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迅雷(XNET.US)涨超2%
Mei Ri Jing Ji Xin Wen· 2025-11-13 15:21
每经AI快讯,周四,迅雷(XNET.US)逆市上涨,截至发稿,该股涨超2%,报8.16美元。 (文章来源:每日经济新闻) ...
Q3营收同比增长57.7% 迅雷(XNET.US)逆市涨超2%
Zhi Tong Cai Jing· 2025-11-13 15:06
此外,直播及其他服务收入实现4,910万美元,同比大幅增长127.1%。迅雷指出,该板块增长主要来自 内容生态的丰富、互动产品的提升,以及平台商业化效率的改善。 与此同时,云计算业务收入为3,660万美元,同比增长44.9%。公司表示,云计算需求保持旺盛,特别是 在分布式存储及中小企业服务领域的客户数量持续增加,推动云业务稳步扩张。 对于2025年第四季度,迅雷预计总营收将在1.31亿至1.39亿美元之间。以区间中值计算,相较第三季度 将实现约6.8%的环比增长。公司强调,这一展望基于管理层当前的初步判断,未来可能因市场或运营 变化而有所调整,且变动幅度可能具有重要性。 周四,迅雷(XNET.US)逆市上涨,截至发稿,该股涨超2%,报8.16美元。消息面上,公司2025年第三季 度经调整每ADS收益为0.09美元。财报显示,迅雷本季度营收达到1.264亿美元,同比增长57.7%,展现 出强劲的业务扩张势头。 在各项业务中,订阅服务收入达到4,070万美元,同比增长22.3%。公司表示,订阅用户增长稳定,付费 意愿提升,是推动这一板块持续扩大的关键因素。 ...
美股异动 | Q3营收同比增长57.7% 迅雷(XNET.US)逆市涨超2%
智通财经网· 2025-11-13 15:04
与此同时,云计算业务收入为3,660万美元,同比增长44.9%。公司表示,云计算需求保持旺盛,特别是 在分布式存储及中小企业服务领域的客户数量持续增加,推动云业务稳步扩张。 在各项业务中,订阅服务收入达到4,070万美元,同比增长22.3%。公司表示,订阅用户增长稳定,付费 意愿提升,是推动这一板块持续扩大的关键因素。 此外,直播及其他服务收入实现4,910万美元,同比大幅增长127.1%。迅雷指出,该板块增长主要来自 内容生态的丰富、互动产品的提升,以及平台商业化效率的改善。 智通财经APP获悉,周四,迅雷(XNET.US)逆市上涨,截至发稿,该股涨超2%,报8.16美元。消息面 上,公司2025年第三季度经调整每ADS收益为0.09美元。财报显示,迅雷本季度营收达到1.264亿美元, 同比增长57.7%,展现出强劲的业务扩张势头。 对于2025年第四季度,迅雷预计总营收将在1.31亿至1.39亿美元之间。以区间中值计算,相较第三季度 将实现约6.8%的环比增长。公司强调,这一展望基于管理层当前的初步判断,未来可能因市场或运营 变化而有所调整,且变动幅度可能具有重要性。 ...
Xunlei(XNET) - 2025 Q3 - Earnings Call Transcript
2025-11-13 13:02
Financial Data and Key Metrics Changes - Total revenues for Q3 2025 reached $126.4 million, representing a year-over-year increase of 57.7% [5][10] - Net income was $550.1 million, compared to $4.4 million in the same period of 2024, primarily due to increased other income from investment gains [16] - Non-GAAP net income was $5.3 million in Q3 2025, compared to $4.9 million in the same period of 2024 [16][17] Business Line Data and Key Metrics Changes - Subscription business generated $40.7 million in revenue, a 22.3% increase year-over-year, with the number of subscribers rising to 6.56 million from 5.51 million [6][10] - Live streaming and other services achieved revenue of $49.1 million, reflecting a significant year-over-year growth of 127.1% [7][11] - Cloud computing business generated $36.6 million in revenue, representing a 44.9% increase year-over-year [8][11] Market Data and Key Metrics Changes - The overseas audio live streaming operations contributed significantly to revenue growth, indicating strong traction in international markets [7] - The acquisition of Hupu enhanced advertising revenue through better monetization opportunities [8] Company Strategy and Development Direction - The company aims to foster innovation and enhance operational resilience while capitalizing on emerging opportunities for long-term growth [9] - Strategic initiatives include continuous product integration and user feedback incorporation to enhance user satisfaction [7] Management Comments on Operating Environment and Future Outlook - Management expressed optimism about the future of artificial intelligence and is actively exploring opportunities in this field [22] - The company plans to maintain its growth momentum and deliver durable value to shareholders [9] Other Important Information - The company had cash, cash equivalents, and short-term investments of $284.1 million as of September 30, 2025, an increase from $275.6 million as of June 30, 2025 [17] - For Q4 2025, the company estimates total revenues to be between $131 million and $139 million, indicating a quarter-over-quarter increase of approximately 6.8% [17] Q&A Session Summary Question: Will Xunlei consider dividend distribution in the future given recent gains from Arashi Vision? - Management stated there are currently no plans for share disposals or dividend distribution [20] Question: What progress has been made in embracing artificial intelligence? - Management expressed excitement about AI and mentioned they are actively exploring opportunities in this field [22]
