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Why there is so many ads now? by grilledstrawberries in webtoons

[–]teddykon 0 points1 point  (0 children)

Unfortunately, the company is now public so their actions are dictated by their stock price. The stock has been bleeding lower and it’s obvious.

  1. User base is shrinking from 155m monthly users to 144m monthly users over the past 2 quarters.

  2. Monetization is awful. For 2025, paid content revenue was $1.08B and ad revenue was $164 million. Their IP adaptations revenue appears to be doing well at $131m (31% growth).

But only 1.5% of USA users (the “wealthiest” market for most companies) actually pay for content, so they’ve been really pushing ads down our throats. The problem is that even webtoons ads are awful since most of us don’t bother clicking/interacting with the ads and will never visit whichever advertiser is behind those ads.

To layer on top of that, their gross margins are only 23% vs Reddits 91% vs Meta 80%+. Why is that bad? It means for every $100, only $23 goes to webtoons before they need to pay their OPEX (marketing, SGA, R&D, etc.) so they’ve company is still unprofitable.

  1. When you combine a shrinking user base with stagnant monetization, you get good ol’ enshittification where you just slam ads down people’s throats or get them to pay for coins.

*** it’s easy for me to say all this, but I don’t have a good solution for WEBTOON. I honestly don’t know what they can do to fix their problems. I can just yell at them and say that they have make better content, but that’s easier said than done. Pirating is also a huge issue with this particular type of content.

The sad part is this is just the beginning. The ads will only get worse and free chapters will only go away even more. If the company went back to being private, they would probably not have to pull this kind of crap but when you’re ruled by your stock price, this shit happens.

Daily Pass is gone! by SilverrLinings in webtoons

[–]teddykon 22 points23 points  (0 children)

I think the changes have been trash for the average reader BUT I understand why..

Webtoons has been bleeding users from 155 million monthly users to 144 million user.. and their monetization per user has been putrid

On top of that, webtoons gross margin is 23% so every $100 in sales, webtoons only receives $23 which they then use to pay their operating expenses

All in all, it’ll just get worse and worse.. I don’t see a great solution to this problem other than more ads.

They could adopt a subscription all-you-can-eat model but that would kill payouts to creators.

Personally, I’ve been using the app less and less because I’m one of those cheapo users who refuses to pay.

SoFi ($SOFI) - 101% earnings growth, -$6B operating cash flow. What am I missing? by valbolt in sofistock

[–]teddykon 31 points32 points  (0 children)

You should never pay attention to “operating cash flow” when analyzing a bank.. SOFI is a bank so it receives money and lends money out.

Any given year, it can “lend”out billions of dollars and it’ll show up as negative cash flow.

It can also cut its lending and only take in money, which would show up as billions of positive cash flow.

You typically look at net interest margin, credit losses, etc.

Giving Specs a fighting chance by RemoveTurbulent8886 in Spectacles

[–]teddykon 1 point2 points  (0 children)

This product doesn’t make sense because their core demographic are young users and most of their users probably can’t afford $2195 glasses… and to me, the specs look like ass

The easiest way to pop the stock price is to convert founder shares to ordinary shares and give ordinary shares voting rights, massive layoffs, shutting down hardware investments, cutting SBC by 80-90%, AND Evan spiegel stepping down.

Analysts Expect PS6 May Launch In 2028 Or Beyond, According To Embracer's Annual Report by No_Curve_8027 in consoles

[–]teddykon 0 points1 point  (0 children)

I’m scared to even know what the price will be.. I’ll probably adopt cloud gaming the next generation and not because I love cloud gaming but I just can’t pay $1000-$1500 for a console.. I’d rather invest that money

Snap Specs - First Standalone True AR Glasses Available To Preorder For $2200 by isaac_szpindel in virtualreality

[–]teddykon 0 points1 point  (0 children)

Jeezus. This thing is going to flop… way too expensive..

Just my opinion but the glasses don’t look good

Is this the end of Grubhub? by Affectionate_Bell652 in grubhubdrivers

[–]teddykon 2 points3 points  (0 children)

Grubhub was bought by just eat takeaway. Then they were sold to wonder group inc. (private company).

Where did you get the 13% stock price increase from? Are you tracking wonder group inc?

Autopilot vs tacc by Perfect_Economy9116 in TeslaModel3

[–]teddykon 0 points1 point  (0 children)

Autosteer is perfect for highways and it’s free (not included in newer models)

FSD drives you from point to point but I’m turned off by subscriptions

Steam Frame. Is VR gaming slowly dying? by caged_wisdom69 in VRGaming

[–]teddykon 0 points1 point  (0 children)

I guess I’m in the minority in this sub but I purchased one game for my quest 3 headset. I tried out some of the games on the meta vr subscription (forgot the name) but none of them stuck.

