3 月 12 日,陌生人社交平台陌陌(Hello Group)母公司 挚文集团 发布 2024 年第四季度财报,核心数据喜忧参半:
非通用会计准则每股收益 0.18 美元,低于市场预期 0.07 美元;
营收 3.612 亿美元(同比降 12.2%),略超预期 472 万美元,终结连续四季下滑。
用户增长遇冷成最大隐忧,探探(Tantan)月活用户从 2023 年 12 月的 1370 万骤降至 2024 年 12 月的 1080 万,创 24 个月新低;陌陌主 App 付费用户从去年同期 740 万降至 570 万,探探付费用户更从 120 万缩水至 90 万。
公司2025 年 Q1 展望谨慎,预计总收入 24 亿至 25 亿元人民币(约 3.45 亿至 3.6 亿美元),同比降幅收窄至 2.4%-6.3%,暗示用户策略调整初见成效,但复苏节奏仍存不确定性。
业绩发布后, 挚文集团 美股盘前一度跌超13%,截至发稿报6.6美元,跌幅11.05%:
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.