Maoyan Entertainment · HKEX:1896
Maoyan Entertainment — H1 2024 Earnings Presentation
16 slides from Maoyan Entertainment's earnings presentation, September 2024
Slide 1: Maoyan Entertainment 2024H1 Company Presentation
Maoyan Entertainment 2024H1 Company Presentation September 2024 猫眼娱乐
Slide 2: Disclaimer
Disclaimer The information contained in this document is strictly confidential, is not for public dissemination and is for the exclusive use of the persons who are authorized to receive this document. You are authorized to use the information contained herein solely for the purpose of considering wh
Slide 3: 2024H1 Results Highlights
2024H1 Results Highlights 3
Slide 4: 2024H1 Maoyan Entertainment Performance Highlights
2024H1 Maoyan Entertainment Performance Highlights Revenue Adjusted Net Profit Financial Highlights RMB2,171 mn RMB352 mn Optimized Revenue Structure Consistently Profitable Entertainment Content Services Live Entertainment Business Solid Performance Hit Record High RMB1,024 mn in Revenue 1.5 Times
Slide 5: 2024H1 Financial Overview
2024H1 Financial Overview 5
Slide 6: Ongoing Revenue Structure Optimization
Ongoing Revenue Structure Optimization (RMB million) 5.5% 4.6% 7.0% 3.7% 41.2% 56.3% 49.7% 51.0% 47.2 46.2% % 203 1,800 1,192 2,197 2,171 7.8% 36.7% 44.8% 50.1% 48.2% 2020H1 2021H1 2022H1 2023H1 2024H1 Online Entertainment Ticketing Services Entertainment Content Services Advertising Services and Ot
Slide 7: Stable Profitability
Stable Profitability S&M Expenses Net Profit (RMB million) (RMB million) As a % of Revenue Prudent Cost Control As a % of Revenue Solid Net Profit 20.2% 20.7% 17.7% 16.7% 23.6% 11.1% 4.5% 19.1% 18.4% 13.1% 842 908 673 480 512 366 405 369 285 105 3 2021 2022 2023 2023H1 2024H1 2021 2022 2023 2023H1 2
Slide 8: 2024H1 Business Overview
2024H1 Business Overview 8
Slide 9: Entertainment Content Services Performance
Entertainment Content Services Performance • Domestic movies’ • Participated in 28 • Expect to participate in box office movies 55-60 movies penetration≈50% • Lead distributor of 14 • Expect to lead distribution (RMB mn) movies on ~35 movies 2019 2020 2021 2022 2023 2024 Entertainment Content Servic
Slide 10: Enhanced Coverage of Top-tier Movies Released During Major Seasons
Enhanced Coverage of Top-tier Movies Released During Major Seasons Selected Productions Involving Maoyan (Jan to Sep) New Year’s Day Spring Festival Labor Day Summer Holiday RMB 1,292 mn Johnny Keep Walking! 年会不能停！ RMB 3,460 mn RMB 3,254 mn No. 1 at the Box Office YOLO Successor 热辣滚烫 抓娃娃 No. 1 at th
Slide 11: Abundant Content Reserve in Lead Distribution/Production/Self-Production
Abundant Content Reserve in Lead Distribution/Production/Self-Production Multiple High-Quality Movies Strategically Selected Movies to be Released Scheduled for Release in 2024H2 (Lead distribution/Production/Self-Production) Lead-distributed/Produced SHE’S GOT NO NAME Hot Pot Artist Burning Star 酱园
Slide 12: Resilient Online Ticketing
Resilient Online Ticketing (RMB 100 mn) Maintained Market Leadership China’s Total Gross Box Office in Online Ticketing Services (service fees included) l Achieved 2024H1 revenue of RMB1.05 bn, an increase of 3% 549 YoY 473 -9.0% l Enhanced platform service capabilities and strengthened 301 integrat
Slide 13: Increased Investment in Live Entertainment, Capturing Massive Recovery Market Opportunities
Increased Investment in Live Entertainment, Capturing Massive Recovery Market Opportunities Acting as the General Agent for Shows by Top Artists Seizing Rapid Growth Opportunities with the Resurgence of Live Entertainment l Since 2024, the live entertainment market has recovered and remained prosper
Slide 14: Growth Expansion of New Markets
Growth Expansion of New Markets Hong Kong & Macau ü In Hong Kong, continued to provide support services for various performances ü In Macau, served many large-scale activities such as Time Concert-“Time Music”, officially established long-term ticketing partnership with Melco Group Other Regions ü C
Slide 15: New Initiatives – Exploration in AI
New Initiatives – Exploration in AI l Early Stage Planning ü Develop specific IP genres ü Improve storyline ü Sample: Shining For One Thing 《一闪一闪亮星星》 Production l Script Creation ü Automatically read the script ü Generate storyboards from story text Promotion l Distribution & Marketing ü Assist exec
Slide 16: Maoyan Entertainment
£999 Maoyan Entertainment (