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超级闪电侠
2022-11-17
$有道(DAO)$
这股价也不争气啊🤔
超级闪电侠
2022-08-08
$大健云仓(GCT)$
嘚吧嘚吧
超级闪电侠
2021-04-27
$Yalla Group(YALA)$
你是大**吧
超级闪电侠
2021-03-18
使劲拉
雅乐科技盘中异动 股价大涨5.18%报24.77美元
超级闪电侠
2021-03-18
股价拉起来啊
Yalla昨日股价大涨15.29%:财报超预期,盈利路径获投资者认可
超级闪电侠
2021-03-16
小心一地鸡毛。还吐槽ya'la,别人盈利十倍于荔枝。这种亏疯的机构只想赚钱
荔枝一路攀升,涨幅扩大至35%,现报14.43美元。早前香橼发表报告,予荔...
超级闪电侠
2021-03-16
$Yalla Group(YALA)$
干不过荔枝?你盈利那么多。
超级闪电侠
2021-03-16
$Yalla Group(YALA)$
啥也不是
超级闪电侠
2021-03-15
$AMC院线(AMC)$
14块跑了,从之前亏损60%,到盈利一丢丢,太难了。
超级闪电侠
2021-02-26
$AMC院线(AMC)$
又是100,100的单子,又被控制了
超级闪电侠
2021-02-25
$AMC院线(AMC)$
又尼玛阳痿了,丢,啥也不是
超级闪电侠
2021-02-19
$AMC院线(AMC)$
又是一波拉高出货,垃圾
超级闪电侠
2021-02-04
$荔枝(LIZI)$
你真心不值这个价
超级闪电侠
2021-02-04
$AMC院线(AMC)$
老子就是不卖,气死你们这些龟孙
超级闪电侠
2021-02-02
$AMC院线(AMC)$
我就不卖,留给孙子当传家宝。丢你老母,啥也不是[开心]
超级闪电侠
2021-02-02
$AMC院线(AMC)$
试图改变规则的人,没有能力,怎么改变规则?中国的历史已经多次证实,农民起义是不可能成功的。[笑哭]
超级闪电侠
2021-02-02
$AMC院线(AMC)$
你们这些嘴炮,不亏就赶紧跑吧,和别人玩什么情怀?丢,啥也不是。[无语]
超级闪电侠
2021-02-01
$AMC院线(AMC)$
弄死空狗们,我就不信了。加油干
超级闪电侠
2021-02-01
$AMC院线(AMC)$
不看了,反正都是赌博,挂个600的单睡觉,丢,啥也不是,哈哈[开心]
超级闪电侠
2021-01-30
$游戏驿站(GME)$
搞起AMC,下周再回来。[财迷] [财迷] [财迷]
去老虎APP查看更多动态
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21:34","market":"us","language":"zh","title":"雅乐科技盘中异动 股价大涨5.18%报24.77美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2120181460","media":"自选股智能写手","summary":"北京时间2021年03月16日21时34分,雅乐科技股票出现异动,股价快速上涨5.18%。雅乐科技股票所在的软件服务行业中,整体涨幅为1.02%。其相关个股中,Zedge Inc、Safe-T Group Ltd、雅乐科技涨幅较大,Cleanspark Inc、Safe-T Group Ltd、Exela Technologies Inc较为活跃,换手率分别为16.92%、9.17%、4.03%,振幅较大的相关个股有Zedge Inc、Safe-T Group Ltd、Seachange International Inc,振幅分别为11.08%、8.59%、5.47%。消息层面,截至21时34分,《雅乐科技发布2020年Q4及全年业绩 全年净利润同比增长121.3%》资讯为影响雅乐科技的重要信息。","content":"<html><body><article><p>北京时间2021年03月16日21时34分,雅乐科技(YALA.us)股票出现异动,股价快速上涨5.18%。截至发稿,该股报24.77美元/股,成交量17.1178万股,<span>换手率</span>0.12%,振幅4.14%。</p><p>最近的财报数据显示,该股实现<span>营业收入</span>52.76百万美元,<span>净利润</span>25.19百万美元,<span>每股收益</span>0.16美元,<span>毛利</span>35.52百万美元,市盈率-245.61倍。</p><p>机构评级方面,在所有2家参与评级的机构中,100%的券商给予买入建议,无券商给予持有、卖出建议。</p><p>雅乐科技股票所在的软件服务行业中,整体涨幅为1.02%。其相关个股中,Zedge Inc、Safe-T Group Ltd、雅乐科技涨幅较大,Cleanspark Inc、Safe-T Group Ltd、Exela Technologies Inc较为活跃,换手率分别为16.92%、9.17%、4.03%,振幅较大的相关个股有Zedge Inc、Safe-T Group Ltd、Seachange International Inc,振幅分别为11.08%、8.59%、5.47%。</p><p>雅乐科技公司简介:<a href=\"https://laohu8.com/S/YALA\">Yalla Group</a> Ltd通过其子公司,主要在中东和北非地区运营以语音为中心的社交网络和娱乐平台。 该平台允许个人用户自由访问平台上的基本功能。 它还通过销售虚拟物品和在平台上提供升级服务为个人用户提供增强的体验。 该公司的移动应用程序Yalla将传统的在线商品带到网上,并设有语音聊天室,人们可以在此闲暇时光随意聊天。 Yalla Ludo像一个家庭起居室,家人和朋友在这里玩在中东和北非地区非常流行的棋盘游戏,例如卢多(Ludo)和多米诺(Domino)。</p><p>消息层面,截至21时34分,《<snpa>雅乐科技发布2020年Q4及全年业绩 全年净利润同比增长121.3%</snpa>》资讯为影响雅乐科技的重要信息。该信息摘要如下:<a href=\"https://laohu8.com/S/JRJC\">金融界</a>网3月15日消息,中东地区知名的语音社交平台Yalla的运营主体——Yalla Group Limited公布了2020年Q4财报及全年未经审计的财报。