HUYA(US:HUYA) Zheng Quan Ri Bao Wang·2025-08-13 08:15Core Insights - The company reported better-than-expected revenue and profit levels for Q2 2025, with total revenue reaching 1.57 billion yuan, showing both year-on-year and quarter-on-quarter growth [1] - Live streaming revenue stabilized at 1.15 billion yuan, while game-related services, advertising, and other businesses saw a significant increase, with this segment's revenue rising 34.1% to 410 million yuan [1] - The company achieved operational profit breakeven under Non-GAAP standards, with a net profit attributable to the company of 47.5 million yuan [1] - The total Monthly Active Users (MAU) reached approximately 160 million in Q2 2025 [1] Business Strategy and Developments - The company is celebrating the second anniversary of its strategic transformation, making positive progress in business diversification and strengthening collaboration with the gaming industry [1] - The overseas expansion has shown notable progress, particularly in user growth, positioning it as a potential key growth engine for the future [1] - The company is actively pursuing an "AI+" strategic matrix, applying AI across various domains such as "AI+Live Streaming," "AI+IP," and "AI+Services" [1] - The focus remains on enhancing user experience and creating new consumption scenarios through AI integration [1] Financial Performance and Shareholder Returns - As of June 30, 2025, the company had repurchased shares worth 75.4 million USD and distributed a total of approximately 340 million USD in special cash dividends during Q2 [2] - The company reported cash and cash equivalents, short-term deposits, and long-term deposits totaling 3.766 billion yuan (526 million USD) as of June 30, 2025 [2]