Ximalaya Pre-IPO - Peer Comparison
Ximalaya (XIMA US), the largest online audio platform in China, is looking to raise around US$1bn in its US listing. As of 1Q21, it had 250m MAUs...
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Ximalaya IPO Preview - Creating the Joe Rogans of China
Ximalaya is the largest online audio platform in China which is getting ready to complete its IPO in the next several weeks.
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Ximalaya Pre-IPO - The Negatives
Ximalaya (XIMA US), the largest online audio platform in China, is looking to raise around US$1bn in its US listing. In this note, we will talk...
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Ximalaya Pre-IPO - The Positives - A Whole Lot of Listening
Ximalaya (XIMA US), the largest online audio platform in China, is looking to raise around US$1bn in its US listing. In this note, we'll talk about...
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Spotify 1Q21 Earnings: What Is an Audio Platform Worth? 2-3x Sales?
Spotify printed a 1Q21 miss on MAUs and mediocre guidance update for 2021. Spotify is one of the worst business models of a large cap TMT company...
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