玄武雲(2392.HK)一季度SaaS營收同比增長40% 加速推進年度戰略目標
日前，玄武雲(2392.HK)公佈了2024年一季度未經審核的運營摘要。數據顯示，公司一季度實現營收2.89億元，同比增長25.6%，而公司持續聚焦的SaaS業務板塊勢頭更盛，當期實現營收1.59億元，同比增長40.0%，基於此，公司SaaS業務收入佔總收入的比重也首次超過50%，達到55.2%。
玄武雲表示，一季度經營數據的增長，主要源於公司營銷雲業務板塊的強勁表現，及銷售雲板塊AI、AIoT智慧冰櫃等業務的順利拓展，同時，公司也秉承穩健謹慎的費用管控原則、以及更新組織架構等措施，使得公司的經營費用同比去年同期持續下降，因此公司一季度利潤虧損幅度收窄，降本增效成果顯著。
與此同時，玄武雲客户運營也實現持續突破，數據顯示，公司一季度核心客户總數達到274家，較去年同比增長13.7%，核心客户的ARPU值達到101.1萬元，同比增長11.4%。同時，公司核心客户淨收入留存率為103.4%。這些數據的增長也意味着玄武雲未來的業績基礎將更穩固，整體想象空間進一步加大。
玄武雲在一季度的"成績單"也契合了公司2024年的戰略方向，並開了個好頭。此前，在玄武雲2023年度業績發佈會上，公司管理層就指出，公司在2024年會持續聚焦SaaS業務板塊，同時，努力實現整體收入規模保持在20%以上，並將在全年整體業務層面實現盈虧平衡。而在客户運營方面，公司2024年也將持續提升總客户數，尤其是提高SaaS的客户數和交叉銷售比例這些關鍵的運營數據來繼續提升ARPU值。
值得注意的是，在公司整體運營穩步增長的同時，玄武雲近期在資本市場也有所動作，公司日前發佈了股份回購計劃，擬動用資金不多於1億港元，並結合市場實際情況來購回股份。對此，玄武雲表示，主要是基於對公司未來發展充滿信心，以及認為目前股價低於公司內在實際價值的考慮。
回購計劃在短期內無疑給資本市場注入了一劑"強心針"，而從一季度展現出的增長態勢，玄武雲正在加速推進公司2024年的戰略目標，所以從長遠來看，公司未來在資本市場或將逐步迴歸正常價值區間，並具備更大的想象空間。
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