火球法师
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战斗力 鹅
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注册时间 2019-2-28
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本帖最后由 Solid/Liquid 于 2019-11-19 20:49 编辑
https://edge.media-server.com/mmc/p/3ykfynce
随便输个人名司名应该就能进
"For the 6th consecutive quarter since our IPO, we exceeded our revenue guidance, beating the high-end of our expectations by nearly RMB100 million. Total net revenues came in at RMB1.86 billion for the third quarter, up 72% year-on-year. We think this means we’re doing something very right. As our top line expands, we are realizing more leverage, and our gross margin has improved meaningfully each quarter this year: From 13.8% in Q1 to 18.9% in Q3.
"The top 5 content categories in the third quarter were: Lifestyle, Entertainment, Game, Animation and Technology. For Lifestyle, our vlog campaign was a great success this summer. By the end of Q3, vlog had more than 11 billion cumulative views. Our interactive video feature continues to be a great outlet for our content creators to stretch their imaginations in various verticals, attracting a viewership of more than 300 million in just four months. In October, we launched a new joint creation program that encourages our content creators with matching talent, to work together to jointly co-produce titles. This initiative has been well-received by our community, particularly in the verticals that require more professional skills, such as Music, Dance and Animation. Looking ahead, we aim to further expand our content offerings in Entertainment, Fashion and Technology with more effective operations, which we believe will help attract mass audiences.
"Our games business is now accounting for 50% of our revenues. As we further diversify and expand our game offerings, we continue to grow our market share in the high quality and ACG game space. For the third quarter, revenues from our mobile games were up 25% year-over-year, at RMB 933 million. The enduring Fate/Grand Order, or FGO, continued to lead our growth, with growing revenue contribution from our jointly-operated ACG-themed mobile game, Arknights, which was released in Q2. FGO’s fandom further grew in Q3. After the release of a major content update, FGO ranked No.1 on China’s iOS top grossing chart 3 times in September. The game’s enduring life cycle is an excellent showing of our ability to acquire premium content and our strong game distribution power.
"During this year’s double 11 event, we launched an integrated marketing program with T- mall and Taobao. The campaign included a number of e-commerce advertisement initiatives that combine Bilibili’s vast content ecosystem with Alibaba’s extensive e- commerce ecosystem. To be more specific, the campaign allows e-commerce advertisers to complete one-stop-shop marketing on Bilibili. They can: 1) raise band awareness through various display ads, 2) influence users purchasing decisions through native ads and complete the transaction through performance-based ads that link to the merchandise. The initial results were very encouraging. We look forward to working closely with Alibaba and bringing our partnership to the next level.
For the third quarter, our e-commerce and others business grew by 703% to RMB226 million, largely driven by an increased number of paying users spending more on our e-commerce platform.
提前完成全年MAU目标
问答环节
还是在提“有信心在不影响用户质量的前提下实现增长”
“自然增长仍然占我们一个很主要的途径”其实就是主动获客在做了
18年新用户付费率高于之前的老用户
要继续加强用户对你B的品牌认知,强调一个2020年抓住增长窗口
用户来源仍然是一二线城市为主,平均年龄21.5岁,偏好更加广泛
过去五年一直巩固优势,“我们基本成为了国内合作伙伴公认最有优势的动漫平台”,估计这句主要是指日本那边买版权,毕竟你B在国创并不是老大
ad load比例一年没变过了,主要在找“创新广告方式”(大概是软广恰饭吧)“广告团队越来越有感觉了”,能够找到不影响用户体验的推广告方式
“通过品牌广告建立品牌认知,通过UP主内容生态完成产品种草,通过效果广告完成销售链路的转化“
“B站直播并不是一个对外竞争的业务,它是一个内生业务,是视频生态延伸过来的”
“我很高兴地告诉大家FGO的状况挺好的”
“大量年轻用户缺乏自己适合玩的游戏”
“从艾瑞报告预测看2023年二次元游戏市场会到623亿人民币”
“B站大约一半的用户会自己去找游戏”
(睿帝并没有提公主连接,提了双生视界和大王不高兴,强调国产游戏)
请开始你们的表演.jpg,楼主随便找一句阴阳怪气效果最好的挂到标题上吧 |
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