腾讯:微信泵血,游戏带飞 episode artwork

EPISODE · Nov 15, 2024 · 9 MIN

腾讯:微信泵血,游戏带飞

from 虎嗅·商业有味道

当游戏重回双位数增长,腾讯总算熬过上个周期。11 月 13 日港股盘后,腾讯向市场递上的2024年第三季度财报显示:其各项核心指标均是上扬曲线,且净利润、毛利、经营利润均跑赢营收增速——若将时间轴拉长,营收已连续 8 个季度实现增长。游戏、视频号广告、小程序广告、搜一搜广告、视频号商家技术服务费等高毛利率业务共同托举净利润超预期增长;但净利增速较之前两个季度又有所放缓,主要受广告收入增速放缓影响,这也符合腾讯管理层此前对业务发展的预期。本期,我们一同聊聊腾讯是如何重回扩张周期的。【时间轴】01:09 腾讯游戏,风景独好02:49 微信泵血,视频号上位06:24 “重心”稳,身板才硬

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腾讯:微信泵血,游戏带飞

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This episode was published on November 15, 2024.

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当游戏重回双位数增长,腾讯总算熬过上个周期。11 月 13 日港股盘后,腾讯向市场递上的2024年第三季度财报显示:其各项核心指标均是上扬曲线,且净利润、毛利、经营利润均跑赢营收增速——若将时间轴拉长,营收已连续 8...

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