如果时间能倒流，不知道UP主逍遥散人是否还会选择发布那段观看游戏《Varsapura》实机演示的视频。正是这则视频，让这位多次躲过互联网"清算"、 在B站风评相当不错的UP主，迎来了从业后最大危机。 5天掉粉20万，最终掉了45万活粉。其中包括大批高等级舰长、逍遥散人与《逆水寒》《星绘有晴天》的合作被叫停、曾与他有过合作的品牌也被牵扯其 中，客服团队大量被质问是否停止与他的合作，其中有些不明就里的客服回复，又形成一轮新的抵制传播路径。 如果对圈子生态并不了解，看到逍遥散人又是掉粉又是掉商单，或许你会好奇他究竟做了什么。但实际上，导火索是那条与《Varsapura》有关的视频，以 及粉丝劝说逍遥散人删掉视频时，他那句"现在什么国产游戏都有争议，玩家如果想玩的话玩就可以，如果因为争议强行不玩的话，吃亏的是自己。" 事实上，播了《Varsapura》视频的UP不到近千也有上百，为何独独"逍遥散人"崩坏了呢？因为他恰恰是一名女性粉丝占80%以上，且一直有"尊重女性"标 签的UP主，之前一直没播《黑神话·悟空》的他就被部分粉丝视为"UP典范"，但这一次他的回应和行为，在他的核心粉丝看来无异于是种"背叛"。之后逍 遥散人 ...

据多家媒体报道，12月1日，金山软件旗下西山居发布内部信称，西山居董事会收到首席执行官（CEO）郭炜炜提交的辞职报告，其因个人职业规划原因， 向董事会提出辞去西山居CEO职务的请求。 该内部信称，经西山居董事会讨论决定，报金山软件董事会批准，尊重郭炜炜的个人意愿并同意其辞任CEO职务，继续担任西山居首席制作人职务，并任命 金山软件CEO兼西山居董事长邹涛担任西山居代理CEO。 公开信息显示，郭炜炜2004年加入西山居，历任《剑网3》执行主策划、主策划、执行制作人、制作人/策划总监；2011年，郭炜炜升任《剑网3》项目负责 人/西山居副总裁；2016年任金山集团副总裁/西山居CEO；2018年任金山集团高级副总裁/西山居CEO/《剑网3》系列制作人。 此外，西山居所在的金山软件今年第三季度财报显示，网络游戏及其他业务收入为8.98亿元，同比下降47%，环比下降6%。金山软件CEO邹涛解释，"本季 度游戏业务下滑，主要由于《剑网3》《尘白禁区》收入下降，新游戏《解限机》处于发展初期，仍在持续建立市场影响力"。 ...

最新第三季度财报显示，金山软件Q3总营收为24.19亿元，同比下降17%；毛利同比下降21%至19.44亿 元；净利润同比骤降48%至2.13亿元。其中网络游戏及其他业务表现明显"拖后腿"，营收同比骤降47% 至8.98亿元，占总收入比重为37%。 金山软件首席执行官邹涛在财报中解释称，其收入下滑主要由于现有游戏的收益贡献减少，新上线游戏 处于发展初期，仍在逐步建立市场影响力。 蔡 12月1日，西山居发内部信称，公司首席执行官郭炜炜因个人职业规划原因，向董事会提出辞去西山居 CEO职务的请求。 内部信表示，董事会讨论决定，报金山软件董事会批准：尊重郭炜炜的个人意愿并同意其辞任CEO职 务，继续担任西山居首席制作人职务；任命金山软件CEO兼西山居董事长邹涛担任西山居代理CEO，郭 炜炜直接向邹涛汇报工作。 同日，有接近西山居的内部人士向《国际金融报》记者确认上述消息属实。 作为国内知名的游戏制作人，郭炜炜的职业发展与西山居乃至《剑侠情缘网络版叁》（下称"《剑网 3》"）紧密交织。2004年，他加入金山软件旗下游戏工作室西山居，此后长期深耕于《剑网3》项目， 历任执行主策划、主策划、执行制作人、制作人兼策划总监等 ...

