腾讯音乐总营收等核心数据表现亮眼！盘后涨近3%_老虎社区_美港股上老虎

腾讯音乐总营收等核心数据表现亮眼！盘后涨近3%

华尔街见闻2021-08-17

腾讯旗下的音乐流媒体和音频娱乐平台——腾讯音乐娱乐集团（以下简称“腾讯音乐”）于8月16日周一美股盘后公布2021年二季度财报。腾讯音乐周一收跌8.9%，报收不足9美元，创上市以来最低，盘中以8.88美元同创盘中新低，今年以来累跌逾50%，较年内新高大幅回落逾七成。由于总营收和净利润等核心数据表现亮眼，在线音乐付费用户再创新高至6620万，多项业务获显著突破，盘后股价涨近3%。营收同比增超...

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It rose nearly 3% after hours","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/d2c207f040b23ea4c069875f35571b78","symbols_score_info":{"TME":0.9},"content_text":"腾讯旗下的音乐流媒体和音频娱乐平台——腾讯音乐娱乐集团（以下简称“腾讯音乐”）于8月16日周一美股盘后公布2021年二季度财报。\n腾讯音乐周一收跌8.9%，报收不足9美元，创上市以来最低，盘中以8.88美元同创盘中新低，今年以来累跌逾50%，较年内新高大幅回落逾七成。\n由于总营收和净利润等核心数据表现亮眼，在线音乐付费用户再创新高至6620万，多项业务获显著突破，盘后股价涨近3%。\n营收同比增超15%略低于预期，在线音乐付费用户环比增幅创2016年来最大\n财报显示，截至今年6月30日，腾讯音乐二季度营收80.1亿元人民币，同比增长15.5%，略低于分析师预期的80.9亿元。净利润为8.71亿元，非国际财务报告准则下（Non-IFRS）净利润为11.6亿元，同标准下归属公司股东的净利润为11.2亿元。非国际财务报告准则下每ADS的基本和摊薄收益分别为0.67元和 0.66 元，均约合0.10 美元。\n在分项业务方面，在线音乐服务收入同比增32.8%至29.5亿元，主要由音乐订阅收入和广告服务收入的强劲增长推动，其中，音乐订阅收入同比增36.3%至17.9亿元。来自社交娱乐服务及其他的收入同比增7.4%至50.6亿元，主要由直播收入和社交娱乐平台上的广告增长支撑。\n关键的用户数据中，在线音乐付费用户同比增40.6%至6620万，创历史最高，环比净增530万，也刷新了一季度所创的2016年来单季最大净增纪录。付费率达10.6%，均高于去年同期的7.2%与今年一季度的9.9%。\n但社交娱乐服务的付费用户同比减少12.7%至1100万，移动端的在线音乐月活用户（MAU）和移动端的社交娱乐月活用户分别同比下滑4.3%和13.3%，至6.23亿和2.09亿。其中，音乐移动MAU较一季度的6.15亿环比增长，而社交娱乐MAU较一季度的2.24亿环比下滑6.7%。\n在单用户的付费水平上，二季度腾讯音乐的在线音乐品类ARPPU（每付费用户平均收益）为9元，今年一季度和去年同期均为9.3元，等于降逾3%，主要由于季内额外促销活动所致。社交娱乐品类ARPPU为153.3元，同比增长23%，环比增长2.4%。\n\n公司表示，二季度旗下平台核心音乐用户群体更加积极活跃，尽管部分轻度用户短暂流失至其他泛娱乐平台导致在线音乐MAU规模同比下降，但公司在线音乐移动MAU环比回升，音乐平台用户总使用时长的同比与环比均提升。