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- **User Engagement Surge**: DAUs up 9% YoY to 117 million, AI-related content watch time +50% YoY.
- **Profitability Leap**: Gross margin expanded to 36.7%, non-GAAP net profit margin reached 10.2%.
- **AI-Driven Growth**: Ad revenue +23% YoY, AI tools automating 55% of creatives.
- **Game Success**: Escape from Duckov sold 3 million copies, with mobile and console expansions planned.

**【CEO Summary Section】**
- **User Growth and Engagement**: DAUs rose 9% YoY to 117 million, MAUs grew 8% to 376 million, with average daily time spent increasing to 112 minutes. AI-related content watch time surged 50% YoY.
- **Revenue and Profitability**: Total net revenue grew 5% YoY to RMB 7.7 billion, with gross margin expanding to 36.7%. Non-GAAP operating profit surged 153% YoY.
- **AI Initiatives**: Launching AI-powered video tools and multilingual accessibility features to enhance creator efficiency and user engagement.

**【CFO Financial Commentary】
- **Financial Highlights**: GAAP net income of RMB 469 million, up from a loss in Q3 2024. Adjusted net profit margin reached 10.2%, up from 3.2% YoY.
- **Cost Management**: Operating expenses declined 6% YoY, driven by disciplined spending and operational leverage.
- **Cash Flow**: Generated RMB 2 billion in operating cash flow, with RMB 23.5 billion in cash equivalents.

**【Q&A Key Highlights】
- **Ad Business Growth**: Ad revenue rose 23% YoY, with AI tools automating 55% of ad creatives. New customer rates during Double 11 exceeded 55% across industries.
- **Game Pipeline**: Escape from Duckov sold 3 million copies globally, with plans for console and mobile expansions.
- **AI Applications**: AI-enabled video generation tools and multilingual features to support creator efficiency and content diversity.

Bilibili Inc. (BILI) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

BILI

BILI fundamentals

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