Razer offre entrate record e un utile netto di 31 milioni di dollari per la prima metà del 2021 – Razer Press

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Mercoledì, August 25th 2021

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Razer offre entrate record e un utile netto di 31 milioni di dollari per la prima metà del 2021

Invest for growth to achieve long-term growth ambitions

Hong Kong, Agosto 25, 2021 – Razer™ (“Razer” or the “Company”, insieme alle sue controllate, the “Group”, Codice azionario di Hong Kong: 1337), il marchio di lifestyle leader a livello mondiale per i giocatori, announces unaudited financial results for the six months ended 30 Giugno 2021 (“1H 2021”).

“Razer had a phenomenal first half of the year. In addition to the ongoing growth in the broader industry that benefitted our core business segments, Razer’s stellar results were driven by our strong brand position and intensely loyal user base, our proven capabilities in rolling out innovative, category-defining products and services, and effective operational execution," disse Min-Liang Tan, Co-fondatore e CEO di Razer.

“Looking ahead, the robust momentum in our business, strong fundamentals and the exciting opportunities we see in the market, give us the confidence that it is the right timing to further scale our business. We intend to reinvest part of our full year profits into high potential areas such as Razer Gold and Razer Fintech, as well as step up investments in new growth opportunities in the Razer ecosystem. We believe these strategic investments will allow us to build a greater platform for Razer to achieve long-term growth ambitions and deliver outstanding value to shareholders.”

Key highlights for 1H 2021 earnings

COMPANY

  • Record-high Revenue of US$752.0 million with 68.0% crescita anno su anno driven by robust demand, market share leadership for the Hardware business, and ongoing growth in the Services segment.
  • Gross Profit Margin improved to 27.1%, as compared with 22.0% for the same period in 2020, primarily due to improving margins in the Hardware segment.
  • EBITDA rettificato* (una misura non GAAP) of US$59.5 million, soaring by 1,759.4% year-on-year growth from US$3.2 million for the same period in 2020.
  • Net Profit of US$31.3 million, as compared with a Net Loss of US$17.7 million for the same period in 2020, driven by exceptional revenue growth, continued gross margin expansion, and productivity improvement.

CORE SEGMENTS

HARDWARE:

  • Le entrate sono cresciute 77.0% year-on-year to US$677.3 million.
  • Peripherals business has maintained its market leading position for gaming peripherals across the U.S., Europe, and Asia-Pacific[1]
  • Systems business has maintained its market leading position in the premium gaming laptop segment in the U.S. while growing market share in new markets outside of the U.S.[2] .
  • New gaming growth categories have continued to gain market share such as broadcast and gaming chairs.

SOFTWARE:

  • Gli account utente totali sono aumentati 50.0% anno dopo anno a circa 150.0 milioni di utenti attivi mensili in aumento di oltre 51.4%.
  • The increase was attributable to strong growth across all Software offerings, potenziato dall'aumento dei giochi, esports, and livestreaming activities.
  • Razer continued its efforts to further enrich user experience and drive stickiness to the Razer ecosystem:
    • During 1H 2021, Razer Cortex PC Squad Rewards Seasons 6 e 7 continued to drive high engagement with over 200,000 gamers joining the competition each season. Players logged in a total of over 3.5 million hours of PC game time each season.
    • Razer ChromaTM RGB continued to reinforce its partner-of-choice position, working with leading hardware partners through its connected devices programme. As of June 30, 2021, oltre 180 games and applications are natively integrated with Razer ChromaTM RGB Software Development Kit (SDK).

SERVIZI:

  • Affari di servizi, composto da Razer Gold e Razer Fintech, è cresciuto 13.8% year-on-year to US$72.8 million for 1H 2021.
  • Il margine lordo era 41.9% e contribuito 15.0% of the Group’s gross profit in 1H 2021.

RAZER GOLD

  • Recorded a 13.8% year-on-year increase in total payment volume (“TPV”), driven primarily by the increase in the number of transactions conducted through the Razer Gold platform.
  • As of June 30, 2021, Razer Gold recorded approximately 30 million registered users, automobili sostenibili nel mondo 25.3% growth year-on-year.
  • Further expanded its footprint and added more channel touchpoints in places such as Southeast Asia and Latin America covering users from more than 130 countries and more than 5.6 million channel touchpoints.
  • Reinforced its position to be a partner of choice for content partners with over 42,000 digital entertainment titles supported and added popular new games.
  • Put in place longer-term initiatives that will well-position Razer Gold for the next level of growth, such as:
    • Further increasing Razer Gold’s penetration in high growth regions such as Latin America, with its gaming market expected to reach US$3.6 billion in 2023.
    • Bolstering localization strategy in both content and channel to cater to the specific tastes and needs of the regions Razer operates in.

