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36Kr Holdings(KRKR) - 2024 Q2 - Earnings Call Transcript
2024-09-04 01:47
财务数据和关键指标变化 - 总收入为人民币1.024亿元,同比下降26.7% [22] - 在线广告服务收入为人民币8,040万元,同比下降18.7% [22] - 企业增值服务收入为人民币1,340万元,同比下降49.9% [23] - 订阅服务收入为人民币860万元,同比下降39.4% [23] - 毛利率为44.4%,同比下降5.5个百分点 [24] 各条业务线数据和关键指标变化 - 在线广告服务ARPU同比增长22% [7] - 机构客户订阅服务ARPU同比增长8% [7] - 短视频业务表现出色,短视频粉丝数超过920万,其中在哔哩哔哩平台达230万 [10] - 长视频业务与抖音合作推出新一季精英对话节目,首期节目获8,400万次观看 [11][36] 各个市场数据和关键指标变化 - 体育户外行业新客户占比超60% [15] - 美妆个护行业新客户占比超40% [15] - 餐饮食品及餐饮连锁行业新客户占比超20% [15] 公司战略和发展方向及行业竞争 - 公司坚持"定位、拓展、协作"三步走战略,持续优化内容生态、拓展客户群、加强技术赋能 [7][18] - 公司加强与行业巨头如阿里、京东、字节跳动、华为等的合作,满足客户多样化内容营销需求 [15][16] - 公司积极拓展新兴行业客户,如能源存储、移动支付等 [16] - 公司加强政府及公共服务系统的服务能力,为客户提供全方位解决方案 [17] - 公司与商汤科技深度合作,探索AI技术在内容生产中的应用 [19] 管理层对经营环境和未来前景的评论 - 管理层对广告业务未来增长持谨慎乐观态度,将继续优化产品服务、深耕核心客户、拓展内容生态 [30] - 管理层表示短视频和长视频业务表现良好,将持续提供多元化内容,扩大用户覆盖面 [34][35][36] - 管理层计划加强企业增值服务和订阅服务的创新,如举办大型行业活动、拓展海外市场等 [39][40][41][42] 其他重要信息 - 公司于2024年上半年推出多个内容IP,如"AI汽车"、"AI地图"等,提升了用户参与度和体验 [11] - 公司与行业巨头联合举办"智能生产力AI伙伴峰会",吸引100万+观看量 [13] - 公司旗舰活动IP"36氪未来 50强"在6月成功举办,获5,000万+观看量 [13] 问答环节重要的提问和回答 问题1 **Yin Rui 提问** 公司如何规划未来广告业务的增长轨迹,将采取什么策略? [29] **Dagang Feng 回答** 公司将继续优化产品服务、深耕核心客户、拓展内容生态,预计广告业务未来仍有增长潜力 [30][31] 问题2 **Lingyi Zhao 提问** 公司在短视频和长视频业务方面的最新进展如何,未来有何发展计划? [33] **Dagang Feng 回答** 公司短视频业务表现出色,内容覆盖广泛,与多家头部平台建立了高曝光合作;长视频业务与抖音合作推出新节目,取得良好反响 [34][35][36] 问题3 **Lingyi Zhao 提问** 公司将采取什么关键策略推动企业增值服务和订阅服务在下半年的增长? [38] **Dagang Feng 回答** 公司将举办大型行业活动、优化增值咨询服务、拓展海外市场等,满足客户多样化需求 [39][40][41][42]
36Kr Holdings Inc. Reports Unaudited Financial Results for the First Half of 2024
GlobeNewswire News Room· 2024-09-03 17:00
BEIJING, Sept. 03, 2024 (GLOBE NEWSWIRE) -- 36Kr Holdings Inc. (“36Kr” or the “Company” or “We”) (NASDAQ: KRKR), a prominent brand and a pioneering platform dedicated to serving New Economy participants in China, today announced its unaudited financial results for the six months ended June 30, 2024. Financial and Operational Highlights for the First Half of 2024 Number of followers1 as of June 30, 2024 reached 33.3 million, an increase of 9.2% from 30.5 million as of June 30, 2023.Total revenues were RMB102 ...
