快手Q1營收同比增長19.7%超預期,用戶規模再創新高 |財報見聞
5月22日港股盤後,快手發佈2023年第一季度業績,上市後,首次實現集團層面整體盈利,經調整淨利潤達4200萬元。數據顯示,快手國內業務已連續四季度實現經營利潤,Q1海外經營虧損環比收窄45.1%。快手總營收同比增長19.7%至252.2億元,超越市場一致預期的245億元。線上營銷服務、直播和其他服務(含電商)對收入的貢獻佔比分別爲51.8%、37.0%和11.2%。快手應用的用戶規模再創新高,平均DAU同比增長8.3%達3.74億,平均MAU同比增長9.4%達6.54億。截至Q1,互相關注用戶累計達到296億對,同比增長57.6%。電商交易總額(GMV)同比增長28.4%至2248億元。月均入駐品牌數量同比提升約30%,品牌自播GMV同比提升約70%。電商月活躍買家數及客單價同比持續增長,月度下單頻次同比上升。快手線上營銷服務(廣告)收入一季度同比增長15.1%達130.6億元,佔總收入的51.8%,品牌廣告收入連續兩季度同比增長超20%。
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