财报显示,Yalla在2020年的营业收入、净利润等关键财务指标均大幅增长,月活跃用户数和付费用户数也呈现出大幅增长,整体业绩超出预期。2020年第四季度,Yalla实现营业收入达到4,834万美元,较2019年同期增长150.9%,大幅超越此前Yalla在第三季度财报中对第四季度3,500万美元到3,600万美元之间的营收预期。</p><p>(以上内容为自选股<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器写手Money Call完成,仅作为用户看盘参考,不作为交易依据。)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\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雅乐科技盘中异动 股价大涨5.18%报24.77美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 21:34 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103162134517875e7d2&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2021年03月16日21时34分,雅乐科技(YALA.us)股票出现异动,股价快速上涨5.18%。截至发稿,该股报24.77美元/股,成交量17.1178万股,换手率0.12%,振幅4.14%。最近的财报数据显示,该股实现营业收入52.76百万美元,净利润25.19百万美元,每股收益0.16美元,毛利35.52百万美元,市盈率-245.61倍。机构评级方面,在所有2家参与评级的机构中,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103162134517875e7d2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/28009f8e87ba9680b5b94d59ba7ac119","relate_stocks":{"YALA":"雅乐科技"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103162134517875e7d2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2120181460","content_text":"北京时间2021年03月16日21时34分,雅乐科技(YALA.us)股票出现异动,股价快速上涨5.18%。截至发稿,该股报24.77美元/股,成交量17.1178万股,换手率0.12%,振幅4.14%。最近的财报数据显示,该股实现营业收入52.76百万美元,净利润25.19百万美元,每股收益0.16美元,毛利35.52百万美元,市盈率-245.61倍。机构评级方面,在所有2家参与评级的机构中,100%的券商给予买入建议,无券商给予持有、卖出建议。雅乐科技股票所在的软件服务行业中,整体涨幅为1.02%。其相关个股中,Zedge Inc、Safe-T Group Ltd、雅乐科技涨幅较大,Cleanspark Inc、Safe-T Group Ltd、Exela Technologies Inc较为活跃,换手率分别为16.92%、9.17%、4.03%,振幅较大的相关个股有Zedge Inc、Safe-T Group Ltd、Seachange International Inc,振幅分别为11.08%、8.59%、5.47%。雅乐科技公司简介:Yalla Group Ltd通过其子公司,主要在中东和北非地区运营以语音为中心的社交网络和娱乐平台。 该平台允许个人用户自由访问平台上的基本功能。 它还通过销售虚拟物品和在平台上提供升级服务为个人用户提供增强的体验。 该公司的移动应用程序Yalla将传统的在线商品带到网上,并设有语音聊天室,人们可以在此闲暇时光随意聊天。 Yalla Ludo像一个家庭起居室,家人和朋友在这里玩在中东和北非地区非常流行的棋盘游戏,例如卢多(Ludo)和多米诺(Domino)。消息层面,截至21时34分,《雅乐科技发布2020年Q4及全年业绩 全年净利润同比增长121.3%》资讯为影响雅乐科技的重要信息。该信息摘要如下:金融界网3月15日消息,中东地区知名的语音社交平台Yalla的运营主体——Yalla Group Limited公布了2020年Q4财报及全年未经审计的财报。财报显示,Yalla在2020年的营业收入、净利润等关键财务指标均大幅增长,月活跃用户数和付费用户数也呈现出大幅增长,整体业绩超出预期。2020年第四季度,Yalla实现营业收入达到4,834万美元,较2019年同期增长150.9%,大幅超越此前Yalla在第三季度财报中对第四季度3,500万美元到3,600万美元之间的营收预期。(以上内容为自选股智能机器写手Money Call完成,仅作为用户看盘参考,不作为交易依据。)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327194062,"gmtCreate":1616067464256,"gmtModify":1616067464256,"author":{"id":"3539642111653039","authorId":"3539642111653039","name":"超级闪电侠","avatar":"https://static.tigerbbs.com/d952772b78272f9d6b00b0482b56c31c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3539642111653039","idStr":"3539642111653039"},"themes":[],"htmlText":"股价拉起来啊","listText":"股价拉起来啊","text":"股价拉起来啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327194062","repostId":"2120838071","repostType":2,"repost":{"id":"2120838071","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":"hk","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{ 