Sep. 22 at 11:08 AM
$HUYA What really matters today is Huya's international expansion! There are so many opportunities and markets for esports. I also follow other esports companies, one of which is Yalla Group
$YALA , which has seen exponential growth and monetizes its users well.
The Huya issue is more complex, but let's remember that Huya is controlled by Tencent, the largest gaming company in the world.
Tencent also controls WeChat, which is crucial in China.
In my opinion, Huya has recently demonstrated its ability to increase its MAU (active user accounts) from 130 million to 160 million! This is crucial; in the next quarterly results, advertising revenue should increase by at least 30%.
It's clear that Huya has a chance to demonstrate its ability to monetize tens of millions of users quickly and effectively!
In my opinion, revenues for 2025 will be
$900–
$940 million, and next year the figure could reach
$1.1–
$1.2 billion.
Ads revenues 1 semester 2025:
$107M
