Hello, ladies and gentlemen. Thank you for standing by for KE Holdings Inc.'s fourth quarter and full year 2022 earnings conference call. At this time, all participants are in a listen-only mode. Today's conference call is being recorded. I would now like to turn the call over to your host, Ms. Satine Lee, IR Director of the company. Please go ahead, Satine. Thank you, operator. Good evening and good morning, everyone. Welcome to KE Holdings, or Baker's, fourth quarter and fiscal year 2022 earnings conferen ...

Hello, and thank you for standing by for JD.com's fourth quarter and full year 2022 earnings conference call. At this time, all participants are in listen-only mode. After management's prepared remarks, there will be a question and answer session. Today's conference is being recorded. If you have any objections, you may disconnect at this time. I would now like to turn the meeting over to your host for today's conference, Sean Zhang, Director of Investor Relations. Please go ahead. Thank you, Kate. Hello ev ...

Good day and thank you for standing by. Welcome to Trade.com Group 2022 Q4 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you need to press star 11 on your telephone. Please be advised that today's conference is being recorded. I would now like to Hand the call over to your first speaker today, Michelle Chee, Senior IR Director. Thank you. Please go ahead. ...

Welcome to Broadcom Inc.'s first quarter school year 2023 financial results conference call. At this time, for opening remarks and introductions, I would like to turn the call over to Ji Yoo, Head of Investor Relations of Broadcom Inc. Thank you, Operator, and good afternoon, everyone. Joining me on today's call are Hoff Tan, President and CEO, Kirsten Spears, Chief Financial Officer, and Charlie Kawaz, President, Semiconductor Solutions Group. Broadcom distributed a press release and financial tables after ...

Good day and welcome to Bilibili Fourth Quarter and Fiscal Year 2022 Financial Results and Business Updates Conference Call. Today's conference is being recorded. At this time, I'd like to turn the conference over to Juliet Yang, Executive Director of Investor Relations. Please go ahead. Thank you, operator. During this call, we will discuss our business outlook and make forward-looking statements. These comments are based on our predictions and expectations as of today. Actual events or results could diffe ...

Hello, ladies and gentlemen. Thank you for standing by and welcome to the NEO Inc. Fourth Quarter 2022 Earnings Conference Call. At this time, all participants are on a listen-only mode. Today's conference call is being recorded. I would now like to hand the conference over to your host, Ms. Yi Tang from Capital Markets. Please go ahead. Good morning and good evening, everyone. Welcome to NIO's fourth quarter 2022 earnings conference call. The company's financial and operating results were published in the ...

Hello, everyone, and welcome to Wallbox's fourth quarter and full year 2022 earnings conference call and webcast. My name is Charlie, and I'll be operator for today's call. At this time, all participants' line have been placed in listen-only mode to prevent any background noise. After the speaker's remarks, there will be a question and answer session. Analysts who wish to ask a question can place themselves in the queue by pressing star followed by one. I'd now like to turn the call over to Matt Trachtenber ...

