嗶哩嗶哩: 降本增效下虧損收窄，三謀驅動遊戲收入同比增長

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Bilibili  (BILI US) 降本增效下虧損收窄，三謀驅動遊戲收入同比增長 24Q2E results: losses narrowed on cost cuts and efficiency measures; game revenue beat expectations BUY (maintain) 投資要點/Investment Thesis 投資要点/Investment Thesis Bilibili發佈2024Q2財報。 24Q2收入爲61.3億元，超彭博一致預期0.6%。毛利爲18.3億元，超彭博一致預期2.9%；毛利率達29.9%，yoy+6.8pcts。經調整淨虧損爲2.7億元，yoy大幅縮窄72%。 24Q2E results: revenue rose 16% yoy; adjusted net loss shrank 72% yoy Bilibili released unaudited 24Q2E results on 22 August 2024: Key metrics: revenue rose 16% yoy to RMB6.13bn, exceeding the Bloomberg consensus estimate (BBG) by 0.6%. Gross profit grew 49% to RMB1.83bn, exceeding BBG by 2.9%. The gross margin reached 29.9%, up 6.8ppt yoy. The adjusted net loss narrowed significantly by 72% yoy to RMB271m. 運營數據良好。 用戶端：本季度DAU超1.02億，yoy+6%；MAU3.36億；用戶日均使用 ………………………………