异动解读 | 爱奇艺三季度营收利润双降令股价大跌5% 广告及会员收入疲软是主因

异动解读
21 Nov 2024

11月21日,视频网站爱奇艺盘前股价大跌5.05%。该公司当日发布的2024年第三季度财报显示,由于广告和会员服务收入均出现不同程度的下滑,令公司营收和利润双双同比下降。

具体来看,爱奇艺第三季度总营收为72亿元,同比下跌10%。其中,占主要营收的会员服务收入为44亿元,同比下降13%。而在线广告服务收入则更是同比大跌20%至13亿元,主要是品牌广告业务下滑所致。

在成本控制较为严格的情况下,爱奇艺当季内容成本为40亿元,同比下降5%。但公司最终归属净利润仍仅为2.29亿元,同比大跌逾51%。根据相关新闻报道分析,爱奇艺此前上线的独播内容如《喜剧之王单口季》、《唐朝诡事录之西行》虽获不错成绩,但在竞争激烈的市场环境下,总体热度效应仍显不足,从而拖累了公司的广告和会员收入。

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