36Kr Holdings Inc. to Report 2024 First Half Financial Results on Tuesday, September 3, 2024
GlobeNewswire News Room· 2024-08-29 17:00
BEIJING, Aug. 29, 2024 (GLOBE NEWSWIRE) -- 36Kr Holdings Inc. (“36Kr” or the “Company”) (NASDAQ: KRKR), a prominent brand and a pioneering platform dedicated to serving New Economy participants in China, today announced that it will report its 2024 first half unaudited financial results, on Tuesday, September 3, 2024, before the open of U.S. markets. The Company’s management will host an earnings conference call at 8:00 a.m. U.S. Eastern Time on September 3, 2024 (8:00 p.m. Beijing/Hong Kong Time on Septemb ...
36Kr Holdings Inc. Announces Changes to Management and Board of Directors
GlobeNewswire News Room· 2024-08-09 18:00
BEIJING, Aug. 09, 2024 (GLOBE NEWSWIRE) -- 36Kr Holdings Inc. ("36Kr" or the "Company" or "We") (NASDAQ: KRKR), a prominent brand and a pioneering platform dedicated to serving New Economy participants in China, today announced that Ms. Lin Wei has resigned from her roles as the Company’s Chief Financial Officer and member of the Board of Directors for personal reasons, effective August 9, 2024. Mr. Xiang Li has been appointed as the Company’s new Chief Financial Officer and director, effective immediately. ...
36Kr Partners with Consumer Tech Expert Zhi-Tech Group to Drive Business Expansion
Prnewswire· 2024-07-16 17:00
BEIJING, July 16, 2024 /PRNewswire/ -- 36Kr Holdings Inc. ("36Kr" or the "Company") (Nasdaq: KRKR), a prominent brand and pioneering platform dedicated to serving New Economy participants in China, today announced that it has entered into a strategic partnership with Zhi-Tech Group ("Zhi-Tech," SZ: 300785), a tech group focusing on the consumer industry, to broaden its business expansion and commercialization initiatives. 36Kr and Zhi-Tech will leverage their diverse strengths and resources to jointly explo ...
Why Is 36Kr (KRKR) Stock Up 17% Today?
Investor Place· 2024-06-21 23:04
36Kr (NASDAQ:KRKR) stock is up on Friday after the Chinese content creation company announced a new partnership with SenseTime (OTCMKTS:SNTMF).SenseTime is an artificial intelligence (AI) company with a focus on Artificial General Intelligence. That includes the ability to bring AI services to content creation and media businesses.With this partnership, 36Kr will make use of SenseTime’s SenseChat and SenseMirage. These will upgrade its content production model while helping to lower the cost of media creati ...
36Kr Enters into Strategic Partnership with SenseTime to Pioneer AGI Innovation
Prnewswire· 2024-06-21 19:30
BEIJING, June 21, 2024 /PRNewswire/ -- 36Kr Holdings Inc. ("36Kr" or the "Company") (NASDAQ: KRKR), a prominent brand and pioneering platform dedicated to serving New Economy participants in China, today announced that it has entered into a strategic partnership with SenseTime, a leading global artificial intelligence (AI) software company, to embed Artificial General Intelligence ("AGI") technology in diverse media scenarios, unleashing business innovation and commercialization potential. As a media frontr ...
36Kr Hosts "AI Partner • Advanced Productivity" Conference
prnewswire.com· 2024-05-24 18:00
BEIJING, May 24, 2024 /PRNewswire/ -- 36Kr Holdings Inc. ("36Kr" or the "Company") (NASDAQ: KRKR), a prominent brand and a pioneering platform dedicated to serving New Economy participants in China, today hosted its "AI Partner • Advanced Productivity" Conference in Beijing, exploring AI technology innovation and development trends amid the rapidly evolving AI industry landscape.Focusing on AI empowerment across a wide swath of industries, 36Kr's flagship "AI Partner • Advanced Productivity" Conference welc ...