\n在竞争环境不断变化的大背景下，公司的社交娱乐移动MAU规模虽同比下降，但公司近期持续升级产品与功能创新，不断加强视频化、社交化和社区化建设，例如全民K歌即将升级在线歌房与虚拟直播间，这些举措都将使其社交娱乐ARPPU持续保持在稳定健康的水平。\n腾讯音乐执行董事长彭迦信表示：\n\n “今年7月，国家市场监督管理总局发布了涉及调整独家音乐版权模式的执法决定。对此决定，TME全面诚恳接受，将严格按照监管要求，不折不扣按期完成整改。未来，我们将继续坚持立足行业的创新与发展，更好地履行社会责任，为广大用户提供更优质的服务，促进数字音乐事业的长期健康发展。我们的整体业绩在第二季度实现了稳健增长。得益于在线音乐订阅收入和广告收入的健康增长，在线音乐服务的商业化表现强劲，社交娱乐服务继续以健康势头发展。我们也致力于持续建设领先的在线音乐与音频娱乐生态， \n 并获得了长音频MAU同比增长超过90%的亮眼成绩。”\n\n公司首席执行官梁柱称，公司寻求在日益视频化、社交化的互动环境中为用户提供更好服务：\n\n “特别是在社交娱乐服务方面，我们正在持续打磨产品功能，积极开拓腾讯基因所擅长的社交化和社区化为中心的各类场景，将有助于进一步提升用户活跃和留存。此外，我们持续深化与腾讯生态体系更广泛的合作，例如与微信视频号联动，在推出更加丰富的视频内容、进一步提升内容宣发能力的同时，也为歌手、音乐人和用户创造了更多释放想象力和创造力的平台和空间。”\n\n财报发布会关注管理层点评创新业务、索罗斯抛售以及香港上市事宜\n财报发布前几天，金融巨鳄索罗斯旗下基金管理公司清仓了一季度曾大幅增持的腾讯音乐，媒体报道称被清仓的总股数约165万股，一季末时该基金所持腾讯音乐股票市值达3.38亿美元。\n同时，腾讯音乐正因三周前被市场监管总局要求其放弃独家音乐版权而备受关注。除了缴纳50万元行政罚款外，公司还不得与上游版权方达成或变相达成独家版权协议（版权范围包括所有音乐作品及录音制品的信息网络传播权）或其他排他性协议，已达成的须在三十日内解除。腾讯音乐随后承诺，将全面遵守国家市场监督管理总局决定中提出的所有要求。\n一个月前还有消息称，腾讯音乐内部宣布调整QQ音乐和酷我音乐等业务线，其中QQ音乐将成立长音频业务中心，负责QQ音乐长音频专区的产品研发；酷我音乐旗下“聚星直播”交由酷狗音乐高管谢欢领导；酷我音乐的商业化业务交给腾讯音乐商业广告部总经理刘宪凯负责。当时有分析称，腾讯音乐的业务拆分与独家版权局面被打破，或利好即将上市的网易云音乐：\n\n “此前市场便有消息称，国家市场监管总局已告知腾讯音乐可能必须出售酷我和酷狗音乐，而此次内部信中的架构调整或是对酷我业务即将被拆分的提前准备。但需要注意的是，在腾讯音乐财报营收架构中，直播业务扮演着愈发重要的角色，直播中的重头在酷我音乐的秀场直播，一旦完全拆分，或将影响集团关键业务的营收增长。”\n\n分析师可能还会在财报电话会上问及腾讯音乐赴港二次上市的时间点。周一据市场消息透露，腾音乐今年在香港上市的计划搁置，当时公司曾计划筹集35亿美元。这令该股今日美股盘中最深跌9.4%，今年迄今，腾讯音乐累跌超53%，较3月触及逾32美元的历史最高回落逾72%。\n在新业务领域，腾讯2021年一季报中着重强调的“长音频”在二季度继续进展。一季度时腾讯音乐长音频在音乐MAU（月活用户）中渗透率已达20%，当季完成对懒人听书的收购后，公司于4月将其和“酷我畅听”整合升级形成长音频新品牌“懒人畅听”，并上线长音频激励广告模式。这被普遍视为腾讯音乐将进一步加大投入以驱动长音频业务发展，有望成为下一增长引擎。\n腾讯音乐在二季报中还表示已对TME 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