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哔哩哔哩Bilibili Inc.(BILI)2025年第一季度财务业绩演示报告「NASDAQ」(英文版)(27页).pdf

上传人: 1****1 编号:967561 2025-05-14 27页 3.85MB

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1、InvestorPresentationMay 20252This announcement contains forward-looking statements.These statements are made under the“safe harbor”provisions of the U.S.PrivateSecurities Litigation Reform Act of 1995.These forward-looking statements can be identified by terminology such as“will,”“expects,”“anticipa

2、tes,”“aims,”“future,”“intends,”“plans,”“believes,”“estimates,”“confident,”“potential,”“continue,”or other similar expressions.Amongother things,quotations from management in this announcement,Bilibilis strategic and operational plans,contain forward-looking statements.Bilibili may also make written

3、or oral forward-looking statements in its periodic reports to the U.S.Securities and Exchange Commission,in itsinterim and annual reports to shareholders,in announcements,circulars or other publications made on the website of The Stock Exchange ofHong Kong Limited(the“Hong Kong Stock Exchange”),in p

4、ress releases and other written materials and in oral statements made by its officers,directors or employees to third parties.Statements that are not historical facts,including but not limited to statements about Bilibilis beliefs andexpectations,are forward-looking statements.Forward-looking statem

5、ents involve inherent risks and uncertainties.A number of factors couldcause actual results to differ materially from those contained in any forward-looking statement,including but not limited to the following:results ofoperations,financial condition,and stock price;Bilibilis strategies;Bilibilis fu

6、ture business development,financial condition and results ofoperations;Bilibilis ability to retain and increase the number of users,members and advertising customers,provide quality content,products andservices,and expand its product and service offerings;competition in the online entertainment indu

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根据《Data》标记中的内容,以下是全文主要内容的简明概括及核心数据: 1. 用户增长:Bilibili日活跃用户数(DAU)达到10.8亿,月活跃用户数(MAU)达到36.8亿,平均每日用户使用时长为108分钟。 2. 财务表现:净利润(非GAAP)从2024年第二季度至2025年第一季度增长5.8%,毛利率从34.9%提升至36.3%。 3. 视频化趋势:预计到2030年,视频内容行业将增长2.5倍,达到5,076亿元人民币。 4. 用户群体:Bilibili用户以年轻一代为主,其中267人中有267人是Bilibili用户,平均年龄为23岁。 5. 内容生态:Bilibili拥有不断扩大的内容社区,涵盖ACG、游戏、动漫等多个类别。 6. 商业化:通过增值服务、广告和移动游戏等多元化收入来源,实现稳健增长。 7. 移动游戏:移动游戏收入同比增长76%,达到17.98亿元人民币。 8. 成本结构优化:通过优化成本结构和提高毛利率,提升运营利润。
"Bilibili用户增长,潜力无限?" "Bilibili如何引领视频化浪潮?" "Bilibili财务稳健,未来可期?"
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