SANTA CLARA, Calif., Aug. 26, 2024 /PRNewswire/ -- Tuya Inc. ("Tuya" or the "Company") (NYSE: TUYA; HKEX: 2391), a global leading cloud platform service provider, today announced that the board of directors of the Company (the "Board") has approved the declaration of a special cash dividend.Declaration of Special Dividend and Record DateOn August 26, 2024, the Board has approved the declaration and distribution of a special dividend (the "Special Dividend") of US$0.0589 per ordinary share, or US$0.0589 per ...

SANTA CLARA, Calif., Aug. 26, 2024 /PRNewswire/ -- Tuya Inc. ("Tuya" or the "Company") (NYSE: TUYA; HKEX: 2391), a global leading cloud platform service provider, today announced its unaudited financial results for the second quarter ended June 30, 2024 and the declaration of a special cash dividend.Second Quarter 2024 Financial HighlightsTotal revenue was US$73.3 million, up approximately 28.6% year over year (2Q2023: US$57.0 million).IoT platform-as-a-service ("PaaS") revenue was US$54.3 million, up appro ...

NEW YORK, Aug. 21, 2024 /PRNewswire/ -- Tuya Smart (NYSE: TUYA, HKEX: 2391), the leading global cloud platform service provider, has been selected for Gartner's prestigious "Hype Cycle for Smart City and Sustainability in China, 2024" for the third consecutive year. This recognition highlights the maturity and potential of smart city and sustainable development technologies, as well as their significant market impact.Eva Na, Vice President of Marketing and Strategic Cooperation, and CMO of Tuya Smart, expre ...

SANTA CLARA, Calif., Aug. 7, 2024 /PRNewswire/ -- Tuya Inc. ("Tuya" or the "Company") (NYSE: TUYA; HKEX: 2391), a global leading cloud platform service provider, today announced that it will report its second quarter 2024 unaudited financial results after the market closes on Monday, August 26, 2024.Tuya's management will hold a conference call at 08:30 P.M. Eastern Time on Monday, August 26, 2024 (08:30 A.M. Hong Kong Time on Tuesday, August 27, 2024) to discuss the financial results. In advance of the con ...

文章核心观点 - 公司作为智能家居和物联网领域的创新者,利用先进的智能照明解决方案和生成式AI技术来增加市场需求和改善公司产品线 [2] - 尽管面临来自谷歌和亚马逊等大公司的激烈竞争,但公司的战略联盟和持续创新是其保持韧性和未来增长潜力的主要原因 [2] 财务表现 - 公司收入大幅增长,从2023年3月的4748万美元增长到2024年3月的6166万美元,同比增长29.9% [4] - 其中物联网平台即服务(PaaS)业务收入从2023年第一季度的3360万美元增长到2024年第一季度的4560万美元,增长35.7% [4] - 公司毛利率从2023年3月的44.28%提高到2024年3月的47.82%,净亏损从2100万美元下降到354万美元 [4] 发展机遇 - 公司推出了超越行业标准的智能照明解决方案,光效达到200 lm/W,比市场平均水平160 lm/W高25% [5] - 该解决方案已被欧洲智能照明行业领导者Firefly Projects B.V.采用,可提供99.9%的连接可靠性,每年可减少15%的电力消耗,运营效率提高20% [5] - 公司计划在2024年第四季度将生成式AI技术集成到智能设备和平台解决方案中,以提高用户交互体验,增加产品功能,预计将带来15%的收入增长 [5] 发展挑战 - 将生成式AI技术无缝集成到现有设备和平台中存在技术难度,需要大量的研发投资和数据治理措施 [6] - 拓展行业特定的智能解决方案需要大量的定制开发成本和广泛的行业合作伙伴 [6] - 面临来自谷歌、亚马逊等大型玩家的激烈竞争,需要持续创新和建立强大的合作伙伴关系 [6][7][8] 行业竞争格局 - 公司面临来自谷歌Nest、亚马逊Alexa等智能家居生态系统的竞争,这些生态系统具有出色的产品集成和控制体验 [7][8] - 飞利浦Hue等智能照明品牌也凭借高品质、多样化的照明场景和可靠的生态系统集成能力形成竞争 [8] - 三星SmartThings等品牌提供全面的智能家居解决方案,在易用性和兼容性方面具有优势 [8] 未来展望 - 预计公司未来一年收入将增长18%,高于行业中位数15.34%的预期增长率 [9][10][11] - 新技术和战略合作将是推动公司增长的主要动力,尽管面临激烈的竞争,但公司的独特优势和不断扩大的市场份额使其前景看好 [9][11] - 公司当前的估值水平合理,给予"买入"评级 [11]

SANTA CLARA, Calif., June 20, 2024 /PRNewswire/ -- Tuya Inc. ("Tuya" or the "Company") (NYSE: TUYA; HKEX: 2391), a global leading cloud platform service provider, today announced the results of its annual general meeting (the "Annual General Meeting") held at 3:00 p.m. Hong Kong time on June 20, 2024 in Hangzhou, China. The Company announced that each of the proposed resolutions submitted for shareholders' approval as set forth in the notice of Annual General Meeting dated May 21, 2024, Hong Kong time, has  ...

