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騰訊Q1業績大超預期,調整利潤同比大增29%
格隆匯 05-13 17:39

今日盤後,港股“股王”——騰訊(00700.HK)發佈2020年一季度“成績單”。據披露,一季度營收為1080.65億元,去年同期854.65億元,同比增長26%;一季度淨利潤為288.96億元,去年同期272.1億元,同比增長6%;經調整利潤270.79億元,同比增長29%。

(來源:騰訊財報)

一季度業績整體超出市場此前預期。根據彭博一致預期,騰訊一季度營收約1010.6億元,同比增長18.2%;Non-Gaap淨利潤247.4億,同比增長18.2%。

細分業務來看,增值服務業務營收為624.29億元,同比增長27%。其中,網絡遊戲收入增長31%至372.98億元。這主要反映國內智能手機 遊戲(包括《和平精英》及《王者榮耀》)的收入貢獻以及海外遊戲(包括《PUBG Mobile》及《Clash of Clans》)的貢獻增加,部分被個人計算機客户端遊戲(如《地 下城與勇士》)的收入下降所抵銷。

(來源:騰訊財報)

另外,一季度智能手機遊戲收入總額及個人計算機客户端遊戲收入分別為347.56億元及117.95億元。社交網絡收入為251.31億元,同比增長23%。這主要受遊戲虛擬道具銷售以及包括音樂流媒體及視 頻流媒體訂購在內的數字內容服務的收入貢獻增加所推動。

金融科技及企業服務業務方面,第一季收入同比增長22%至264.75億元。這主要由於商業支付及理財平台的收入增加,以及通過把握在視頻、教育及零售行業的機會而帶來雲業務的收入增長貢獻所致。

網絡廣告業務方面,第一季收入為177.13億元,同比增長32%。其中,社交及其他廣告收入增長47%至145.92億元。這主要反映移動廣告聯盟及微信朋友圈的廣告庫存及曝光量增加而帶來的廣告收入增長。另外,媒體廣告收入下降10%至31.21億元,主要由於宏觀經濟狀況疲弱 及體育賽事暫停導致視頻及新聞平台的廣告收入減少。

經營數據方面,截止一季度末,微信及WeChat的合併月活躍賬户數,環比增3.2%,高達12.025億。

(來源:騰訊財報)

騰訊表示,微信及QQ讓用户在居家令期間可以與親友保持聯繫,驅動兩者的每日總消息數及使用時長各自獲得同比雙位數增長。通信平台引入新功能,以滿足用户在不同垂直領域的最新需求。隨着用户行為呈現從線下轉移至線上的結構性改變,微信亦通過小程序進一步融入日常生活服務,尤其是在日用品購買及民生服務方面。這令小程序用户迅速增長,日活躍賬户數超過4億。此外,憑藉對消費者及商户的廣泛覆蓋,我們幫助地方政府及商户高效派發電子消費券,從而協助促進消費復甦,特別是在零售及餐飲行業。

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