Good day and welcome to the Bilibili First Quarter 2023 Financial Results and Business Update Conference Call. Today's conference is being recorded. At this time, I would like to turn the conference over to Juliet Yang, Executive Director of Investor Relations. Please go ahead. Thank you, Operator. During this call, we'll discuss our business outlook and make forward-looking statements. These comments are based on our predictions and expectations as of today. Actual events or results could differ materially ...

Good morning, everyone, and welcome to NOAA's 2023rd First Quarter Earnings Call. I'm Melo C., Director of Investment Relations at NOAA Group. The presenters joining us today are Ms. Wang Jingbo, our co-founder, chairlady, and CEO, and Mr. Graham Penn, our CFO. I'd also like to inform you that we're currently live from our new headquarters, NOAA Wealth Center, located in Hongqiao, Shanghai. Before we start, we would like to kindly remind you that during today's call, we may make forward-looking statements b ...

Good day and thank you for standing by. Welcome to H World First Quarter 2023 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be question and answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To redraw your question, please press star one one again. Please be advised that today's conference is being recorded ...

业绩总结 - PDD Holdings在2023年第一季度实现总收入376亿元人民币，同比增长58%[2] - 在线营销服务及其他收入为273亿元人民币，同比增长50%[22] - 交易服务收入为104亿元人民币，同比增长86%[22] - 基本每ADS收益为6.13元人民币，稀释每ADS收益为5.55元人民币，较2022年同期显著增长[23] - 非GAAP净收入为101亿元人民币，较去年同期大幅增加[23] - 经营活动产生的净现金流为13亿元人民币，而2022年同期为现金流出91亿元人民币[22] - 第一季度的总成本为111亿元人民币，同比增长55%[26] - 总运营费用为196亿元人民币，较2022年同期增加[26] - 非GAAP总运营费用占总收入的比例为48%，较去年同期有所下降[26] - 截至2023年3月31日，公司现金、现金等价物及短期投资总额为1570亿元人民币[22] 用户数据与市场策略 - 在线营销服务收入同比增长50%，较上季度加速[29] - 公司正在将战略重点从增长速度转向增长质量，已获得消费者和卖家的积极反馈[30] - 公司计划通过推出100亿元生态系统倡议，进一步支持优质卖家并提升平台整体质量[35] - 公司在过去两个季度的盈利水平出现季度性下降，认为这是正常现象[44] 新产品与技术研发 - 公司在农业领域的数字化率仍然较低，致力于提高供应链效率，帮助优质农产品更有效地分配[45] - 公司向中国农业大学捐赠1亿元人民币，以支持农业科技创新[46]