财务数据和关键指标变化 - 2022年12月季度毛利率达40%，同比提升8.9个百分点，创历史新高 [1][2] - 海外业务收入同比增长38%，抵消国内疫情影响，贡献总营收40% [1][2] - 调整后净利润同比增长82%，调整后净利率稳定在15%，剔除汇率影响后为14.9% [1][2] - 营业利润同比增长75%，营业利润率从去年同期的9%提升至18% [1][2] - 现金储备达62亿人民币，存货和应收账款周转健康 [1][2] 各条业务线数据和关键指标变化 中国业务 - 2022年12月季度线下门店客流量同比下降32%，但客单价因品牌升级提升6%，收入同比下降28% [1][2] - 2023年1月线下销售额同比增长40%，单店平均销售额增长33%，春节假期销售同比增长25% [1][2] - 12月季度净新增56家门店，主要位于低线城市，2023年计划净增350-450家门店 [1][2] - 前50大零售合作伙伴门店占比稳定在49%-50% [1][2] 海外业务 - 12月季度GMV同比增长40%，环比增长33%，较2019年同期增长5% [1][2] - 海外收入近10亿人民币，同比增长38%，环比增长7% [1][2] - 拉丁美洲贡献38%海外GMV和22%门店，亚洲贡献28%GMV和45%门店 [1][2] - 北美市场GMV同比增长66%，拉丁美洲增长51%，亚洲增长35% [1][2] - 单店GMV恢复至2019年同期的86%，北美市场达1.5倍 [1][2] - 12月季度净新增88家海外门店，2023年计划净增350-450家 [1][2] TopToy业务 - 收入同比下降25%，毛利率维持在45% [1][2] - 中国积木类产品贡献近25%销售额，独家产品占比近25% [1][2] - 门店数量达117家，净增28家，主要位于二线及以下城市 [1][2] 各个市场数据和关键指标变化 - 前五大海外市场为墨西哥、菲律宾、印尼、美国和哥伦比亚 [1][2] - 北美市场单店GMV达2019年同期的1.5倍，墨西哥恢复至108% [1][2] - 亚洲市场单店GMV恢复至2019年同期的66%，但环比提升30% [1][2] - 欧洲市场单店GMV恢复至2019年同期的80%，12月和1月已超2019年水平 [1][2] 公司战略和发展方向和行业竞争 - 战略转型：从渠道品牌升级为产品品牌，从零售公司升级为内容公司，从消费品牌升级为用户品牌 [1][2] - 设立全球产品创新中心，聚焦"好看、好玩、好用"产品 [1][2] - IP战略：IP联名产品购买频率比普通客户高28%，客单价高43% [1][2] - 重点发展毛绒玩具、香水等战略品类，中国香水市场年增长20%，公司香水业务增长60% [1][2] - 计划在中国、美国、日本和韩国设立四个全球设计中心 [1][2] 管理层对经营环境和未来前景的评论 - 对2023年中国业务增长前景非常乐观，消费持续复苏 [1][2] - 预计2023年海外业务将显著改善，特别是亚洲市场 [1][2] - 过去18个季度调整后净利率平均为8.6%，疫情期间为7.6%，非疫情期间为10.7% [1][2] 其他重要信息 - 与新华社合作推出中国文化全球化创新计划 [1][2] - 建立大师香氛实验室，提供高品质香水产品 [1][2] 问答环节所有的提问和回答 问题：毛利率提升的主要驱动因素及未来提升空间 - 12月季度毛利率提升主要来自：1)海外收入占比从26%提升至40%，贡献5%增量；2)中国品牌升级贡献4% [1][2] - 2022年商品毛利率提升5-6个百分点，12月季度同比提升6-7个百分点，目标是将商品毛利率提升至60% [1][2] 问题：海外直营业务经营情况及关键市场回报 - 印度和印尼成熟市场OP利润率超10%，正常化净利率约10% [1][2] - 美国市场自2022年11月起实现盈亏平衡，节假日期间多数门店盈利 [1][2] - 印尼采用与中国类似的零售合伙模式，租金和薪资水平低，回报良好 [1][2] - 印度低线城市新店面积60-120平方米，租金最优且几乎零薪资成本 [1][2]

Good afternoon. My name is Emma, and I will be your conference operator today. At this time, I would like to welcome everyone to the NVIDIA's fourth quarter earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you'd like to ask a question during this time, simply press star followed by the number one on your telephone keypad. If you'd like to withdraw your question, again, press the star one. Thank you ...

Baidu, Inc. (NASDAQ:BIDU) Q4 2022 Earnings Conference Call February 22, 2023 7:30 AM ET Company Participants Juan Lin - Director, Investor Relations Robin Li - Co-Founder & Chief Executive Officer Rong Luo - Chief Financial Officer Dou Shen - Executive Vice President, AI Cloud Group Zhenyu Li - Senior Vice President, Intelligent Driving Conference Call Participants Alex Yao - JPMorgan Alicia Yap - Citigroup Gary Yu - Morgan Stanley Eddie Leung - Bank of America Wei Xiong - UBS Kenneth Fong - Credit Suisse L ...