RAZER FINTECH

  • Recorded 63.7% CAGR in TPV over the last 3 years.
  • Over 95% of the TPV was driven by Razer Merchant Services (“RMS”), the Group’s B2B payment processing business which powers over merchants 60,000 merchants across Southeast Asia.
  • RMS has made significant progress in the first half of 2021 in the following areas:
    • TPV: Recorded 79.5% year-on-year growth to US$3.2 billion in 1H 2021, driven mainly by e-commerce marketplace purchases, food deliveries and e-wallet top-ups.
    • Merchant adoption: Recorded 6% year-on-year growth to over 60,000 merchants, coming from the retail, food and beverage industries, and professional/commercial services.
    • Key licences and network expansion: Strengthened core infrastructure, expanded business footprint, and secured additional licenses across the Southeast Asia region.

ESG

  • Formalized its commitment to the environment with a 10-year roadmap as part of its #GoGreenWithRazer initiative, supported by four main initiatives– green organization, green products, green community and green investments.
  • Announced short-, metà- and long-term plans to bring Razer closer towards building a greener future:

Green Organization: Say no to single-use plastics

Green Products: Greener packaging

Green Organization: 100% powered by renewable energy

Green Products: 100% products are recyclable with Razer

Green Organization: 100% carbon neutral

Green Products: Made of 100% recycled and recyclable materials

  • As part of the Group’s drive to galvanize its community to contribute and support the global green movement, the Group partnered with Conservation International in October 2020 and introduced Sneki Snek campaign, led by Razer’s fan-favourite sustainability mascot. As of August 25 2021, the Group has saved over 500,000 alberi.

INVEST FOR GROWTH

  • Razer’s gamer-centric ecosystem has expanded rapidly over the last few years, and the Group expects the growth to continue as exciting new market opportunities emerge.
  • Gaming, esports, and fintech are all on a significant growth trajectory as they become more entrenched in people’s lives.
  • Key investments area include:
    • Hardware: additional investments will be allocated for research and development of both existing gaming Peripherals and new Hardware categories.
    • batteria mAh per lavoro senza fili: to develop new services to increase user acquisition, engagement, and retention, explore new monetization initiatives and deepen big data analytics capabilities to drive user acquisition and nurture user activity.
    • Servizi:

Razer Gold: expand into new regions internationally and deepen penetration in high growth regions such as Latin America, Middle East and Southeast Asia, as well as enhance core infrastructure and recruit talent to improve user experience, acquire new users and drive usage/ spending per user.

Razer Fintech: additional investments will be allocated for continued geographical expansion across SEA, scale TPV aggressively with expanded merchant base, enhance service capabilities for existing customers and M&A/ investments.

FY2021 OUTLOOK

Razer is closely monitoring the market environment in light of the continued COVID-19 situation, and intends to carry on the momentum and strength of its operations and are on track to deliver strong revenue growth and operational enhancements, while amping up the investments for growth for full year 2021.

Its outlook for the full year will be:

  • Strong Revenue Growth:
    • New Hardware product introductions
    • Growth of Software user base
    • Continue scaling Services business

  • Continued Operational Enhancements:
    • Track record of cost discipline
    • Improvement of Hardware margins
    • Expansion of higher-margin Hardware and Services as part of the revenue mix

  • Amp Up Investment For Growth:
    • Reinvesting profits in high potential areas such as Razer Gold and Razer Fintech
    • Such investments will involve additional spending in operating expenses as we scale our Services business
    • Step-up investments in new growth opportunities in the Razer ecosystem

For more details, please refer to the 1H 2021 results announcement for the results of the Group which are published in accordance with the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited. Details of Razer’s ESG initiatives can be found on the website: http://www.razer.com/go-green.

A PROPOSITO DI RAZER

Razer™ è il marchio lifestyle leader nel mondo per i giocatori.

Il marchio serpente a tre teste di Razer è uno dei loghi più riconosciuti nelle comunità di gioco ed eSport globali. Con una base di fan che abbraccia ogni continente, l'azienda ha progettato e costruito il più grande ecosistema di hardware incentrato sui giocatori al mondo, software e servizi.

Il pluripremiato hardware di Razer include periferiche di gioco ad alte prestazioni e laptop di gioco Blade.

La piattaforma software di Razer, with over 150 milioni di utenti, include Razer Synapse (una piattaforma Internet of Things), Razer Chroma RGB (un sistema proprietario di tecnologia di illuminazione RGB che supporta migliaia di dispositivi e centinaia di giochi/app), e Razer Cortex (un ottimizzatore e lanciatore di giochi).

Razer offre anche servizi di pagamento per i giocatori, gioventù, millennials e Gen Z. Razer Gold è uno dei più grandi servizi di pagamento di giochi al mondo, e Razer Fintech fornisce servizi fintech nei mercati emergenti.

Fondato nel 2005 and dual-headquartered in Irvine (California) e Singapore, Razer ha 18 uffici in tutto il mondo ed è riconosciuto come il marchio leader per i giocatori negli Stati Uniti, Europa e Cina. Razer è quotata alla Borsa di Hong Kong (Codice magazzino: 1337).

* The Group defines adjusted EBITDA as profit/(loss) dalle operazioni sommate con ammortamenti, spese di compensazione basate su azioni, spese di ristrutturazione, and merger and acquisitions expense.

[1] 2 Internal sources and market research

Razer – Per i giocatori. Dai giocatori.™

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