Gamescom…The biggest stage in gaming……And the perfect moment to push Web3 gaming forward. https://t.co/xmUWrxYU3U ...

8月21日晚，有消息称近期阿里灵犀互娱的汇报对象，已从虎鲸文娱负责人变更为阿里巴巴CFO徐宏。 南都N视频记者向灵犀互娱方面求证，截至发稿尚无回应。 值得一提的是，启动公司变革时，时任阿里巴巴集团董事长兼CEO张勇还在公开信中表示，市场是最好 的试金石，未来具备条件的业务集团和公司都将有独立融资和上市的可能性。不过，关于灵犀互娱是否 有独立上市的打算，截至发稿灵犀互娱方面也暂无回应。 （文章来源：南方都市报） 灵犀互娱上一次组织架构变动，可以追溯到去年1月。当时，有消息称阿里大文娱（现虎鲸文娱）负责 人将代表阿里集团分管灵犀互娱。南都N视频记者向业内人士了解到该消息属实，但当时灵犀互娱将继 续作为集团架构中的"N"保持独立运营。 "N"即2023年3月底阿里巴巴新一轮公司架构变革中的"1+6+N"中的"多家业务公司"。根据变革方案，阿 里巴巴集团之下，设立阿里云智能、淘宝天猫商业、本地生活、国际数字商业、菜鸟、大文娱等六大业 务集团和多家业务公司，形成"1+6+N"的架构，分别建立各业务集团和业务公司的董事会，实行各业务 集团和业务公司董事会领导下的CEO负责制，对各自经营结果负总责。 阿里灵犀互娱汇报对象变 ...

The next wave of gamers is here.Join us on Spaces tomorrow (8/22) at 11am ET with @coopernicus01, @Parkk___, and @OliverMaroney.We’ll unpack live coverage from @gamescom and explore what’s next for web3 gaming.Set a reminder in the next post below. https://t.co/CTzBz87Vk4 ...

Financial Data and Key Metrics Changes - Total net revenues for Q2 2025 grew by 20% year over year to RMB 7.3 billion, driven by strong performance in core games and advertising businesses [5][23] - Games revenues increased by 60% year over year to RMB 1.6 billion, while advertising revenues rose by 20% year over year to RMB 2.4 billion [5][15] - Gross profit increased by 46% year over year to RMB 2.7 billion, with gross margin expanding to 36.5% from 29.9% in the same period last year [5][24] - GAAP net profit was RMB 218 million and adjusted net profit was RMB 561 million, reflecting a significant turnaround from losses in the prior year [6][25] Business Line Data and Key Metrics Changes - VAS (Value-Added Services) revenues grew by 11% year over year to RMB 2.8 billion, driven by live broadcasting and premium memberships [19] - Monthly paying users increased by 9% year over year to 31 million, indicating a growing willingness to pay for premium content [11] - Advertising business maintained strong growth, with a 20% year-over-year increase, reaching RMB 2.4 billion [15][41] Market Data and Key Metrics Changes - DAUs reached a new high of 109 million, up 7% year over year, while MAUs grew by 8% to 363 million [6][11] - The average daily time spent on the platform rose to 105 minutes, reflecting a focus on high-quality content [7][10] - The number of advertisers increased by over 20% year over year, indicating growing appeal to brands [17][43] Company Strategy and Development Direction - The company aims to sharpen its focus on delivering the best PUGV (Professional User Generated Video) community experience while investing in monetization initiatives for sustainable profitability [8][21] - Bilibili is committed to enhancing its content and community, believing that high-quality content and a supportive environment are essential for attracting and retaining users [9][32] - The company is actively embracing AI to enhance operational efficiency, user experience, and monetization capabilities [21][70] Management's Comments on Operating Environment and Future Outlook - Management highlighted the importance of high-quality content in a saturated video landscape, emphasizing the need for a supportive community [31][32] - The company expects continued growth in user engagement and monetization, driven by evolving content consumption trends and the financial independence of Gen Z users [12][34] - Management expressed confidence in achieving long-term value creation for stakeholders through strategic investments and operational improvements [8][21] Other Important Information - The company repurchased approximately 5.6 million Class Z ordinary shares for a total of HKD 783 million as part of its ongoing share repurchase program [26][27] - Cash and cash equivalents, time deposits, and short-term investments totaled RMB 22.3 billion (USD 3.1 billion) as of June 30, 2025 [26] Q&A Session Summary Question: What are the main drivers of DAU and MAU growth, and what opportunities arise from the Bilibili World success? - Management attributed growth to a focus on high-quality content and a welcoming community environment, noting that the record attendance at Bilibili World reflects the brand's vitality and community power [32][38] Question: What are the drivers behind the advertising business growth, and what trends are expected in the second half? - Management highlighted enhancements in ad infrastructure and efficiency, with expectations for continued growth driven by deeper integration of AI and improved ad delivery [41][48] Question: Can management share insights on the game business and upcoming titles? - Management noted the success of Sanmu's first anniversary and the introduction of new monetization tools, with plans for new game releases and a focus on user retention [56][58] Question: What are the potential areas for cost efficiency and profitability outlook? - Management expects continued improvement in gross profit margins and operating efficiency, aiming for a 10% adjusted operating margin by Q4 2025 [66][67] Question: Can management discuss AI applications on the platform? - Management detailed various AI applications, including content identification and creation tools, which are expected to enhance user engagement and advertising revenue [71][74]

