Hello Smashes Q3 Consensus, Issues Cautious Q4 Outlook
Hello Smashes Q3 Consensus, Issues Cautious Q4 Outlook
Hello打破第三季度共识，发布谨慎的第四季度展望
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.
- 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.
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纳斯达克(Sequoia Capital：MOMO)公布，21财年第三季度净营收同比下降0.2%，至5.834亿美元，超出市场普遍预期的5.736亿美元。
- 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.
- 驱动因素：2021年9月，陌陌应用的月度活跃用户(MAU)同比增长1.7%，达到1.155亿。
- 其直播视频服务和增值服务的付费用户总数同比下降6.9%，至1220万。
- 细分市场：直播视频服务收入同比下降8.8%，至3.363亿美元。
- 增值服务总收入同比增长15.2%，达到2.38亿美元。
- 移动营销收入同比下降14.1%，至670万美元。
- 手机游戏收入同比增长1%，达到130万美元。
- 陌陌业务的净收入同比增长6.9%，达到5.038亿美元。坦坦业务的净收入下降29.9%，降至7930万美元。
- 来自运营的非GAAP收入同比下降13.6%，降至9890万美元。
- 美国存托股份的非公认会计准则净利润为0.42美元，超出了共识的0.31美元。
- Hello持有24亿美元的现金和等价物，产生了8690万美元的运营现金流。
- 首席执行官李旺表示，自新冠肺炎大流行以来，陌陌核心收入首次实现同比增长。
- 展望：Hello预计第四季度营收为36亿至37.5亿元人民币，同比下降5.1%至1.2%。
- 价格行动：在周二的最后一次检查中，陌陌股价在盘前交易时段下跌0.67%，至11.82美元。
译文内容由第三方软件翻译。
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