Bilibili (BILI) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to loss of $0.15 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 100%. A quarter ago, it was expected that this Chinese video sharing website would post earnings of $0.14 per share when it actually produced earnings of $0.15, delivering a surprise of 7.14%. Over the last four quarters, t ...

Investor Presentation May 2025 Safe Harbor Statement MPUs (1) (3) : This announcement contains forward-looking statements. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates," "aims," "future," "intends," "plans," "believes," "estimates," "confident," "potential," "continue," or other similar expressions. Among other things, quotati ...

B站发布第一季度财报：营收70亿（增长服务28.1亿+广告20亿+游戏18.3亿+IP衍生品及其他4.7亿），同 比增长24%。平均日活1.067亿，月活则创下3.68亿的历史新高。广告和游戏业务收入快速增长，带动毛 利润同比大幅提升58%，毛利率连续11个季度环比提升至36.3%。 ...

SHANGHAI, May 20, 2025 (GLOBE NEWSWIRE) -- Bilibili Inc. ("Bilibili" or the "Company") (NASDAQ: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today announced its unaudited financial results for the first quarter ended March 31, 2025. Total net revenues. Total net revenues were RMB7.00 billion (US$965.1 million), representing an increase of 24% from the same period of 2024. Value-added services (VAS). Revenues from VAS were RMB2.81 billion (US$386.9 milli ...

Financial Performance - Total net revenues for Q1 2025 were RMB7.00 billion (US$965.1 million), representing a 24% year-over-year increase[5] - Total net revenues for the three months ended March 31, 2025, were RMB 7,003,248, a decrease of 9.4% compared to RMB 7,734,161 in the previous quarter[31] - Gross profit rose by 58% year-over-year to RMB2.54 billion (US$349.9 million), with a gross profit margin of 36.3%[5] - Gross profit for the three months ended March 31, 2025, was RMB 2,539,098, compared to RMB 2,788,216 in the previous quarter, reflecting a gross margin of 36.3%[31] - Adjusted net profit for Q1 2025 was RMB361.5 million (US$49.8 million), compared to an adjusted net loss of RMB455.9 million in Q1 2024[16] - The net loss attributable to Bilibili Inc.'s shareholders for the three months ended March 31, 2025, was RMB 9,102, compared to a profit of RMB 89,960 in the previous quarter[31] User Engagement - Daily Active Users (DAUs) reached 107 million, while Monthly Active Users (MAUs) hit 368 million, with an average user age of 26[4] - Average daily time spent per user was 108 minutes, and monthly paying users reached an all-time high of 32 million[4] Revenue Breakdown - Advertising revenues increased by 20% year-over-year to RMB2.00 billion (US$275.3 million)[5] - Advertising revenue decreased by 16.3% to RMB 1,997,635 from RMB 2,388,673 in the previous quarter[31] - Mobile games revenues surged by 76% year-over-year to RMB1.73 billion (US$238.6 million)[5] - Value-added services (VAS) revenue was RMB 2,807,340, down 8.9% from RMB 3,083,071 in the previous quarter[31] Operating Expenses and Cash Flow - Total operating expenses increased by 4% year-over-year to RMB2.52 billion (US$347.8 million)[10] - Operating expenses totaled RMB 2,524,090, a decrease of 5.2% from RMB 2,661,775 in the previous quarter[31] - Operating cash flow was RMB1.30 billion (US$179.4 million), up from RMB637.7 million in the same period of 2024[18] - Net cash provided by operating activities was RMB 1,302,095 for the three months ended March 31, 2025, compared to RMB 1,400,988 in the previous quarter[37] Assets and Liabilities - Cash and cash equivalents, time deposits, and short-term investments totaled RMB17.40 billion (US$2.40 billion) as of March 31, 2025[18] - Total current assets increased to RMB 20,579,392 as of March 31, 2025, from RMB 19,756,055 as of December 31, 2024[35] - Total liabilities rose to RMB 18,900,142 as of March 31, 2025, compared to RMB 18,594,587 as of December 31, 2024[35] Share Information - The weighted average number of ordinary shares, basic, was 420,086,397 for the three months ended March 31, 2025, an increase from 417,829,038 in the previous quarter[39]

更多AIGC资讯 …… 扫码订阅 AIGC 产业日报， 精选行业新闻，帮你省时间！ 1.【英伟达：计划于7月开源全球最先进的物理引擎Newton】英伟达CEO黄仁勋表示，在物理世界中 制造机器人"不切实际"，我们必须在遵循物理定律的虚拟世界中训练它们。我们与DeepMind和 Disney Research研究合作开发了全球最先进的物理引擎Newton，计划于七月开源。Newton完全支 持GPU加速，具有高度可微性和超实时操作能力，能够通过经验实现有效学习。我们正在将该物理引 擎整合进Nvidia的ISAAC模拟器，这一整合使我们能够以真实的方式让这些机器人"活"起来。（新浪 财经） 2.【腾讯上线AI浏览器，灰度测试Agent功能】腾讯QQ浏览器升级为AI浏览器，全新推出QBot，搭 载腾讯混元和DeepSeek双模型，目前涵盖AI搜索、AI浏览、AI办公、AI学习、AI写作五大功能，还 能调用Agent执行复杂任务，首批正在灰度的Agent包括行业首个高考Agent"AI高考通"、下载助 理、更新助理、股票助理。（财联社） 3.【微软正在开发新"租户Copilot"服务，计划建立"Agent工厂"】根据 ...