Kingsoft Software Conference Call Summary Company Overview - **Company**: Kingsoft Software - **Industry**: Software and Online Gaming Key Financial Metrics - **Total Revenue**: RMB 2.419 billion in Q3 2025, a 17% year-on-year decrease but a 5% quarter-on-quarter increase [4][6] - **WPS Office MAUs**: Approximately 669 million as of September 30, 2025, a 9% year-on-year increase [4][9] - **WPS365 Revenue**: RMB 201 million, a 72% year-on-year increase [4][9] - **Government Software Revenue**: RMB 391 million, a 51% year-on-year increase [4][9] - **Gross Profit**: RMB 1.144 billion, a 21% year-on-year decrease but a 5% quarter-on-quarter increase [10] Core Business Insights - **Office Software Growth**: Steady growth driven by AI-powered product rollouts and refined operations, with individual business revenue reaching RMB 899 million, an 11% year-on-year increase [8][9] - **Online Games Revenue**: Declined due to lower contributions from existing games, although new titles are in development [6][7] - **AI Integration**: Strategic focus on AI integration, collaboration tools, and international expansion for WPS Office [3][14] User Engagement and Product Development - **Version 073.0 Impact**: Nearly 200% increase in active users post-release compared to the end of 2024, with enterprise business growth exceeding 70% year-on-year [11] - **New Game Releases**: Titles like "No Break Containment" and "Goose Goose Duck" are part of the strategy to maintain user engagement [7][15] Cost Management and R&D - **Cost of Revenue**: Increased by 3% year-on-year to RMB 475 million, with gross profit margin at 80% [10] - **R&D Expenses**: Increased by 4% year-on-year to RMB 900 million, focusing on AI and collaboration products [10][24] - **Sales and Marketing Expenses**: Increased to 23% this quarter, expected to normalize over time [23] Market Position and Competitive Strategy - **Market Share**: Expected to maintain over 90% market share in information innovation through at least Q4 2025 [12] - **International Expansion**: Focus on competing with Microsoft Office, leveraging mobile platform advantages and AI developments [14][16] Future Outlook - **Sustained Growth**: Anticipated in personal, enterprise, and information innovation businesses due to strong policy support and expanding user base [12][19] - **AI Business Development**: Significant strides in AI integration, with a focus on enterprise-level applications and digital transformation across various sectors [21][22] Additional Insights - **User Satisfaction**: Positive feedback on new product releases indicates strong user satisfaction, contributing to enterprise growth [11] - **Gaming Sector Strategy**: Focus on self-developed games and exploring international opportunities to maximize engagement [15][17]

Core Insights - Kingsoft Software (03888.HK) reported a significant decline in total revenue for Q3 2025, amounting to 2.42 billion RMB, a year-on-year decrease of 17%, with net profit dropping 48% to 213 million RMB [1][2] Financial Summary - Total revenue for Q3 2025: 2.42 billion RMB, down from 2.91 billion RMB in Q3 2024 [2] - Operating profit: 277 million RMB, a decrease from 1.14 billion RMB in the previous year [2] - Net profit attributable to shareholders: 213 million RMB, down from 413 million RMB in Q3 2024 [2] - Basic earnings per share: 0.15 RMB, compared to 0.31 RMB in the same quarter last year [2] Business Performance - Office software and services revenue reached 1.52 billion RMB, showing a growth of 26% year-on-year, driven by WPS software and WPS 365 [1][2] - Network gaming and other business revenue fell to 900 million RMB, a decline of 47% year-on-year, attributed to reduced contributions from existing games and the early-stage development of new titles [1][3] User Metrics - WPS Office monthly active devices reached 669 million, a 9% increase year-on-year [3] - Paid personal users for Kingsoft Office totaled 41.79 million, up 10% from the previous year [3] Gaming Segment Insights - The flagship game "Jian Wang 3" has been operational for over 16 years but faces challenges from new gaming genres [5] - New game "Jie Xian Ji" has gained attention in the mech game segment, while other international IP games are set to launch in upcoming quarters [5] - Marketing and distribution expenses increased by 55% year-on-year to 564 million RMB, reflecting higher promotional spending related to gaming [5]

Core Insights - The first Weibo ACG World (WAW) was held from May 3 to May 5 in Beijing, attracting over 68,000 attendees, with nearly 80% from northern regions and 77% under 30 years old [1][9] - The event featured over 100 popular esports teams, players, game streamers, and artists, showcasing more than 150 popular game, esports, and anime IPs, creating a vibrant atmosphere for ACG enthusiasts [1][2][4] - The event generated significant online engagement, with a total reading volume of 2.45 billion and 9.5 million interactions on Weibo, along with 87 trending topics [1][7] Event Highlights - WAW included four themed exhibition halls, offering a one-stop celebration of games, esports, and anime, with over 30 exciting activities that allowed fans to interact with their favorite characters [2][4] - The event featured notable appearances from popular groups and characters, including the six-year anniversary celebration of the "Infinite King Team" and a large cosplay parade from "Jian Wang 3" [2][4][5] - Exclusive game demos, such as the first offline trial of the domestic AAA game "Mingmo: Yuanshu Yu," were well-received, with fans expressing satisfaction despite long wait times [4][10] Industry Impact - The event showcased the growing ACG ecosystem on Weibo, with 666 game IPs and over 3,600 top accounts in the anime sector, indicating a robust community and resource base [9][12] - WAW aimed to establish a benchmark for northern game and anime exhibitions, enhancing offline engagement for ACG culture and facilitating a closed-loop fan operation model [10][12] - The collaboration with partners like Maoyan Entertainment for ticket sales and marketing demonstrated a successful integration of online and offline experiences, contributing to the cultural consumption landscape in the region [10][12]

