长视频公司三季度业绩集体下行

经济观察报11-21 23:50

经济观察网记者任晓宁 11月21日晚，爱奇艺发布2024年第三季度财报，该公司营收72亿元，同比下降10%；归母净利润2.29亿元，同比下降51.8%。爱奇艺是国内长视频上市公司中最后一家发布财报的公司。从具体业绩来看，2024年第三季度，国内主要长视频公司的业绩出现了集体下行。芒果超媒2024年第三季度营收33.18亿元，同比下滑7.14%；归母净利润3.8亿元，同比下降27.41%。腾讯...

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11月21日晚，爱奇艺发布2024年第三季度财报，该公司营收72亿元，同比下降10%；归母净利润2.29亿元，同比下降51.8%。爱奇艺是国内长视频上市公司中最后一家发布财报的公司。从具体业绩来看，2024年第三季度，国内主要长视频公司的业绩出现了集体下行。芒果超媒2024年第三季度营收33.18亿元，同比下滑7.14%；归母净利润3.8亿元，同比下降27.41%。腾讯视频和优酷没有单独财务数据。但根据腾讯和阿里巴巴披露的数据，他们旗下的这两家长视频公司的业绩都不乐观。优酷所在的阿里大文娱2024年第三季度营收56.94亿元，同比下降1%；经调整税息及摊销前利润（EBITA）为亏损1.78亿元。阿里大文娱旗下的业务主要包括优酷、阿里影业。根据阿里影业11月发布的半年报，最近半年内，阿里影业营收同比增长17%，净利润3.37亿元。腾讯视频没有公布过营收和利润情况。腾讯在2024年第三季度财报中提到，腾讯视频付费会员数为1.16亿，环比微降0.85%。面对业绩下滑的现状，长视频公司正在集体发力短剧。11月21日晚，爱奇艺创始人龚宇在财报电话会上详细解释了其对短剧的思考。今年9月，爱奇艺上线了短剧场和微剧场。龚宇的考量是，微短剧用户群和长视频用户群有较大差别，爱奇艺引入微短剧后，可以对现有的内容形成补充。他还提到，今年微短剧免费模式兴起后，用户群快速扩大，这对爱奇艺来说是一个机会。爱奇艺把微短剧分为微剧和短剧，微剧单集时长1—5分钟，短剧单集时长5—20分钟。目前爱奇艺的运营重点为微剧，其微短剧内容对会员全部免费开放。龚宇认为，微短剧免费模式对爱奇艺的会员留存和会员拉新有较高价值。爱奇艺将通过版权购买、买断、分账等多种方式获得微短剧内容，未来将一方面减少对低效率长视频内容的投入，另一方面适度增加对微短剧内容的投资。龚宇称，当前市场上绝大多数微短剧内容提供商，本身就是爱奇艺的内容合作伙伴，因此爱奇艺可以很快与他们在微短剧上建立合作。查看原图 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