Core Insights - Bilibili (B站) reported a net revenue of 14.34 billion RMB for the first half of 2025, marking a year-on-year growth of 21.6% and achieving profitability with a net profit of 207.6 million RMB [2][3] - The company highlighted that approximately 2 million content creators (UP主) earned income on the platform in the first half of the year, with an average income growth of 20% year-on-year [2][11] Financial Performance - For Q2 2025, Bilibili achieved a net revenue of 7.34 billion RMB, a 20% increase year-on-year, and a net profit of 218 million RMB, transitioning from a loss in the previous year [4][6] - The gross profit for Q2 was 2.68 billion RMB, reflecting a 46% year-on-year increase, with a gross margin of 36.5%, up from 29.9% in the same period last year [4][6] User Engagement - Daily active users reached a record high of 109 million in Q2, representing a 7% year-on-year increase, with an average daily usage time of 105 minutes [6] - Monthly active users totaled 363 million, up 8% year-on-year, with over 31 million monthly paying users, indicating a 10% increase [6][15] Revenue Breakdown - Advertising revenue for Q2 was 2.45 billion RMB, a 20% increase year-on-year, driven by enhanced AI integration in advertising infrastructure [6] - Mobile gaming service revenue reached 1.61 billion RMB, showing a significant growth of 60% year-on-year, attributed to strong performance from exclusive games [8] - Value-added services revenue was 2.84 billion RMB, an 11% increase year-on-year, while revenue from IP derivatives and other businesses declined by 15% [10] Strategic Focus - The company plans to enhance user-generated content (PUGV) experiences and is working on several games awaiting approval for release [15] - Bilibili's chairman noted the potential for AI to create videos with a unique "UP主 flavor," leveraging the platform's strong user-generated content [15]
约200万UP主获得收入 B站财报来了!