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快手(纪要):广告 4 月已回升,电商 618 开启三方补贴
海豚投研·2025-05-28 11:46

以下是快手 FY25 Q1 的财报电话会纪要,财报解读请移步《 惊艳可灵,能否改变快手的增长焦虑? 》 一、财报核心信息回顾 | | | | Kuaishou (1024.HK) | | | Earnings Results | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Figures in CNY 100mn | 1Q23A | 2Q23A | 3Q23A | 4Q23A | 1Q24A | 2Q24A | 3Q24A | 4Q24A | 1Q25A | | 1Q25e Actual vs Consensus | | Total revenues | 252.17 | 277.44 | 279.48 | 325.61 | 294.08 | 309.75 | 311.31 | 353.84 | 326.08 | 322.84 | 1.0% | | yoy | 19.7% | 27.9% | 20.8% | 15.1% | 16.6% | 11.6% | 77.4% | 8.7% | ...