Bilibili Inc. (BILI) Q3 2024 Earnings Call Transcript Summary
Bilibili Inc. (BILI) Q3 2024 Earnings Call Transcript Summary
Adjusted operating profit was RMB 272 million and adjusted net profit was RMB 236 million.The following is a summary of the Bilibili Inc. (BILI) Q3 2024 Earnings Call Transcript:
以下是嗶哩嗶哩公司（BILI）2024年第三季度業績會記錄的總結：
Financial Performance:
財務表現：
Bilibili achieved its first quarterly adjusted net profit and gross profit margin increased significantly, driven by high-margin games and advertising revenues.
Total revenues reached RMB 7.3 billion, an increase of 26% year-over-year.
Adjusted operating profit was RMB 272 million and adjusted net profit was RMB 236 million.
Cash and cash equivalents, along with short-term investments totaled RMB 15.2 billion as of September 30, 2024.
嗶哩嗶哩實現了首個季度調整後的淨利潤，毛利潤率顯著提高，得益於高毛利的遊戲和廣告收入。
總營業收入達到73億人民幣，同比增長26%。
調整後的營業利潤爲27200萬人民幣，調整後的淨利潤爲23600萬人民幣。
截至2024年9月30日，現金及現金等價物以及短期投資總計爲152億人民幣。
Business Progress:
業務進展:
Games revenue surged by 84% year-over-year, especially highlighting the success of the strategy game genre.
Advertising business grew by 28% with performance-based ads up nearly 50%.
VAS business increased by 9% year-over-year.
Success in esports with Bilibili Game team achieving second place at the League of Legends S14 World Championship.
Expansion in diverse content creation led content creators to receive 24% more income through advertising and VAS products.
遊戲收入同比激增84%，特別強調了策略遊戲類型的成功。
廣告業務增長了28%，以績效爲基礎的廣告增長近50%。
增值服務（VAS）業務同比增長了9%。
在電子競技方面取得成功，嗶哩嗶哩遊戲團隊在英雄聯盟S14全球總決賽中獲得第二名。
多樣化內容創作的擴展使內容創作者通過廣告和增值服務（VAS）產品獲得了24%的收入增長。
Opportunities:
機會：
Increasing user base with growing spending power presents enhanced monetization potential.
Expansion into new game genres and leveraging high-quality video content for marketing to capture younger audiences.
Continued growth in gaming and advertising segments.
用戶基礎的增加和消費能力的提升提供了更好的貨幣化潛力。
進入新遊戲類型，並利用高質量視頻內容進行營銷，以吸引年輕受衆。
arvr遊戲和廣告領域持續增長。
Risks:
風險：
While Bilibili turned net positive, the gradual growth in AI services indicates a cautious approach to scaling new technology.
Dependence on successful content updates and user engagement in competitive gaming sector.
雖然嗶哩嗶哩實現了淨利潤，但人工智能服務的逐漸增長顯示出對擴大新科技的謹慎態度。
依賴於成功的內容更新和用戶參與的競爭性電子競技板塊。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由人工智能生成。內容準確性無法完全保證。如需更全面詳情，請參閱IR網站。本文僅供投資者參考，不具有任何指導或推薦建議。
