爱奇艺盘中股价大涨5.21%,引发市场关注。
据财报显示,爱奇艺2024年全年营收292.3亿元,虽同比下降8%,但实现连续三年运营盈利,Non-GAAP运营利润达23.6亿元。在疫情影响缓解、内容产出回暖的情况下,第四季度业绩出现明显反弹,营收达66.1亿元,非美国通用会计准则运营利润4.1亿元,同比增长10%。
值得注意的是,爱奇艺积极拥抱微短剧业务,成果斐然。报告期内,公司微剧内容库扩充至超万部,开始对微剧流量进行商业化变现。CEO龚宇透露,12月已有微剧项目单月分账收入突破百万元。爱奇艺管理层表示,预计2025年国内微剧市场规模或将超过电影票房,体现了对微短剧业务的战略重视。
同时,爱奇艺传统长视频内容也实现强劲反弹。自去年年底起,公司推出多部热门剧集。官方数据显示,第四季度爱奇艺剧集市占率排名第一。在微短剧业务拓展和长视频内容复苏的双重作用下,爱奇艺业绩有望实现进一步向好。
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