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Yalla昨日股价大涨15.29%：财报超预期，盈利路径获投资者认可

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":327194062,"tweetId":"327194062","gmtCreate":1616067464256,"gmtModify":1616067464256,"author":{"id":3539642111653039,"idStr":"3539642111653039","authorId":3539642111653039,"authorIdStr":"3539642111653039","name":"超级闪电侠","avatar":"https://static.tigerbbs.com/d952772b78272f9d6b00b0482b56c31c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>股价拉起来啊</p></body></html>","htmlText":"<html><head></head><body><p>股价拉起来啊</p></body></html>","text":"股价拉起来啊","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/327194062","repostId":2120838071,"repostType":2,"repost":{"id":"2120838071","kind":"highlight","weMediaInfo":{"introduction":"关注IPO最新资讯，第一时间传播市场动态及投资价值，专业提供IPO项目咨询服务。","home_visible":1,"media_name":"IPO早知道","id":"1002830115","head_image":"https://static.tigerbbs.com/2c011a3d6c6b49fb8f278024402f343a"},"pubTimestamp":1615973040,"share":"https://www.laohu8.com/m/news/2120838071?lang=&edition=full","pubTime":"2021-03-17 17:24","market":"us","language":"zh","title":"Yalla昨日股价大涨15.29%：财报超预期，盈利路径获投资者认可","url":"https://stock-news.laohu8.com/highlight/detail?id=2120838071","media":"IPO早知道","summary":"受业绩超预期影响，Yalla股价大幅上涨，截至今晨美股收盘，股价涨至27.15美元，上涨幅度达15.29%，市值达到39亿美元。上市至今，Yalla的累计涨幅已达262%。反映在用户数据上，2020年第四季度，Yalla的平均月活跃用户同比增长295.4%至1,641.3万。2020年第四季度，Yalla的付费用户数同比增长624.2%至523.6万。目前来看，Yalla至少已走在这一条路上。","content":"<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/3cb056c6d6434a45a535a8ed2147f1d9\"/><img border=\"0\" opacity=\"\" src=\"https://static.tigerbbs.com/92530149e45f4909980eb144ad978c98\" title=\"\"/></p><p><span>即将推出新的IM产品以丰富产品矩阵。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>本文为IPO早知道原创</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">作者｜Stone Jin</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>微信公众号｜ipozaozhidao</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">据IPO早知道消息，中东语音社交平台Yalla（YALA.US）于美东时间3月15日美股盘前发布了截至2020年12月31日的第四季度及全年未经审计的业绩报告。这也是Yalla在2020年9月30日正式登陆纽交所后发布的首份年报。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">受业绩超预期影响，Yalla股价大幅上涨，截至今晨美股收盘，股价涨至27.15美元，<span arial=\"\" gb=\"\" helvetica=\"\" initial=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">上涨幅度达15.29%，市值达到39亿美元</span>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">上市至今，Yalla的累计涨幅<span arial=\"\" gb=\"\" helvetica=\"\" initial=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">已达262%。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><img arial=\"\" auto=\"\" border-box=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/631b198c180c4bdfb90ff9963401a1fb\" ui=\"\" visible=\"\" yahei=\"\"/></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><strong>业绩远超预期：盈利路径完全跑通</strong></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">总体而言，日前这份财报透露出来了两个重要信号：</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">首先，早在上市招股书披露时，Yalla强大的盈利能力事实上就已为外人熟知；而在2020年第四季度中，Yalla的营收为4,834万美元，同比增长150.9%。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">与之形成鲜明对比的一个数据是，上一季度财报给出的业绩指引是——预计第四季度的营收将介于3500万美元至3600万美元，同比增幅约为81.6%至86.8%。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">显然，Yalla在第四季度的营收远超预期。