Xunlei(XNET) - 2025 Q3 - Earnings Call Transcript
2025-11-13 13:00
Financial Data and Key Metrics Changes - Total revenues for Q3 2025 reached $126.4 million, representing a year-over-year increase of 57.7% [4][9] - Net income was $550.1 million, compared to $4.4 million in the same period of 2024, primarily due to increased other income from investment gains [15] - Non-GAAP net income was $5.3 million in Q3 2025, compared to $4.9 million in the same period of 2024 [15][16] Business Line Data and Key Metrics Changes - Subscription business generated $40.7 million in revenue, a 22.3% increase year-over-year, with the number of subscribers rising to 6.56 million [5][9] - Live streaming and other services achieved $49.1 million in revenue, reflecting a significant year-over-year growth of 127.1% [6][10] - Cloud computing business generated $36.6 million in revenue, representing a 44.9% increase year-over-year [7][10] Market Data and Key Metrics Changes - The overseas audio live streaming operations contributed significantly to revenue growth, indicating strong traction in international markets [6][10] - The acquisition of Hupu enhanced advertising revenue through better monetization opportunities [7] Company Strategy and Development Direction - The company aims to foster innovation, enhance operational resilience, and capitalize on emerging opportunities for long-term growth [8] - Strategic initiatives include continuous product integration and user feedback incorporation to enhance user satisfaction [6] Management Comments on Operating Environment and Future Outlook - Management expressed optimism about future investment gains strengthening the balance sheet and providing strategic flexibility [5] - The company anticipates total revenues for Q4 2025 to be between $131 million and $139 million, indicating a quarter-over-quarter increase of approximately 6.8% [16] Other Important Information - The increase in cost of revenues was attributed to higher bandwidth costs and revenue-sharing expenses in overseas operations [11] - Operating income for Q3 2025 was $2.7 million, compared to an operating loss of $0.2 million in the same period of 2024 [14] Q&A Session Summary Question: Will Xunlei consider dividend distribution in the future? - Management stated there are currently no plans for share disposals or dividend distribution despite recent gains from investments [19] Question: What progress has been made in embracing artificial intelligence? - Management expressed excitement about the future of artificial intelligence and mentioned actively exploring opportunities in this field [20]
迅雷三季度总营收1.264亿美元,毛利润6050万美元
Xin Lang Cai Jing· 2025-11-13 11:48
来源:智通财经 11月13日,迅雷发布了截至2025年9月30日的第三季度未经审计财报。据财报显示,三季度迅雷总营收 为1.264亿美元,毛利润为6050万美元,毛利率为47.9%,同比下降 5.1%。三季度总营收为1.264亿美 元,同比增长57.7%,总营收的增长主要由于主要业务收入的增加。毛利润为6050万美元,同比增长 49.6%。毛利率为47.9%,而去年同期为50.5%。毛利润的增长主要因为线上广告业务、海外语音直播业 务和会员业务所产生毛利的增加。毛利率的下降主要是由于云计算业务毛利率的下降以及毛利率更低的 海外语音直播业务收入占比增加所致。(智通财经记者 范佳来) ...
迅雷三季度总营收1.26亿美元
Bei Jing Shang Bao· 2025-11-13 11:44
北京商报讯(记者魏蔚)11月13日,迅雷发布的2025年三季度财报显示,总营收1.26亿美元,同比增长 57.7%,基于非美国通用会计准则的净利润530万美元,上年同期该数据是净利润490万美元,增长主要 是迅雷对影石创新公司长期投资的公允价值的变动,该公司于 2025 年 6 月完成IPO。 业务层面,2025年三季度迅雷会员服务营收4070万美元,同比增长22.3%,增长主要是由于会员数量的 增长以及每会员平均营收的增长;直播和其他服务营收为4910万美元,同比增长127.1%,增长主要得 益于海外语音直播业务和广告业务的增长;云计算服务营收3660万美元,同比增长44.9%,增长主要归 因于主要客户对云计算服务需求的增加。 (文章来源:北京商报) ...
