China's DouYu Q4 revenue falls, hurt by live streaming pressure

Reuters03-25
China's DouYu Q4 revenue falls, hurt by live streaming pressure

Overview

  • China game live streaming platform's preliminary Q4 revenue declined 19% yr/yr

  • Preliminary Q4 adjusted net income turned positive, driven by cost optimization

  • Company attributed improved profitability to lower content and bandwidth costs

Outlook

  • Company did not provide specific financial guidance for the current or future periods in its press release

Result Drivers

  • LIVE STREAMING PRESSURE - Co said Q4 live streaming revenue fell due to fewer promotional activities and weaker consumer spending amid challenging macroeconomic conditions

  • COST OPTIMIZATION - Co attributed improved gross profit and margin to lower content and bandwidth costs from cost optimization efforts

  • REVENUE DIVERSIFICATION - Growth in voice-based social networking revenues and seasonal gaming membership helped offset live streaming decline

Company press release: ID:nPn3RZSVLa

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

RMB 918.80 mln

Q4 Adjusted Net Income

RMB 12.60 mln

Q4 Net Income

RMB 1.40 mln

Q4 Gross Profit

RMB 118 mln

Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the online services peer group is "buy."

  • Wall Street's median 12-month price target for Douyu International Holdings Ltd is $7.50, about 65.6% above its March 24 closing price of $4.53

  • The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 18 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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