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.

Investors clearly considered the company's first quarter to have been a success. It notched a decisive beat on the bottom line.

Why Bilibili Stock Was a Winner Today

Bilibili Inc. (NASDAQ:BILI ) Q1 2023 Earnings Conference Call June 1, 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 & Chief Executive Officer Carly Li - Vice Chairwoman of the Board & Chief Operating Officer Conference Call Participants Daniel Chan - JPMorgan Yiwen Zhang - China Renaissance Lincoln Kong - Goldman Sachs Lei Zhang - Bank of America Securities Xueqing Zhang - CICC Felix Liu - UBS Operator Good day, and welcome to the Bilibili First Quarter 2023 Financial Results and Business Update Conference Call. Today's conference is being recorded.

Bilibili Inc. (BILI) Q1 2023 Earnings Call Transcript

Bilibili (BILI) came out with a quarterly loss of $0.37 per share versus the Zacks Consensus Estimate of a loss of $0.44. This compares to loss of $0.66 per share a year ago.

Bilibili (BILI) Reports Q1 Loss, Lags Revenue Estimates

SHANGHAI, China, June 01, 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 first quarter ended March 31, 2023.

Bilibili Inc. Announces First Quarter 2023 Financial Results

Dollar General

Macy's

In mid-morning trading on Tuesday, the Dow Jones industrials were down 0.36%, the S&P 500 up 0.17% and the Nasdaq up 0.68%.

Earnings Previews: Bilibili, Dollar General, Macy's

SHANGHAI, China, May 19, 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 first quarter 2023 unaudited financial results on Thursday, June 1, 2023, before the open of U.S. markets. The Company's management will host an earnings conference call at 8:00 AM U.S. Eastern Time on June 1, 2023 (8:00 PM Beijing/Hong Kong Time on June 1, 2023).

Bilibili Inc. to Report First Quarter 2023 Financial Results on Thursday, June 1, 2023

SHANGHAI, China, May 08, 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 is notifying holders of its 1.25% Convertible Senior Notes due 2027 (CUSIP No. 090040AD8) (the “Notes”) that, pursuant to the Indenture dated as of June 2, 2020 (the “Indenture”) relating to the Notes by and between the Company and Deutsche Bank Trust Company Americas, as trustee, each holder has the right, at the option of such holder, to require the Company to repurchase all of such holder's Notes or any portion thereof that is an integral multiple of US$1,000 principal amount for cash on June 15, 2023 (the “2023 Repurchase Right”) and June 15, 2025. Holders of the Notes may exercise the 2023 Repurchase Right from 12:01 a.m., New York City time, on Monday, May 15, 2023 until 5:00 p.m., New York City time, on Tuesday, June 13, 2023.

Bilibili Inc. Announces Repurchase Right Notification for 1.25% Convertible Senior Notes due 2027

SHANGHAI, China, April 27, 2023 (GLOBE NEWSWIRE) -- Bilibili Inc. (the “Company” or “Bilibili”) (NASDAQ: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today published a circular (the “AGM Circular”) to provide shareholders with information on the proposals that will be put forward at the Company's annual general meeting of the shareholders (the “AGM”) for shareholders' approval and a notice of the AGM (the “AGM Notice”). The AGM will be held at Building 3, Guozheng Center, No. 485 Zhengli Road, Yangpu District, Shanghai, People's Republic of China on Friday, June 30, 2023 at 4:30 p.m. (Beijing time), to consider and vote on the resolutions set forth in the AGM Notice. The AGM Circular, AGM Notice and form of proxy for the AGM are available on the Company's investor relations website at https://ir.bilibili.com .

Bilibili Inc. to Hold Annual General Meeting on June 30, 2023

SHANGHAI, China, April 27, 2023 (GLOBE NEWSWIRE) -- Bilibili Inc. (the “Company” or “Bilibili”) (NASDAQ: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today announced that it filed its annual report on Form 20-F for the fiscal year ended December 31, 2022 with the Securities and Exchange Commission on April 27, 2023. The annual report can be accessed on the Company's investor relations website at http://ir.bilibili.com.

Bilibili Inc. Files Its 2022 Annual Report on Form 20-F

SHANGHAI, China, April 27, 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 has published its 2022 Environmental, Social and Governance ("ESG") Report. The ESG Report can be accessed on the Company's investor relations website at http://ir.bilibili.com. The initiatives described in the report speak to our long-standing commitment to sustainable development, covering the impact to our users, content creators, employees, partners and other stakeholders.

Bilibili Publishes 2022 Environmental, Social and Governance Report

Caesars Entertainment

Las Vegas Sands

Flutter Entertainment PLC

MGM Resorts

Melco Resorts and Entertainment

NetEase

For this column, I will define “hot gaming stocks” as companies in the gambling and video-game sectors that have positive momentum. In the U.S., gambling stocks are generally poised to generate strong results.

7 Hot Gaming Stocks to Invest in Now

SHANGHAI, China, March 10, 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 the Company's Class Z ordinary shares traded on The Stock Exchange of Hong Kong Limited (the “Hong Kong Stock Exchange”) have been included in the Shenzhen-Hong Kong Stock Connect and Shanghai-Hong Kong Stock Connect programs, both effective March 13, 2023. Following its inclusion, eligible investors in the Chinese Mainland will have direct access to the trading of Bilibili's Class Z ordinary shares.

