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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

摯文集團第二季度營收下降15%，原因是MAU疲軟
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納斯達克(Sequoia Capital：MOMO)公佈，22財年第二季度淨收入同比下降15.3%，至4.644億美元，超出市場普遍預期的4.453億美元。
  • 驅動因素：2022年6月，陌陌應用的月活躍用户(MAU)為1.112億，低於2021年6月的1.156億。
  • 其陌陌應用的總付費用户從21財年第二季度的930萬下降到22財年第二季度的860萬。2022年第二季度，Tantan的付費用户為220萬，而2012年第二季度的付費用户為310萬。
  • 細分市場：來自直播視頻服務的收入同比下降27.7%，至2.269億美元，總增值服務收入同比增長1.9%，至2.294億美元，移動營銷收入同比下降30.4%，至540萬美元，手機遊戲收入同比增長87.3%，至260萬美元。
  • 陌陌部門的淨收入同比下降12%，至4.15億美元，而坦坦部門的收入下降36%，至4940萬美元。
  • 來自運營的非GAAP收入惡化至6930萬美元。非公認會計準則的每股美國存托股份淨收益為0.33美元，超出了普遍預期的0.25美元。
  • 摯文集團持有21億美元的現金和現金等價物，產生了2990萬美元的運營現金流。
  • “2022年上半年，新冠的復甦給整個市場環境和我們戰略目標的執行帶來了許多挑戰和不確定性，”首席執行官理想汽車·王評論道。
  • 展望：Hello預計第三季度營收同比下降14.9%-17.5%，即4.6964億-4.8479億美元，高於4.4394億美元的共識。
  • 價格行動：在週四的盤前交易中，陌陌的股價下跌了0.97%，至5.10美元。
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