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Hello Smashes Q3 Consensus, Issues Cautious Q4 Outlook

Hello Smashes Q3 Consensus, Issues Cautious Q4 Outlook

Hello打破第三季度共識，發佈謹慎的第四季度展望
Benzinga Real-time News ·  2021/11/30 19:16

Hello Group Inc (NASDAQ:MOMO) reported a third-quarter FY21 net revenue decline of 0.2% year-on-year to $583.4 million, beating the consensus of $573.6 million.

Hello Group Inc納斯達克(Sequoia Capital：MOMO)公佈，21財年第三季度淨營收同比下降0.2%，至5.834億美元，超出市場普遍預期的5.736億美元。

  • Drivers: Monthly Active Users (MAU) on the Momo application rose 1.7% Y/Y to 115.5 million in September 2021.
  • Total paying users of its live video service and value-added service declined 6.9% Y/Y to 12.2 million.
  • Segments: Live video service revenues declined 8.8% Y/Y to $336.3 million.
  • Total value-added service revenues increased 15.2% Y/Y to $238 million.
  • Mobile marketing revenues declined 14.1% Y/Y to $6.7 million.
  • Mobile games revenues rose 1% Y/Y to $1.3 million.
  • Net revenues from the Momo segment rose 6.9% Y/Y to $503.8 million. Net revenues from the Tantan segment decreased 29.9% to $79.3 million.
  • Non-GAAP income from operations deteriorated by 13.6% Y/Y to $98.9 million.
  • Non-GAAP net income per ADS of $0.42 beat the consensus of $0.31.
  • Hello held $2.4 billion in cash and equivalents and generated $86.9 million in operating cash flow.
  • For the first time since the beginning of the COVID-19 pandemic, core Momo revenue has achieved year-over-year growth, CEO Li Wang said.
  • Outlook: Hello sees Q4 revenue of RMB3.60 billion - RMB3.75 billion, representing a decrease of 5.1% - 1.2% Y/Y.
  • Price Action: MOMO shares traded lower by 0.67% at $11.82 in the premarket session on the last check Tuesday.
  • 驅動因素：2021年9月，陌陌應用的月度活躍用户(MAU)同比增長1.7%，達到1.155億。
  • 其直播視頻服務和增值服務的付費用户總數同比下降6.9%，至1220萬。
  • 細分市場：直播視頻服務收入同比下降8.8%，至3.363億美元。
  • 增值服務總收入同比增長15.2%，達到2.38億美元。
  • 移動營銷收入同比下降14.1%，至670萬美元。
  • 手機遊戲收入同比增長1%，達到130萬美元。
  • 陌陌業務的淨收入同比增長6.9%，達到5.038億美元。坦坦業務的淨收入下降29.9%，降至7930萬美元。
  • 來自運營的非GAAP收入同比下降13.6%，降至9890萬美元。
  • 美國存托股份的非公認會計準則淨利潤為0.42美元，超出了共識的0.31美元。
  • Hello持有24億美元的現金和等價物，產生了8690萬美元的運營現金流。
  • 首席執行官李旺表示，自新冠肺炎大流行以來，陌陌核心收入首次實現同比增長。
  • 展望：Hello預計第四季度營收為36億至37.5億元人民幣，同比下降5.1%至1.2%。
  • 價格行動：在週二的最後一次檢查中，陌陌股價在盤前交易時段下跌0.67%，至11.82美元。

譯文內容由第三人軟體翻譯。


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