Core Insights - The collaboration between WPS and Jianwang 3 has received widespread acclaim from users, marking their third partnership [6][9] - The joint membership event offers three limited-time packages, with significant discounts on WPS Super Membership and Jianwang 3 point cards [3] - WPS has successfully positioned itself as a preferred office software among younger users, with over 43 million monthly active users from the post-2000 generation [11] Group 1: Joint Membership Event - The event runs from April 17 to May 30, offering three packages: 12-month WPS Super Membership + Jianwang 3 point card for 188 yuan (originally 328 yuan), 3-month membership + point card for 80 yuan (originally 128 yuan), and 1-month membership + point card for 38 yuan (originally 58 yuan) [3] - An online co-creation activity called "WPS X Jianwang 3 Pixel Jianghu Scroll" invites users to participate in pixel art creation and interaction, with daily prizes including random tickets and membership cards [4] Group 2: User Engagement and Brand Image - WPS has previously collaborated with various brands, and this partnership with Jianwang 3 has sparked significant online discussion among users [9] - WPS has evolved into a vibrant and trendy office software choice for younger demographics, achieving the highest monthly active user count among office apps [11] - Recent data shows WPS has surpassed 632 million monthly active devices, with WPS AI reaching 19.68 million monthly active users, solidifying its status as a national-level office software [12]

Key Points Summary of Kingsoft Software Conference Call Company Overview - **Company**: Kingsoft Software - **Year**: 2024 - **Total Revenue**: 10.316 billion RMB, a 23% year-on-year increase, marking a historical high [2][5] Financial Performance - **Office Software Revenue**: 5.12 billion RMB, up 12% year-on-year [2][5] - **Online Gaming Revenue**: 5.196 billion RMB, a significant increase of 31% year-on-year [2][5] - **Operating Profit Margin**: 3.65 billion RMB, a 64% increase year-on-year [3][5] - **Net Profit**: 1.55 billion RMB, a remarkable growth of 220% year-on-year [3][5] Business Segments Office Software - **R&D Investment**: Increased focus on AI and collaboration, with the launch of WPS AI 2.0, which includes four components: writing, design, reading, and data [2][6] - **User Engagement**: Aiming to enhance user activity and work efficiency through new features [2][18] - **Overseas Market**: Monthly active users on PC nearing 30 million, with personal product revenue reaching 180 million RMB, a 42% increase [4][20] Online Gaming - **New Game Launch**: "Bottom Line Machine" has over 3 million total testers and 310,000 concurrent users, expected to launch in Q2 [2][7] - **Long-term Product**: "Jian Wang 3" achieved record revenue growth of approximately 20% in 2024, with a stable operation strategy planned for 2025 [2][11] Strategic Focus - **AI Development**: Continued investment in AI technology to enhance product offerings and user experience [6][19] - **Global Expansion**: Plans to increase investment in overseas markets, including R&D and marketing efforts [4][20] - **Shareholder Returns**: Company holds approximately 26.5 billion RMB in cash equivalents, with plans to increase dividends and buybacks when market conditions allow [4][30] Market Position and Competition - **Competitive Landscape**: "Bottom Line Machine" faces competition from titles like "World of Tanks 3" and other similar products [8][10] - **User Growth Strategy**: No perceived ceiling on user numbers in the anime market, with ongoing content updates to maintain engagement [14] Future Outlook - **2025 Projections**: Gaming business expected to see single-digit growth due to high base in 2024; office business guidance not provided but anticipated to perform well [4][15][16] - **AI Integration**: Focus on enhancing AI capabilities in office software, with specific targets for user engagement metrics [18][19] Additional Insights - **Cash Management**: Company maintains a cautious approach to capitalizing expenses, with all costs treated as current expenses [28] - **Cloud Business**: Future funding support for cloud services remains uncertain, with no immediate plans for equity adjustments [34][35] This summary encapsulates the key points from the Kingsoft Software conference call, highlighting the company's financial performance, strategic initiatives, and future outlook across its business segments.