5月19日晚间，美股三大指数集体低开。 大型科技股开盘普跌，特斯拉一度跌近4%，英伟达、台积电一度跌超2%，截至发稿跌幅均有所收窄。 | 名称 | 现价 | 涨跌幅 ▲ | | --- | --- | --- | | 特斯拉(TESLA) | 341.565 | -2.40% | | 苹果(APPLE) | 207.010 | -2.01% | | 谷歌(ALPHABET)- | 166.350 | -0.65% | | 脸书(META PLATI 640.100 | | -0.04% | 英伟达盘中跌超2%。据新加坡《联合早报》网站5月17日报道，英伟达首席执行官黄仁勋表示，由于美国政府限制Hopper架构的H20芯片出口至中国，公 司正重新审视中国市场战略，但未来不会再推出Hopper系列芯片。据报道，黄仁勋17日受访时说，针对中国市场，英伟达在H20芯片后不会再推出Hopper 系列产品。 美国股债汇"三杀" 5月19日，美国再遭股债汇"三杀"。 美股银行股开盘走低，美国银行、摩根士丹利、摩根大通、富国银行等飘绿。此前，穆迪下调美国评级。 纳斯达克中国指数盘初跌近1.5%，多只热门中概股一度重挫：小牛电 ...

B 站开源动画视频生成模型 Index-AniSora，支持番剧、国创、漫改动画、VTuber、动画 PV、鬼畜动画等多种二次元风格视频镜头一键生成！ 提示词：画面中的人物向上抬了下手臂，他手臂上的气体在流动 引导帧首帧 整个工作技术原理基于 B 站提出的 AniSora 实现， 该工作已经被 IJCAI25 接收 。我们提出的 AniSora 系统， 是首个专为二次元视频生成打造的技术框 架，全面提升动画内容的生产效率与质量。 喜欢的漫画一键出动画效果，支持多种小众画风，效果更加丰富，从此告别 「PPT 动画 」 提示词：画面中一个人在快速向前奔跑，他奔跑的速度很快使得人物有些模糊 引导帧首帧 论文标题：AniSora: Exploring the Frontiers of Animation Video Generation in the Sora Era 论文地址：https://arxiv.org/abs/2412.10255 项目主页： https://github.com/bilibili/Index-anisora 生成的视频 生成的视频 提示词：左边男人紧紧抿着嘴唇，脸上刻满了愤怒和决心。他的 ...

以下文章来源于见闻历 ，作者李笑寅 见闻历 . 每天多看我一眼，投资赚的多一点。 中国4月经济数据出炉 周一（5月19日），国家统计局公布中国4月社会消费品零售总额同比、规模以上工业增加值同比、城镇调查失业率等数据。 上月公布的数据显示，中国1-3月全国房地产开发投资同比下降9.9%，新建商品房销售面积同比下降3%；中国3月社会消费品零售总额同比5.9%；规模以上工 业增加值同比增长7.7%；一线二手房价环比再度转正，各线房价同比降幅继续收窄。 华创证券首席宏观分析师张瑜分析认为， 4月的经济指标或是"量稳价弱"的状态。预计出口或受美国抢进口因素影响仍有一定的韧性，消费则继续受益于"以旧 换新"，制造业投资与基建投资则继续受益于"两重"与"设备更新"。 | 时间 | 地区 | 内容 | 预期 | 前值 | | --- | --- | --- | --- | --- | | 5月19日 | 局一 | | | | | 数据 | 国内 | 9:30 国家统计局公布70个大中城市住宅销售价格月度报 | | | | | | 들 | | | | | | 10:00 中国1至4月全国房地产开发投资 | | -9.9% | ...

Core Insights - The Utopia Festi game music carnival (UF) aims to become the world's largest game music festival brand, showcasing a diverse lineup of 21 popular game IPs, including globally recognized titles like "League of Legends" and "Final Fantasy" [5][11][28] - The event is organized by EUPHORIC PRODUCTION, founded by Ayu, who has extensive experience in event planning and resource integration from his previous role at Bilibili [5][10][20] - The festival's ambitious scale and high production quality are driven by Ayu's commitment to delivering an exceptional user experience, even at the risk of incurring significant losses [12][26][27] Group 1: Event Planning and Execution - The process of securing IP rights for UF was challenging, particularly with overseas companies, but Ayu's persistence and strategic networking eventually led to successful partnerships with major game developers [7][9][10] - The production cost for UF exceeded 30 million RMB, reflecting the high standards set for the event [10][11] - Initial ticket sales faced difficulties, prompting the team to enhance marketing efforts and collaborate with influencers to boost visibility and sales [12][16][18] Group 2: Market Position and Challenges - UF's ticket sales initially fell short of expectations, highlighting the challenges of marketing a new format that lacks the built-in audience of traditional music festivals [13][14][28] - The event's capacity was later reduced by more than half due to venue restrictions, leading to projected losses of around 10 million RMB, which would impact the company's financial stability [17][18][28] - Despite these challenges, the festival is seen as filling a significant gap in the market for game-related events, with potential for future growth and brand recognition [28][29] Group 3: Vision and Future Plans - Ayu's vision for UF includes not only creating a successful event but also providing a platform for composers and performers to gain recognition and income [20][27] - The long-term strategy involves expanding UF's reach internationally, with plans to bring the festival to Japan, thereby enhancing its global brand presence [26][28] - The commitment to quality and user experience is prioritized over immediate financial returns, reflecting a belief in the potential for future profitability as the market for game music festivals develops [25][27][29]