Zepp Health Corporation (ZEPP) Q2 2024 Earnings Call Transcript Summary
Zepp Health Corporation (ZEPP) Q2 2024 Earnings Call Transcript Summary
The following is a summary of the Zepp Health Corporation (ZEPP) Q2 2024 Earnings Call Transcript:
以下是Zepp Health Corporation (ZEPP) 2024年第二季度業績會交流摘要:
Financial Performance:
金融業績：
Zepp Health reported a net loss for the first half of the year, but it was narrower compared to the previous year.
Gross margin reached 40.3%, the highest in the company's history, attributed to an improved product mix and higher proportion of new products.
Operating costs were maintained at $25.3 million, the lowest level in the past year, with R&D expenses at $10.4 million, marking a 13.8% decrease year-over-year.
Zepp Health報告上半年淨虧損，但相比前一年縮小了。
毛利率達到40.3%，是公司歷史上最高的，歸因於產品結構改善和新產品比例提高。
運營成本保持在$2530萬，是過去一年中最低水平，研發費用爲$1040萬，同比減少13.8%。
Business Progress:
業務進展：
Zepp Health is focusing on AI integration and has launched Zepp OS 4.0 with GPT-4 for enhanced smartwatch functionalities.
Significant product launches planned including T-Rex 3 outdoor smartwatch and OWS earbuds, and the introduction of Amazfit Helio Ring.
Expanded global brand visibility through partnerships with athletes and sponsorships, achieving breakthroughs in markets like Germany and stabilizing partnerships such as with Decathlon in France.
Zepp Health專注於人工智能整合，推出了搭載GPt-4的Zepp OS 4.0，以增強智能手錶功能。
計劃推出重大產品，包括t-Rex 3戶外智能手錶和OWS耳機，以及Amazfit Helio Ring的推出。
通過與運動員和贊助合作擴大全球品牌知名度，在德國等市場取得突破，並穩固如法國迪卡儂的合作關係。
Opportunities:
機會：
Increasing demand for open headphone designs presents a growth opportunity with the new line of OWS earbuds.
The smart ring market, into which Zepp has recently entered, represents a $2 billion plus opportunity, growing at a high double-digit rate.
對開放式耳機設計的增加需求，爲新一系列OWS耳塞提供了增長機會。
智能戒指市場是Zepp最近進入的領域，代表着價值20億美元以上的機會，以高兩位數的速度增長。
Risks:
風險：
Competitive pressure from major tech giants like Apple and Samsung, who offered significant discounts affecting the consumer electronics sector.
受蘋果和三星等主要科技巨頭的競爭壓力，他們提供的大幅折扣影響了消費電子-半導體板塊。
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譯文內容由第三人軟體翻譯。