匯量科技(01860.HK)一季度淨利潤720萬美金 同比增長123.5%
格隆匯5月16日丨匯量科技(01860.HK)公吿，截至2024年3月31日止3個月業績。進入2024年以來，集團基本面持續向好，自2022年第四季度扭虧為盈以來，集團已經連續六個季度實現盈利，收入和利潤在2024年第一季度也創下了歷史新高。
報吿期內，程序化廣吿平台Mintegral錄得收入283.6百萬美元，同比增長25.4%，環比增長10.3%。得益於2022年基建的升級以及2023年的持續投入，Mintegral的智能出價產品也進一步得到了市場的驗證，ROAS智能出價模式成為了開發者在Mintegral的主流選擇。隨着Mintegral平台智能出價能力的提升，公司在新的垂類上也有了新的突破，廣吿預算結構進一步豐富。遊戲品類中，公司正在向以IAP為代表的中重度遊戲擴張。同時，也向大量的非遊戲品類，如電商，社交等垂類擴張。報吿期內，Mintegral的遊戲品類錄得收入202.8百萬美元，同比增長11.4%，環比增長10.9%。電商則成為了非遊戲品類重要的推動力，Mintegral的非遊戲品類錄得收入80.8百萬美元，同比增長83.2%，環比增長8.8%。
報吿期內，智能出價產品貢獻的收入佔Mintegral總收入超過了60%，成為了Mintegral收入和利潤增長的主要驅動力。報吿期內，非程序化廣吿業務錄得收入13.7百萬美元，同比下降8.4%，環比下降20.0%。相較於程序化投放方式，非程序化廣吿業務受宏觀環境變化影響更大，但依然是本集團重要的收入和利潤來源。營銷技術方面，公司積極推動新產品的海外市場拓展，在持續打磨產品矩陣的同時兼顧降本增效。報吿期內，營銷技術業務錄得收入4.2百萬美元，同比上升18.5%，環比下跌2.3%。
2024年第一季度，集團的規模效應進一步凸顯，經營槓桿不斷擴大，報吿期內，集團錄得淨利潤720萬美金，同比增長123.5%，環比增長5.1%。
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