虎牙发布2025年Q2财报 “AI+”战略赋能游戏生态

Core Insights - In Q2 2025, Huya reported total revenue of 1.57 billion yuan, showing both year-on-year and quarter-on-quarter growth, with live streaming revenue stabilizing at 1.15 billion yuan and non-live revenue increasing by 34.1% to 410 million yuan [1] - The company achieved operational profit breakeven under Non-GAAP, with a net profit of 47.5 million yuan attributed to Huya [1] - Monthly Active Users (MAU) reached approximately 160 million in Q2 2025, indicating a strong user base [1] Revenue Breakdown - Live streaming revenue accounted for a significant portion of total revenue, while non-live revenue's share increased to 26.4%, reflecting successful business transformation efforts [1] - The growth in non-live revenue was driven by game-related services, advertising, and other business segments [1] AI Strategy - Huya is heavily investing in its "AI+" strategy, focusing on applications in "AI+Live Streaming," "AI+IP," and "AI+Services" to create new business opportunities [1] - The company has developed industry-leading intelligent game analysis models and large language models, leveraging vast amounts of gaming data and live content [1] User Experience Enhancement - Huya is enhancing user experience through AI technology, addressing traditional live streaming challenges and diversifying content offerings [2] - The introduction of the AI esports entity "Hu Xiao Ai" during the "Huya League of Legends Legend Cup S3" significantly improved user interaction and engagement [2] New Consumption Scenarios - Huya is innovating in "AI+Services" and "AI+IP," successfully transitioning from software to hardware solutions [3] - The launch of the "Huya i Super Body," an AI training robot developed in collaboration with top esports team iG, exemplifies the integration of AI technology with gaming IP to create new consumer products [3] Future Outlook - Huya's co-CEO Huang Junhong emphasized the company's evolution from a live streaming platform to a comprehensive service provider for the gaming ecosystem, with plans to deepen industry partnerships and expand business boundaries [4] - The company aims to continue investing in overseas markets and AI initiatives to ensure sustainable long-term growth [4]