NetEase Q2: Revenue Falls Short, Gaming Segment Shines
NetEase Q2: Revenue Falls Short, Gaming Segment Shines
NetEase, Inc (NASDAQ:NTES) reported fiscal second-quarter 2024 revenue growth of 6.1% year-on-year to $3.51 billion (25.5 billion Chinese yuan), missing the analyst consensus estimate of $3.70 billion.
網易公司（納斯達克股票代碼: NTES）報告，截至2024財年第二季度，營業收入同比增長6.1%，達到了35.1億美元（255億人民幣），未達到分析師對37億美元的共識預期。
The Chinese gaming player's adjusted EPADS of $1.66 beat the analyst consensus estimate of $1.65.
這家中國遊戲公司的調整後每股收益爲1.66美元，超過了分析師對1.65美元的共識預期。
Segments and margins: Games and related value-added services revenues grew 6.7% year over year to $2.8 billion. The corresponding gross margin increased by 260 bps to 70.0%, mainly attributable to changes in product mix.
業務板塊和利潤：遊戲及相關增值服務收入同比增長6.7%，達到28億美元。相應的毛利率提高了260個點子，達到70.0%，主要歸因於產品組合的變化。
Youdao, Inc's (NYSE:DAO) revenue climbed by 9.5% year over year to $181.9 million, and the corresponding gross margin improved by 182 bps to 48.2%, mainly due to increased revenue contribution from its online marketing services.
有道公司（紐交所股票代碼: DAO）的營業收入同比增長9.5%，達到1.819億元，相應的毛利率提高了182個點子，達到48.2%，主要是由於在線營銷服務貢獻收入的增加。
Cloud Music's revenues were $280.8 million, up 4.7% year over year, and its gross margin expanded by 510 bps to 32.1%.
雲音樂的營收爲2.808億元，同比增長4.7%，毛利率擴大了510個點子，達到32.1%。
Innovative businesses and other revenue remained stable year over year at $284.5 million, and the gross margin increased by 450 bps to 34.0%, mainly due to changes in the product mix within the segment.
創新業務和其他收入同比保持穩定，爲2.845億元，毛利率提高了450個點子，達到34.0%，主要是由於該板塊產品組合的變化。
As of June 30, 2024, NetEase held $16 billion in cash and equivalents and generated $898.8 million in operating cash flow.
截至2024年6月30日，網易持有160億美元的現金及等價物，並在運營現金流中實現了8.988億元。
Dividend: The board of directors has approved a dividend of $0.4350 per ADS for the second quarter of 2024.
分紅：董事會已批准2024年第二季度每美國存托股票（ADS）分紅0.4350美元。
CEO William Ding: "With a growing portfolio of games that feature higher quality and cover more genres, we are thrilled to bring exciting NetEase gaming experiences to more players around the globe."
CEO 丁磊表示：「憑藉日益豐富的高質量遊戲產品組合和更多類型的覆蓋，我們非常高興將令人興奮的網易arvr遊戲體驗帶給全球更多玩家。」
Price Action: NTES shares traded lower by 4.91% at $88.04 premarket at the last check Thursday.
股價：NTES股票在週四盤前最後交易時報出下跌4.91%，報價爲88.04美元。
譯文內容由第三人軟體翻譯。