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">这表明，<strong>若2</strong><strong>020</strong><strong>年前两个季度或在一定程度上可解释为由于疫情催生的线上红利，导致业绩高速增长；那么，下半年尤其是第四季度的表现则再次证明，</strong><strong>Yalla</strong><strong>的盈利路径已完全跑通</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">反映在用户数据上，2020年第四季度，Yalla的平均月活跃用户同比增长295.4%至1,641.3万。其中，语音社交平台Yalla的月活跃用户数为640.1万，同比增长94.8%；互动游戏平台Yalla Ludo的月活跃用户数为1,001.2万，同比增长1,057.5%。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">2020年第四季度，Yalla的付费用户数同比增长624.2%至523.6万。其中，Yalla的付费用户数同比增长100.9%至110.3万， Yalla Ludo的付费用户数同比增长2,275.3%至413.3万。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">换言之，用户对Yalla产品的付费意愿越来越强——2020年第四季度，Yalla的ARPPU值同比增长38.5%至9.2美元。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">这样来看，<strong>在用户规模作为基本盘、变现能力持续增强的情况下，</strong><strong>Yalla</strong><strong>今后的盈利情况或越来越可观</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><img arial=\"\" auto=\"\" border-box=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/631b198c180c4bdfb90ff9963401a1fb\" ui=\"\" visible=\"\" yahei=\"\"/></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><strong>从声音到即时通讯</strong><strong>：</strong><strong>打造</strong><strong>增长</strong><strong>新</strong><strong>引擎</strong></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">值得一提的是，Yalla本次释放出的另一个积极信号是——产品矩阵不断丰富。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">除前文提到的两款旗舰产品——语音社交平台Yalla和互动游戏平台Yalla Ludo外，Yalla近期再次陆续上线了三款休闲游戏产品，分别是：针对中东用户的传统纸牌游戏Yalla Baloot、针对土耳其用户的传统棋盘游戏101 Okey Yalla，以及针对南美用户的Yalla Parchis。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">近期，Yalla预计推出具有战略意义的IM产品——YallaChat，这是一款专为中东和北非地区用户设计的即时消息产品。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">而这款以即时通讯为基础功能的产品的上线，未来或联通Yalla旗下的其他产品，增加其他功能，以满足中东和北非地区用户的特殊需求。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">在过去两个月，<strong>无论是</strong><strong>Clubhouse</strong><strong>在全球范围内的“爆红”，还是国内播客领域赛道不断涌现新的玩家和新的玩法，无不证明语音社交仍是当下</strong><strong>T</strong><strong>o </strong><strong>C</strong><strong>互联网“为数不多”的潜在增长点</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">相较于中国和北美市场，MENA（中东及北非）地区的互联网渗透率超过90%、部分国家的在线时长接近 8 小时量级、人均付费能力强，这些因素都催生了一个更具增量空间的市场环境。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">这对于Yalla这样已先行扎根当地、深度本土化运营的团队而言，<strong>一旦将产品内部做深、以及横向拓宽产品体系，其未来占有更大的市场份额，或只是时间问题</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">目前来看，Yalla至少已走在这一条路上。</span><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">（后台回复“</span><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">Yalla</span></strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">”获取该公司最新招股书）</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" justify=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>本文由公众号IPO早知道（ID：ipozaozhidao）原创撰写，如需转载请联系C叔↓↓↓</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/02f3b1a15ffa4983bd0fab95b1ccb679\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/4df630dcabf046e886342b3ef2dc267a\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><img src=\"https://static.tigerbbs.com/38ef516eb2f74fe9bc8a8eaa2637269f\"/></span><span><img src=\"https://static.tigerbbs.com/a03c9d77eb7c4910aaac06aa1f1e7ed0\"/></span><span><img src=\"https://static.tigerbbs.com/9c57db9bfb6e4e93bfc2acb6fdf27b9f\"/></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/862a47ffc82f4c2d918568ed7a61ba5f\"/></p><blockquote><p