招银国际:爱奇艺二季度营收下降,微剧实现显著的收入贡献仍需时间

瑞财经
22 Jul

7月21日,招银国际发布报告称,其预计爱奇艺2Q25E总营收同比下降11%,环比下降8%至66.2亿元,较一致预期低8%,主因:1)部分剧集延期播出;2)广告主预算缩减,效果广告表现不及预期;3)发行收入下滑。尽管如此,招银国际预计爱奇艺2Q25Non-GAAP营业利润约2600万元,基本符合其此前预期,主要由于公司对于内容成本和运营费用维持审慎控制。爱奇艺持续投入微剧内容,部分自制微剧已取得初步...

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