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《業績》嗶哩嗶哩(09626.HK)次季Non-GAAP扭虧轉賺5.62億人幣
嗶哩嗶哩-W(09626.HK)公佈6月底止次季業績,淨營業額總額按年升19.8%至73.38億元人民幣(下同),毛利升近46%至26.76億元。次季毛利率達36.5%,按年擴6.6個百分點。按年扭虧爲盈,錄純利2.19億元,去年同期蝕6.09億元。每股季度盈利0.52元。以非公認會計準則(non-GAAP)計,次季經調整純利5.62億元,去年同期錄經調整虧損2.72億元。每股季度經調整盈利1.34元。 以四大主業劃分,增值服務營業額28.4億元,按年升約11%,主要由於直播及其他增值服務的收入增加所致。廣告營業額24.5億元,按年增約20%,主要由於效果類廣告收入錄得強勁增長所致。移動遊戲營業額16.1億元,按年大增約60%,主要由於公司的獨家授權遊戲《三國:謀定天下》的強勁表現所致。IP衍生品及其他營業額近4.4億元,按年降約15%。 次季集團經營活動提供的現金流淨額19.9億元,而2024年同期則錄17.5億元。日均活躍用戶達109.4百萬,按年增約7%。月均活躍用戶按年增長8%,而月均付費用戶按年增長9%。用戶的日均使用時長爲105分鐘,按年增約6分鐘,顯示了嗶哩嗶哩在中國年輕羣體中日益增強的影響力。 嗶哩嗶哩董事長兼首席執行官陳睿稱,集團在第二季度延續了健康的增長勢頭,取得了穩健的財務業績並保持了強勁的社區參與度。 集團首席財務官樊欣稱,次季完成了558.81萬股Z類普通股的回購,總金額近7.83億港元。展望未來,將專注於維持高效、可持續及盈利的營運,爲所有利益相關方創造價值。 嗶哩嗶哩美股(BILI.US)盤前跌2%,報24.8美元。
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