border-box=\"\" break-word=\"\" center=\"\" helvetica=\"\" microsoft=\"\" normal=\"\" rgb=\"\" sans-serif=\"\" tahoma=\"\" yahei=\"\"><span>连连数字</span><span>｜</span><span>兆科眼科</span><span>｜</span><span><a href=\"https://laohu8.com/S/GRCL\">亘喜生物</a></span><span>｜</span><span>医渡云</span><span>｜</span><span>清科</span></p><p border-box=\"\" break-word=\"\" center=\"\" helvetica=\"\" microsoft=\"\" normal=\"\" rgb=\"\" sans-serif=\"\" tahoma=\"\" yahei=\"\"><span>百果园</span><span>｜</span><span>银联</span><span> </span><span>｜</span><span><a href=\"https://laohu8.com/S/00708\">恒大汽车</a></span><span>｜</span><span>柔宇科技</span></p><p border-box=\"\" break-word=\"\" center=\"\" helvetica=\"\" microsoft=\"\" normal=\"\" rgb=\"\" sans-serif=\"\" tahoma=\"\" yahei=\"\"><span>快手</span><span>｜</span><span>水滴</span><span>｜</span><span>嘀嗒出行</span><span>｜</span><span><a href=\"https://laohu8.com/S/YI\">1药网</a></span><span>｜</span><span>浪潮云</span></p></blockquote><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"\"/></p>\n</div></body></html>","source":"weixin_highlight","collect":0,"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>Yalla昨日股价大涨15.29%：财报超预期，盈利路径获投资者认可</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{ 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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\">\nYalla昨日股价大涨15.29%：财报超预期，盈利路径获投资者认可\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002830115\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2c011a3d6c6b49fb8f278024402f343a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">IPO早知道 </p>\n<p class=\"h-time\">2021-03-17 17:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/3cb056c6d6434a45a535a8ed2147f1d9\"/><img border=\"0\" opacity=\"\" src=\"https://static.tigerbbs.com/92530149e45f4909980eb144ad978c98\" title=\"\"/></p><p><span>即将推出新的IM产品以丰富产品矩阵。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>本文为IPO早知道原创</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">作者｜Stone Jin</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>微信公众号｜ipozaozhidao</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">据IPO早知道消息，中东语音社交平台Yalla（YALA.US）于美东时间3月15日美股盘前发布了截至2020年12月31日的第四季度及全年未经审计的业绩报告。这也是Yalla在2020年9月30日正式登陆纽交所后发布的首份年报。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">受业绩超预期影响，Yalla股价大幅上涨，截至今晨美股收盘，股价涨至27.15美元，<span arial=\"\" gb=\"\" helvetica=\"\" initial=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">上涨幅度达15.29%，市值达到39亿美元</span>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">上市至今，Yalla的累计涨幅<span arial=\"\" gb=\"\" helvetica=\"\" initial=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">已达262%。</span></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><img arial=\"\" auto=\"\" border-box=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/631b198c180c4bdfb90ff9963401a1fb\" ui=\"\" visible=\"\" yahei=\"\"/></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><strong>业绩远超预期：盈利路径完全跑通</strong></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">总体而言，日前这份财报透露出来了两个重要信号：</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">首先，早在上市招股书披露时，Yalla强大的盈利能力事实上就已为外人熟知；而在2020年第四季度中，Yalla的营收为4,834万美元，同比增长150.9%。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">与之形成鲜明对比的一个数据是，上一季度财报给出的业绩指引是——预计第四季度的营收将介于3500万美元至3600万美元，同比增幅约为81.6%至86.8%。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">显然，Yalla在第四季度的营收远超预期。