爱奇艺盘前涨幅扩大至10%
2月22日，爱奇艺(IQ.US)发布截至2022年12月31日未经审计的第四季度和全年财报。全年总营收290亿元，第四季度营收76亿元。2022年，爱奇艺基于非美国通用会计准则财务指标（以下简称non-GAAP）的运营利润为22亿元，运营利润率7%，其中第四季度non-GAAP运营利润为9.79亿元。连续四个季度运营盈利，远超年初制定的目标。截至2022年12月31日，爱奇艺会员数涨至1.2亿。
“在第四季度，根据云合数据统计，爱奇艺的剧集市场份额达到历史最高。同期，我们的会员收入、运营利润、运营现金流和和自由现金流均突破历史记录。此外，订阅会员规模在第四季度净增长超过1000万。”爱奇艺创始人、首席执行官龚宇表示，“第四季度的成功得益于我们推出了多部原创爆款剧集，接下来爱奇艺将继续推进原创内容策略，奋力实现高质量增长，为投资者创造更大价值。”
“第四季度，爱奇艺在多个维度都创下了历史记录。运营利润率连续五个季度增长，运营现金流连续三个季度为正。”爱奇艺首席财务官汪骏表示，"在过去的12个月里，我们完成了三轮融资以消除债务压力。凭借更健康的资产负债表和正向的现金流入能力，未来几年管理层将能更专注于推动公司高质量增长。”
2022年第四季度，爱奇艺会员服务营收47亿元，同比增长15%。全年会员服务营收177亿元，同比增长6%，得益于月度平均单会员收入（ARM）和订阅会员数量的双增长，各类优质内容的推出和持续优化运营提升了营收能力。第四季度，爱奇艺日均订阅会员数为1.12亿，较上季度净增1060万，ARM为14.17元。在充满挑战的宏观经济环境下，第四季度在线广告业务实现营收16亿元，环比增长25%。全年在线广告营收53亿元。会员收入和广告收入之外，爱奇艺在第四季度内容发行实现营收6.35亿元，全年内容发行营收总计25亿元。第四季度其他收入达到6.61亿元，全年其他收入达到35亿元。
第四季度，爱奇艺营收成本为54亿元，同比下降17%。全年营收成本共计223亿元，相较2021年同比下降19%。营收成本的下降主要源于内容成本的下降。四季度内容成本为39亿元，同比下降19%，内容成本下降得益于公司内容策略优化和运营效率提升。作为营收成本的重要组成部分，2022年全年内容成本为165亿元。
财报显示，第四季度爱奇艺non-GAAP运营利润为9.79亿元，较上季度的5.24亿元大幅增长。截至2022年四季度末，在non-GAAP标准下，爱奇艺已实现连续四个季度运营盈利，运营利润率连续五个季度持续增长。2022全年non-GAAP运营利润22亿元，non-GAAP运营利润率为7%，2021年non-GAAP运营亏损为30亿元，non-GAAP运营亏损率为10%。
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