Bilibili Inc. (BILI) Q2 2024 Earnings Call Transcript Summary
Bilibili Inc. (BILI) Q2 2024 Earnings Call Transcript Summary
The following is a summary of the Bilibili Inc. (BILI) Q2 2024 Earnings Call Transcript:
以下是嗶哩嗶哩公司（BILI）2024年第二季度業績會交易摘要：
Financial Performance:
金融業績：
Bilibili's Q2 2024 revenue increased by 16% year over year to RMB 6.13 billion.
Gross profit rose by 49% to RMB 1.8 billion with a gross margin of 29.9%, up from 23.1% compared to the previous year.
Adjusted operating loss and net loss decreased by 69% and 72% respectively, indicating a narrowing of losses.
Operating cash flow reached a record RMB 1.75 billion.
嗶哩嗶哩2024年第二季度營業收入同比增長16%，達到613億人民幣。
毛利潤增長49%，達到18億人民幣，毛利率爲29.9%，較去年的23.1%有所提高。
調整後的營運虧損和淨虧損分別減少了69%和72%，表明虧損在縮小。
營運現金流達到創紀錄的175億人民幣。
Business Progress:
業務進展：
Bilibili's advertising business grew by 30% in revenue, with user engagement metrics such as DAUs and MAUs growing by 6% and reaching 102 million and 336 million, respectively.
The company has seen significant user growth in its Games business led by the release of the strategy game San Guo: Mou Ding Tian Xia.
The Value-added services (VAS) including live broadcasting content reinforced synergies within the platform, growing revenues by 11%.
嗶哩嗶哩的廣告業務營收增長30%，DAU和MAU等用戶參與指標增長6%，分別達到1.02億和3.36億。
公司的遊戲業務用戶增長顯著，主要得益於策略遊戲《三國：謀定天下》的發佈。
增值服務（VAS）中的直播內容在平台內部增強了協同效應，使營收增長11%。
Opportunities:
機會：
Positive momentum in advertising due to increased disposable income among users and enhanced ad infrastructure.
Significant opportunities in the gaming sector particularly highlighted by the successful launch and revenue performance of the strategy game San Guo: Mou Ding Tian Xia.
由於用戶可支配收入增加和廣告基礎設施的增強，廣告業務出現積極增長勢頭。
遊戲行業存在巨大的機遇，尤其是策略遊戲《三國：謀定天下》的成功上市和營收表現。
Risks:
風險：
There is a gradual growth risk in AI services as they scale, although not explicitly highlighted, the narrative presented around AI emphasizes user and content expansion which is not without challenges.
隨着人工智能服務規模的擴大，存在逐漸增長的風險，儘管沒有明確強調，但對人工智能的敘述強調了用戶和內容擴展，這並非沒有挑戰。
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提示：本文由AI生成。文章內容的準確性無法完全保證。有關更全面的詳細信息，請參閱IR網站。本文只是爲投資者提供參考，沒有任何指導或推薦建議。