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Upwork Inc. (UPWK) Presents at Goldman Sachs Communacopia
Seeking Alpha· 2025-09-11 20:14
PresentationIn the interest of time, I think we're going to kick on with our next fireside chat. It's my pleasure to welcome the team from Upwork to the conference and have a fireside chat with Erica Gessert, CFO. Erica, thanks so much for being part of the conference.Eric SheridanMD & US Internet Analyst Okay. So let me do a little bit of background and then we'll get into the conversation. So the first time the safe harbor before we start, Upwork, I would like to remind you that during the fireside chat t ...
大众点评迎来对手高德
Jing Ji Guan Cha Wang· 2025-09-11 15:44
Core Viewpoint - The article discusses the launch of the "Gaode Street Ranking" by Gaode Map, which aims to create a more reliable local service evaluation system based on user behavior data and real reviews, directly competing with Meituan's Dazhong Dianping [3][12]. Group 1: Project Development and Launch - In June, a secret team of over 20 members was relocated to Alibaba's headquarters in Hangzhou to develop the Gaode Street Ranking, which was unveiled on September 10, coinciding with Alibaba's 26th anniversary [2][3]. - The Gaode Street Ranking is led by CEO Guo Ning and is based on user behavior data, incorporating the Sesame Credit system to filter out fake reviews, ensuring the ranking's authenticity [3][4]. Group 2: Competitive Landscape - The Gaode Street Ranking directly competes with Meituan's Dazhong Dianping, which has been a dominant player in the local service evaluation market for 22 years [9]. - On the same day as the Gaode Street Ranking's launch, Meituan announced the relaunch of its quality takeaway service, indicating a heightened competitive atmosphere [3][12]. Group 3: Evaluation Mechanism - The Gaode Street Ranking uses navigation behavior data and Sesame Credit scores to create a more dynamic and real-time evaluation system, contrasting with Dazhong Dianping's reliance on user-generated content and static monthly updates [4][5]. - The ranking updates daily based on real-time user behavior, while Dazhong Dianping updates its data monthly and annually [4][5]. Group 4: User Engagement and Market Strategy - Gaode Map aims to transition from being a mere traffic tool to becoming a starting point for consumer spending in local services, leveraging its vast user base of 1.7 billion daily active users [6][9]. - The company has initiated a "Smoke Fire Good Store Support Plan," committing over 1 billion in subsidies to encourage user visits to local businesses, particularly small and medium-sized shops [12][13]. Group 5: Future Outlook and Business Model - Gaode's strategy includes expanding its local service offerings and integrating with partners like Fliggy and Taobao to enhance user experience and drive traffic [19][20]. - The company has achieved profitability for the first time in Q3 2023, indicating a successful pivot towards local services, contrasting with the ongoing losses in its traditional navigation business [19][20].
高德扫街榜上线一天用户超4000万 成国内最大美食榜
Ge Long Hui· 2025-09-11 04:34
记者获悉,9月10日高德扫街榜上线当天,使用高德扫街榜的用户超过4000万人。 根据QuestMobile数据显示,2025年8月,大众点评的日均活跃用户规模为3260.57万。 | 日期 | 日均活跃用户数 (DAU. 万人) | 日均活跃渗透率 | | --- | --- | --- | | 2025年1月 | 2.673.34 | 2.88% | | 2025年2月 | 2.621.77 | 2.82% | | 2025年3月 | 2,667.54 | 2.86% | | 2025年4月 | 2.787.41 | 2.99% | | 2025年5月 | 2.937.32 | 3.15% | | 2025年6月 | 2.859.51 | 3.06% | | 2025年7月 | 3.068.62 | 3.27% | | 2025年8月 | 3.260.57 | 3.46% | | | 数据来源: | | 这意味着一天之内,高德扫街榜在用户数上完成了对大众点评的超越,成为国内最大的美食榜。 ...
阿里26周年,马云发狠了 || 深度
Sou Hu Cai Jing· 2025-09-10 10:57
xiawumiancaijing.com / 11年前,马云用15亿美元买下高德,如今,15亿美元肯定买不来这样能直接撬动本地生活格局的标的了。 重要提醒!!!为防失联,请"星标"我们!进入无冕财经公众号,点击右上角"...",再"",以便您及时接收每篇推送~ 作者:海棠葉 编辑:陈涧 设计:岚昇 教师节这天,马老师"发狠"了。 但终局如何依然难知,声势浩大进攻的背后,双方后续的投入与损耗充满变数。 只有马老师,还是当年那个擅长布局的马老师:11年前埋下的"闲棋",长成对抗劲敌的王牌。 "要美团的命" 9月9日,一则消息突然发酵:阿里将于次日召开发布会,有"重磅业务发布",已有大量媒体收到邀约前往杭州。 消息迅速点燃市场热情,当天下午开盘,阿里股价直线拉升,最终上涨3.35%,资本的期待肉眼可见。 9月10日,"高德扫街榜"亮相,带着超10亿补贴向美团下战书。 发布会很是隆重,台上是"追求星辰大海,更要呵护人间烟火"显眼标语,台下坐满媒体,前一天就盛传他们从各地奔赴杭州西溪园区了。 马老师也很关注,传闻在总部专门拨了一栋从未用过的大楼供秘密研发,阿里集团还会给出大级别的支持。 在内部,高德扫街榜被定义为与"淘 ...
