金山軟件(03888.HK)料未來辦公軟件及服務收入貢獻比例將高於遊戲業務
金山軟件(03888.HK)上半年來自辦公軟件及服務收入佔總收益約 51%,較2020年同期的約35%顯著提升,而網絡遊戲收入貢獻則降至 49%。首席財務官吳育強表示,遊戲業務收入趨向穩定,而在國產替代及數字化熱潮下,辦公軟件業務增長可見性較高,因此預期未來對收入佔比可能持續提升。
上半年來自網絡遊戲及其他業務收入按年下跌12%,他解釋,由於原計劃在5月份發行的新遊戲《劍網3》懷舊版未能如期取得版號,因此對期內收入有較大負面影響,下半年將仍要視乎版號情況﹐若未能取得預期將影響下半年新發行遊戲收入。但他強調《劍網3》重製版現金流仍穩健,會致力提升遊戲體驗以鞏固用戶忠誠度。
內地近日推出多項措施限制未成年人玩網絡遊戲,他表示公司會遵循國家政策﹐認為監管對遊戲業務有一定影響,但主要遊戲核心玩家年齡層為20至23歲,因此受到影響不大。
吳育強透露,上半年對進一步調整辦公業務廣告策略,以降低廣告對用戶的打擾。他預期調整將令廣告收入佔比下降,但將更符合辦公服務定位,未來會透過推出更好的服務擴大用戶基數。
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