NASDAQ$DOYU

Douyu -ADR · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

DouYu reported declining revenue and a higher net loss in Q4 2024.

DouYu's Q4 2024 revenue fell 12.3% YoY to $155.6 million due to a significant drop in livestreaming revenue. The company reported a net loss of $22.4 million, widening from a $9.4 million loss a year ago. Gross profit decreased to $9.6 million, and adjusted net loss reached $9.4 million. Cost reduction efforts were offset by lower user spending and macroeconomic headwinds.

  • Total revenue declined 12.3% YoY to $155.6 million.
  • Net loss widened to $22.4 million from $9.4 million in Q4 2023.
  • Adjusted EPS was -$0.31, down from -$0.16 a year ago.
  • Innovative business and advertising revenue grew 47.2% YoY to $55.5 million.

Headline financials

Total Revenue

$156M

Previous: $179M-13.2%
EPS (adj)

-$0.31

Previous: -$0.20-55.0%
Monthly Active Users

44.5M

No prior period
Paying Users

3.3M

No prior period
Gross Margin

6.1%

No prior period
Net Income

-$22.4M

Previous: -$8.61M-160.2%
Operating Income

-$25.1M

Previous: -$13.4M-87.3%
Gross Profit

$9.6M

Previous: $17.5M-45.0%

Revenue & EPS history

Douyu · Revenue · Quarterly

$156M

Q4 2024-13.2%vs Q4 2023
Beat estimate in 8 of 10 quarters(80%)
ActualEstimate

Revenue by segment

Douyu · $1.19B total across 3 segments · Q4 2025

  • Livestreaming
    $513M
  • Innovative business, advertising and other
    $406M
  • Voice-based social networking (within innovative/advertising line)
    $271M

Forward guidance

DouYu expects revenue declines to persist in the short term due to macroeconomic headwinds and lower user spending but aims to improve margins through cost-cutting measures and AI-driven operational efficiencies.

Tailwinds

  • Revenue from innovative business and advertising grew by 47.2% YoY.
  • Company continues optimizing costs and operational efficiencies.
  • User engagement initiatives aim to stabilize mobile MAUs.
  • AI and automation expected to improve cost management.
  • Structural cost reductions expected to improve profitability in 2025.

Headwinds

  • Total revenue declined 12.3% YoY, primarily due to livestreaming weakness.
  • Net loss widened significantly YoY due to lower revenue and high expenses.
  • Gross margin declined to 6.1%, reflecting ongoing profitability challenges.
  • Paying users fell to 3.3 million from 3.7 million YoY.
  • Short-term revenue expected to remain under pressure due to macroeconomic conditions.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-0.6%

Avg return

Earnings day

-1.1%

Avg return

5 days after

+4.6%

Avg return

30 days after

29%

8 / 28 earnings

Positive

+39.4%

Q4 2021

Best reaction

-18.0%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025+0.0%+3.3%+10.2%
Q3 2025-5.0%+1.7%+1.3%
Q2 2025+13.4%+14.6%+7.8%
Q1 2025-1.3%-3.9%-6.9%
Q4 2024+10.4%+6.2%-24.0%
Q3 2024-1.7%+0.6%+16.3%
Q2 2024-11.8%-9.7%+9.1%
Q4 2023-11.3%-16.5%+7.0%
Q3 2023+10.2%+5.3%+26.7%
Q2 2023-1.0%-5.6%-5.0%
Q1 2023+3.0%+6.0%+11.0%
Q4 2022-1.7%-5.1%-5.1%
Q3 2022-12.9%-12.9%+11.4%
Q2 2022+0.8%+2.4%+14.4%
Q1 2022-4.6%-13.2%-19.7%
Q4 2021+39.4%+56.3%+41.5%
Q3 2021-15.9%-18.3%-33.2%
Q2 2021-0.9%-4.6%+0.6%
Q1 2021-0.9%-6.5%+0.3%
Q4 2020-11.1%-19.4%-23.7%
Q3 2020+3.5%+3.8%-14.0%
Q2 2020-5.5%-4.1%+5.2%
Q1 2020+17.7%+30.2%+60.6%
Q4 2017-1.1%-7.4%+18.9%
Q4 2018-1.1%-7.4%+18.9%
Q4 2019-6.2%-13.5%-2.5%
Q3 2019-2.5%-1.8%+6.5%
Q2 2019-18.0%-12.4%-5.4%
Q3 2018
Q2 2018
Q1 2018

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