What's Going On With Chinese Social Media Stock Hello Group Thursday?
What's Going On With Chinese Social Media Stock Hello Group Thursday?
Hello Group Inc (NASDAQ:MOMO) reported a fourth-quarter fiscal 2023 net revenue decline of 6.5% year-on-year to $423.0 million, beating the consensus of $405.6 million.
你好集团公司（纳斯达克股票代码：MOMO）报告称，2023财年第四季度净收入同比下降6.5％，至4.23亿美元，超过市场预期的4.056亿美元。
China's mobile-based social and entertainment services provider reported an adjusted net income per ADS of $0.37, beating the consensus of $0.34. The stock price plunged after the results.
中国基于移动的社交和娱乐服务提供商报告了调整后的每股ADS净收益为0.37美元，超过市场普遍预期的0.34美元。业绩公布后，股价暴跌。
Drivers: Monthly Active Users (MAU) on the Tantan application were 13.7 million in December 2023, down from 18.4 million in December 2022.
驱动因素：2023年12月，Tantan应用程序的月活跃用户（MAU）为1,370万，低于2022年12月的1,840万。
Its Momo app's total number of paying users declined from 7.8 million in Q4 fiscal 2022 to 7.4 million in Q4 fiscal 2023. Tantan had 1.2 million paying users for the fourth quarter of fiscal 2023 versus 1.7 million in the fourth quarter of 2022.
其Momo应用程序的付费用户总数从2022财年第四季度的780万下降到2023财年第四季度的740万。坦坦在2023财年第四季度拥有120万付费用户，而2022年第四季度为170万。
Segments: Revenues from the Live video service declined by 11.6% Y/Y to $214.6 million, Total value-added service decreased by 1.7% Y/Y to $200.7 million, Mobile marketing increased by 36.4% Y/Y to $6.3 million, and Mobile games rose 2.4% Y/Y to $0.8 million.
细分市场：直播视频服务的收入同比下降11.6％，至2.146亿美元，增值服务总额同比下降1.7％，至2.07亿美元，移动营销同比增长36.4％，至630万美元，手机游戏同比增长2.4％，至80万美元。
Net revenues from the Momo segment declined by 4.8% Y/Y to $384.3 million, while the Tantan segment revenues decreased by 21.5% to $38.3 million.
Momo板块的净收入同比下降4.8％，至3.843亿美元，而坦坦板块的收入下降21.5％，至3,830万美元。
Adjusted income from operations improved to $93.6 million.
调整后的运营收入提高至9,360万美元。
Hello Group held $1.9 billion in cash and equivalents and generated $58.6 million in operating cash flow.
Hello Group持有19亿美元的现金及等价物，创造了5,860万美元的运营现金流。
Special Dividend: The board declared a special cash dividend of $0.54 per ADS, or $0.27 per ordinary share, payable on April 30, 2024, to shareholders of record at the close of business on April 12, 2024.
特别股息：董事会宣布特别现金股息为每股ADS0.54美元，合每股普通股0.27美元，将于2024年4月30日支付给2024年4月12日营业结束时的登记股东。
Buyback: On March 14, 2024, Hello Group's board extended the share buyback limit from $200 million to $286.1 million and extended the program term from June 6, 2024, to June 30, 2026.
回购：2024年3月14日，Hello Group董事会将股票回购限额从2亿美元延长至2.861亿美元，并将计划期限从2024年6月6日延长至2026年6月30日。
Outlook: Hello sees first-quarter revenue of RMB 2.45 billion – RMB 2.55 billion (a decrease of 13.1% – 9.5% year over year) versus the consensus of $420.35 million.
展望：Hello预计第一季度收入为24.5亿元人民币至25.5亿元人民币（同比下降13.1％至9.5％），而市场预期为4.2035亿美元。
Investors can gain access to the stock via IShares MSCI China Small-Cap ETF (NYSE:ECNS) and IShares Robotics And Artificial Intelligence Multisector ETF (NYSE:IRBO).
投资者可以通过iShares MSCI中国小型股ETF（纽约证券交易所代码：ECNS）和iShares机器人和人工智能多行业ETF（纽约证券交易所代码：IRBO）获得该股的投资机会。
Price Action: MOMO shares traded lower by 17.47% at $6.33 premarket on the last check Thursday.
价格走势：在周四的最后一张支票中，MOMO股票盘前下跌17.47％，至6.33美元。
Image by Lumen Photos via Shutterstock
图片由 Lumen Photos 通过 Shutterstock 拍摄