Telegram 收入 2024 年飆漲 190%

這份綜合報告罕見地展示了這家資訊巨頭在其創始人面臨法律挑戰的動盪時期的運作情況

Messaging giant Telegram experienced a period of turbulence in 2024. Amidst legal challenges faced by its founder, Pavel Durov, the company saw a surge in revenue and expanded its digital asset portfolio.

通訊巨頭 Telegram 在 2024 年經歷了一段動盪時期。

Based in Dubai, Telegram reported revenue of $525 million in the first half of 2024, exhibiting a remarkable 190% growth compared to the same period in 2023. A significant portion of this revenue, approximately $225 million, was derived from a unique one-time arrangement involving Toncoin, a cryptocurrency that was initially developed by Telegram.

總部位於杜拜的Telegram 報告稱，2024 年上半年營收為5.25 億美元，與2023 年同期相比成長了190%。業務涉及 Toncoin 的安排，Toncoin 是一種最初由 Telegram 開發的加密貨幣。

Due to regulatory challenges, the Toncoin project later transitioned into an open-source initiative. As part of the agreement, small businesses were required to utilize Toncoin exclusively for advertising purposes on Telegram.

由於監管挑戰，Toncoin 專案後來轉變為開源專案。作為協議的一部分，小型企業必須僅將 Toncoin 用於 Telegram 上的廣告目的。

In addition to the Toncoin agreement, Telegram's financial disclosures also revealed that the company had generated $353 million from the sale of digital assets during the first half of the year. A large part of these sales was attributed to Toncoin, with an estimated $348 million worth of the cryptocurrency being sold since its introduction.

除了 Toncoin 協議外，Telegram 的財務揭露還顯示，該公司上半年透過銷售數位資產獲得了 3.53 億美元的收益。這些銷售額的很大一部分歸功於 Toncoin，自推出以來，這種加密貨幣的銷售量估計已達到 3.48 億美元。

These sales played a crucial role in helping Telegram achieve a post-tax profit of $335 million in the first half of 2024, presenting a stark contrast to the losses that were reported by the company in 2023.

這些銷售為 Telegram 在 2024 年上半年實現 3.35 億美元的稅後利潤發揮了至關重要的作用，與該公司 2023 年報告的虧損形成鮮明對比。

The company's rapid rise in the crypto market, particularly through the sale of Toncoin, was pivotal in maintaining its financial strength. However, Telegram also faced increasing pressure from regulatory bodies, especially in light of accusations involving criminal content on the platform.

該公司在加密市場的快速崛起，特別是透過出售 Toncoin，對於維持其財務實力至關重要。然而，Telegram 也面臨監管機構越來越大的壓力，特別是考慮到平台上涉及犯罪內容的指控。

notably, Telegram owns a considerable quantity of TON. Throughout the year, the messaging service application has been closely linked to the performance of the cryptocurrency. Following founder Pavel Durov’s arrest, TON’s value plunged by 25%, declining to $5.24.

值得注意的是，Telegram 擁有相當數量的 TON。全年訊息服務應用與加密貨幣的表現密切相關。創辦人 Pavel Durov 被捕後，TON 的價值暴跌 25%，跌至 5.24 美元。

However, the asset rebounded from its lows, sparking a wider surge across cryptocurrency markets. By November 27, the cryptocurrency price stood at $6.40, marking a gain of 7.80% in the last 24 hours, according to Brave New Coin’s TON Price Index.

然而，該資產從低點反彈，引發了整個加密貨幣市場的更廣泛上漲。根據 Brave New Coin 的 TON 價格指數，截至 11 月 27 日，加密貨幣價格為 6.40 美元，在過去 24 小時內上漲了 7.80%。

Telegram's Advertising Revenue Surges to $120 Million

Telegram 廣告收入飆升至 1.2 億美元

As Telegram integrated advertising into its platform, experts raised concerns that the company could struggle to attract advertising revenue, especially with its connection to child sexual abuse material and terrorist content, both of which drew heightened scrutiny from governments worldwide.

隨著 Telegram 將廣告整合到其平台中，專家們擔心該公司可能難以吸引廣告收入，尤其是與兒童性虐待材料和恐怖內容有關的廣告收入，這兩者都引起了世界各國政府的嚴格審查。

In response, Telegram committed to strengthening its content moderation practices, stating that it will expand its moderation team and continue cooperating with authorities in compliance with French laws.

對此，Telegram 承諾加強內容審核實踐，表示將擴大審核團隊，並繼續根據法國法律與當局合作。

“The company stands behind its practices in content moderation and co-operation with judicial authorities in strict compliance with the applicable French laws,” said Telegram.

Telegram 表示：“該公司嚴格遵守適用的法國法律，支持其內容審查和與司法當局合作的做法。”

Despite these challenges, Telegram's advertising revenue surged to a record $120 million in the first half of 2024, with premium subscriptions contributing an additional $119 million, up from just $32 million in the same period the previous year.

儘管面臨這些挑戰，Telegram 的廣告收入在 2024 年上半年飆升至創紀錄的 1.2 億美元，其中高級訂閱貢獻了 1.19 億美元，而去年同期僅為 3,200 萬美元。

Telegram remained committed to its dual monetization strategy, balancing ad sales with premium subscriptions, following in the footsteps of major social media platforms like Meta and X. According to Durov, who retains full ownership of the company, Telegram could even consider going public as early as 2026, with plans to further expand its monetization efforts.

Telegram 仍致力於其雙重貨幣化策略，平衡廣告銷售與付費訂閱，追隨 Meta 和 X 等主要社群媒體平台的腳步。計劃進一步擴大其貨幣化工作。

Telegram's Long-Term Strategy

Telegram 的長期策略

Although Telegram has profited from favorable market conditions by divesting some of its crypto assets, this is not part of its long-term strategy. Instead, Telegram focuses on scaling its advertising and subscription revenue streams. In fact, the surge in crypto holdings has acted as a financial buffer, helping Telegram weather the storm of Durov’s legal troubles and maintain growth amid volatile market conditions.

儘管 Telegram 透過剝離部分加密資產從有利的市場條件中獲利，但這並不是其長期策略的一部分。相反，Telegram 專注於擴大其廣告和訂閱收入流。事實上，加密貨幣持有量的激增起到了財務緩衝的作用，幫助 Telegram 度過了杜羅夫法律麻煩的風暴，並在動蕩的市場條件下保持增長。

While Telegram’s bonds faced fluctuations—initially dipping to as low as 87 cents on the dollar in August—they have since rebounded to 95 cents on the dollar as of September 2024. The bond buyback, amounting to $124.5 million, was a strategic move to stabilize the company’s financial position.

儘管Telegram 的債券面臨波動（最初在8 月跌至1 美元兌換87 美分），但截至2024 年9 月，它們已反彈至1 美元兌95 美分。市場的一項策略舉措。