快手线上营销服务

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一季度线上营销服务收入增长降速,但可灵AI、海外业务有惊喜 程一笑可以缓口气了吗?
Mei Ri Jing Ji Xin Wen· 2025-05-27 23:23
每经记者|王郁彪 每经编辑|魏官红 一季度表现有忧有喜,不过,快手算是稳住了。 5月27日,快手发布2025年第一季度业绩。财报显示,一季度,快手营收为326.08亿元,同比增长 10.9%;期内利润39.79亿元,同比减少3.4%,经调整利润净额45.8亿元,同比增长4.4%。 或受淡季影响,快手一季度收入、利润增长都略显乏力,特别是线上营销服务,没能承接此前双位数增 长态势,同比增长8%。不过,《每日经济新闻》记者注意到,在随后的业绩电话会上,快手科技创始 人兼首席执行官程一笑提到,对二季度线上营销服务收入同比增速回到双位数有信心。他将原因归为: 内容消费、电商、本地生活等重点行业的增长潜力正在逐步释放。 快手释放出的增长信号不止于此。财报显示,一季度,可灵AI(人工智能)收入规模已经达到1.5亿 元;快手海外业务整体层面首次实现季度经营利润转正。 基本面稳下来了,成长性业务有所突破,快手可以暂时缓口气了吗? 线上营销服务收入同比增幅下滑 分业务板块来看,一季度,快手线上营销服务、直播和其他服务(含电商)三大业务收入分别约为180 亿元、98亿元、48亿元,分别同比增长8%、14.4%、15.2%。 | ...
游戏、卖货和广告,仍是中国互联网大厂最强印钞机
创业邦· 2025-03-28 03:37
Core Viewpoint - 2024 is a bustling year for China's internet industry, with a significant shift towards AI applications, overshadowing previous trends like the metaverse [3][4]. Financial Performance - Major internet companies reported their revenue and profit for 2024, showcasing varied growth rates across the board: - JD: Revenue of 115.88 billion, up 7%; Net profit of 41.4 billion, up 71% [5] - Alibaba: Revenue of 98.18 billion, up 6%; Net profit of 120.4 billion, up 20% [5] - Tencent: Revenue of 66.03 billion, up 8%; Net profit of 194.1 billion, up 68% [5] - Pinduoduo: Revenue of 39.38 billion, up 59%; Net profit of 112.4 billion, up 87% [5] - Xiaomi: Revenue of 36.59 billion, up 35%; Net profit of 2.45 billion, up 23% [5] - Baidu: Revenue of 13.31 billion, down 1%; Net profit of 2.38 billion, up 17% [5] - Kuaishou: Revenue of 12.69 billion, up 12%; Net profit of 1.53 billion, up 140% [5] - Bilibili: Revenue of 2.68 billion, up 19%; Net loss of 0.14 billion, up 72% [5] Gaming Sector - Tencent remains the leader in the gaming sector with revenue of 197.7 billion, up 10% [7]. - Bilibili's gaming revenue reached 5.6 billion, with a significant growth of 40% [8]. Video Sector - Tencent Video's subscription revenue grew by 3%, with 113 million subscribers [10]. - Bilibili's diverse monetization strategies led to a 500% increase in creator income [10]. E-commerce Sector - Alibaba's Taotian Group reported revenue of 136.1 billion, up 5% [12]. - JD's retail revenue reached 307.1 billion, up 14.7% [12]. - Pinduoduo's revenue for the quarter was 110.1 billion, with a profit of 108.4 billion, up 85% [12]. Smart Hardware - Xiaomi's smartphone revenue was 191.8 billion, up 23%, with a strong focus on high-end models [14]. - Revenue from electric vehicles reached 32.8 billion, contributing 9% to overall revenue [14]. Advertising Revenue - Kuaishou's online marketing services accounted for 57% of total revenue, reaching 72.4 billion, up 20% [16]. - Bilibili's advertising revenue grew by 28%, reaching 8.2 billion [16]. International Expansion - Tencent's international gaming revenue was 58 billion, up 9% [18]. - Xiaomi's overseas revenue reached 153.3 billion, accounting for 41.9% of total revenue [18]. AI Development - Baidu's non-online marketing revenue was 31.7 billion, up 12%, driven by AI cloud services [23]. - Tencent and Alibaba are also heavily investing in AI, with significant revenue growth in their respective AI services [24].