Telegram 收入 2024 年飙升 190%

这份综合报告罕见地展示了这家信息巨头在其创始人面临法律挑战的动荡时期的运营情况

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.

通讯巨头 Telegram 在 2024 年经历了一段动荡时期。在创始人 Pavel Durov 面临的法律挑战中，该公司收入激增，并扩大了数字资产组合。

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.

总部位于迪拜的 Telegram 报告称，2024 年上半年收入为 5.25 亿美元，与 2023 年同期相比增长了 190%。这一收入的很大一部分（约 2.25 亿美元）来自于一项独特的一次性业务涉及 Toncoin 的安排，Toncoin 是一种最初由 Telegram 开发的加密货币。

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.

由于监管挑战，Toncoin 项目后来转变为开源项目。作为协议的一部分，小型企业必须仅将 Toncoin 用于 Telegram 上的广告目的。

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 协议外，Telegram 的财务披露还显示，该公司上半年通过销售数字资产获得了 3.53 亿美元的收益。这些销售额的很大一部分归功于 Toncoin，自推出以来，这种加密货币的销售量估计已达到 3.48 亿美元。

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.

这些销售为 Telegram 在 2024 年上半年实现 3.35 亿美元的税后利润发挥了至关重要的作用，与该公司 2023 年报告的亏损形成鲜明对比。

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.

该公司在加密市场的快速崛起，特别是通过出售 Toncoin，对于维持其财务实力至关重要。然而，Telegram 也面临着来自监管机构越来越大的压力，特别是考虑到平台上涉及犯罪内容的指控。

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 拥有相当数量的 TON。全年消息服务应用与加密货币的表现密切相关。创始人 Pavel Durov 被捕后，TON 的价值暴跌 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，该资产从低点反弹，引发了整个加密货币市场的更广泛上涨。根据 Brave New Coin 的 TON 价格指数，截至 11 月 27 日，加密货币价格为 6.40 美元，在过去 24 小时内上涨了 7.80%。

Telegram's Advertising Revenue Surges to $120 Million

Telegram 广告收入飙升至 1.2 亿美元

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.

随着 Telegram 将广告整合到其平台中，专家们担心该公司可能难以吸引广告收入，尤其是与儿童性虐待材料和恐怖内容有关的广告收入，这两者都引起了世界各国政府的严格审查。

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.

对此，Telegram 承诺加强内容审核实践，表示将扩大审核团队，并继续根据法国法律与当局合作。

“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：“该公司严格遵守适用的法国法律，支持其内容审核和与司法当局合作的做法。”

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.

尽管面临这些挑战，Telegram 的广告收入在 2024 年上半年飙升至创纪录的 1.2 亿美元，其中高级订阅贡献了 1.19 亿美元，而去年同期仅为 3200 万美元。

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 仍然致力于其双重货币化战略，平衡广告销售与付费订阅，追随 Meta 和 X 等主要社交媒体平台的脚步。据保留公司全部所有权的杜罗夫表示，Telegram 甚至可以考虑尽早上市到 2026 年，计划进一步扩大其货币化工作。

Telegram's Long-Term Strategy

Telegram 的长期战略

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.

尽管 Telegram 通过剥离部分加密资产从有利的市场条件中获利，但这并不是其长期战略的一部分。相反，Telegram 专注于扩大其广告和订阅收入流。事实上，加密货币持有量的激增起到了财务缓冲的作用，帮助 Telegram 度过了杜罗夫法律麻烦的风暴，并在动荡的市场条件下保持增长。

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.

尽管 Telegram 的债券面临波动（最初在 8 月份跌至 1 美元兑换 87 美分），但截至 2024 年 9 月，它们已反弹至 1 美元兑 95 美分。债券回购金额达 1.245 亿美元，是稳定市场的一项战略举措。公司的财务状况。