Evercore ISI Reduces PT on Yelp Inc. (YELP) to $37, Maintains ‘In Line’ Rating
Yahoo Finance· 2025-09-10 08:51
Yelp Inc. (NYSE:YELP) is one of the 14 Tech Stocks to Sell Now According to Ken Fisher. Evercore ISI Reduces PT on Yelp Inc. (YELP) to $37, Maintains ‘In Line’ Rating On August 11, 2025, Evercore ISI reduced its price target on Yelp Inc. (NYSE:YELP) from $44 to $37, maintaining an ‘In Line’ rating. The investment firm attributed the target reduction to macro headwinds, which are impacting its Services segment. Furthermore, the revised target followed the company’s Q2 results. For the second quarter, Yel ...
高德上线“高德扫街榜”,网友:太懂街溜子了
Qi Lu Wan Bao· 2025-09-10 08:34
9月10日,阿里巴巴官方微博宣布,高德APP已上线新功能"高德扫街榜",构建全新的线下服务信用体系,全力 支持线下餐饮及服务消费。高德扫街榜,点亮人间烟火。 该榜单类似于美团旗下大众点评榜单,对商家进行综合评分、排名,涵盖美食、景点、酒店等多种业态。高德 地图APP介绍,该榜单根据近一年5132万人的13亿次导航228亿公里计算,通过用户多次反复前往的118万家店 铺筛选,结合芝麻信用计算的真实评价生成。 不同于市面上常见的美食玩乐榜单,高德扫街榜纳入了用户的行动指标。"有行动才更可信。"高德扫街榜产品 经理李刚表示,"我们希望这个榜单最大程度还原顾客对一个店铺的真实感受,为人们提供一个真实的参考指 引,也让店铺能够摆脱被迫刷分的无意义内卷,把精力真正放在服务上来。" 高德地图APP介绍,"高德扫街榜",是基于高德海量真实出行数据挖掘的推荐榜单,主要依据近30天的出行热 度和体验品质,在公平公正的原则上,进行的综合推荐,出行数据每日更新。出行热度是基于高德用户的真实 出行情况综合计算得出,主要包括搜索、导航、交易等行为,"用脚投票"产生的真实到达数据。 目前,高德扫街榜已经覆盖了全国超300个城市的160万个 ...
美团重启大众点评品质外卖,阿里高德扫街榜上线
Bei Ke Cai Jing· 2025-09-10 06:30
"只要不'内卷'、不拉踩、不爬数据,我们欢迎更多公司进入社会休闲餐饮评价体系建设中来。"大众点 评相关负责人表示,"未来我们将根据顾客真实评分、商家真实运营情况不断邀请更多餐厅加入,争取 让全国所有高分堂食餐厅,都能为用户提供到店、到家的全面服务。"(21世纪经济报道) #美团将重启大众点评品质外卖##高德扫街榜PK大众点评#【"高德扫街榜"剑指大众点评 阿里与美团再 度交锋】9月10日,阿里巴巴在杭州高调召开发布会,推出高德扫街榜。高德地图App显示,新功能"高 德扫街榜"已上线。该榜单对商家进行综合评分、排名,涵盖美食、景点、酒店等多种业态。 阿里这一举动被认为是向美团旗下大众点评发起挑战,除了外卖、闪购以外,阿里巴巴在到店层面也在 全面重启,一系列举动直指美团。而美团显然已有准备,当天也宣布,即日起,大众点评将正式"重 启"品质外卖服务,称其首批已集合超百万家高分堂食店。9月10日,大众点评"品质外卖"将同步发放 2500万张不同种类的大额"品质外卖"消费券。 本次升级重启后,大众点评"品质外卖"已全面覆盖必吃榜、黑珍珠以及高星酒店、宝藏小店等各类优质 堂食餐厅。截至9月10日,全国超1400家2025 ...
Yelp Inc. (YELP) Goldman Sachs Communacopia + Technology Conference 2025 Transcript
Seeking Alpha· 2025-09-10 05:11
Question-and-Answer SessionEric SheridanGoldman Sachs Group, Inc., Research Division Okay. Well then, we got through it. Jeremy, I want to start with you. I think when I think about the company, you've been at the forefront of trying to continue to pivot product and platform and be a product-first CEO and founder for a long period of time. Where are you on the journey of where you want to take Yelp from an evolution standpoint against the backdrop you see today? ...
Citi Upgrades PT on LegalZoom.com From $10 to $12, Keeps Neutral Rating on the Stock
Yahoo Finance· 2025-09-10 04:20
LegalZoom.com Inc. (NASDAQ:LZ) is one of the 14 Best Small Cap Stocks to Buy Right Now. On August 25, Citi upgraded the price target on LegalZoom.com Inc. (NASDAQ:LZ) from $10 to $12, keeping its Neutral rating on the stock. Citi analyst Ronald Josey raised the price target post the second quarter FY2025 earnings, which reflected robust subscription revenue. LegalZoom posted $192.5 million in revenue, exceeding the estimated $182.70 million and growing 9% year-over-year. Josey sees LegalZoom’s subscriptio ...
美团:看“湘超”领最高120元专属优惠包
Chang Sha Wan Bao· 2025-09-05 11:20
Group 1 - The core idea of the article is that Meituan is investing millions in consumption coupons and creating a dedicated section for the "Xiangchao" event to stimulate diverse consumer spending during the event period [1] - From September 7 to December 31, consumers can access a maximum of 120 yuan exclusive coupon packages by searching for "2025 Xiangchao" or "Xiangchao" on the Meituan app [1] - The coupons will provide discounts across various sectors including dining, flash sales, hotels, tickets, and leisure activities, with specific merchant details available on the event page [1]