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.
你好集團公司（納斯達克股票代碼：MOMO）報告稱，2023財年第四季度淨收入同比下降6.5％，至4.23億美元，超過市場預期的4.056億美元。
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.
中國基於移動的社交和娛樂服務提供商報告了調整後的每股ADS淨收益爲0.37美元，超過市場普遍預期的0.34美元。業績公佈後，股價暴跌。
Drivers: Monthly Active Users (MAU) on the Tantan application were 13.7 million in December 2023, down from 18.4 million in December 2022.
驅動因素：2023年12月，Tantan應用程序的月活躍用戶（MAU）爲1,370萬，低於2022年12月的1,840萬。
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應用程序的付費用戶總數從2022財年第四季度的780萬下降到2023財年第四季度的740萬。坦坦在2023財年第四季度擁有120萬付費用戶，而2022年第四季度爲170萬。
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.
細分市場：直播視頻服務的收入同比下降11.6％，至2.146億美元，增值服務總額同比下降1.7％，至2.07億美元，移動營銷同比增長36.4％，至630萬美元，手機遊戲同比增長2.4％，至80萬美元。
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板塊的淨收入同比下降4.8％，至3.843億美元，而坦坦板塊的收入下降21.5％，至3,830萬美元。
Adjusted income from operations improved to $93.6 million.
調整後的運營收入提高至9,360萬美元。
Hello Group held $1.9 billion in cash and equivalents and generated $58.6 million in operating cash flow.
Hello Group持有19億美元的現金及等價物，創造了5,860萬美元的運營現金流。
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.
特別股息：董事會宣佈特別現金股息爲每股ADS0.54美元，合每股普通股0.27美元，將於2024年4月30日支付給2024年4月12日營業結束時的登記股東。
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.
回購：2024年3月14日，Hello Group董事會將股票回購限額從2億美元延長至2.861億美元，並將計劃期限從2024年6月6日延長至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預計第一季度收入爲24.5億元人民幣至25.5億元人民幣（同比下降13.1％至9.5％），而市場預期爲4.2035億美元。
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).
投資者可以通過iShares MSCI中國小型股ETF（紐約證券交易所代碼：ECNS）和iShares機器人和人工智能多行業ETF（紐約證券交易所代碼：IRBO）獲得該股的投資機會。
Price Action: MOMO shares traded lower by 17.47% at $6.33 premarket on the last check Thursday.
價格走勢：在週四的最後一張支票中，MOMO股票盤前下跌17.47％，至6.33美元。
Image by Lumen Photos via Shutterstock
圖片由 Lumen Photos 通過 Shutterstock 拍攝