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花旗:腾讯最新财报解读
花旗· 2025-05-15 02:01
VAS and ad — Within VAS, online games revs. +24% yoy to Rmb59.5bn and social network revs +7% yoy to Rmb32.6bn. Total deferred revs. were +15% yoy and +20% qoq to Rmb127.4bn, with current deferred revs. +16% yoy and +23% qoq. Total VAS sub was +3% yoy to 268mn with video at 117mn and music at 123mn. Total capex came in at Rmb27.5bn, up +91% yoy and -25% qoq . CITI'S TAKE 1Q25 total revs were Rmb180.0bn (+13% yoy, +4% q/q and +2.5%/+2.5% vs Citi/BBG consensus of Rmb175.6bn/Rmb175.6bn. Segment breakdown: 1) t ...
摩根士丹利:腾讯最新财报解读
摩根· 2025-05-15 02:01
May 14, 2025 09:24 AM GMT Tencent Holdings Ltd. | Asia Pacific 1Q25: All round beat Reaction to earnings Exhibit 1: 1Q results review | (Rmb mn) | | | Actual | 1Q25 | | | | --- | --- | --- | --- | --- | --- | --- | | Income Statement | 1Q24 | 4Q24 | 1Q25 | YoY | Consensus | vs. Cons (%) | | VAS | 78,629 | 79,022 | 92,133 | 17.2% | 87,441 | 5.4% | | - Online games | 48,100 | 49,200 | 59,500 | 23.7% | 55,315 | 7.6% | | Domestic games | 34,500 | 33,200 | 42,900 | 24.3% | 39,804 | 7.8% | | International games | ...
Yelp (YELP) Reports Q1 Earnings: What Key Metrics Have to Say
ZACKS· 2025-05-08 23:30
Yelp (YELP) reported $358.53 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 7.8%. EPS of $0.36 for the same period compares to $0.20 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $352.02 million, representing a surprise of +1.85%. The company delivered an EPS surprise of +16.13%, with the consensus EPS estimate being $0.31.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...
What Analyst Projections for Key Metrics Reveal About Yelp (YELP) Q1 Earnings
ZACKS· 2025-05-05 14:22
In its upcoming report, Yelp (YELP) is predicted by Wall Street analysts to post quarterly earnings of $0.31 per share, reflecting an increase of 55% compared to the same period last year. Revenues are forecasted to be $352.02 million, representing a year-over-year increase of 5.8%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 2.8% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this ...
Amazon's ad business grew 19% in first quarter, topping estimates
CNBC· 2025-05-01 20:06
A woman cleans the store window of the Amazon house after activists sprayed paint its facade during a protest on the opening day of the 55th annual meeting of the World Economic Forum in Davos, Switzerland, on Jan. 20, 2025.Amazon reported a 19% increase in online ad revenue in the first quarter, beating analyst estimates.Ad sales climbed to $13.92 billion, while analysts on average were expecting $13.74 billion, according to StreetAccount.The numbers were contained in Amazon's first-quarter earnings report ...