SNS Clubhouse, which has gained tremendous popularity recently
Some say this will be a new app that connects Instagram and Twitter.
To briefly introduce
Follow and act like social media,
Once you make a room, share it with your voice.
It is a Fireside chat method commonly used in the United States.
Well, sitting at a bonfire, one moderator, two or three guest guests, and the audience asking questions.
It can be said that this method was made into an application.
It can only be used on IOS-based iPhones and iPads.
This has also become a merit for "Insa" and word of mouth is spreading.
미국 -> 일본 -> 중국(현재 중지) -> 한국 -> 기타 순으로 유행이 번져가고있다.
It is spreading around celebrities and is in fashion.
As Elon Musk, who is currently the world's No. 1 fame, enters
Talk with Elon Musk in real time and ask questions! The word of mouth spread.
Let's look at the clubhouse company.
The founding date is March 2020. Only a year or so
110M funding so far. It received an investment of about 110 billion won and the market capitalization exceeded 1 trillion won.
Leap in one year as a unicorn startup.
As of 2021, it has secured 6 million users.
As it is growing at a faster rate than a rocket, it is dropping money.
Currently, the profit model is 0, and there is no profit.
Probably, due to the nature of the audio, it will raise income in the form of radio advertisements such as podcast companies.
In fact, in contrast to the rapid growth as a unicorn company, the profit model is weak. Voice advertising revenue is clearly limited.
It is worth looking forward to whether it will break through with a different profit model.
Let's look at related stocks.
Currently, Club House is a privately held company, and direct investment is not easy.
Related majors are Agora and API.
The current market cap is about 10 trillion won, and the clubhouse has grown rapidly and has been invested as a unicorn company.
It is now being adjusted.
Agora creates and sells real-time voice chat systems.
Most of the functions used by Clubhouse are based on Agora's system.
By currency usage, Agora receives revenue.
In other words, the more clubhouses open, the more Agora profits will increase.
It is the second related stock
It's a little ridiculous, but it's FACEBOOK.
Facebook is a huge social media company, and in fact, it is also the market that Club House is targeting.
It can almost be a direct competitor, which is why I chose it as a related stock.
It is also said that Facebook is making a product aimed at clubhouses.
Facebook, a company full of technology and manpower, creates an audio-based social media platform at work.
Therefore, we will create a competitive service and put out strong publicity.
If there are competitors in the market, the pie in that market grows, and the market caps of both companies rise.
The story is a good news for the stock price.
conclusion :
There are currently two related stocks of Clubhouse, US stocks API (Agora) and FACEBOOK.
As the clubhouse has grown into a unicorn at a tremendous rate of one year, its imperfections are still large.
As it is a platform that uses voice, it can be difficult to enter the clear mainstream.
Still, I don't know if other forms of growth and profits are waiting.
If you are an IOS or iPhone user, and if you are using "Insa" material, let's enjoy the clubhouse.
If not, what... please leave a comment.
