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.

Sony

Sony has made a $400M investment in Bilibili, the Chinese entertainment platform that is wildly popular with young people in the middle kingdom. The service, which features content including animation, comics, games, user-generated videos and streaming, first launched in 2020. Today’s deal sees Sony acquire 17.3 million shares, roughly 5% of its total number, valuing

Sony Invests $400M In Chinese Youth-Focused Entertainment Platform Bilibili

SHANGHAI, April  09, 2020  (GLOBE NEWSWIRE) -- Bilibili Inc. (“Bilibili” or the “Company”) (Nasdaq: BILI), a leading online entertainment platform for young generations in China, today announced that Sony Corporation of America (“SCA”), a wholly owned subsidiary of Sony Corporation (“Sony”) and a global leader providing entertainment services with solid foundation of technology, has entered into a definitive agreement with Bilibili such that SCA will invest an aggregate amount of approximately US$400 million in cash in Bilibili at the closing of the transaction.

Bilibili Announces Equity Investment from Sony

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Bilibili Inc. (BILI) CEO Rui Chen on Q4 2019 Results - Earnings Call Transcript

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

Should You Buy Bilibili (BILI) Ahead of Earnings?

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Why Chinese Stocks Are Falling Today

This Chinese video-sharing service made the most out of the coronavirus lockdown in Wuhan.

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Some internet companies could thrive in a time when market sentiment in the world's most populous nation is going the other way.

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Why Bilibili Stock Jumped 14% Today

Long-term BILI stock is likely to be a quality growth story, but there is likely to be profit-taking in the coming weeks
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There’s a Very Bumpy Ride Upwards in Store for BILI Stock

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China’s Gen Z darling is getting a lot of support from the country’s top streaming music and e-commerce companies.

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The Gen Z platform’s expanding ecosystem, sticky user loyalty, insulation from macro headwinds, and takeover potential could lift its stock to fresh highs this year.

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Bilibili (BILI) saw a big move last session, as its shares jumped more than 5% on the day, amid huge volumes.

Bilibili (BILI) Catches Eye: Stock Jumps 5.4%

Chinese entrepreneur Chen Rui has re-entered the ranks of the world’s wealthiest people, as his anime and entertainment site Bilibili continues to produce unique content that attracts China’s free-spending Gen Z.

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The online entertainment expert is chasing an enormous target market among an increasingly affluent cohort of Chinese youngsters.

News for Bilibili Stock (BILI)