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Earnings Call Summary | Tencent(TCEHY.US) Q1 2024 Earnings Conference

Earnings Call Summary | Tencent(TCEHY.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 騰訊(TCEHY.US)2024 年第一季度業績發佈會
moomoo AI ·  05/14 16:10  · 電話會議

The following is a summary of the Tencent Holdings (TCEHY) Q1 2024 Earnings Call Transcript:

以下是騰訊控股(TCEHY)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Tencent reported Q1 2024 total revenue of RMB 160 billion, an increase of 6% year-on-year and 3% quarter-on-quarter.

  • Gross profit reached RMB 84 billion, a growth of 23% year-on-year and 8% quarter-on-quarter.

  • Non-IFRS operating profit was up to RMB 59 billion, a growth of 30% year-on-year and 19% quarter-on-quarter.

  • Non-IFRS net profit attributable to equity holders was RMB 50 billion, a 54% rise year-on-year and 18% quarter-on-quarter rise.

  • Diluted EPS increased by 66% year-on-year to RMB 4.386, showing robust earnings growth.

  • The overall gross margin was 53%, up seven percentage points year-on-year, signifying improved profitability.

  • 騰訊公佈的2024年第一季度總收入爲1,600億元人民幣,同比增長6%,同比增長3%。

  • 毛利達到840億元人民幣,同比增長23%,同比增長8%。

  • 非國際財務報告準則的營業利潤高達人民幣590億元,同比增長30%,同比增長19%。

  • 歸屬於股東的非國際財務報告準則淨利潤爲人民幣500億元,同比增長54%,同比增長18%。

  • 攤薄後每股收益同比增長66%,至人民幣4.386元,顯示出強勁的收益增長。

  • 整體毛利率爲53%,同比增長7個百分點,表明盈利能力的提高。

Business Progress:

業務進展:

  • Tencent registered significant user engagement, with total user time spent on mini programs increasing by over 20% year-on-year in the first quarter.

  • The firm plans on releasing high production value games this year, which include DnF mobile, Tarisland, Need for Speed mobile, and One Piece mobile.

  • Tencent observed increased adoption of cloud media services and enterprise SaaS products, indicating expanded product penetration.

  • Substantial progress was seen with scaling up Hunyuan, with plans to deploy it in more services.

  • Advertising business showed healthy momentum, with the company gaining market share due to increased AI usage.

  • Tencent emphasized diversification of its game studios as a strength, indicating their commitment towards unique attributes rather than standardized processes.

  • Despite potential slowing of fintech revenue, especially in payments, Tencent projects growth in wealth management services amidst macroeconomic challenges and a focus on risk management.

  • 騰訊的用戶參與度很高,用戶在小程序上花費的總時長在第一季度同比增長了20%以上。

  • 該公司計劃在今年發佈高製作價值的遊戲,其中包括dnF手機、Tarisland、極品飛車手機和海賊王手機。

  • 騰訊觀察到雲媒體服務和企業SaaS產品的採用率有所提高,這表明產品滲透率有所提高。

  • 在擴大Hunyuan的規模方面取得了實質性進展,並計劃將其部署到更多服務中。

  • 廣告業務表現出良好的勢頭,由於人工智能使用量的增加,該公司的市場份額有所增加。

  • 騰訊強調遊戲工作室的多元化是一種優勢,這表明他們致力於獨特的屬性而不是標準化流程。

  • 儘管金融科技收入可能放緩,尤其是在支付方面,但騰訊預計,在宏觀經濟挑戰和風險管理的關注下,财富管理服務將增長。

More details: Tencent IR

更多詳情: 騰訊紅外

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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