塗鴉智能-W(02391.HK)2024年上半年業績：總收入增長29.1%，物聯網PaaS業務顯著提升
格隆匯8月27日丨塗鴉智能-W(02391.HK)發佈公吿，截至2024年6月30日止六個月，總收入為1.35億美元，同比增長約29.1%。其中，物聯網平台即服務(“PaaS”)收入為9990萬美元，同比增長約33.7%；軟件即服務(“SaaS”)及其他收入為1820萬美元，同比增長約2.1%。整體毛利率上升至47.9%，同比增長2.3個百分點。物聯網PaaS的毛利率上升至47.1%，同比增長4.6個百分點。
報吿期內，總收入達到1.35億美元，同比增長約29.1%，主要由於物聯網PaaS收入及智慧解決方案收入增加。報吿期內，物聯網PaaS收入由2023年同期的7470萬美元增加33.7%至9990萬美元，主要由於下游庫存積壓減少、全球經濟較2023年同期復甦以及集團戰略性聚焦客户需求及產品增厚。因此，公司物聯網PaaS於截至2024年6月30日止連續12個月的DBNER較截至2023年6月30日止連續12個月的58%增加至127%。報吿期內，智慧解決方案收入為1680萬美元，較2023年同期的1190萬美元增加41.1%，主要是由於客户對公司開發的物聯網以外的集成智能軟件功能的智能設備的需求不斷增加。
公吿表示，隨着宏觀經濟環境的穩定、下游庫存水平的正常化，以及對消費電子產品日益增長的需求，行業目前發展勢頭良好。隨着公司客户及產品策略的有效實施，以及對生成式AI等新興技術的運用及創新，公司對其業務前景充滿信心。公司將繼續致力不斷迭代及改善其產品及服務、進一步提升其軟硬件能力、擴大優質客羣、投資創新及新機遇、多元化收入來源並進一步優化經營效率。
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