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微博-SW(09898.HK)一季度淨收入3.97億美元 月活用戶達5.91億

格隆匯5月21日丨微博-SW(09898.HK)公佈2025年第一季度財務業績公告。2025年第一季度,淨收入396.9百萬美元,同比持平,或依據固定匯率計算同比增加1%。其中,廣告及營銷收入339.1百萬美元,同比持平,或依據固定匯率計算同比增加1%。增值服務收入57.7百萬美元,同比增加2%或依據固定匯率計算同比增加3%。

2025年第一季度,經營利潤110.3百萬美元,經營利潤率爲28%。歸屬於微博股東的淨利潤爲107.0百萬美元,每股攤薄淨收益0.41美元。非公認會計準則經營利潤爲129.5百萬美元,非公認會計準則經營利潤率爲33%。非公認會計準則歸屬於微博股東的淨利潤爲119.5百萬美元,非公認會計準則每股攤薄淨收益0.45美元。

運營方面,2025年3月的月活躍用戶數爲5.91億。2025年3月的日均活躍用戶數爲2.61億。

截至2025年3月31日,微博的現金、現金等價物及短期投資總額爲20.8億美元,而截至2024年12月31日爲23.5億美元。

"我們對平臺在人工智能應用方面的進展感到滿意,"微博首席執行官王高飛表示。"在用戶方面,我們以用戶價值爲核心,在產品方面聚焦在社交產品的整合和推薦體系的升級。一季度,微博的用戶規模和用戶活躍度進一步提升。在人工智能應用方面,微博智搜功能已經向全部用戶開放。一季度,微博智搜的用戶規模和日均檢索量環比均實現不錯的增長。在商業化方面,本季度我們繼續發揮在內容營銷方面的優勢,並進一步提升信息流競價廣告的投放效率,整體廣告業務保持穩健。得益於嚴謹的成本費用管理,我們的運營效率進一步提升,這也爲我們投資於提升產品競爭力,人工智能技術以及股東回報奠定了基礎。"

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