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Earnings Call Summary | Kingsoft Cloud(KC.US) Q1 2024 Earnings Conference

Earnings Call Summary | Kingsoft Cloud(KC.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 金山雲 (KC.US) 2024 年第一季度業績發佈會
富途資訊 ·  05/23 08:23  · 電話會議

The following is a summary of the Kingsoft Cloud Holdings Limited (KC) Q1 2024 Earnings Call Transcript:

以下是金山雲控股有限公司（KC）2024年第一季度業績電話會議記錄摘要：

Financial Performance:

財務業績：

  • Kingsoft Cloud's reported Q1 revenues of RMB1.78 billion, marking a 3.1% quarterly increase.

  • Adjusted gross profit for the quarter was RMB300 million, a 54% yearly rise.

  • Adjusted gross margin rose by 1.6 percentage points quarter over quarter, reaching 16.8%.

  • The adjusted EBITDA for the period was RMB33.19 million, which is a substantial improvement over the previous year.

  • 金山雲公佈的第一季度收入爲人民幣17.8億元，季度增長3.1％。

  • 本季度調整後的毛利潤爲 RMB300 百萬美元，同比增長54％。

  • 調整後的毛利率同比增長1.6個百分點，達到16.8％。

  • 該期間調整後的息稅折舊攤銷前利潤爲人民幣3319萬元，比上年大幅提高。

Business Progress:

業務進展：

  • For the first time since its establishment, the company turned adjusted EBITDA positive.

  • Public cloud services contributed RMB1.19 billion to the revenue this quarter, up 12.9% over the previous quarter.

  • Revenue from AI went up 93% quarter-over-quarter, reaching RMB160 million and accounting for 13.5% of public cloud revenues.

  • The company focused on the public cloud and healthcare sectors and formed the fully-owned subsidiary Kingsoft AI.

  • Mild growth is expected in future quarters due to diversified AI business demand, and a significant increase in AI-related investments, including capital and R&D expenses is planned for 2024.

  • The company plans to expand its client base to include legal, auditing, internet, financial services, and other public sector clients as AI application utilization increases.

  • 該公司自成立以來首次將調整後的息稅折舊攤銷前利潤轉爲正數。

  • 公共雲服務爲本季度收入貢獻了11.9億元人民幣，比上一季度增長12.9％。

  • 人工智能收入同比增長93％，達到 RMB160 百萬美元，佔公有云收入的13.5％。

  • 該公司專注於公有云和醫療保健領域，併成立了全資子公司金山人工智能。

  • 由於人工智能業務需求的多樣化，預計未來幾個季度將出現溫和增長，並且計劃在2024年大幅增加人工智能相關投資，包括資本和研發費用。

  • 隨着人工智能應用程序利用率的提高，該公司計劃擴大其客戶群，將法律、審計、互聯網、金融服務和其他公共部門客戶包括在內。

More details: Kingsoft Cloud IR

更多詳情： 金山雲紅外

Tips: 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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譯文內容由第三人軟體翻譯。


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