5 Comments

Interesting find. Agree that market reaction seems overdone. Will take a deep dive into this one.

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Thank you! Please share your thoughts after the deep dive👍🏽

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I was a bit shocked when I checked Google Trends for Audio Boom. The trend curve is quite similar to the stock price. The trend is even below pre-Covid. I wouldn't look too much for revenue growth but for active users. Do they publish somewhere utilisation metrics of their platform?

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That is a little bit worrying. Although that could reflect that audioboom isn’t trying to attract lower-value brands anymore. They raises prices in their showcase adverticing product, driving smaller players away.They are focusing on their high-quality monetisation, so the amount of searches doesn’t necessarily mean less growth if the customers are bigger.

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