快手(01024) - 2023 Q3 - 业绩电话会
2023-11-21 12:00
女士们先生们大家好欢迎参加快手科技2023年第三季度业绩电话会议请注意本次电话会议提供管理层发言部分的英文同声翻译您需要进入英文频道以便收听第三方传译员的同声翻译请留意今天的会议正在录音现在有请公司资本市场和投资者关系副总裁Matthew Zhao先生发言 谢谢Operator大家好欢迎参加快手科技2023年第三季度业绩电话会议今天出席电话会议的管理层有快手科技的联合创始人执行董事兼首席执行官程一孝先生和快手科技首席财务官金炳先生在会议开始之前我们想提醒您今天的会议内容可能包含前瞻性陈述其中涉及诸多风险和不确定性 实际结论和结果可能与今天讨论的结论和结果有所不同除法律要求外本公司不承担任何更新此前瞻性信息的义务有关本会议的所有重要资料包括前瞻性陈述请以公司公开资料或今日早些时候在公司IR网站发布的截至2023年9月30日的2023年第三季度业绩公告为准 今天的电话会议中管理层还将讨论某些非国际会计准则的财务指标请公考虑作为补充但不能替代根据国际会计准则编制的公司财务业绩指标有关非国际会计准则财务指标的定义及其与国际会计准则财务业绩的对照以及相关风险因素提示请参阅公司2023年第三季的业绩公告 今天的电话会议中 ...
百融云-W(06608) - 2023 Q3 - 业绩电话会
2023-11-21 06:00
我是百融雲創投資者關係總監孫力勤感謝各位對百融的關注 公司已經於11月20日昨天發布了2023三季度營運摘要本次業績會我們將匯報和分享公司2023前三季度的經營成果並回答各位關注的問題此次業績會分三個部分第一部分為董事長致辭第二部分為管理層業績解讀最後是問答環節通過電話餐會的投資者和分析師老師如需提問 可以直接通过电话或网络参会文字形式提问或者是通过电话语音提问等业绩汇包含前瞻性陈述反映了公司对未来的当前信念和期望这些陈述包含预期相信打算估计期望等词和类似含义的词语等会议中所包含的历史事实陈述以外的所有陈述均为前瞻性陈述 這些潛在性陳述僅反映本文件日期時公司管理層的觀點並非未來業績的保證本公司集團成員或任何相關關聯方或其人和董事高級管理人員、員工顧問或代表均不承擔任何義務且明確否認有任何義務或承諾傳播任何更新或修訂的任何潛在性聲明 接下來我為大家介紹出席本次業績交流會的公司管理層他們分別是百榮雲創創始人董事會主席兼首席執行官張朝峰先生百榮雲創執行董事高級副總裁首席財務官Death保險行業員負責人鄭薇先生百榮雲創高級副總裁Death金融行業員負責人段寧先生 百榮雲創研發副總裁王勇先生百榮雲創執行董事資本市場和戰 ...
小米集团(01810) - 2023 Q3 - 业绩电话会
2023-11-20 11:30
Good evening, everyone. Welcome to Xiaomi 2023 third quarter results announcement, investor conference call and audio webcast. Today's conference is being recorded. If you have any objections, you may disconnect at this time. If you have any questions and would like to raise during the Q&A session, please press star 1 on your telephone keypad to register your question. And I'll hand over the conference to Ms. Anita Chen, Head of Investor Relations and Corporate Finance. Please go ahead, Ms. Anita Chen. Good ...
阿里巴巴-SW(09988) - 2024 Q2 - 业绩电话会
2023-11-16 12:30
Financial Data and Key Metrics Changes - Alibaba Group reported its September quarter 2023 results, with specific financial metrics to be discussed in detail during the call [1] Business Line Data and Key Metrics Changes - Detailed performance across various business lines will be provided in the management's prepared remarks [1] Market Data and Key Metrics Changes - Insights into market performance and key metrics will be shared during the conference call [1] Company Strategy and Development Direction and Industry Competition - The company’s strategic direction and competitive landscape will be addressed in the management's comments [1] Management's Comments on Operating Environment and Future Outlook - Management will provide insights on the current operating environment and future outlook during the call [1] Other Important Information - Additional important information will be highlighted in the prepared remarks and Q&A session [1] Q&A Session All Questions and Answers Question: What are the key highlights from the September quarter results? - Specific highlights and metrics will be discussed in the Q&A session following the management's prepared remarks [1]
网易(09999) - 2023 Q3 - 业绩电话会
2023-11-16 12:00
Good day and welcome to the NetEase 2023 Third Quarter Earnings Conference Call. Today's conference is being recorded. At this time, I would like to turn the conference over to Ms. Margaret Shee, Senior IR Director of NetEase. Please go ahead, ma'am. Thank you, operator. Please note the discussion today will contain forward-looking statements relating to the future performance of the company and are intended to qualify for a safe harbour from liability, as established by the US Private Securities Mitigation ...
腾讯控股(00700) - 2023 Q3 - 业绩电话会
2023-11-15 12:00
Good day and good evening. Thank you for standing by. Welcome to Tencent Holdings Limited 2023 Third Quarter Results Announcement Webinar. I'm Wendy Huang from Tencent IR team. At this time, all participants are in a listen-only mode. After the management's presentation, there will be a question and answer session. For participants who dial in by phone, if you wish to ask a question, please press five on your telephone to raise your hand. If you are accessing from the Tencent Meeting or VOO meeting applicat ...
