Xunlei(XNET)

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迅雷上涨10.27%,报4.94美元/股,总市值3.08亿美元
Jin Rong Jie· 2025-08-14 13:56
8月14日,迅雷(XNET)盘中上涨10.27%,截至21:36,报4.94美元/股,成交96.01万美元,总市值3.08亿 美元。 8月12日,迅雷将披露2025财年中报(数据来源于纳斯达克官网,预计披露日期为美国当地时间,实际 披露日期以公司公告为准)。 资料显示,迅雷公司是一家境外注册的离岸公司,公司通过境内子公司:深圳市迅雷网络技术有限公司运 营。深圳市迅雷网络技术有限公司于2003年在深圳成立,以领先的云加速技术和系列产品为用户提供基 于大容量娱乐数据传输的云计算服务,帮助用户在多终端上快速获得数字内容,从而推进大互联网时代的 数据传输加速。 本文源自:金融界 作者:行情君 财务数据显示,截至2025年03月31日,迅雷收入总额8845.4万美元,同比增长10.6%;归母净利润-80.0 万美元,同比减少121.98%。 大事提醒: ...
Xunlei(XNET) - 2025 Q2 - Earnings Call Transcript
2025-08-14 13:00
Financial Data and Key Metrics Changes - In Q2 2025, total revenues reached $104 million, reflecting a year-over-year increase of 30.6 [12][18] - Net income surged to $727.4 million compared to $2.5 million in Q2 2024, primarily due to increased other income [18] - Non-GAAP net income was $8.3 million, up from $3.2 million in the same period last year [19] Business Line Data and Key Metrics Changes - Subscription business revenue was $36.4 million, a 10.5% increase year-over-year, with subscribers reaching 6.4 million [7][13] - Live streaming and other services generated $37.6 million, marking an 85.5% year-over-year growth, driven by overseas expansion and advertising revenue from the acquisition of Hupu [8][14] - Cloud computing revenue increased to $30 million, a 13.6% rise year-over-year, attributed to recovering demand from major clients [9][14] Market Data and Key Metrics Changes - The acquisition of Hupu contributed approximately $3.2 million to total revenues in June 2025, with expectations for further contributions in upcoming quarters [24] - The overseas live streaming business alone experienced a growth rate of about 80.3% when excluding Hupu's contribution [24] Company Strategy and Development Direction - The successful acquisition of Hupu is expected to enhance community-driven content and advertising strategies, creating new growth opportunities [6][9] - The company aims to deepen its presence in international markets and improve user engagement through continuous feature enhancements [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the financial flexibility gained from the IPO of Arashi Vision Inc, which will support core business strengthening and investments in high-growth markets [10][11] - The company anticipates total revenues for 2025 to be between $116 million and $124 million, indicating a quarter-over-quarter increase of approximately 15.4% [21] Other Important Information - Research and development expenses were $18.4 million, representing 17.7% of total revenues, while sales and marketing expenses increased significantly to $21.6 million [15][16] - The company has authorized a stock repurchase plan of up to $20 million, with $6.5 million spent on buybacks as of June 2025 [20] Q&A Session Summary Question: Breakdown of live streaming and other services - The live streaming and other services revenue was $37.6 million, with Hupu contributing about $3.2 million in June, leading to an 80.3% growth rate for overseas live streaming when excluding Hupu [24] Question: Performance of main business segments - The subscription business is profitable, while live streaming and cloud computing are still in the growth stage and currently losing money [28][29]
迅雷二季度总营收1.04亿美元
Xin Lang Cai Jing· 2025-08-14 12:12
财报展示,二季度迅雷会员服务营收3640万美元,同比增长10.5%,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。截至2025年6月30日,迅雷会员用户数约640万,二季度每会员平均营收40.8 元。 直播和其他服务营收3760万美元,同比增长85.5%,主要得益于海外语音直播业务的发展,以及收购虎 扑后广告业务的增长。云计算服务营收3000万美元,同比增长13.6%,主要归因于主要客户对云计算服 务需求的增加。 来源:滚动播报 (来源:北京商报) 北京商报讯(记者 魏蔚)8月14日,迅雷发布的2025年二季度财报显示,总营收1.04亿美元,同比增长 30.6%,基于非美国通用会计准则下的净利润830万美元,去年同期净利润为320万美元。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。 ...
