積極因素包括年輕群體、互動功能和病毒潛力。消極因素包括廣告學習曲線以及潛在的美國政府禁令。
Ad buyers like that Reels has the widest demographic base of users and more precise targeting and analytics as advantages. Advertisers feel like the ads are less interactive on Reels than TikTok. They remain concerned that advertising is too expensive given that nearly all advertisers use Meta.
廣告買家認爲，Reels擁有最廣泛的用戶人群、更精確的定向和分析工具等優勢。廣告商們認爲在Reels上的廣告互動性不如TikTok。他們仍然擔心廣告費用過高，因爲幾乎所有廣告商都在使用Meta。
Shorts has a diverse user base and easy targeting and analytics tools. Additionally, Shorts is integrated well with the entire YouTube ecosystem. Shorts is seemingly less popular among users.
Shorts擁有各種各樣的用戶，易於針對目標進行廣告，並與整個YouTube生態系統很好地集成。但相對於其他兩者，Shorts似乎不太受用戶歡迎。
User Feedback Takeaways: Users perceive TikTok as being the original short-form video platform and Reels and Shorts as being "imitations." Users also like TikTok's catered algorithm and frenetic pace compared to Reels and Shorts.
用戶反饋收益結論：用戶認爲TikTok是最初的短視頻平台，而Reels和Shorts則是“仿冒品”。用戶還喜歡TikTok的定製算法和快節奏，相比之下Reels和Shorts則顯得沒那麼獨特。
Now Read:
現在就閱讀吧:
- US Stocks Look To End Week On High Note As Nvidia Leads Mega-Caps Higher In Premarket Ahead Of Key Inflation Data
- 隨着英偉達股價領漲，美國股市希望以強勁的姿態結束本週的上漲勢頭，準備迎接關鍵的通脹數據。
Image: Shutterstock
圖片：shutterstock