报告公司投资评级 - 首次覆盖,给予"优于大市"评级 [17] 报告的核心观点 公司概况 - 涂鸦智能是一家全球化智能IoT云平台,提供IoT连接、AI、云计算等解决方案,帮助客户快速搭建智慧能源、智慧商业、智慧地产、智慧出行等多元化智慧商业场景 [1][9] - 公司开发者平台分布在200+国家和地区,可1分钟完成SmartApp软件交互界面开发,15天内实现智能设备量产 [1] - 根据IDC数据,到2025年全球IoT连接设备数量将达519亿,中国将达80亿,95%的企业同时使用公有云和私有云,88%的企业同时与2家以上云服务商合作 [1] - 公司是中国AIOT领域的领导厂商,2023年全球服务客户数达6100家,连接智能设备SKU数93.3万,全球IOT开发者99.3万 [1] 业绩表现 - 2023年公司营收约2.3亿美元,同比增长10.5% [2] - 其中物联网PaaS业务收入增长9.7%,SaaS及其他增值服务收入增长20.0%,智能设备分销收入增长4.2% [2] - 2023年公司毛利率为46.4%,较2022年增长3.4个百分点 [3][4] - 2023年公司大幅减亏至6031.5万美元,亏损收窄58.7% [5][6] - 2024年一季度公司营收为6166.2万美元,同比增长29.9% [7] 公司战略 - 公司采用"一个平台,全智能"的理念,通过IoT云平台连接各种智能终端设备,覆盖智慧酒店、智慧楼宇、智慧办公、智慧零售等多个应用场景 [9] - 公司为客户提供产品开发、云开发、App开发等增值和智慧云服务,帮助客户实现多品类、多品牌设备的互联互通 [10][11] - 公司在新加坡的应用案例可实现家庭平均节能25%,最高可节能54% [11] - 公司坚持国际化发展路径,与沙特电信运营商ZAIN KSA合作,加速推进中东智能化转型 [12][13] 公司优势 - 公司具有强大的中立性优势,能够兼容多数通信协议,无缝接入其他云平台,满足不同场景下开发者的差异化需求 [14][15][16] - 公司作为独立第三方AIoT平台的领导厂商,形成了物联网时代的独立生态,成为链接各个品牌、设备、开发者与终端用户的智能枢纽 [16] 财务预测 - 预计公司2024-2026年营收分别为2.78/3.29/3.85亿美元,同比增长21.0%/18.2%/17.2% [17][19] - 预计公司2024-2026年每股收益分别为-0.07/0.02/0.06美元 [20] - 给予公司2024年5-6倍PS估值,合理价值区间为2.42-2.91美元 [17][18]

NEW YORK, June 11, 2024 /PRNewswire/ -- Tuya Smart (NYSE: TUYA, HKEX: 2391), a global cloud platform service provider, grandly convened the TUYA Global Developer Summit in Futian, Shenzhen. At the event, Tuya Smart hosted a sub-forum titled, "A novel approach to green, low-carbon and sustainable living". The forum aimed to explore how emerging technologies such as GenAI can help to create a greener, more low-carbon and sustainable living environment. The forum was attended by Weiwei Xie, Vice President and ...

NEW YORK, June 11, 2024 /PRNewswire/ -- Tuya Smart (NYSE: TUYA, HKEX: 2391), a global cloud platform service provider, grandly opened the 2024 TUYA Global Developer Summit in Futian, Shenzhen. At the main forum, Tuya officially unveiled a new brand– "Tuya Ecosystem Partners Exhibition." This brand is a comprehensive exhibition meticulously crafted by Tuya with the goal of bringing together brand power, promoting technological exchange, and deepening industry cooperation. It aims to unite global developers t ...

NEW YORK, June 11, 2024 /PRNewswire/ -- Tuya Smart (NYSE: TUYA, HKEX: 2391), a leading global cloud platform service provider, hosted the 2024 TUYA Global Developer Summit in Futian, Shenzhen. To provide global developers with deeper insights into the innovative applications of smart products in the generative AI (GenAI) era, Tuya specially set up an exhibition area and an ecosystem exhibition area at the event. These areas showcased hundreds of the latest and most advanced Tuya-enabled AI hardware, as well ...