你永远想不到，互联网的下一个玩梗素材会以什么形式出现。 就在上周，一段来自印度"3A大作"《释放阿凡达》的游戏片段走红了。主角面对BOSS重击，突然以慢动作侧身撩发，丝滑闪避攻击后潇洒转身。 还有荆轲刺秦之完美闪避...... 不少人被游戏中这个帅气又不失优雅的回眸装到了，评论区也沦为 玩梗现场： 1." 味道对了，这闪避自带去油效果，比宝莱坞还宝莱坞！ " 这段视频在B站播放量最高已突破600万， "完美闪避" 一度成为网络热梗。 一时间，"万物皆可完美闪避"。 看似简单的"转身闪避"，却意外地契合了当下网友们追求新奇、抽象内容的喜好，进而引发了全网的二创热潮。在这些二创视频中，无论是游戏角色、动漫 人物，还是现实中的名人，都能在《释放阿凡达》的游戏场景里，完成一次酷炫的"完美闪避"。 于是你可以看到：黑神话孙悟空摸头杀 ✅ Mix： 可以将用户上传的角色图像巧妙地融入到指定的视频场景中； 2." 提前预定年度最佳 " 3." 宫崎英高做不出的闪避动作，被印度阿三拿捏了！ " 这场席卷B站等社交平台的玩梗二创热潮，AI视频工具Viggle AI成了最大推手。 Viggle AI 是基于物理模型JST-1的A ...

近月来，腾讯、网易、世纪华通、三七互娱等均在暑期上线新游戏或进行版本更新。 得益于暑期相关的运营活动，8月18日，伽马数据发布的《2025年7月中国游戏产业月度报告》显示，7 月中国游戏市场规模为290.84亿元，环比增长8.14%，同比增长4.62%。移动、客户端游戏市场均是增长 的主要驱动力。 7月，中国客户端游戏市场规模为66.37亿元，环比增长13.13%，同比增长16.56%。本月客户端游戏市场 增量主要由成熟期产品、新品及双端互通产品带来。7月双端互通（客户端与移动端在账号、数据等方 面互通）中，新品《斗罗大陆：猎魂世界》《大航海时代：传说》上线带来增量；得益于版本更新、联 动等运营活动，次新品《三角洲行动》及长线产品《崩坏：星穹铁道》流水增长显著。 7月，中国移动游戏市场规模为213.6亿元，环比增长6.36%，同比增长0.92%。移动游戏市场中，本月次 新品及成熟期产品中均有部分产品表现较佳。7月次新品中，《三角洲行动》表现较佳，得益于赛季更 新及联动活动，游戏本月流水实现环比翻倍增长；成熟期产品中，《王者荣耀》于7月展开多项运营活 动：赛季更新、联动活动、新玩法活动等，促使产品流水增长。 数 ...

India’s only listed gaming firm may write down the value of its investment in a popular poker game as a ban on online betting apps looks imminent in the country https://t.co/bnN8K7xlhS ...

India is set to ban real-money gaming nationwide under a proposed law that has just passed the lower house of parliament. https://t.co/J5GlQfezBi ...

Core Viewpoint - Sony is raising the prices of PlayStation 5 consoles by approximately $50 due to a challenging economic environment, which is linked to tariffs imposed by the U.S. government [2][3]. Price Changes - The new prices for the PlayStation 5 will be $549.99, $499.99 for the Digital Edition, and $749.99 for the Pro version, effective August 21 [2]. - Sony has previously raised prices for PlayStation consoles in Europe, Australia, and New Zealand in April, citing similar economic challenges [3]. Market Context - Other companies in the gaming industry are also adjusting their prices in response to the tariffs. Microsoft announced price increases of $80 to $100 for its consoles and some games [4]. - Nintendo has raised prices for certain accessories related to the new Nintendo Switch 2 but has not increased the console price itself [4].

Core Viewpoint - Sony is increasing the price of its PlayStation 5 consoles by $50 due to the financial impact of Trump's tariffs on Japanese electronics, which cost the company $685 million annually [1][4][12] Price Increase Details - The price hike affects all three PlayStation models: the standard console will rise to $549.99, the Digital Edition to $499.99, and the Pro version to $749.99 [3][8] - The increase is a direct result of a 25% tariff imposed on major electronics and tech items from Japan, which began on August 1 [3][12] Economic Context - Sony acknowledged the challenging economic environment and the necessity to pass on some of the increased import costs to consumers [2][5] - The tariffs are part of a broader trade agreement aimed at encouraging domestic manufacturing, which industry experts believe is unrealistic for complex electronics [4][9] Industry Impact - The price increase follows similar actions by competitors Microsoft and Nintendo, indicating a trend across the gaming industry due to tariff pressures [9] - The tariffs have created a cascading effect across the electronics industry, leading to price increases for various tech products, including computers and televisions [12] Supply Chain Challenges - The supply chains for PlayStation components are significantly more expensive due to the tariffs, making price increases unavoidable [7][12] - Relocating production to the U.S. is deemed impractical in the short term, meaning consumers will continue to face higher prices as a result of the trade war [9]