【招银国际】Gradual revenue and margin recovery in FY23.pdf

Gradual revenue and margin recovery in FY23

–Strong 3Q results on accelerating AI revenue

Expecting inline 3Q revenue growth with upside coming from bottom line

1H23 Preview: weak revenue amid industry headwinds; expect smartphone recovery in 2H23E

–Consumer wallet share gain strategy boosted revenue and earnings growth

Pent-up demand boosts revenue recovery

Publisher’s Playbook: Unlock the Full Revenue Potential of Political Advertising

Solid revenue and profit growth could continue

Increase Top-Line Revenue Growth in Any Market

–Generative AI related revenue generation ramping up