财务数据和关键指标变化 - 2023年第一季度总净收入达250亿元人民币 同比增长6% 归属于网易股东的净利润为68亿元人民币 同比增长54% [1][2] - 游戏及相关增值服务净收入201亿元人民币 同比增长8% 移动游戏收入占在线游戏运营总净收入的72% [1][2] - 有道净收入12亿元人民币 同比下降3% 主要受1月疫情影响 [1][2] - 云音乐净收入20亿元人民币 同比下降5% 主要因社交娱乐服务收入下降 [1][2] - 创新业务及其他净收入19亿元人民币 同比增长近13% 主要得益于严选贡献增加 [1][2] - 整体毛利率达59.8% 同比提升5.3个百分点 游戏业务毛利率接近67% 创七年新高 [1][2] 各条业务线数据和关键指标变化 游戏业务 - 《梦幻西游》系列旗舰产品收入持续稳定增长 通过春节期间的节日活动和扩展包保持用户粘性 [1][2] - 新游戏《蛋仔派对》成为第一季度中国iOS下载量最高的游戏 用户每周创作超100万个UGC内容 [1][2] - 《第五人格》五周年之际实现净收入新高 得益于与日本动漫《文豪野犬》的联动活动 [1][2] - 即将推出的新游戏包括6月30日上线的《逆水寒》手游 6月8日上线的《巅峰极速》以及6月20日上线的《赛车大师》 [1][2] 有道业务 - STEAM课程恢复增长轨迹 冠军班学员在英国青少年围棋公开赛青年组夺冠 [1][2] - 有道词典笔X5和P5在12种复杂场景下实现100%准确率 智能学习板升级提供专业化单词训练 [1][2] - 有道方读儿童数字阅读服务总账单同比增长近40% [1][2] 云音乐业务 - 在线音乐MAU持续稳定增长 付费率保持在20%左右 [1][2] - 注册独立艺术家累计达63万 通过"新声力量计划"等项目扶持新人 [1][2] - 与摇滚唱片续签协议 新增与动画工作室Comix Wave Films的音乐授权合作 [1][2] 严选业务 - 严选七周年之际 宠物用品、家居清洁等品类实现显著同比增长 [1][2] - 建立独立生产线保障产品质量 与供应商共建联合实验室提升创新能力 [1][2] 公司战略和发展方向和行业竞争 - 全球化战略持续推进 海外已设立超10家自研游戏工作室 覆盖日本、美国、加拿大和欧洲 [1][2] - 新成立Anchor Point Studios和Bad Brain Game Studios 专注开发动作冒险类游戏 [1][2] - 将AI技术深度应用于游戏开发 《逆水寒》手游采用机器学习技术打造开放世界体验 [1][2] - 面对行业竞争 公司强调通过玩法创新和技术应用保持竞争优势 特别是在MMORPG领域的领先地位 [1][2] 管理层对经营环境和未来前景的评论 - 未观察到宏观经济疲软对游戏行业的影响 对中国及海外市场保持信心 [1][2] - 云音乐调整直播业务策略 更注重可持续盈利能力 毛利率从12%提升至22.4% [1][2] - 预计通过持续优化成本结构和收入分成策略 云音乐将实现现金流盈亏平衡 [1][2] 其他重要信息 - ESG表现优异 董事会女性占比达40% 领先国际平均水平 [1][2] - 2022年单位净收入温室气体排放减少5% 连续五年入选福布斯全球最佳雇主 [1][2] - 现金储备充足 截至2023年3月底净现金达951亿元人民币 [1][2] 问答环节所有的提问和回答 关于宏观经济对游戏行业影响 - 管理层表示尚未观察到消费疲软对游戏业务的影响 对中国及海外市场保持信心 [1][2] 关于《逆水寒》手游测试反馈 - 测试获得积极反馈 游戏满足不同类型玩家需求 计划6月30日正式上线 [1][2] - 该游戏深度应用AI技术 从游戏+AI转向AI+游戏的基础架构 [1][2] 关于《蛋仔派对》发展前景 - 对成为可持续的家庭派对游戏充满信心 计划拓展海外市场 [1][2] 关于海外工作室投资计划 - 目前拥有近20家海外工作室 预计明后年将有重磅作品面世 [1][2] 关于游戏业务高毛利率原因 - 主要得益于规模增长、终止低利润率授权游戏以及渠道成本优化 [1][2] 关于云音乐直播业务调整 - 为提升盈利能力主动调整直播业务 聚焦音乐爱好者 预计将逐步实现盈亏平衡 [1][2]

Thank you for standing by, and welcome to the May 1st Quarter 2023 Earnings Conference Call. All participants will be in a listen-only mode. There will be a presentation, followed by a question and answer session. If you wish to ask a question, you will need to press the star key, followed by the number one on your telephone keypad. I would now like to hand the conference over to Scarlett Chu, VP and Head of Capital Markets. Thank you, operator. Good evening and good morning, everyone. Welcome to our fifth ...

Good afternoon. My name is David and I'll be your conference operator today. At this time, I'd like to welcome everyone to NVIDIA's first quarter earnings call. Today's conference is being recorded. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there'll be a question and answer session. If you'd like to ask a question during this time, simply press the star key followed by the number one on your telephone keypad. If you'd like to withdraw your question, pre ...

Ladies and gentlemen, thank you for standing by and welcome to the Canjun Limited First Quarter 2023 Financial Results Conference Call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a Q&A session. Today's conference is being recorded. At this time, I would like to turn the conference over to Ms. Wenbei Wang, Head of Investor Relations. Please go ahead, ma'am. Thank you, operator. Good evening and good morning, everyone. Welcome to our first quarter 2 ...

Welcome to the Applied Materials Earnings Conference Call. During the presentation, all participants will be in a listen-only mode. Afterwards, you will be invited to participate in a question and answer session. I would now like to turn the conference over to Michael Sullivan, Corporate Vice President. Please go ahead, sir. Good afternoon, everyone, and thank you for joining Applied's second quarter of Fiscal 2023 Earnings Call. Joining me are Gary Dickerson, our President and CEO, and Bryce Hill, our Chie ...

Alibaba Group Holding Limited (NYSE:BABA) Q4 2023 Earnings Conference Call May 18, 2023 7:30 AM ET Company Participants Robert Lin - IR Daniel Zhang - Chairman & CEO Joe Tai - Executive Vice Chairman Toby Xu - CFO Trudy Dai - CEO, Taobao & Tmall Group Jiang Fan - CEO, Alibaba International Digital Commerce Group Conference Call Participants Ronald Keung - Goldman Sachs Alicia Yap - Citi Alex Yao - JPMorgan Gary Yu - Morgan Stanley Jerry Liu - UBS Operator Good day, ladies and gentlemen. Thank you for standi ...