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Dec 31, 2024

JOYY Q4 2024 Earnings Report

JOYY reported its Q4 2024 results, showing a decrease in revenue and a significant net loss due to a large goodwill impairment charge, although non-GAAP income showed growth.

Key Takeaways

JOYY's Q4 2024 revenue declined to $549.4 million, with a net loss of $304.1 million, mainly due to a $454.9 million goodwill impairment. However, non-GAAP net income rose to $96.1 million and adjusted diluted EPS reached $1.77, reflecting strong underlying performance despite challenges.

Revenue for Q4 2024 was $549.4 million, down from $569.8 million year-over-year.

Net loss attributable to controlling interest was $304.1 million due to a $454.9 million non-cash goodwill impairment charge.

Non-GAAP net income rose to $96.1 million, up from $64.2 million in Q4 2023.

Live streaming revenues declined to $422.4 million, while other revenues grew 51.9% to $127 million.

Total Revenue
$549M
Previous year: $570M
-3.6%
EPS
$1.77
Previous year: $1.01
+75.2%
Global avg. mobile MAUs
263.1M
Previous year: 274.9M
-4.3%
Bigo Live MAUs
33.4M
Previous year: 38.4M
-13.0%
Likee MAUs
30.6M
Previous year: 39.1M
-21.7%
Gross Profit
$204M
Previous year: $201M
+1.1%
Cash and Equivalents
$445M
Previous year: $3.69B
-87.9%

JOYY

JOYY

JOYY Revenue by Segment

JOYY Revenue by Geographic Location

Forward Guidance

For Q1 2025, JOYY expects net revenues between $482 million and $490 million, reflecting cautious outlook amid macroeconomic uncertainties.

Positive Outlook

  • Strong commitment to operational efficiency.
  • Continued growth in non-livestreaming revenues.
  • Repurchased 9.21 million ADSs during 2024, returning shareholder value.
  • AI-driven innovation to improve platform experience.
  • Focus on deepening market penetration globally.

Challenges Ahead

  • Revenue expected to decline sequentially in Q1 2025.
  • Macroeconomic uncertainties may impact user spending.
  • Decline in paying users and ARPPU observed in Q4 2024.
  • Live streaming revenue faces downward pressure.
  • Sustained reduction in marketing spending could affect user growth.

Revenue & Expenses

Visualization of income flow from segment revenue to net income