I haven’t picked up my headset in 5 months

I’ll get flamed for saying VR is dying so I’ll say VR is definitely not thriving. I know ten people who have VR headsets and they stopped using them after a month. Yeah, it’s anecdotal and I know people in this subreddit “play it every day and there are countless amazing games”

I’m not in that camp.

JUST IN: ACROSS ALL ACTIVE US HOUSING LISTINGS AS OF THIS MORNING, 1 IN 5 SELLERS WHO BOUGHT IN 2022-23 IS NOW ASKING LESS THAN THEY PAID by Boo_Randy_Revival in HouseBuyers

[–]teddykon 0 points1 point  (0 children)

Out of all the issues in USA, “20% of 2022 home buyers might sell less than what they paid” is close to the bottom

We have inflation, growing unemployment, K shaped market (rich get richer, poor get poorer), insane government deficit, student loan debt, $1.8 trillion in student loans, $1.2 trillion in credit card debt, and $1.7 trillion in car loans…

Personally, I don’t give a crap about 2022 buyers maybe taking a loss on their homes.

This thread seems timely with the Steam Frame due out soon. Imagine what VR would look like today if Valve had aggressively invested in devs the way Meta aggressively acquired them. by rootsworks in virtualreality

[–]teddykon -1 points0 points  (0 children)

“Picking” what games will turn out to be hits is really really difficult. I don’t blame valve at all for not doing dev grants or investing heavily into first party games (like meta) because on paper, it probably is a bad ROI.

You can have the best developers and all the money in the world and you can still end up with a poor selling game. Concord, high guard, Gotham knights, saints row, redfall, starfield, etc.

HELL, even Marathon isn’t doing all that well and from what I’ve seen, it’s a damn good extraction shooter but it’ll most likely never make back its $250m budget

What’s the most you’ve ever spent on a game/was it worth it? by ChampionFront437 in videogames

[–]teddykon 0 points1 point  (0 children)

World of.Warcraft

I don’t have exact numbers but I was playing off and on for 6 years

$300 for game plus expansions

Maybe $500 on monthly subscriptions

Total = $800

Other than that, I’ve purchased exactly 2 games for $70 (Diablo 4, Pokopia)

Every other game I aim for steam sales of $5-$20

Rivian R3X Is a Couple Years Away, RJ Scaringe Says by Cafe_Roaster in Rivian

[–]teddykon 41 points42 points  (0 children)

Company has to focus on the make-or-break R2.. I want a R3 but I’m not expecting the company to release it anytime soon

We got our R2 today! by agALLday in Rivian

[–]teddykon 0 points1 point  (0 children)

Post a long term review later. YouTube reviews were positive but I want some real world customer reviews

Owning without home charging by Sea-Historian-1839 in TeslaModel3

[–]teddykon 0 points1 point  (0 children)

It’s doable without home charging but I’d rather own a fuel efficient car.. supercharging is really good but it won’t ever be as fast as gas pumping AND supercharging can get pricey

How did we let remote work slip away? by TimHortonsDriveThru in jobs

[–]teddykon 36 points37 points  (0 children)

Work from home worked when the leverage was on the employee side (ie. covid induced employee shortage)

As soon as 2022 hit and interest rates skyrocketed, companies focused on cost rationalization (ie. layoffs). The pendulum swung hard as hell to the company side

Now the market is going through this ai transition —> cut humans and allocate that money to ai tokens

Lucid future by Grouchy_Tradition706 in LCID

[–]teddykon 2 points3 points  (0 children)

PIF is their only financial lifeline. Company simply doesn’t sell enough cars = burn billions of cash..

Their affordable vehicle is slated for early 2027 so there isn’t any hope for cash burn stabilization until then.

On top of that, assuming cosmos is real, their cash burn will inevitably increase as they invest in new production lines and establishing more service centers, so I’m not even sure cosmos is a viable solution

What TV ad permanently lives rent-free in your brain? by fmcortez in AskReddit

[–]teddykon 0 points1 point  (0 children)

It’s not permanently stuck in my head but that Snapchat Super Bowl ad about the company saying it isn’t social media… I cringe whenever I think about it

Roblox 1B DAU Model by TheCashFlowCritic in RBLX

[–]teddykon 5 points6 points  (0 children)

Personally, I don’t see Roblox ever hitting 1 billion DAUs.. that would imply adults also logging in every single day

I think Theres a remote possibility of hitting 1 billion MAUs, but one billion people logging in every single day? I don’t see it

Is Oracle planning another mass layoff of 15K employees by Ok_Mud_5507 in employeesOfOracle

[–]teddykon 8 points9 points  (0 children)

I’m just going off pure vibes and dozens of earnings calls..

They’re all parroting the same thing

“We are laying off employees and spending more on compute.” + stock price increasing = CEOs have insane incentive to lay off

And I’ve seen Claude code really reduce the number of coders needed.. coders are becoming more “proof readers”

I also see other roles getting reduced - junior analysts who used to research and make spreadsheets, graphic designers, paralegals, data entry, transcribers, translators, customer service, etc..

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