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騰訊高管解讀2013財年第三季度財報 @ 2013-11-14T09: Back Hot News
Keyword:騰訊
Concept:億元人民幣 , 騰訊第三季微信
分析員直言,騰訊業績遜預期其中一個主因,就是投入大量資金做廣告,推廣微信及WECHAT,季內集團的銷售及市場推廣開支按季就大增近19%至14.65億元,相對盈利按季只增5.4%,明顯拖低毛利率,他擔心今季阿里出力推廣「來往」,將令微信的增長進一步受壓,劉熾平不但「未驚過」,表明歡迎競爭之余,反預期微信將成為未來貿易商的主要渠道,似有向阿里巴巴挑機味道。他又指,未來數季會繼續投入去推廣微信,但未有透露實際金額。
騰訊控股第三季淨利略遜預期
阿里巴巴推出來往挑戰微信市場領導地位,而WHATSAPP及LINE亦依舊雄霸一方,令騰訊不得不加強宣傳。截至第三季末,微信及WECHAT合並月活躍賬戶同比大增124%至2.72億戶,由於發布新版本及市場推廣加大;QQ總月活躍賬戶增4%至8.16億戶。
騰訊第三季增值服務收入116.4億元,按季升8%;其中網絡游戲收入按季增加11%至84.24億元;而受惠QQ手機版及微信上的手機游戲新貢獻,集團社交網絡收入較第二季增2%至32.11億元;而網絡廣告收入亦升7%至13.9億元;電子商務交易按季升7%至23.6億元。騰訊昨收報392.6元,大跌4%。
騰訊控股第三季淨利略遜預期

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