iQIYI (IQ) shares have dropped 42.3% in the last six months, underperforming the Zacks Consumer Discretionary sector’s appreciation of 15.1% and the Zacks Film and Television Production and Distribution industry’s return of 16.8%.IQ shares have also underperformed peers like Bilibili (BILI) , Alibaba (BABA) and Tencent (TCEHY) , which have returned 25.3%, 19.4% and 14.2%, respectively, in the same time frame.IQ’s subpar performance can be attributed to macroeconomic headwinds, sluggish consumer spending and ...

Five years on, the pioneering drama brand remains the benchmark for suspenseBEIJING, Dec. 26, 2024 /PRNewswire/ -- iQIYI, China's leading online entertainment platform, announced this month the return of its acclaimed "Light On Theater," celebrating the fifth anniversary of this suspense-themed drama brand. Featuring seven new titles with star-studded casts and renowned production teams, the lineup is set to reinforce iQIYI's leadership in suspense storytelling and highlight the success of its genre-driven ...

BEIJING, Dec. 11, 2024 /PRNewswire/ -- On December 7, iQIYI, China's leading online entertainment platform, hosted its signature annual iQIYI Scream Night at the Galaxy Arena in Macao. The star-studded event unveiled a total of 66 honors across various categories, from drama to variety shows, and was streamed live globally to celebrate exceptional content and creative talent that continue to resonate with audiences worldwide. This year marked the 10th anniversary of iQIYI's flagship event and was filled wi ...

The talks about Baidu ( BIDU ) selling iQiYi (NASDAQ: IQ ) that started in 2022 is uncalled for based on current developments that saw Baidu officially establishing technological collaboration with IQ on AI. IQ is alsoAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other ...

iQIYI, Inc. (NASDAQ: IQ ) recently reported mixed Q3 results , in my opinion. Thus, I wanted to look at the numbers in more detail and give some comments on the outlook for the company and what couldMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure ...

爱奇艺（IQ.O）发布 24Q3 业绩 Q3 会员业务受内容影响承压，关注微短剧进展 2024 年 11 月 25 日 ➢ 事件：2024 年 11 月 21 日，公司发布 24Q3 业绩，24Q3 收入 72.5 亿 元，yoy-10%；营业利润 2.4 亿元，Non-GAAP 营业利润 3.7 亿元；归母净 利润 2.3 亿元，Non-GAAP 归母净利润 4.8 亿元。 ➢ 24Q3 会员收入受内容影响，品牌广告表现拖累广告收入。24Q3，分业 务收入来看：1）会员服务收入 44 亿元，yoy-13%，主要受内容表现影响。此 外，爱奇艺创新增值服务继续获用户认可，Q3 推出了 13 场加更礼，现金购 买金额环比增长超 40%。2）在线广告收入 13 亿元，yoy-20%，主要系品牌 广告下降，部分被效果广告增长抵消。3）内容分销收入 8.1 亿元，yoy+52%。 4）其他收入 7.3 亿元，yoy-8%。 ➢ 24Q3 成本费用支出审慎，整体盈利略好于指引。成本端，24Q3 公司营 业成本 56 亿元，yoy-3%，其中内容成本 40 亿元，yoy-5%，主要系电影减 少。费用端，销售及管理费用 9. ...

（IQ）:24Q1 利润超预期； 秉持匠心，优化效率 [Table_Contacts] [Table_Page] 公告点评|媒体Ⅱ [Table_Summary] [Table_Title] 【广发传媒&海外】爱奇艺（IQ） 战略升级：长剧机制优化+微短剧创新 核心观点： ⚫ 公司发布 24Q3 业绩：24Q3 收入为 72.46 亿元，YoY/QoQ-10%/-3%， vs.彭博一致预期为 72.42 亿元。NonGAAP 净利润为 4.8 亿元， YoY/QoQ-23%/+94%，vs.彭博一致预期为 2.66 亿元（利润率为 7%， 同比下降 1pct，环比提升 3cpt）。GAAP 归母净利润为 2.3 亿元，YoY- 52%，QoQ+235%，vs.一致预期为 2.02 亿元。毛利润为 15.96 亿元， YoY-27%，QoQ-9%。毛利率为 22%，YoY/QoQ-5pct/-2pct。内容成本 为 40 亿元，YoY/QoQ-5%/-2%，占收入比为 50%。公司今年内容表现 相对较弱，对整体经营杠杆有负向拖累，毛利率同比下滑，经营利润变 薄。分业务来看：会员收入为 43.66 亿元，YoY/ ...

交银国际研究 财务模型更新 展望：基于 10-11 月内容播放表现，我们预计 4 季度会员收入继续承压， 同/环比-13%/-5%。广告收入或受电商大促、手机/医药行业投放旺季带动 环比小幅增长。考虑较少的内容置换，预计内容发行收入同比降 20%。我 们预计微短剧内容增加有望丰富供给、提升对用户吸引及留存。但在短剧 内容同质化背景下，行业竞争激烈，预计长期内容质量及内容创新仍是决 胜点。我们建议关注微短剧投入、用户运营数据及商业化进展。 股份资料 52周高位 (美元) 5.79 52周低位 (美元) 1.96 市值 (百万美元) 1,060.94 日均成交量 (百万) 40.40 年初至今变化 (%) (58.61) 200天平均价 (美元) 3.21 资料来源: FactSet 盈利预测变动 收盘价 目标价 潜在涨幅 美元 2.02 美元 2.90↓ +43.6% 互联网 2024 年 11 月 22 日 爱奇艺 (IQ US) 会员持续承压，关注微短剧投入及商业化进展 我们下调爱奇艺 （IQ US） 的 2024/25 年收入及盈利预测，考虑剧集表现仍有 不确定性，短期会员压力持续。基于 10 倍 202 ...

iQIYI, Inc. (NASDAQ:IQ) Q3 2024 Earnings Conference Call November 21, 2024 6:30 AM ET Company Participants Chang You - Investor Relations Director Yu Gong - Founder, Chief Executive Officer and Director Jun Wang - Chief Financial Officer Youqiao Duan - Senior Vice President, Membership Business Xiaohui Wang - Chief Content Officer Conference Call Participants Xueqing Zhang - CICC Lei Zhang - Bank of America Maggie Ye - CLSA Operator Thank you for standing by and welcome to the iQIYI Third Quarter 2024 Earni ...

22 Nov 2024 CMB International Global Markets | Equity Research | Company Update iQIYI (IQ US) Short-term headwind continues; strategic upgrades to drive long-term growth iQiyi reported 3Q24 financial results: total revenue declined by 10% YoY to RMB7.2bn, in line with Bloomberg consensus and our estimate; non-GAAP net income was down by 23% YoY to RMB480mn, ahead of consensus/our estimate of RMB266/426mn primarily due to better-than-expected opex control and foreign exchange gains. Looking ahead in 4Q24E, w ...