B站Q3赚了4.7亿

Core Viewpoint - Bilibili (B站) reported its third-quarter earnings, marking its most profitable quarter since going public, with total revenue of 7.69 billion yuan, a 5% year-on-year increase, and a net profit of 470 million yuan, reversing a loss from the previous year [3][4]. Revenue Structure - The revenue breakdown shows that value-added services and advertising are the main revenue pillars, contributing 39% and 33% respectively, while games and IP derivatives account for 20% and 8% [5]. - Advertising revenue grew the fastest, reaching 2.57 billion yuan, a 23% year-on-year increase, with significant contributions from the gaming, internet services, and digital home appliance sectors [5][6]. User Engagement - Bilibili's average daily active users reached 117 million, up 9% year-on-year, while monthly active users were 376 million, a growth of 8% [7]. - The number of monthly paying users hit a record high of approximately 35 million, reflecting a 17% increase year-on-year, driven primarily by the growth in "big member" subscriptions [7]. Game Performance - The gaming segment saw a decline, with revenue of 1.51 billion yuan, down 17% year-on-year, attributed to a high performance base from the previous year [6]. - Bilibili's self-developed game "Escape from Duckkov" has sold over 3 million copies globally within a month of its release, with a 96% positive rating on Steam [4][6]. Financial Health - As of September 30, 2025, Bilibili held cash and cash equivalents totaling 23.49 billion yuan [9]. - The average income of content creators (UP主) on the platform increased by 22% year-on-year, with nearly 2.5 million creators earning through various channels [8].