哔哩哔哩:游戏表现稳健 25年盈利弹性可期

华泰证券
21 Feb

公司公布24Q4 业绩:收入77.34 亿元,同比+21.8%,超VA 的76.37 亿元的预测;调整后归母净利润4.53 亿元,同比转正,略超VA 4.10 亿元的预测。收入和利润整体好于市场预期,反映三国递延收入逐步确认和平台流量商业化能力的提升。我们预计25 年公司扭亏为盈,利润加速兑现,维持“买入”。春节用户认知提升,25 年商业化能力持续升级24Q4 流量稳健增长,平均播放量同比增长...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10