NASDAQ$VNET

VNET Group Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

VNET Group reported Q4 2024 revenue of CNY 8.26B, net income of CNY 248.4M.

For Q4 2024, VNET Group reported Revenue was CNY 8.26B, net income was CNY 248.4M. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue CNY 8.26B for Q4 2024.
  • Net income CNY 248.4M.
  • MD&A highlights operating priorities, liquidity, and sector risks.

Headline financials

Total Revenue

¥8.26B

Previous: ¥263M+3044.7%
EPS (adj)

¥0.01

Previous: -¥0.48+102.1%
Adjusted EBITDA

¥98.8M

No prior period
Adjusted EBITDA Margin

32.1%

No prior period
Wholesale IDC Growth

125.4%

No prior period
Retail IDC Growth

-1.1%

No prior period
Net Income

¥248M

Previous: -¥338M+173.5%
Operating Income

¥13.5M

Previous: -¥51.6M+126.2%
Gross Profit

¥69.2M

Previous: ¥40.2M+71.9%

Revenue & EPS history

VNET · Revenue · Quarterly

¥8.26B

Q4 2024+3,044.7%vs Q4 2023
Beat estimate in 8 of 13 quarters(62%)
ActualEstimate

Revenue by segment

VNET · ¥2.69B total across 3 segments · Q1 2026

  • Wholesale IDC
    ¥1.06B
  • Retail IDC
    ¥1.02B
  • Non-IDC
    ¥607M

Forward guidance

Outlook reflects user engagement, regulatory environment, and China macro on reported RMB results.

Tailwinds

  • Platform engagement and product initiatives support monetization.
  • Cost control and mix can stabilize margins.

Headwinds

  • Regulatory and macro headwinds in China.
  • FX translation affects U.S. dollar reporting.

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

-2.0%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-0.8%

Avg return

30 days after

36%

18 / 50 earnings

Positive

+24.2%

Q2 2021

Best reaction

-22.8%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.0%+5.8%
Q4 2025-9.5%-16.1%-14.3%
Q3 2025-1.0%+7.5%+5.2%
Q2 2025-8.0%-2.1%+20.7%
Q1 2025-10.8%-8.6%+15.6%
Q4 2024-7.6%-4.5%-53.5%
Q3 2024+17.0%-0.3%-3.8%
Q2 2024+13.5%+33.7%+73.1%
Q4 2023-4.9%+1.2%-3.1%
Q3 2023-22.8%-18.6%-14.8%
Q2 2023+6.6%+14.6%+6.0%
Q1 2023-8.0%-4.3%+4.3%
Q4 2022-2.9%+3.6%+0.3%
Q3 2022-3.6%-6.9%+8.4%
Q2 2022+8.1%+0.4%+7.5%
Q1 2022-14.1%+0.4%+14.3%
Q4 2021-19.9%-4.0%-18.0%
Q3 2021-20.7%-26.7%-45.3%
Q2 2021+24.2%+9.1%+10.7%
Q1 2021+5.4%+6.6%+8.5%
Q4 2020-14.9%-3.7%-13.4%
Q3 2020+20.8%+20.9%+30.5%
Q2 2020-4.2%-10.3%-12.2%
Q1 2020+0.9%-9.5%-11.8%
Q4 2019+0.1%-3.9%-13.2%
Q3 2019-6.4%-6.9%-10.0%
Q2 2019+13.9%+11.9%+23.5%
Q1 2019+12.8%+10.4%-16.2%
Q4 2018-1.2%+3.2%-6.6%
Q3 2018-8.4%-8.3%-18.8%
Q2 2018+0.2%+16.5%-1.0%
Q1 2018-1.8%+13.2%+26.7%
Q4 2017-0.7%-5.2%-20.2%
Q3 2017-3.2%-11.0%+26.0%
Q2 2017-4.0%+1.5%+33.8%
Q1 2017-4.8%-3.9%-0.4%
Q4 2016-19.9%-18.9%-23.0%
Q3 2016+1.4%-1.8%-8.0%
Q2 2016-15.7%-17.5%-23.6%
Q1 2016+5.3%+11.9%-14.6%
Q4 2015+1.6%
Q3 2015-0.7%
Q2 2015+4.0%
Q1 2015-9.6%
Q4 2014-0.3%
Q3 2014
Q2 2014
Q4 2013-3.9%
Q4 2012+0.9%
Q4 2011-1.7%
Q4 2009-1.7%
Q4 2010-1.7%
Q2 2011
Q1 2011

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