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哔哩哔哩Q2营收同比增长20%,净利润2.18亿元,游戏业务收入增60%
美股IPO· 2025-08-21 15:15
Core Viewpoint - Bilibili's Q2 total revenue increased by 20% year-on-year to RMB 7.34 billion, with a GAAP net profit of RMB 218 million, compared to a net loss of RMB 608 million in the same period last year. The growth was primarily driven by advertising and gaming businesses, which grew by 20% and 60% respectively [1][3][4]. Revenue Breakdown - Total revenue for Q2 2025 reached RMB 7.34 billion, marking a 20% year-on-year increase [4]. - Advertising revenue grew by 20% to RMB 2.45 billion, driven by strong performance in effect-based advertising [9][11]. - Gaming revenue surged by 60% to RMB 1.61 billion, largely due to the success of the exclusive game "Three Kingdoms: Strategize the World" [9][11]. - Value-added services revenue increased by 11% to RMB 2.84 billion, indicating stable growth primarily from live streaming and membership services [9][12]. - IP derivatives and other revenue declined by 15%, marking the only segment with negative growth [9][12]. Profitability and Cost Management - The company achieved a GAAP net profit of RMB 218 million, a significant turnaround from a net loss of RMB 608 million in the previous year [4][8]. - Gross margin improved from 29.9% in the same quarter last year to 36.5%, reflecting effective cost control as operating costs grew by only 9% [8]. - Total operating expenses remained relatively stable compared to the previous year, with R&D expenses decreasing by 3% [8]. User Engagement - Daily active users (DAU) increased by 7% year-on-year to 109 million, although the growth rate has slowed [10]. - Daily average usage time reached a record 105 minutes, an increase of 6 minutes year-on-year, indicating strong user engagement within the community [10]. Future Outlook - The CEO highlighted the success of offline events, which attracted over 400,000 participants, showcasing the brand's vitality and community cohesion [11]. - The company aims to continue focusing on high-quality content that resonates with young users to drive user growth and deepen engagement [11].
港股异动 | 哔哩哔哩-W(09626)绩后涨超3% 首季度毛利润同比增近六成 效果类广告收入取得强劲增长
Zhi Tong Cai Jing· 2025-05-21 01:52
智通财经APP获悉,哔哩哔哩-W(09626)绩后涨超3%,截至发稿,涨2.92%,报144.4港元,成交额 7500.74万港元。 消息面上,5月20日,哔哩哔哩-W公布2025年第一季度未经审计的财务业绩,净营业 额总额达人民币70.03亿元(9.65亿美元),同比增加24%。 毛利润为人民币25.39亿元(3.50亿美元),同比 增加58%。毛利率达36.3%,较2024年同期的28.3%有所增加。净亏损为人民币1070万元(150万美元), 同比收窄99%。经调整净利润为人民币3.62亿元(4980万美元),同比扭亏为盈。经营现金流为人民币 13.02亿元(1.79亿美元),而2024年同期则为人民币6.38亿元。 日均活跃用户(日活用户)为1.067亿,2024 年同期为1.024亿。 其中,增值服务营业额为人民币28.07亿元(3.87亿美元),较2024年同期增加11%,主要由于直播及其他 增值服务的收入增加所致。 广告营业额为人民币19.98亿元(2.75亿美元),较2024年同期增加20%,主要 由于效果类广告收入取得强劲增长所致。移动游戏营业额为人民币17.31亿元(2.39亿美元),较2 ...