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Q2虧損同比收窄51%,B站開始加速成長?

8月17日,嗶哩嗶哩公佈的2023年Q2業績顯示,二季度營收同比增長8%超預期。廣告業務收入同比增長36%,直播收入同比增長32%,遊戲業務收入為8.9億元人民幣,同比下降15%,調整後淨虧損同比收窄51%。第二季度,B站日均活躍用戶達9650萬,同比增長15%,用戶日均使用時長 Show More
8月17日,嗶哩嗶哩公佈的2023年Q2業績顯示,二季度營收同比增長8%超預期。廣告業務收入同比增長36%,直播收入同比增長32%,遊戲業務收入為8.9億元人民幣,同比下降15%,調整後淨虧損同比收窄51%。第二季度,B站日均活躍用戶達9650萬,同比增長15%,用戶日均使用時長達94分鐘,創同期歷史新高,帶動總使用時長同比增長22%。 B站董事長兼首席執行官陳睿表示“在推動社區健康成長的同時,我們將更加聚焦業務發展,持續提昇運營效率,以提高我們的毛利潤,並朝著實現盈利的方向邁進。” 你如何評價本次B站的業績?還有哪些亮點值得關注?
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    1. Listen to my uncle
    The role of a minority shareholder in a listed company essentially rejects effort.The word “work hard” is very voluptuous when you look at it. There is a slave on it, and then you have to do your part.However, minority shareholders don't even want to do half of their part; they just want to ride a ride and just lie back and enjoy passive income.The essential difference between investing, working, and asking for food is the passivity of investing — asking for a meal is “doing well!” ; Part-time work is “OK, OK”; while investment is, OK, which industry is good?
    However, small shareholders who invest passively are also fans of double standards. They earnestly encourage management not to lie back; they must continue to create shareholder value. For example, when it comes to Station B, our spirit of encouragement is unswerving --Uncle, you have to do a good job. The traffic is so good, and the community is so sticky. These are all supposed to be the highest quality self-service. Monetize, commercialize, and make a lot of money. Good sense. God appreciates food. Your restraint in commercialization is cruel to shareholders.
    Therefore, at Station B's annual investor forum at the end of July, my uncle on stage showed his ideas.The white and tender forehead oozes crystal clear sweat, just to explain one question to investors and townspeople: how to further commercialize infrastructure,Where exactly is the money printer at Station B?Since the financial report day is approaching, my uncle will soon see the results after putting down the pole this time, so I have the Q2 questionnaire; of course, there is another more long-term question:As China's oil bald oil wave, when will Station B be able to make money?My uncle replied that Break Even's big date is next year.2024 break-even, I think it's difficult...
    Bilibili, Comparing Delivery Power: Interpretation of Station B's 2023Q2 Financial Report
    Bilibili, Comparing Delivery Power: Interpretation of Station B's 2023Q2 Financial Report
    Bilibili, Comparing Delivery Power: Interpretation of Station B's 2023Q2 Financial Report
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