哔哩哔哩(纪要):目前四至五款游戏排队等版号

海豚投研
20 May

以下为$哔哩哔哩(BILI.US)FY25Q1 的财报电话会纪要,财报解读请移步《哔哩哔哩:游戏撑场、用户回流,小破站要回血?》一、财报核心信息回顾1. 盈利继续小踏步改善:靠着超预期的游戏收入,以及略微克制的经营费用,B 站抗住了广告带来的季节性波动,力保正盈利。2. 用户增长重回昔日:自从管理层提出注重 DAU 指标后,市场对 B 站流量扩张的预期也基本没多少了。因此这次一个季度净增了 ...

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