爱奇艺周四夜盘大跌5.79%,引发市场广泛关注。爱奇艺2024年业绩出现明显下滑,订阅会员和广告收入增长乏力成为主要原因。
第四季度,爱奇艺总营收下降14%至66.1亿元,会员服务收入下降15%至41亿元,广告收入增长13%至14.3亿元。全年营收同比下降8%,其中会员收入下降13%、广告收入下降8%,净利润更是大幅下滑60%。
业绩下滑凸显了爱奇艺缺乏像《狂飙》这样的爆款内容,导致用户付费意愿下降。同时,微短剧的崛起加剧了长视频平台的竞争。龚宇表示,爱奇艺将推出更多精品长视频内容,并持续创新拓展微短剧业务,以期通过"长+短"双引擎实现业务增长。
总的来看,受多重不利因素影响,爱奇艺股价暴跌反映了市场对公司未来增长的担忧。公司能否凭借新战略重拾业绩增长,将是重要考验。
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