涂鸦智能：Q2营收8470万美元，同比增长118%

智通财经网2021-08-18

8月18日，全球化IoT开发平台涂鸦智能公布了2021年第二季度未经审计的财报。财报显示，第二季度，涂鸦智能各项关键营收数据持续增长，公司总收入为8,470万美元，同比增长约118%。其中，IoT PaaS营收同比增长约163.9%，达到7,690万美元； SaaS及其他收入同比增长约171.4%，达到340万美元；公司整体毛利率达到42.2%，对比第一季度保持稳定。涂鸦智能创始人兼...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

yozen
2021-08-18
yozen
涂鸦这是怎么了
学赚钱
2021-08-18
学赚钱
涂鸦不是要崩盘吧
67dada47
2021-08-18
67dada47
三季度环比营收不增长？失望
小王者
2021-08-18
小王者
准备爆涨[财迷]
踯躅踌躇
2021-08-18
踯躅踌躇
反正股票是连续跌了几天了
PeterU
2021-08-18
PeterU
这个增长高于还是低于逾期呢
- 满仓涂鸦:
  但是预计q3的跟q2差不多的没啥增速
- 满仓涂鸦:
  没有环比不知道 [流泪] [流泪]
- 第一桶小米米:
  啊，忐忑了

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1180729242?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/67da7e39a85d6b127388d4e1703669ee","is_english":false,"pubTime":"2021-08-18 17:06","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"1180729242","market":"us","top_or_hot":-1,"title":"涂鸦智能：Q2营收8470万美元，同比增长118%","media":"智通财经网","content":"<div>\n<p>8月18日，全球化IoT开发平台涂鸦智能公布了2021年第二季度未经审计的财报。财报显示，第二季度，涂鸦智能各项关键营收数据持续增长，公司总收入为8,470万美元，同比增长约118%。\n其中，IoT PaaS营收同比增长约163.9%，达到7,690万美元；\nSaaS及其他收入同比增长约171.4%，达到340万美元；\n公司整体毛利率达到42.2%，对比第一季度保持稳定。\n\n涂鸦智能创始人兼...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/538269.html\">网页链接</a>\n\n</div>\n","source":"highlight_zhitongcaijin","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>涂鸦智能：Q2营收8470万美元，同比增长118%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n涂鸦智能：Q2营收8470万美元，同比增长118%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 17:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/538269.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月18日，全球化IoT开发平台涂鸦智能公布了2021年第二季度未经审计的财报。财报显示，第二季度，涂鸦智能各项关键营收数据持续增长，公司总收入为8,470万美元，同比增长约118%。\n其中，IoT PaaS营收同比增长约163.9%，达到7,690万美元；\nSaaS及其他收入同比增长约171.4%，达到340万美元；\n公司整体毛利率达到42.2%，对比第一季度保持稳定。\n\n涂鸦智能创始人兼...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/538269.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TUYA","symbol_name":"涂鸦智能","start_time":0,"source_url":"https://www.zhitongcaijing.com/content/detail/538269.html","article_id":"1180729242","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/67da7e39a85d6b127388d4e1703669ee"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1180729242","pubTimestamp":1629277575,"sourceInfo":{"source_id":"highlight_zhitongcaijin","name":"智通财经网"},"weMediaInfo":null,"summary":"公司整体毛利率达到42.2%，对比第一季度保持稳定。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"TUYA":"涂鸦智能"},"translate_title":"Graffiti Intelligence: Q2 revenue was $84.7 million, a year-on-year increase of 118%","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3486c86bab3355be2879e44c703a2be3","symbols_score_info":{"TUYA":0.9},"content_text":"8月18日，全球化IoT开发平台涂鸦智能公布了2021年第二季度未经审计的财报。财报显示，第二季度，涂鸦智能各项关键营收数据持续增长，公司总收入为8,470万美元，同比增长约118%。\n其中，IoT PaaS营收同比增长约163.9%，达到7,690万美元；\nSaaS及其他收入同比增长约171.4%，达到340万美元；\n公司整体毛利率达到42.2%，对比第一季度保持稳定。\n\n涂鸦智能创始人兼CEO王学集表示：“我们看到第二季度的业务强劲增长，尽管宏观环境的不利因素正在影响行业，但我们的增长战略表现不俗。在本季度，我们持续提供完整且高性价比的物联网服务以及独特的解决方案，强化客户在各自行业的竞争力，帮助他们应对芯片荒、迅速抢占市场，成为智能商业领域的领导者。”\n业绩迅速增长，开拓全新品类\n截至2021年6月30日，过去连续12个月贡献超过100,000美元收入的IoT PaaS优质客户(Premium customer)，从2021年第一季度末的216个增长至285个，在本季度合计贡献约86.6%的IoT PaaS收入。第二季度中，IoT PaaS新客增长超过700家，IoT PaaS客户总数同比增长113%。总体赋能品牌客户数从上季度末的 3,000 多个进一步增加至 3,300 多个。\n截至2021年6月30日过去12个月内，涂鸦智能的IoT PaaS业务收入净扩张率(DBNER)达到211%，自追踪该指标以来已经连续第7个季度远超行业平均水平。\n第二季度，涂鸦智能全品牌、全品类接入能力进一步发力。凭借丰富的Powered by Tuya设备生态与强网络效应，赋能支持的设备SKUs数已从第一季度末的31万个增加到第二季度末的41万个。另一方面，涂鸦智能的平台注册开发者数量再创新高，从2021年第一季度的32万多名，增长为2021年第二季度的38万4000名。\n\n第二增长曲线，反映行业强劲智能化需求\n随着各行各业智能化需求激增，涂鸦智能的SaaS业务在第二季度迅速增长，以智慧酒店和公寓SaaS为例，客户续签率保持在90%的水平。而在智慧社区SaaS方面，在第二季度，有数家头部国内和中国香港的综合型地产集团与涂鸦开启了合作。\n值得一提的是，涂鸦智能在第二季度正式发布了自助设备SaaS，探索自助共享、无人自动化场景的可能性。\n基于涂鸦IoT开发平台多元的设备品类、行业解决方案与开发者生态，涂鸦智慧商业SaaS与IoT PaaS业务齐头并进，在第二季度交出了亮眼的成绩单。\n\n深耕高端制造，持续投资硬科技创新\n涂鸦智能在第二季度推出“超级工厂计划”、“替芯计划”，助推高端制造，赋能中小企业数字化转型。\n整体而言，聚焦研发创新始终是涂鸦智能的战略重心。2021年第二季度，截至2021年6月30日，涂鸦智能的员工人数从第一季度末的2,900人左右增长至超过3,550人，其中研发团队占比仍超70%，为未来的高速增长奠定坚实基础。\n展望第三季度，涂鸦智能将横向在各品类持续推陈出新，纵向在各场景深掘智能化的深度，赋予万物智联更丰富的内涵，赋能全行业与品类智能化，以硬科技助力更多企业实现商业模式升级。