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B站Q3業績出爐,商業化道阻且長or正當時?

11月29日,B站發佈Q3業績,第三季營收為58億元人民幣,與上年同期持平;廣告和加值服務業務成為B站營收成長的主要動力,分別年增21%和17%;移動遊戲業務營收年減33%;淨虧損為人民幣13億元,較2022年同期收窄22%。經調整淨虧損為8.64億元,較去年收窄51%;日活用戶 Show More
11月29日,B站發佈Q3業績,第三季營收為58億元人民幣,與上年同期持平;廣告和加值服務業務成為B站營收成長的主要動力,分別年增21%和17%;移動遊戲業務營收年減33%;淨虧損為人民幣13億元,較2022年同期收窄22%。經調整淨虧損為8.64億元,較去年收窄51%;日活用戶破一億大關,較去年同期增加14%。業績公佈後,B站美股跌超11%。B站商業化之路道阻且長定係正當時?一起來聊聊啦~
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    Xiaobazan.com has published a Q3 financial report. Recently, it has used Station B quite a bit. Here are some simple comments:
     
    Actually, there aren't many Internet companies this year, but the core targets such as Pinduoduo, Kuaishou, and Station B will still take a look. After all, in the past year or two, beggars have been so ruthless and killing each other, and opportunities have also arisen out of despair.
    1. According to convention, let's talk about site B at the beginning of the year for performance guidelines. Currently, in addition to being under pressure on the game business, Xiaobazan has surpassed expectations in other aspects, especially in the advertising business, proving that Station B has commercialized its ability. The slogan to achieve profit and loss balance next year doesn't seem like a ruse case:); In terms of basic traffic, Station B's DAU broke the 100 million mark and MAU reached 341 million. Both reached record highs, and the average daily usage time of users exceeded 100 minutes for the first time. Overall, Station B is at the crossroads of history. Once game business expectations are reversed, expectations will rise by one dimension.
     
    2. The basic traffic market is in line with my expectations. In fact, everyone's expectations for Station B have always been relatively high. As Station B, which has always used the content ecosystem as its core competitiveness, has reached the domestic extreme level at the level of attracting users and at the main level of motivating UP. This is also the core reason why Station B's basic market has been able to continue to grow steadily.
    There is a set of data for reference: 1) The average age of new users of Station B is less than 22 years old, showing a trend of younger users, but the retention of old users is still very high. 68% of users registered in 2009 are still active on the platform, and the retention rate for regular members until 12 months...
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