HUYA(US:HUYA) Nan Fang Du Shi Bao·2025-08-13 10:22Core Viewpoint - Huya Inc. reported a total revenue of RMB 15.67 billion for Q2 2025, marking a 2% year-over-year increase, with significant growth in game-related services and advertising revenue [1][3][5] Financial Performance - Total revenue for Q2 2025 reached RMB 15.67 billion (approximately USD 2.188 billion), with a 2% year-over-year growth [3] - Live streaming revenue was RMB 11.53 billion, while game-related services, advertising, and other income amounted to RMB 4.139 billion (approximately USD 578 million), reflecting a 34.1% year-over-year increase [5] - The company achieved a Non-GAAP operating profit breakeven, with a net profit of RMB 47.5 million, marking six consecutive quarters of profitability [4] Strategic Developments - The company has been undergoing a strategic transformation for two years, focusing on deepening collaboration with Tencent and the gaming industry [1][3] - Huya's total Monthly Active Users (MAU) reached approximately 160 million, with an expanded user base through partnerships with platforms like Douyin and Kuaishou [3] Revenue Breakdown - Game-related services, advertising, and other income now account for over 25% of total revenue, highlighting their importance as a growth driver [6][5] - The revenue from game-related services has increased significantly from RMB 120 million in Q2 2023 to RMB 4.1 billion in Q2 2025 [6] Shareholder Returns - As of June 30, 2025, Huya repurchased 22.8 million shares, valued at approximately USD 75.4 million, and distributed a special cash dividend totaling around USD 340 million [4] International Expansion and AI Initiatives - Huya's overseas business has seen significant progress, with monthly active users in the tens of millions, focusing on game streaming, community engagement, and localized marketing [8] - The company is actively pursuing an "AI+" strategy, enhancing user experience and creating new consumption scenarios through advanced AI technologies [9][10]