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":831156633,"gmtCreate":1629296315922,"gmtModify":1629299733789,"author":{"id":"3568983362628863","authorId":"3568983362628863","name":"yozen","avatar":"https://static.tigerbbs.com/ce481979b8b4f7319f22eecac089528e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3568983362628863","authorIdStr":"3568983362628863"},"htmlText":"涂鸦这是怎么了","listText":"涂鸦这是怎么了","text":"涂鸦这是怎么了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831156633","repostId":1180729242,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":831119426,"gmtCreate":1629294548865,"gmtModify":1629294548865,"author":{"id":"3578142138631062","authorId":"3578142138631062","name":"学赚钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3578142138631062","authorIdStr":"3578142138631062"},"htmlText":"涂鸦不是要崩盘吧","listText":"涂鸦不是要崩盘吧","text":"涂鸦不是要崩盘吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831119426","repostId":1180729242,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":831967058,"gmtCreate":1629280951274,"gmtModify":1629280951274,"author":{"id":"3567982648456394","authorId":"3567982648456394","name":"67dada47","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3567982648456394","authorIdStr":"3567982648456394"},"htmlText":"三季度环比营收不增长？失望","listText":"三季度环比营收不增长？失望","text":"三季度环比营收不增长？失望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831967058","repostId":1180729242,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":831912648,"gmtCreate":1629279144984,"gmtModify":1631889339783,"author":{"id":"3576452117641284","authorId":"3576452117641284","name":"小王者","avatar":"https://static.tigerbbs.com/145f51121dcdcb15addfe407a059dd75","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3576452117641284","authorIdStr":"3576452117641284"},"htmlText":"准备爆涨[财迷]&nbsp;","listText":"准备爆涨[财迷]&nbsp;","text":"准备爆涨[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831912648","repostId":1180729242,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":831910299,"gmtCreate":1629278563411,"gmtModify":1629278563411,"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"htmlText":"反正股票是连续跌了几天了","listText":"反正股票是连续跌了几天了","text":"反正股票是连续跌了几天了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831910299","repostId":1180729242,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":831934784,"gmtCreate":1629278413748,"gmtModify":1629278413748,"author":{"id":"3547731941143025","authorId":"3547731941143025","name":"PeterU","avatar":"https://static.tigerbbs.com/40d670da94716e81480ebc6dcad302c2","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3547731941143025","authorIdStr":"3547731941143025"},"htmlText":"这个增长高于还是低于逾期呢","listText":"这个增长高于还是低于逾期呢","text":"这个增长高于还是低于逾期呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/831934784","repostId":1180729242,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5566568,"gmtCreate":1629279985280,"gmtModify":1629279985280,"authorId":3549458244768705,"author":{"id":3549458244768705,"idStr":"3549458244768705","authorId":3549458244768705,"name":"满仓涂鸦","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":831934784,"type":1,"supId":0,"prevId":0,"content":"但是预计q3的跟q2差不多的 没啥增速","text":"但是预计q3的跟q2差不多的 没啥增速","html":"但是预计q3的跟q2差不多的 没啥增速"},{"id":5566558,"gmtCreate":1629279936169,"gmtModify":1629279936169,"authorId":3549458244768705,"author":{"id":3549458244768705,"idStr":"3549458244768705","authorId":3549458244768705,"name":"满仓涂鸦","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":831934784,"type":1,"supId":0,"prevId":0,"content":"没有环比 不知道 [流泪] [流泪]","text":"没有环比 不知道 [流泪] [流泪]","html":"没有环比 不知道 [流泪] [流泪]"},{"id":5566427,"gmtCreate":1629278611620,"gmtModify":1629278611620,"authorId":3561942414626485,"author":{"id":3561942414626485,"idStr":"3561942414626485","authorId":3561942414626485,"name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":831934784,"type":1,"supId":0,"prevId":0,"content":"啊，忐忑了","text":"啊，忐忑了","html":"啊，忐忑了"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":3,"commentSize":6,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1180729242"}