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 Q4 2020

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

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

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.

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It's been a tough couple of months for leading Chinese stocks. Worries about a slowdown in the world's second-largest economy, particularly in the slumping real estate sector, have hurt China's stock market.

These Oversold Chinese Stocks Are Primed to Rebound

Bilibili (BILI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Bilibili (BILI) Surges 9.1%: Is This an Indication of Further Gains?

Tencent Holdings Limited

China's proposed gaming rules would hit smaller developers more than large ones, while also reducing overall online advertising revenue, according to UBS.

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Albemarle

Amazon

Bristol-Myers

Farfetch

KeyCorp

Lucid Group

Medtronic

ModivCare

Nikola

Organon & Co

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Insulet

PayPal

Sibanye Stillwater

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Bilibili's Hong Kong-listed shares fell sharply after the Chinese video-sharing platform reported a third-quarter net loss that was steeper than analysts expected.

Bilibili's Hong Kong shares fall sharply after deeper-than-expected net loss

Bilibili Inc. (NASDAQ:BILI ) Q3 2023 Earnings Conference Call November 29, 2023 7:00 AM ET Company Participants Juliet Yang - Executive Director-Investor Relations Rui Chen - Chairman of the Board of Directors & Chief Executive Officer Sam Fan - Chief Financial Officer Conference Call Participants Zhang Xueqing - CICC Fang Wei - Mizuho Felix Liu - UBS Zhang Lei - Bank of America Operator Good day, and welcome to the Bilibili Third Quarter 2023 Financial Results and Business Update Conference Call. Today's conference call is being recorded.

Bilibili Inc. (BILI) Q3 2023 Earnings Call Transcript

Bilibili (BILI) came out with a quarterly loss of $0.29 per share versus the Zacks Consensus Estimate of a loss of $0.24. This compares to loss of $0.63 per share a year ago.

Bilibili (BILI) Reports Q3 Loss, Tops Revenue Estimates

SHANGHAI, China, Nov. 29, 2023 (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, 2023.

Bilibili Inc. Announces Third Quarter 2023 Financial Results

Bilibili (BILI) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Is a Surprise Coming for Bilibili (BILI) This Earnings Season?

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In today's rapidly evolving digital landscape, social media stocks continue to play a critical role in capturing the attention of savvy investors. These stocks, representing platforms where millions converge daily, offer a unique blend of innovation and cultural impact.

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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.

Bilibili (BILI) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release

Bilibili (BILI) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, BILI broke through the 20-day moving average, which suggests a short-term bullish trend.

Bilibili (BILI) Just Flashed Golden Cross Signal: Do You Buy?

The mean of analysts' price targets for Bilibili (BILI) points to a 35.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Does Bilibili (BILI) Have the Potential to Rally 35.45% as Wall Street Analysts Expect?

SHANGHAI, China, Nov. 16, 2023 (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 that it will report its third quarter 2023 unaudited financial results on Wednesday, November 29, 2023, before the open of U.S. markets. The Company's management will host an earnings conference call at 7:00 AM U.S. Eastern Time on November 29, 2023 (8:00 PM Beijing/Hong Kong Time on November 29, 2023).

Bilibili Inc. to Report Third Quarter 2023 Financial Results on Wednesday, November 29, 2023

Bilibili's operating metrics have improved, showing accelerated growth in revenue and profits, indicating effective monetization efforts. Bilibili leads in user engagement among its competitors and is likely to sustain its growth momentum to take more market share. Bilibili's niche in gaming provides more upside and less competition risk, although gaming regulations in China pose uncertainty for long-term growth.

Bilibili: Persisting Against The Odds And Not Folding

From a technical perspective, Bilibili (BILI) is looking like an interesting pick, as it just reached a key level of support. BILI recently overtook the 20-day moving average, and this suggests a short-term bullish trend.

Bilibili (BILI) Just Overtook the 20-Day Moving Average

The average of price targets set by Wall Street analysts indicates a potential upside of 38.2% in Bilibili (BILI). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Wall Street Analysts Predict a 38.17% Upside in Bilibili (BILI): Here's What You Should Know

Bilibili (BILI) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, BILI broke out above the 50-day moving average, suggesting a short-term bullish trend.

Bilibili (BILI) Just Overtook the 50-Day Moving Average

NEW YORK , Oct. 9, 2023 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Bilibili Inc. ("Bilibili" or the "Company") (NASDAQ: BILI).  Such investors are advised to contact Robert S.

SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Bilibili Inc. - BILI

NetEase and Bilibili both struggled with tighter gaming restrictions in China. NetEase continues to generate stable sales growth with rising profits.

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Bilibili Inc. (NASDAQ:BILI ) Q2 2023 Earnings Conference Call August 17, 2023 8:00 AM ET Company Participants Juliet Yang - Executive Director of Investor Relations Sam Fan - Chief Financial Officer Rui Chen - Chairman of the Board and Chief Executive Officer Carly Lee - Vice Chairwoman of the Board and Chief Operating Officer Conference Call Participants Xueqing Zhang - CICC Lei Zhang - Bank of America Securities Kenneth Fong - Credit Suisse Yiwen Zhang - China Renaissance Lincoln Kong - Goldman Sachs Operator Good day, and welcome to Bilibili Second Quarter 2023 Financial Results and Business Update Conference Call. Today's conference is being recorded.

Bilibili Inc. (BILI) Q2 2023 Earnings Call Transcript

SHANGHAI, China, Aug. 17, 2023 (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 second quarter ended June 30, 2023.

News for Bilibili Stock (BILI)