塗鴉智能-W(02391.HK)：第四季度總收入6440萬美元 同比增長42.2%
格隆匯2月28日丨塗鴉智能-W(02391.HK)發佈公吿，2023年第四季度，總收入為6440萬美元，同比增長約42.2%；物聯網平台即服務(“PaaS”)收入為4720萬美元，同比增長約44.6%；軟件即服務(“SaaS”)及其他收入為950萬美元，同比上升約19.3%；整體毛利率上升至47.3%，同比上升2.7個百分點；物聯網PaaS的毛利率上升至44.8%，同比上升3.3個百分點。
Tuya創始人兼首席執行官王學集先生表示：“在2023年第四季度，我們持續推進已經驗證的發展策略，聚焦大客户，增厚產品能力以提升價值主張，同時基本完成了組織架構的調整，使我們以強勁的連續增長勢頭圓滿結束本年。值得關注的是，我們本季度實現了42.2%的同比收入增長，季度收入達到約6440萬美元，並創下了歷史新高的47.3%的綜合毛利率。這些成績彰顯了我們的平台、產品和服務為客户所提供的巨大價值，進一步堅定了我們對塗鴉的韌性、應對行業週期並提升運營效率及財務表現能力的信心。”
Tuya董事兼首席財務官劉堯女士補充道：“第四季度標誌着我們從復甦到增長的轉變，以及效率提升和利潤率擴張。在本季度，我們所有三個業務板塊均實現了顯著的收入增長及毛利率提升或維持穩健，這驗證了我們產品聚焦和增厚策略的有效性。我們對成本管理和運營效率的戰略承諾，加之毛利的穩定增長，促成了非美國通用會計準則下淨利潤和正經營性現金流淨額再創新高。面向2024年，我們對塗鴉的堅實財務基礎和發展勢頭能夠持續支撐我們的業務擴展和產品盈利能力抱有充分信心。”
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