美股前瞻 | 三大股指期货齐涨,美联储戴利:下个月似乎没有大幅降息的必要性
智通财经网· 2025-08-14 12:12
Market Overview - US stock index futures are all up, with Dow futures rising by 0.06%, S&P 500 futures by 0.04%, and Nasdaq futures by 0.05% [1] - European indices also show positive movement, with Germany's DAX up by 0.68%, UK's FTSE 100 up by 0.07%, France's CAC40 up by 0.62%, and the Euro Stoxx 50 up by 0.64% [2][3] Commodity Prices - WTI crude oil increased by 0.49%, reaching $62.96 per barrel, while Brent crude oil rose by 0.47% to $65.94 per barrel [3][4] Federal Reserve Insights - Federal Reserve's Daly indicated that there seems to be no necessity for a significant rate cut next month, opposing a 50 basis points cut at the September meeting [5] - Goldman Sachs predicts the Federal Reserve will cut rates three times this year, each by 25 basis points, and two more times in 2026, bringing rates down to a range of 3% to 3.25% [8] Company Earnings Reports - Xunlei (XNET.US) reported Q2 revenue of $104 million, a 30.6% year-over-year increase, with Non-GAAP net profit rising to $8.3 million [9] - Vipshop (VIPS.US) saw Q2 revenue decline by 4.09% to 25.8 billion RMB, while GMV grew by 1.7% [10] - NetEase Youdao (DAO.US) achieved Q2 net revenue of 1.42 billion RMB, a 7.2% increase, and reported a historic high in operating profit [11] - Sunlands Technology (STG.US) reported Q2 revenue growth of 9.5% to 539 million RMB, with net profit increasing by 54% [12] - Cisco (CSCO.US) exceeded expectations with Q4 revenue growth of 7.6%, reaching $14.7 billion, and adjusted gross margin of 68.4% [13] Industry Trends - Tesla (TSLA.US) experienced a 24% increase in sales in Norway, contrasting with a significant decline in other European markets [14] - Apple (AAPL.US) is focusing on AI with ambitious new products, including a desktop robot and smart home security cameras, aiming for a strategic revival in the AI sector [15]
迅雷2025年Q2营收1.04亿美元,同比增长30.6%
Sou Hu Cai Jing· 2025-08-14 11:39
基于通用会计准则(GAAP)净利润为7.274亿美元(现汇率约合52.22亿元人民币);基于非通用会计 准则(Non-GAAP),净利润为830万美元(现汇率约合5958.7万元人民币)。 截至2025年6月30日,会员用户数约为640万,而去年同期为571万。 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担 全部责任。邮箱:news_center@staff.hexun.com 凤凰网科技讯 8月14日,迅雷发布了截至2025年6月30日的第二季度未经审计财报。据财报显示,本季 度迅雷总营收为1.04亿美元(现汇率约合7.47亿元人民币),同比增长 30.6%。 总营收为1.04亿美元(现汇率约合7.47亿元人民币),同比增长30.6%。其中:会员服务营收为3640万 美元(现汇率约合2.61亿元人民币),同比增长10.5%;直播和其他服务营收为3760万美元(现汇率约 合2.7亿元人民币),同比增长85.5%;云计算服务营收为3000万美元(现汇率约合2.15亿元人民币) ...
