Revenue segments as reported by the company.

Mobile games

Value-added services

Advertising

E-commerce and others

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Sales and marketing

General and admin

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Bilibili

Bilibili, Inc. is a holding company, which represents the iconic brand of online entertainment for young generations in China. It offers a wide array of content serving young generations’ diverse interests. The firm enables broad video-based content consumption scenarios centered around professional user generated videos (PUGV) supplemented with live broadcasting, occupationally generated videos, or occupationally generated videos (OGV), and more. The company was founded by Xu Yi in June 2009 and is headquartered Shanghai, China.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Bilibili reports robust Q4 earnings, eyes AI content tools for growth

Bilibili's Q4 2022 earnings reflect strong performance in DAU growth, revenue increase, and margin improvement. The company's strategic goals for 2023 include further growth and profitability enhancements, with a focus on AI-generated content tools and game development. While challenges in narrowing losses persist, Bilibili is well-positioned to capitalize on opportunities in content creation and gaming.

Bilibili reports strong Q1 results, focuses on growth and efficiency

Bilibili's Q1 2023 results reflect a successful focus on efficiency and growth, with improvements in key financial and operational metrics. The company's user base, content ecosystem, and revenue streams continue to expand, positioning it well for future opportunities and challenges.

Bilibili reports robust Q2 results, focuses on profitability and tech innovation

Bilibili's Q2 2023 results demonstrate strong financial performance, user growth, and strategic initiatives in content creation and technology innovation.
While facing challenges such as game launch delays and revenue adjustments, the company remains focused on profitability, cost control, and long-term growth.
Opportunities in self-developed games, AIGC technology, and enhanced user experiences position Bilibili for continued success and achieving financial targets by 2024.

Bilibili reports strong Q3 performance, eyes profitability by 2024

Bilibili's Q3 2023 earnings call highlighted robust user metrics and revenue growth.
Focus on profitability with positive operating cash flow and expense reduction strategies.
Confidence in margin improvement, ad revenue growth, and path to breakeven by 2024.

Bilibili reports robust Q4 growth, eyes profitability and ad innovation

Bilibili's Q4 2023 performance showcased strong growth in community metrics, revenue streams, and margin expansion, with a focus on profitability and financial improvement in 2024.
The company's strengths lie in its valuable advertising platform, young user base, and solid financial position, while challenges include achieving profitability and balancing growth with expenses.
Opportunities for Bilibili include further monetization strategies, content creation models, and replicating successful business models for high-speed growth in various sectors.

Bilibili reports robust Q1 results, eyes growth through user monetization

Bilibili's Q1 2024 performance reflects strong revenue growth, improved margins, and a growing user base, underpinned by diverse revenue streams and user monetization strategies.
The company faces challenges in sustaining profitability amidst competition and balancing growth with content quality and monetization efforts.
Strategic opportunities include expanding advertising, gaming, and VAS offerings, enhancing user monetization, and fostering a loyal creator community for sustained growth.

Bilibili reports robust Q2 earnings, eyes profitability and innovation

Bilibili's Q2 2024 earnings call showcased strong financial performance, improved margins, and healthy community growth, underpinned by revenue diversification
The company's strategic focus on content, community, and technology positions it well for sustainable growth and profitability in the evolving digital entertainment landscape
While challenges like narrowing losses and intense industry competition persist, Bilibili's commitment to innovation and user engagement presents opportunities for future success
Overall, Bilibili's performance reflects a balanced approach to revenue growth, operational efficiency, and technological advancement, setting the stage for continued expansion

Bilibili achieves first quarterly profit, focuses on sustainable growth

Bilibili's Q3 2024 earnings call showcased strong financial performance, record community metrics, and a focus on sustainable profitability. The company's strategic initiatives in gaming, advertising, and content creation have positioned it for continued growth and success in the digital entertainment industry.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Bilibili, Inc. is a holding company, which engages in the provision of online entertainment content. The firm enables broad video-based content consumption scenarios centered around professional user generated videos supplemented with live broadcasting, occupationally generated videos, or occupationally generated videos. The company was founded by Xu Yi in June 2009 and is headquartered Shanghai, China.

The company plans on issuing potentially dilutive debt, although the sheer size of Thursday's plunge may be exaggerated.

Why Bilibili Stock Is Down Nearly 15% Today

SHANGHAI, China, Nov. 18, 2021 (GLOBE NEWSWIRE) -- Bilibili Inc. (“Bilibili” or the “Company”) (NASDAQ: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today announced a proposed offering (the “Notes Offering”) of US$1,400 million in aggregate principal amount of convertible senior notes due 2026 (the “Notes”) subject to market conditions and other factors. The Company intends to grant the initial purchasers in the Notes Offering a 30-day option to purchase up to an additional US$200 million principal amount of the Notes.

Bilibili Inc. Announces Proposed Offering of US$1,400 Million Convertible Senior Notes

Baidu

On Wednesday, Bilibili Inc. (HKG:09626) shares plummeted more than 9% after announcing its most recent quarterly results. On the other hand, its Chinese internet counterpart Baidu Inc. (HKG:09888) fell by more than 6% after releasing its FQ3 results.

Is Bilibili or Baidu the better Chinese internet stock to buy?

Slower-than-expected third-quarter revenue pushed the stock down.