腾讯音乐(01698) - 2023 Q3 - 业绩电话会
2023-11-14 11:00
Good evening, good morning. Welcome to Tencent Music Entertainment Group's third quarter 2023 earnings webinar. I'm Millicent Tu, Head of IR at the company. CME announced its quarterly financial results today before the US market opened. Earnings release is now available on our IR website and via Newswire services. Today, you'll hear from Mr. Kashin Pan, our Executive Chairman, who will start the call with an overview of our company's strategies and business updates. Next, Mr. Ross Leung, our CEO, will shar ...
SMIC(00981) - 2023 Q3 - Earnings Call Transcript
2023-11-10 01:30
Financial Data and Key Metrics Changes - Revenue for Q3 2023 was RMB 16.21 billion, up 3.9% sequentially [5] - Gross margin decreased to 19.8%, down 0.5 percentage points sequentially [5] - Profit from operations increased to RMB 870 million, up 9.5% sequentially [5] - EBITDA was RMB 9.01 billion with an EBITDA margin of 55.6% [6] - Profit attributable to the company was $94 million [6] - Total assets at the end of Q3 were RMB 46.8 billion, with total cash on hand of RMB 17.4 billion [6] - Total liabilities were RMB 16.2 billion, with total debt at RMB 9.6 billion [7] - Cash generated from operating activities was $801 million [7] - Q4 2023 revenue guidance is expected to grow by 1% to 3% sequentially, with gross margin projected between 16% to 18% [7] Business Line Data and Key Metrics Changes - Overall shipments increased by 9.5% sequentially [12] - Revenue from wafer accounted for 90% of total revenue, remaining stable [13] - Revenue from smartphone, IoT, consumer electronics, and others accounted for 26%, 12%, 24%, and 38% respectively [13] - Revenue from CIS, ISP, and RF Bluetooth applications grew sequentially by 24% and 28% respectively [13] - Display driver inventory recovered with a sequential revenue growth of 16% [14] - Specialty memory demand, particularly for Norflush, grew by 27% sequentially [14] Market Data and Key Metrics Changes - The China market's high product inventory issue has been mitigated, leading to a healthier industry level [9] - Chinese customers have shown good demand for new products, while American and European customers still have historically high inventory levels [10] - The proportion of revenue from the China region increased to 84%, while other regions accounted for 16% [12] Company Strategy and Development Direction - The company is focusing on capturing long-term demand growth for semiconductors amidst geopolitical uncertainties [18] - Capital expenditures are primarily directed towards capacity expansion and new fabs infrastructure, with a total expected to reach around $7.5 billion for the year [15] - The company is allowing early deliveries from equipment suppliers to ensure production continuity [15] Management's Comments on Operating Environment and Future Outlook - The overall market remains at the bottom with a double U trend, and significant growth drivers are not yet visible [9][17] - Customers have shifted from aggressive expansion to cautious inventory and cost control [11] - The company expects a moderate trend in Q4 with slight revenue increases, but gross margin will be pressured by depreciation from new capacity [16] Other Important Information - The utilization rate decreased by 1.2 percentage points to 77.1% despite increased shipments [15] - The company has seen no new drivers or momentum in other scale markets except for high-performance computing chips [15] Q&A Session Summary Question: Inventory management and demand outlook - Management noted that the destocking pace for overseas markets is lagging behind domestic markets, affecting overall demand recovery [12] Question: Future capital expenditures and capacity - The company confirmed that capital expenditures are expected to be raised to around $7.5 billion, focusing on capacity expansion and infrastructure [15]
零跑汽车(09863) - 2023 Q3 - 业绩电话会
2023-10-16 11:00
[0 -> 17] 會議主持人國慶證券汽車分析師于小飛歡迎大家來參加林考汽車2023年第三季度業績電話會恭喜本次會議的管理團代表是 [31 -> 58] 我們將在會議最後設有提問環節首先請會議助理播報一下提問方式大家好如需提問電話端的參會者請先按話機上的信號鍵再按數字1網絡端的參會者您可以在直播間互動區域內文字提問或點擊旁邊的舉手按鈕申請語音提問謝謝 [59 -> 76] 大家好如需提問電話端的參會者請先按話機上的星號鍵再按數字1網絡端的參會者您可以在直播間互動區域內文字提問或點擊旁邊的舉手按鈕申請語音提問謝謝 [78 -> 101] 我們將首先宣讀免責聲明本次領跑汽車2023年第三季度業績電話會中的內容可能包含部分前瞻性陳述具體而言包括但不限於有關公司未來財務狀況策略目標指標以及公司所參與或將參與的未來市場發展狀況的陳述 [101 -> 116] 這些前瞻性陳述是基於公司現有和未來的業務發展策略以及公司對於未來營商環境的假設而做出的其中不可避免會涉及到一些已知或未知的風險以及一些不確定性因素 [116 -> 133] 這些公司無法預知和控制的因素可能會導致公司的實際業績表現與公司所在行業的業績表現與前瞻性陳 ...
汇量科技(01860) - 2023 Q2 - 业绩电话会
2023-09-07 08:50
Financial Data and Key Metrics Changes - The company has been listed for several years on the Hong Kong stock market, but its recognition in the capital market remains relatively low due to several reasons, including its business model [1] Business Line Data and Key Metrics Changes - No specific data or metrics regarding individual business lines were provided in the content [1] Market Data and Key Metrics Changes - No specific market data or metrics were mentioned in the content [1] Company Strategy and Development Direction and Industry Competition - The company is focused on increasing its visibility and understanding in the capital markets, indicating a strategic direction towards enhancing investor relations and market presence [1] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenges in gaining recognition in the capital markets, suggesting a need for improved communication and engagement with investors [1] Other Important Information - The company has been operating for a significant period, indicating stability, but it faces challenges in market perception [1] Q&A Session Summary - No specific questions and answers were provided in the content [1]