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虎牙(HUYA.US)Q1财报总营收和净利润的增速均超90%
格隆汇 05-17 10:01

2019年5月17日, 虎牙直播(HUYA.US)公布了截至2019年3月31日第一季度的财务报告。2019年第一季度业绩亮点如下:

(1)2019年第一季度的总收入为人民币16.315亿元(2.431亿美元),相比2018年同期的人民币8.436亿元增长93.4%。

(2)2019年第一季度归属于虎牙的净利润为人民币6350万元(950万美元),同比增长102.1%;非美国通用会计准则下归属于虎牙的2019年第一季度净利润为人民币1.313亿元(1960万美元),同比增长94.1%。

(3)2019年第一季度的移动端平均MAU(移动端月活用户数)为5390万,同比增长29.8%。

(4)2019年第一季度的平均MAU(月活用户数)为1.238亿,同比增长33.3%。

(5)2019年第一季度的付费用户数为540万,同比增长57.4%。

连续六个季度盈利 变现能力进一步提升

财报显示,虎牙已连续六个季度实现盈利,继续呈现强劲的增长势头,其在2019年第一季度的收入更是同时超出了公司管理层和华尔街分析师的预期。

营收构成方面,2019年第一季度,虎牙来自于直播的收入为人民币15.525亿元(2.313亿美元),同比增长95.8%。主要增长原因是虎牙付费用户数量以及付费用户平均支出的增加。付费用户数量的增加主要得益于公司移动化策略的推进,虎牙平台上的内容产品多样化以及在将活跃用户转换为付费用户上的持续努力。而来自于广告和其他收入为人民币7900万元(1180万美元),同比增长55.5%。这一增长主要由游戏广告商需求的增加以及虎牙品牌在中国在线广告市场被进一步认可推动的。

值得注意的是,本季度毛利率从2018年同期的15.5%增长至16.8%,主要得益于公司变现能力的提高,技术创新在带宽上的应用以及规模经济效应。截至2019年3月31日,虎牙拥有现金、现金等价物、短期存款和短期投资共计人民币63.291亿元 (9.431亿美元)。2019年第一季度,虎牙经营活动产生的现金流为人民币5.017亿元 (7470万美元),2018年同期为人民币1.824亿元。

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