Why Bilibili Stock Was Sliding Today

Bilibili Inc. (BILI) CEO Rui Chen on Q3 2021 Results - Earning Calls Transcript

Bilibili (NASDAQ:BILI) reported its Q3 earnings results on Wednesday, November 17, 2021 at 08:00 AM. Here's what investors need to know about the announcement.

Bilibili: Q3 Earnings Insights

Bilibili Inc (NASDAQ: BILI) reported third-quarter FY21 revenue growth of 61% year-on-year to $808 million (RMB5.2 billion), missing the consensus of $811.5 million. Drivers: Average monthly active users (MAUs) increased 35% Y/Y to 267.2 million, and Mobile MAUs rose 36% Y/Y to 249.9 million.

Bilibili Shares Drop After Mixed Q3 Results

SHANGHAI, China, Nov. 17, 2021 (GLOBE NEWSWIRE) -- Bilibili Inc. (“Bilibili” or the “Company”) (NASDAQ: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today announced its unaudited financial results for the third quarter ended September 30, 2021.

Bilibili Inc. Announces Third Quarter 2021 Financial Results

Bilibili (BILI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate Bilibili (BILI) to Report a Decline in Earnings: What to Look Out for

-Earnings Call Scheduled for 7:00 a.m. ET on November 17, 2021- -Earnings Call Scheduled for 7:00 a.m. ET on November 17, 2021-

Bilibili to Report Third Quarter 2021 Financial Results on Wednesday, November 17, 2021

The Chinese video-sharing site doesn't seem to have been affected by the regulatory crackdown on tech stocks.

Why Bilibili Is Flying 18% Higher This Week

SHANGHAI, China, Oct. 22, 2021 (GLOBE NEWSWIRE) -- A memorial video for a Russian content creator has gone viral on Bilibili in the past week. The video is covered with special bullet chats in Russian sent from Bilibili users in memory of uploader Pavlov's Drinking Food (referred to as Pavlov below), who passed away of COVID-19 in Russia earlier this October.

Users of Chinese Video Platform Bilibili Send Special Bullet Chats in Memory of Russian Creator Passed Away of COVID-19

Alibaba

Pinduoduo Inc - ADR

Weibo

Investors in Chinese tech stocks have gotten a brief reprieve this morning, before an afternoon selloff for this big reason. The post Chinese Tech Stocks: What's Going On With BABA, BIDU, BILI, JD, WB and PDD Today appeared first on InvestorPlace.

Chinese Tech Stocks: What's Going On With BABA, BIDU, BILI, JD, WB and PDD Today

Bilibili is well-positioned for growth, but there are risks that investors should not ignore.

Is Bilibili a Buy?

See how this under-the-radar Chinese social media stock did in its second quarter.

Why Bilibili Is Delivering Scorching Growth

Investors are shrugging off the prospect that Chinese regulators could tack on any more restrictive rules.

Why Bilibili Is Bouncing 14% This Week

NetEase

Tencent Holdings Limited

Tencent, NetEase, and Bilibili are in the Chinese government's regulatory crosshairs.

Will China's Latest Gaming Crackdown Hurt These 3 Stocks?

SHANGHAI, China, Sept. 01, 2021 (GLOBE NEWSWIRE) -- Bilibili Inc. (“Bilibili” or the “Company”) (NASDAQ: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today announced the following proposed resolutions submitted for shareholder approval have been adopted at its extraordinary general meeting of shareholders, the class meeting of holders of the Class Y ordinary shares with a par value of US$0.0001 each, and the class meeting of holders of Class Z ordinary shares with a par value of US$0.0001 each, held in Shanghai today:

Bilibili Announces Results of Extraordinary General Meeting, Class Z Meeting and Class Y Meeting

HUYA Inc - ADR

Tech investors have a close eye on video game stocks, as a number of the key players in this sector register declines today. The post Video Game Stocks: Why BILI, HUYA and NTES Stocks Are Powering Down Today appeared first on InvestorPlace.

Video Game Stocks: Why BILI, HUYA and NTES Stocks Are Powering Down Today

Baozun

And more importantly -- what happens next?

Why Chinese Tech Stocks Soared This Week

KE Holdings

JD.com

Nasdaq

360 Finance Inc - ADR

Tencent Music Entertainment Group 

Vipshop Hlds

Full Truck Alliance Co Ltd

Even with recent gains, the Invesco China Technology ETF is still down roughly 14.5% in 2021.

Here's Why Chinese Tech Stocks Made Big Gains Today

Palo Alto Networks

Victoria's Secret & Co

MaxCyte

Omega Therapeutics

Ranpak Holdings Corp

With the trading day more than halfway over, the broad markets were seeing another round of gains on Tuesday.

Tuesday Afternoon Analyst Upgrades and Downgrades: Palo Alto Networks, Victoria's Secret and More

Didi Global

Chinese stocks have reversed their summer-long downturn. Investors hope regulations could halt, and positive earnings are spurring interest.

Chinese Stocks: Why BABA, DIDI, NIO, PDD, BILI, JD Stocks Are Gaining Today

Best Buy

Salesforce

Markets are going into the Jackson Hole event near all-time highs. This lends tailwinds to top stock trades setting up for this week.

4 Top Stock Trades for Monday: BILI, PDD, CRM, BBY

Meituan

The meltdown in Chinese stocks may get worse following two new developments this week.

News for Bilibili Stock (BILI)