爱奇艺在2024年11月26日周二盘中大跌5.29%,引发市场广泛关注。
从公司最新披露的三季度财报数据来看,营收同比下降10%至72亿元,净利润同比下降51.8%至2.29亿元。爱奇艺营收和利润在今年已经连续三个季度同比下滑。
分析人士认为,爱奇艺面临的主要问题是缺乏爆款内容。2023年的现象级剧集《狂飙》曾给爱奇艺带来大量新增会员和广告收入,但今年迄今为止,爱奇艺还未推出一部大热的影视剧。会员服务和广告业务收入下滑是造成本季度营收和利润下滑的主因。
面对营收下滑的压力,爱奇艺近期推出多项举措,其中重点之一就是加大对微短剧的投入。爱奇艺希望通过切入微短剧领域来扩大内容供给、吸引新增用户,应对市场和用户需求的变化。
微短剧市场当前已经拥有5.76亿用户,且未来五年内市场规模有望突破千亿元。但受制于进场较晚,爱奇艺在微短剧市场的份额目前仍较低,面临激烈竞争。爱奇艺能否凭借微短剧成功扭转营收下滑态势,仍有待观察。
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