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迅雷发布2017年Q1财报 总营收连续五季同比上涨

2017-05-10 19:22:04   国际在线

北京时间5月10日晚间,迅雷(Nasdaq:XNET)发布了截至2017年3月31日的第一季度未经审计财报。财报显示,迅雷2017年第一季度总营收为3,960万美元,同比增长2.9%,环比增长0.4%,这是迅雷连续五个季度取得总营收的同比增长。总营收的增长动力主要来自移动端和云计算业务,这两项业务的迅速发展,同样使得迅雷营收的结构更加多元、合理。

具体数据方面,2017年第一季度迅雷总营收为3,960万美元,相比去年同期增长2.9%,环比上涨0.4%。这已经是第五个季度,迅雷总营收连续同比上涨。

会员收入为2,080万美元,移动端和云计算业务继续保持高速发展。包括移动广告收入在内的在线广告收入为380万美元,其中移动广告收入相比去年同期上涨39.9%。云计算表现更加抢眼,包括云计算在内的其他互联网增值服务收入为1,500万美元,其中云计算收入同比上涨86.5%,环比上涨36.3%。

截至2017年3月31日,迅雷会员人数为408万人。在此前披露的2016年全年财报中,迅雷重新定义了会员,凡是享受加速服务(包括下载加速、快鸟加速和网游加速服务)的,均为迅雷会员。这包括了使用暂停功能的会员,但是排除了子账户会员。此前,对于等级更高的会员,迅雷赠送了独立的免费会员账户。

本季度会员收入2,080万美元,虽然收入小幅下降,但是总营收却仍然保持同比环比的增长,这说明,在移动端和云计算业务的发展之下,迅雷的收入结构更加多元。目前,迅雷会员收入在总营收中的占比为52.5%,相比过去一年中近60%的占比有了明显下降。

迅雷在移动端取得了不错的成绩。2015年第四季度中,手机迅雷实现商业化,因此2017年第一季度是第一次得到完整季度的同比数据:相比2016年第一季度,本季移动广告收入上涨39.9%。迅雷的短视频战略已见成效,它既增强了用户的粘性,也为用户提供了更好的产品体验。人工智能技术在移动端的应用,让手机迅雷成为用户喜爱的娱乐消费APP。据了解,目前人均每天在手机迅雷上花费的时间超过半小时,达到35分钟。

迅雷战略性业务云计算的表现更加优异。同比环比收入均取得了大幅增长,同比增长86.5%,环比增长36.3%。自2015年第三季度实现收入以来,云计算业务一直保持了高速发展的状态,不论是带宽销售还是CDN客户数量,都势头迅猛。云计算业务的高速上涨,得益于星域CDN的业务规模不断扩大,其带宽销售环比增长达38%;总服务带宽环比增长21%,同比增长高达234%。

作为创新型专业CDN的领军者,星域推动了共享经济云计算在CDN领域的技术应用和创新。在引领CDN行业变革的同时,也对CDN应用行业,特别是处于飞速发展期的直播业,产生了巨大的影响。截至目前,星域CDN已经为小米、爱奇艺、熊猫直播、bilibili、陌陌等多家直播企业提供了专业服务,成为深受直播企业信赖的首选CDN技术服务商。

值得一提的是,在2016年四季度成为星域CDN的客户之后,快手与星域CDN的合作不断加深,在本季度中已经成长为重要客户之一。

此外,直播业务上积累的优良口碑,也将进一步带动星域CDN在点播业务上显示出出众的发展态势,推动云计算业务整体规模持续增长。

迅雷估计,2017年第二季度的总营收将为3,950万至4,250万美元,以中线预计,年对年同比增长为6.6%。这一展望仅反映迅雷的初步看法,未来有可能改变。

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