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">这表明，<strong>若2</strong><strong>020</strong><strong>年前两个季度或在一定程度上可解释为由于疫情催生的线上红利，导致业绩高速增长；那么，下半年尤其是第四季度的表现则再次证明，</strong><strong>Yalla</strong><strong>的盈利路径已完全跑通</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">反映在用户数据上，2020年第四季度，Yalla的平均月活跃用户同比增长295.4%至1,641.3万。其中，语音社交平台Yalla的月活跃用户数为640.1万，同比增长94.8%；互动游戏平台Yalla Ludo的月活跃用户数为1,001.2万，同比增长1,057.5%。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">2020年第四季度，Yalla的付费用户数同比增长624.2%至523.6万。其中，Yalla的付费用户数同比增长100.9%至110.3万， Yalla Ludo的付费用户数同比增长2,275.3%至413.3万。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">换言之，用户对Yalla产品的付费意愿越来越强——2020年第四季度，Yalla的ARPPU值同比增长38.5%至9.2美元。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">这样来看，<strong>在用户规模作为基本盘、变现能力持续增强的情况下，</strong><strong>Yalla</strong><strong>今后的盈利情况或越来越可观</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><img arial=\"\" auto=\"\" border-box=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/631b198c180c4bdfb90ff9963401a1fb\" ui=\"\" visible=\"\" yahei=\"\"/></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><strong>从声音到即时通讯</strong><strong>：</strong><strong>打造</strong><strong>增长</strong><strong>新</strong><strong>引擎</strong></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">值得一提的是，Yalla本次释放出的另一个积极信号是——产品矩阵不断丰富。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">除前文提到的两款旗舰产品——语音社交平台Yalla和互动游戏平台Yalla Ludo外，Yalla近期再次陆续上线了三款休闲游戏产品，分别是：针对中东用户的传统纸牌游戏Yalla Baloot、针对土耳其用户的传统棋盘游戏101 Okey Yalla，以及针对南美用户的Yalla Parchis。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">近期，Yalla预计推出具有战略意义的IM产品——YallaChat，这是一款专为中东和北非地区用户设计的即时消息产品。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">而这款以即时通讯为基础功能的产品的上线，未来或联通Yalla旗下的其他产品，增加其他功能，以满足中东和北非地区用户的特殊需求。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">在过去两个月，<strong>无论是</strong><strong>Clubhouse</strong><strong>在全球范围内的“爆红”，还是国内播客领域赛道不断涌现新的玩家和新的玩法，无不证明语音社交仍是当下</strong><strong>T</strong><strong>o </strong><strong>C</strong><strong>互联网“为数不多”的潜在增长点</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">相较于中国和北美市场，MENA（中东及北非）地区的互联网渗透率超过90%、部分国家的在线时长接近 8 小时量级、人均付费能力强，这些因素都催生了一个更具增量空间的市场环境。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">这对于Yalla这样已先行扎根当地、深度本土化运营的团队而言，<strong>一旦将产品内部做深、以及横向拓宽产品体系，其未来占有更大的市场份额，或只是时间问题</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">目前来看，Yalla至少已走在这一条路上。</span><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">（后台回复“</span><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">Yalla</span></strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">”获取该公司最新招股书）</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" justify=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>本文由公众号IPO早知道（ID：ipozaozhidao）原创撰写，如需转载请联系C叔↓↓↓</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/02f3b1a15ffa4983bd0fab95b1ccb679\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/4df630dcabf046e886342b3ef2dc267a\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><img src=\"https://static.tigerbbs.com/38ef516eb2f74fe9bc8a8eaa2637269f\"/></span><span><img src=\"https://static.tigerbbs.com/a03c9d77eb7c4910aaac06aa1f1e7ed0\"/></span><span><img src=\"https://static.tigerbbs.com/9c57db9bfb6e4e93bfc2acb6fdf27b9f\"/></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/862a47ffc82f4c2d918568ed7a61ba5f\"/></p><blockquote><p