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\">\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":1961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325408840,"gmtCreate":1615909579280,"gmtModify":1703494973607,"author":{"id":"3539642111653039","authorId":"3539642111653039","name":"超级闪电侠","avatar":"https://static.tigerbbs.com/d952772b78272f9d6b00b0482b56c31c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3539642111653039","idStr":"3539642111653039"},"themes":[],"htmlText":"小心一地鸡毛。还吐槽ya'la,别人盈利十倍于荔枝。这种亏疯的机构只想赚钱","listText":"小心一地鸡毛。还吐槽ya'la,别人盈利十倍于荔枝。这种亏疯的机构只想赚钱","text":"小心一地鸡毛。还吐槽ya'la,别人盈利十倍于荔枝。这种亏疯的机构只想赚钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/325408840","repostId":"2119312974","repostType":2,"repost":{"id":"2119312974","pubTimestamp":1615909294,"share":"https://www.laohu8.com/m/news/2119312974?lang=&edition=full","pubTime":"2021-03-16 23:41","market":"hk","language":"zh","title":"荔枝一路攀升,涨幅扩大至35%,现报14.43美元。早前香橼发表报告,予荔...","url":"https://stock-news.laohu8.com/highlight/detail?id=2119312974","media":"新浪财经","summary":"荔枝一路攀升,涨幅扩大至35%,现报14.43美元。早前香橼发表报告,予荔枝30美元目标价,认为荔枝股价被严重低估。","content":"<html><body><a href=\"https://laohu8.com/S/LIZI\">荔枝</a>一路攀升,涨幅扩大至35%,现报14.43美元。早前香橼发表报告,予荔枝30美元目标价,认为荔枝股价被严重低估。</body></html>","source":"sina_symbol","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>荔枝一路攀升,涨幅扩大至35%,现报14.43美元。早前香橼发表报告,予荔...</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c922ed6b842d89c98d835db31f7abbd9","relate_stocks":{},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-03-16/doc-ikkntiam3266460.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2119312974","content_text":"荔枝一路攀升,涨幅扩大至35%,现报14.43美元。早前香橼发表报告,予荔枝30美元目标价,认为荔枝股价被严重低估。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3034,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3569496501863372","idStr":"3569496501863372"},"content":"得了吧,你真当做空机构没头脑,还是美国机构跟中国机构一样可以瞎说话的?提示你哦,在那边胡说八道导致损失投资者是可以告机构的","text":"得了吧,你真当做空机构没头脑,还是美国机构跟中国机构一样可以瞎说话的?提示你哦,在那边胡说八道导致损失投资者是可以告机构的","html":"得了吧,你真当做空机构没头脑,还是美国机构跟中国机构一样可以瞎说话的?提示你哦,在那边胡说八道导致损失投资者是可以告机构的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325400495,"gmtCreate":1615909458317,"gmtModify":1703494968737,"author":{"id":"3539642111653039","authorId":"3539642111653039","name":"超级闪电侠","avatar":"https://static.tigerbbs.com/d952772b78272f9d6b00b0482b56c31c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3539642111653039","idStr":"3539642111653039"},"themes":[],"htmlText":"<a 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