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Hello Group Clocks 15% Revenue Decline In Q2 Due To Weak MAUs

Hello Group Clocks 15% Revenue Decline In Q2 Due To Weak MAUs

挚文集团第二季度营收下降15%，原因是MAU疲软
Benzinga Real-time News ·  2022/09/01 09:04
  • Hello Group Inc (NASDAQ:MOMO) reported a second-quarter FY22 net revenue decline of 15.3% year-on-year to $464.4 million, beating the consensus of $445.3 million.
  • Drivers: Monthly Active Users (MAU) on Momo application were 111.2 million in June 2022, down from 115.6 million in June 2021.
  • Total paying users of its Momo app declined from 9.3 million in Q2 FY21 to 8.6 million in Q2 FY22. Tantan had 2.2 million paying users for Q2 2022 versus 3.1 million in Q2 FY21.
  • Segments: Revenues from the Live video service declined 27.7% Y/Y to $226.9 million, Total value-added service increased 1.9% Y/Y to $229.4 million, Mobile marketing fell 30.4% Y/Y to $5.4 million, and Mobile games rose 87.3% Y/Y to $2.6 million.
  • Net revenues from the Momo segment fell 12% Y/Y to $415 million, while the Tantan segment revenues decreased 36% to $49.4 million.
  • Non-GAAP income from operations deteriorated to $69.3 million. Non-GAAP net income per ADS of $0.33 beat the consensus of $0.25.
  • Hello Group held $2.1 billion in cash and equivalents and generated $29.9 million in operating cash flow.
  • "The COVID resurgence in the first half of 2022 has brought many challenges and uncertainties to the overall market environment and our execution of strategic goals," commented Li Wang, CEO.
  • Outlook: Hello sees a Q3 revenue decrease of 14.9% - 17.5% Y/Y, representing $469.64 million - $484.79 million, above the consensus of $443.94 million.
  • Price Action: MOMO shares traded lower by 0.97% at $5.10 in the premarket session on the last check Thursday.
  • Hello Group Inc纳斯达克(Sequoia Capital：MOMO)公布，22财年第二季度净收入同比下降15.3%，至4.644亿美元，超出市场普遍预期的4.453亿美元。
  • 驱动因素：2022年6月，陌陌应用的月活跃用户(MAU)为1.112亿，低于2021年6月的1.156亿。
  • 其陌陌应用的总付费用户从21财年第二季度的930万下降到22财年第二季度的860万。2022年第二季度，Tantan的付费用户为220万，而2012年第二季度的付费用户为310万。
  • 细分市场：来自直播视频服务的收入同比下降27.7%，至2.269亿美元，总增值服务收入同比增长1.9%，至2.294亿美元，移动营销收入同比下降30.4%，至540万美元，手机游戏收入同比增长87.3%，至260万美元。
  • 陌陌部门的净收入同比下降12%，至4.15亿美元，而坦坦部门的收入下降36%，至4940万美元。
  • 来自运营的非GAAP收入恶化至6930万美元。非公认会计准则的每股美国存托股份净收益为0.33美元，超出了普遍预期的0.25美元。
  • 挚文集团持有21亿美元的现金和现金等价物，产生了2990万美元的运营现金流。
  • “2022年上半年，新冠的复苏给整个市场环境和我们战略目标的执行带来了许多挑战和不确定性，”首席执行官理想汽车·王评论道。
  • 展望：Hello预计第三季度营收同比下降14.9%-17.5%，即4.6964亿-4.8479亿美元，高于4.4394亿美元的共识。
  • 价格行动：在周四的盘前交易中，陌陌的股价下跌了0.97%，至5.10美元。
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