迅雷Q3财报:总营收1.264亿美元,同比增长57.7%
Xin Lang Ke Ji· 2025-11-13 10:41
新浪科技讯 11月13日晚间消息,今日,迅雷发布了截至2025年9月30日的第三季度未经审计财报。据财 报显示,本季度迅雷总营收为1.264亿美元,毛利润为6,050万美元,毛利率为47.9%,同比下降 5.1%。 本季度总营收为1.264亿美元,同比增长57.7%,总营收的增长主要由于主要业务收入的增加。毛利润为 6,050万美元,同比增长49.6%。毛利率为47.9%,而去年同期为50.5%。毛利润的增长主要因为线上广 告业务、海外语音直播业务和会员业务所产生毛利的增加。毛利率的下降主要是由于云计算业务毛利率 的下降以及毛利率更低的海外语音直播业务收入占比增加所致。 基于美国通用会计准则(GAAP),本季度净利润为5.501亿美元,而去年同期净利润为440 万美元。基 于非美国通用会计准则(Non-GAAP),本季度净利润为530万美元,而去年同期净利润为490万美元。 净利润的增长主要是迅雷对影石创新公司长期投资的公允价值的变动,该公司已于 2025 年 6 月完成 IPO。 本季度摊薄后每ADS的美国通用会计准则盈利约为8.60美元,而去年同期每ADS的美国通用会计准则盈 利约为0.07美元。摊薄后每 ...
迅雷发布2025年第三季度财报:总营收1.264亿美元
Zhong Jin Zai Xian· 2025-11-13 10:18
现金流充裕 持续加大研发和营销投入 此外,第三季度迅雷加大了研发投入,研发费用有所提升,为2,100万美元,占总营收的16.6%,而去年 同期为1,770万美元。 本季度摊薄后每ADS的美国通用会计准则盈利约为8.60美元,而去年同期每ADS的美国通用会计准则盈 利约为0.07美元。摊薄后每ADS的非美国通用会计准则盈利约为0.09美元,而去年同期约为0.08美元。 迅雷集团董事长兼首席执行官李金波表示:"我们第三季度业绩表现超出预期,总营收达到1.264亿美 元,同比增长57.7%,这得益于所有主要业务均衡发展与突破。此外,对影石创新的投资是我们本季度 盈利主要因素,该项投资收益浮盈约5.458亿美元,预计该项收益将为我们探索新的扩张、研发机会以 及潜在的行业合作时提供战略优势。" 整体运营平稳推进 三大业务均有所增长 会员服务营收为4,070万美元,同比增长22.3%。会员业务收入的增长主要是由于会员数量的增长以及每 会员平均营收的增长。 直播和其他服务营收为4,910万美元,同比增长127.1%。营收的增长主要得益于海外语音直播业务和广 告业务的增长。 云计算服务营收为3,660万美元,同比增长44.9 ...
美股异动丨迅雷盘前涨超8% 即将发布财报
Ge Long Hui· 2025-11-13 10:05
| XNET 迅雷 | | | | --- | --- | --- | | 7.980 + +0.020 +0.25% | | 收盘价 11/12 16:00 美东 | | 8.650 + 0.670 +8.40% | | 盘前价 11/13 04:39 美东 | | 三 72 24 S 8 目 ● 自选 | | ● 快捷交易 | | 最高价 8.215 | 开盘价 8.100 | 成交量 53.02万 | | 最低价 7.920 | 昨收价 7.960 | 成交额 429.47万 | | 平均价 8.099 | 市空率 TM 0.69 | 总市值 4.99亿 (... | | 振 幅 3.71% | | 市盈率(静) 420.00 总股本 6255.87万 | | 换手率 1.95% | 市净率 0.477 | 流通值 2.17亿 | | 52周最高 11.030 | 委 比 44.60% | 流通股 2719.05万 | | 52周最低 1.820 | 量 比 1.45 | 每 手 1股 | | 历史景高 27.000 | 股息ITM -- | | | 历史最低 0.845 | 股息率 TM -- | | ...