36Kr Holdings(KRKR) - 2023 Q4 - Annual Report
2024-04-25 19:33
公司运营风险 - 公司面临着在中国经营的法律和运营风险,包括监管批准、反垄断行动、网络安全和数据隐私等方面的风险[18] - 未能及时提供高质量内容可能导致无法吸引或保留用户,影响业务和运营结果[47] - 公司依赖内部作家、编辑和视频制作人创作高质量原创内容,但竞争激烈可能导致人才流失[49] - 无法有效开发在线广告服务、留住或吸引新的在线广告服务客户,或管理客户信用风险可能对财务状况和运营结果产生重大不利影响[55] - 公司可能面临来自竞争对手的竞争,如果无法有效竞争,业务和财务状况可能受到重大不利影响[67] - 公司可能面临国际和本地市场的激烈竞争或其他运营困难[70] - 公司可能无法及时或以可接受的条件或根本无法获得额外资本[73] - 公司可能面临第三方对其平台上分发的信息或内容提出知识产权侵权索赔或其他指控,这可能会对公司的业务、财务状况和前景造成重大不利影响[77] - 公司可能会在未来成为各种诉讼、法律纠纷、索赔或行政程序的一方,这可能会对公司造成重大不利影响[80] - 安全漏洞或数据泄露可能严重限制公司服务的采用,并损害声誉和品牌[87] - 公司可能无法留住高管或关键员工的服务,或者未来无法吸引和留住经验丰富的高管或关键员工[76] 业务发展挑战 - 公司的成功取决于品牌的维护和提升,负面宣传可能会对声誉和业务产生不利影响[22] - 公司的成功依赖于维护和增强36Kr品牌,包括用户和客户获取和保留[46] - 公司可能面临国际和本地业务扩张方面的挑战[69] - 公司可能无法及时或以可接受的条件获得额外资本[73] - 公司可能无法及时收回客户的应收账款,业务运营和财务结果可能会受到重大不利影响[74] - 公司的高级管理层和关键员工的持续合作至关重要,如果失去他们的服务,公司的业务可能会受到损害[75] - 公司可能面临与非中国控股公司间接转让中国居民企业股权相关的不确定性[142] 法律合规风险 - 缺乏互联网新闻信息许可证可能使公司面临行政处罚,对业务、运营结果和财务状况产生重大不利影响[60] - 未获得互联网新闻信息许可证可能导致业务暂停和财务状况受到重大不利影响[62] - 未获得互联网音视频节目传输许可证可能面临行政处罚,对业务、财务状况产生重大不利影响[63] - 未获得互联网出版许可证可能导致行政处罚,对业务、财务状况产生重大不利影响[65] - 公司可能被视为中国居民企业,导致对公司和非中国股东以及ADS持有人产生不利税务后果[140] 财务状况 - 公司历史上经历过经营活动现金流为负的情况,可能需要额外资本,但可能无法及时或以可接受的条件获得[72] - 如果公司无法及时收回客户的应收账款,业务运营和财务结果可能会受到重大不利影响[74] - 公司的运营指标和其他估计面临着衡量运营绩效的困难,可能损害声誉[91] - 公司内部财务报告控制系统的实施和维护不力可能导致无法准确或及时报告业绩,影响投资者信心[92] - 公司季度运营结果可能波动,难以预测,可能导致季度业绩不及预期[94] - 严重和持续的全球经济衰退和中国经济放缓可能对公司业务、业绩和财务状况产生不利影响[96] - 任何灾难,包括自然灾害和健康大流行等特殊事件,都可能中断公司业务运作[97] - 公司在中国市场的业绩表现受到重大不确定性影响,可能会严重影响公司的财务状况和业绩表现[98] - 公司的财报电话会议内容提到,根据HFCAA,如果PCAOB连续两年确定无法完全检查或调查公司审计师,公司的股票可能会在美国市场上停止交易[198]
36Kr Holdings(KRKR) - 2023 Q4 - Earnings Call Transcript
2024-03-29 00:28
36Kr Holdings Inc. (NASDAQ:KRKR) Q4 2023 Earnings Conference Call March 28, 2024 8:00 AM ET Company Participants Jianan Ding - Manager of Investor Relations Dagang Feng - Co-Chairman & Chief Executive Officer Lin Wei - Chief Financial Officer Conference Call Participants Shan Jiao - CICC Peipei Qiu - Industrial Securities Operator Hello, ladies and gentlemen. Thank you for standing by for 36Kr Holdings Inc. Fourth Quarter and Fiscal Year 2023 Earnings Conference Call. [Operator Instructions] Today's confere ...