迅雷(XNET.US)Q2营收同比大增30.6% Non-GAAP净利润增至830万美元
Zhi Tong Cai Jing· 2025-08-14 11:32
Core Viewpoint - Xunlei (XNET.US) reported significant financial growth in Q2 2025, with a revenue increase of 30.6% year-over-year, marking a pivotal milestone in the company's development [1] Financial Performance - Revenue reached $104 million, up from the previous year's $79.8 million [1] - Net profit surged to $727.4 million compared to $2.5 million in the same quarter last year [1] - Non-GAAP net profit was $8.3 million, an increase from $3.2 million year-over-year [1] - Earnings per ADS were $0.13, up from $0.05 in the prior year [1] Business Segmentation - Cloud computing revenue was $30 million, reflecting a 13.6% year-over-year growth [1] - Subscription business revenue amounted to $36.4 million, a 10.5% increase [1] - Live streaming and other internet value-added services generated $37.6 million, showing an impressive growth of 85.5% [1] Strategic Achievements - The CEO highlighted the successful acquisition of Hupu and the IPO of a portfolio company as key strategic milestones [1] - The investment in Yingstone Innovation resulted in $720 million of unrealized pre-tax gains, reinforcing operational efficiency and growth opportunities [1] Future Outlook - For Q3 2025, the company projects revenue between $116 million and $124 million, indicating a potential quarter-over-quarter growth of approximately 15.4% [1]
Xunlei(XNET) - 2025 Q2 - Quarterly Report
2025-08-14 10:34
Shenzhen, China, August 14, 2025 (GLOBE NEWSWIRE) - Xunlei Limited ("Xunlei" or the "Company") (Nasdaq: XNET), a leading technology company providing distributed cloud services in China, today announced its unaudited financial results for the second quarter ended June 30, 2025. Second Quarter 2025 Financial Highlights: "The second quarter of 2025 marked a significant milestone for Xunlei. The successful acquisition of Hupu, the initial public offering of one of our investee companies and a year-over-year re ...
迅雷发布第二季度财报:总营收1.04亿美元同比增长30.6%
Qi Lu Wan Bao· 2025-08-14 10:32
8月14日,迅雷发布了截至2025年6月30日的第二季度未经审计财报。据财报显示,本季度迅雷总营收为1.04亿美元,同比增长 30.6%。 总营收的增长主要由于主要业务收入的增加。毛利润5,120万美元,同比增长25.9%。毛利润的增长主要因为海外语音直播业 务、会员业务和广告业务所产生毛利的增加。 基于美国通用会计准则(GAAP),本季度净利润为7.274亿美元,而去年同期净利润为250万美元。 基于非美国通用会计准则 (Non-GAAP),本季度净利润为830万美元,而去年同期净利润为320万美元。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11.48美元,而上年同期每ADS的美国通用会计准则盈利约为0.04美元。摊薄 后每ADS的非美国通用会计准则盈利约为0.13美元,而上年同期约为0.05美元。 迅雷集团董事长兼首席执行官李金波表示:"2025年第二季度对迅雷具有重要意义。公司在本季度成功完成了对虎扑的收购,且 投资的一家公司(影石创新)顺利在A股上市,同时迅雷营业收入同比增长达30.6%, ...
投资影石创新令迅雷Q2净利润增长
Di Yi Cai Jing· 2025-08-14 10:16
8月14日,迅雷发布了截至2025年6月30日的第二季度未经审计财报。本季度迅雷总营收为1.04亿美元, 同比增长30.6%。 基于美国通用会计准则(GAAP)净利润为7.274亿美元,去年同期净利润为250万美元。 基于非美国通 用会计准则(Non-GAAP),本季度净利润为830万美元,去年同期净利润为320万美元。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。 ...
迅雷:2025年Q2营收1.04亿美元,同比增长30.6%
Xin Lang Ke Ji· 2025-08-14 10:09
"我们所有核心业务在第二季度均展现出积极增长态势,这一成绩主要归因于迅雷等产品推出了新功能 以及对现有功能的持续优化,让我们的产品能够始终紧跟不断变化的用户需求;同时,精准定制化的营 销策略也使我们能够更高效地触达及吸引更广泛的用户群体。此外,云计算业务在本季度取得了重要进 展,凭借其高性价比的服务应对现有挑战,并将其转化为推动业务增长的新机遇。"李金波表示。 责任编辑:刘万里 SF014 新浪科技讯 8月14日下午消息,迅雷发布截至2025年6月30日的第二季度未经审计财报。财报显示,本 季度迅雷总营收为1.04亿美元,同比增长30.6%。总营收的增长主要由于主要业务收入的增加。毛利润 5,120万美元,同比增长25.9%。毛利润的增长主要因为海外语音直播业务、会员业务和广告业务所产 生毛利的增加。 基于美国通用会计准则(GAAP),本季度迅雷净利润为7.274亿美元,而去年同期净利润为250万美 元。 基于非美国通用会计准则(Non-GAAP),本季度净利润为830万美元,而去年同期净利润为320 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I ...