2Q25 preview: strong PC; flattish YoY mobile; profit beat. We model total revenue will hike 11% YoY to RMB28.2bn, -1% below consensus. We forecast pure online game revenue will jump 16% YoY to RMB22.4bn, -2% below consensus. PC game revenue will grow at 67% YoY to RMB7.6bn, continuously contributed by Marvel Rivals in overseas, domestic Blizzard games and Where Winds Meet PC domestically. Mobile game revenue will be flattish YoY at RMB14.8bn mainly affected by Justice Mobile being offset by Where Winds Meet ...

Opendoor (OPEN) Q4 2024 Earnings Call February 27, 2025 05:00 PM ET Company Participants Kimberly Niehaus - Investor Relations OfficerCarrie Wheeler - Chief Executive OfficerSelim Freiha - CFODae Lee - VP - Equity ResearchYgal Arounian - Director - Internet Equity ResearchNicholas Jones - MD - Internet Equity ResearchJeff Seiner - VP, Internet Equity ResearchRyan Tomasello - Managing DirectorNick McAndrew - Equity Research Associate Operator Good day, and thank you for standing by. Welcome to the Opendoor T ...