border-box=\"\" break-word=\"\" center=\"\" helvetica=\"\" microsoft=\"\" normal=\"\" rgb=\"\" sans-serif=\"\" tahoma=\"\" yahei=\"\"><span>连连数字</span><span>｜</span><span>兆科眼科</span><span>｜</span><span><a href=\"https://laohu8.com/S/GRCL\">亘喜生物</a></span><span>｜</span><span>医渡云</span><span>｜</span><span>清科</span></p><p border-box=\"\" break-word=\"\" center=\"\" helvetica=\"\" microsoft=\"\" normal=\"\" rgb=\"\" sans-serif=\"\" tahoma=\"\" yahei=\"\"><span>百果园</span><span>｜</span><span>银联</span><span> </span><span>｜</span><span><a href=\"https://laohu8.com/S/00708\">恒大汽车</a></span><span>｜</span><span>柔宇科技</span></p><p border-box=\"\" break-word=\"\" center=\"\" helvetica=\"\" microsoft=\"\" normal=\"\" rgb=\"\" sans-serif=\"\" tahoma=\"\" yahei=\"\"><span>快手</span><span>｜</span><span>水滴</span><span>｜</span><span>嘀嗒出行</span><span>｜</span><span><a href=\"https://laohu8.com/S/YI\">1药网</a></span><span>｜</span><span>浪潮云</span></p></blockquote><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"\"/></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85b27e74fe34a252689a2e1f84553a0e","relate_stocks":{"YALA":"雅乐科技"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzU2NDQ3NjExNg==&mid=2247545260&idx=1&sn=1104f69d314b3077b530a445252d0bba&chksm=fc481017cb3f99016342a463fba25d6439a80f749dd4f2e67de809eb1530bd4e922131beac8b&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2120838071","content_text":"即将推出新的IM产品以丰富产品矩阵。本文为IPO早知道原创作者｜Stone Jin微信公众号｜ipozaozhidao据IPO早知道消息，中东语音社交平台Yalla（YALA.US）于美东时间3月15日美股盘前发布了截至2020年12月31日的第四季度及全年未经审计的业绩报告。这也是Yalla在2020年9月30日正式登陆纽交所后发布的首份年报。受业绩超预期影响，Yalla股价大幅上涨，截至今晨美股收盘，股价涨至27.15美元，上涨幅度达15.29%，市值达到39亿美元。上市至今，Yalla的累计涨幅已达262%。业绩远超预期：盈利路径完全跑通总体而言，日前这份财报透露出来了两个重要信号：首先，早在上市招股书披露时，Yalla强大的盈利能力事实上就已为外人熟知；而在2020年第四季度中，Yalla的营收为4,834万美元，同比增长150.9%。与之形成鲜明对比的一个数据是，上一季度财报给出的业绩指引是——预计第四季度的营收将介于3500万美元至3600万美元，同比增幅约为81.6%至86.8%。显然，Yalla在第四季度的营收远超预期。这表明，若2020年前两个季度或在一定程度上可解释为由于疫情催生的线上红利，导致业绩高速增长；那么，下半年尤其是第四季度的表现则再次证明，Yalla的盈利路径已完全跑通。反映在用户数据上，2020年第四季度，Yalla的平均月活跃用户同比增长295.4%至1,641.3万。其中，语音社交平台Yalla的月活跃用户数为640.1万，同比增长94.8%；互动游戏平台Yalla Ludo的月活跃用户数为1,001.2万，同比增长1,057.5%。2020年第四季度，Yalla的付费用户数同比增长624.2%至523.6万。其中，Yalla的付费用户数同比增长100.9%至110.3万， Yalla Ludo的付费用户数同比增长2,275.3%至413.3万。换言之，用户对Yalla产品的付费意愿越来越强——2020年第四季度，Yalla的ARPPU值同比增长38.5%至9.2美元。这样来看，在用户规模作为基本盘、变现能力持续增强的情况下，Yalla今后的盈利情况或越来越可观。从声音到即时通讯：打造增长新引擎值得一提的是，Yalla本次释放出的另一个积极信号是——产品矩阵不断丰富。除前文提到的两款旗舰产品——语音社交平台Yalla和互动游戏平台Yalla Ludo外，Yalla近期再次陆续上线了三款休闲游戏产品，分别是：针对中东用户的传统纸牌游戏Yalla Baloot、针对土耳其用户的传统棋盘游戏101 Okey Yalla，以及针对南美用户的Yalla Parchis。近期，Yalla预计推出具有战略意义的IM产品——YallaChat，这是一款专为中东和北非地区用户设计的即时消息产品。而这款以即时通讯为基础功能的产品的上线，未来或联通Yalla旗下的其他产品，增加其他功能，以满足中东和北非地区用户的特殊需求。在过去两个月，无论是Clubhouse在全球范围内的“爆红”，还是国内播客领域赛道不断涌现新的玩家和新的玩法，无不证明语音社交仍是当下To C互联网“为数不多”的潜在增长点。相较于中国和北美市场，MENA（中东及北非）地区的互联网渗透率超过90%、部分国家的在线时长接近 8 小时量级、人均付费能力强，这些因素都催生了一个更具增量空间的市场环境。这对于Yalla这样已先行扎根当地、深度本土化运营的团队而言，一旦将产品内部做深、以及横向拓宽产品体系，其未来占有更大的市场份额，或只是时间问题。目前来看，Yalla至少已走在这一条路上。（后台回复“Yalla”获取该公司最新招股书）本文由公众号IPO早知道（ID：ipozaozhidao）原创撰写，如需转载请联系C叔↓↓↓连连数字｜兆科眼科｜亘喜生物｜医渡云｜清科百果园｜银联 ｜恒大汽车｜柔宇科技快手｜水滴｜嘀嗒出行｜1药网｜浪潮云","news_type":1},"isVote":1,"tweetType":1,"viewCount":2048,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":12,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/327194062"}