Dec. 11 at 10:44 AM
$HUYA do not forget huya is under Tencent, the largest game-company in the world!
Tencent need to sell different è games -games to Huya and show the strong support.
Huya should growth 30% per year with the right job !
We already saw a strong growth of advertising business but without a change of classic business (esports) it’s not easy to expect large amount og profits!
New games, new home made launches, new partnerships will drive both - growth and net profits!
Advertising business is still scalable, like avg 30% growth line per year and with 160m MAUS, we are still seeing a low numbers!
Next year over 1b revenues,
$1.1b should be perfect and 18% gross margin or
$180/200m gross profit
Gross margin 2024/5: 13.5%/14%
Advertising revenues:
$75M in third quarter 2025 and 32% of total net revenues.
Imagine next year with 30% growth and with huge growth of worldwide opportunities with new games