Bilibili Inc. Announces Inclusion of Its Class Z Ordinary Shares in the Shenzhen-Hong Kong Stock Connect and Shanghai-Hong Kong Stock Connect Programs

New Oriental Education & Technology Group

HUYA Inc - ADR

Chinese trade data came in weak. Tensions between the U.S. and China continue to intensify.

Why Shares of Bilibili, HUYA, and New Oriental Education and Technology Are Falling Today

Bilibili Inc. (NASDAQ:BILI ) Q4 2022 Earnings Conference Call March 2, 2023 7:00 AM ET Company Participants Juliet Yang - Executive Director, Investor Relations Sam Fan - Chief Financial Officer Rui Chen - Chairman of the Board & Chief Executive Officer Carly Li - Vice Chairwoman of the Board & Chief Operating Officer Conference Call Participants Daniel Chen - JPMorgan Xueqing Zhang - CICC Yiwen Zhang - China Renaissance Lei Zhang - Bank of America Merrill Lynch Lincoln Kong - Goldman Sachs Operator Good day, and welcome to Bilibili Fourth Quarter and Fiscal Year 2022 Financial Results and Business Update Conference Call. Today's conference is being recorded.

Bilibili Inc. (BILI) Q4 2022 Earnings Call Transcript

Bilibili (BILI) delivered earnings and revenue surprises of 9.43% and 0.29%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

Bilibili (BILI) Reports Q4 Loss, Tops Revenue Estimates

SHANGHAI, China, March 02, 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 fourth quarter and fiscal year ended December 31, 2022.

Bilibili Inc. Announces Fourth Quarter and Fiscal Year 2022 Financial Results

Author(s): Ben Ward Shares of Chinese based video sharing company Bilibili (US:BILI) have staged a 130% share price recovery following trends in Hong Kong since equity markets after hitting an annual low point below $8 in late October.

Bilibili Has Seen A Strong Share Price Recovery, But Will The Momentum Last Over 2023? These Firms Are Short the Stock.

Funko

Intel

Rivian Automotive

Kyndryl Holdings

News Corp

Tenet Healthcare

David Einhorn's Greenlight Capital Inc. cut its stake in Intel Corp. and opened new positions in Tenet Healthcare Corp. and bobblehead maker Funko Inc., among other investment decisions in the fourth quarter, according to a filing late Tuesday.

Greenlight sells off Intel and Rivian, adds Tenet, Funko

-Earnings Call Scheduled for 7:00 a.m. ET on March 2, 2023- -Earnings Call Scheduled for 7:00 a.m. ET on March 2, 2023-

Bilibili to Report Fourth Quarter and Fiscal Year 2022 Financial Results on Thursday, March 2, 2023

Baidu

Pinduoduo Inc - ADR

Money is flowing into mainland Chinese and Hong Kong stocks in ways not seen since 2018, according to research firm EPFR Global.

Optimism on Chinese stocks soars to five-year highs

Should investors be excited or worried when a stock crosses above the 20-day simple moving average?

Bilibili (BILI) Crossed Above the 20-Day Moving Average: What That Means for Investors

Bilibili Inc - ADR BILI shares are trading higher by 3.02% to $25.40 Friday afternoon. Shares of several Chinese companies are trading higher ahead of the Lunar New Year on hopes of an economic recovery following the recent reopening.

What's Going On With Bilibili Shares?

Should investors be excited or worried when a stock's 50 -day simple moving average crosses above the 200-day simple moving average?

Should You Buy Bilibili (BILI) After Golden Cross?

SHANGHAI, China, Jan. 11, 2023 (GLOBE NEWSWIRE) -- Bilibili Inc. (NASDAQ: BILI and HKEX: 9626) (“Bilibili” or the “Company”), an iconic brand and a leading video community for young generations in China, today announced the completion on January 11, 2023 of the offering of 15,344,000 American depositary shares (the “ADSs”), each representing one Class Z ordinary share, par value US$0.0001 per share, of the Company (the “ADS Offering”), at US$26.65 per ADS.

Bilibili Inc. Announces Completion of Equity Offering

SHANGHAI, China, Jan. 09, 2023 (GLOBE NEWSWIRE) -- Bilibili Inc. (NASDAQ: BILI and HKEX: 9626) (“Bilibili” or the “Company”), an iconic brand and a leading video community for young generations in China, today announced the pricing of the offering of 15,344,000 American depositary shares (the “ADSs”), each representing one Class Z ordinary share, par value US$0.0001 per share, of the Company (the “ADS Offering”), at US$26.65 per ADS. The Company entered into an equity underwriting and notes exchange agreement with Goldman Sachs (Asia) L.L.C. (“Goldman Sachs”) dated January 9, 2023 in relation to the Company's issuance of ADSs partially in exchange for (the “Notes Exchange”) an aggregate principal amount of US$384.8 million of its outstanding 0.50% convertible senior notes due December 2026 (the “Exchange Notes”) purchased by Goldman Sachs and its applicable affiliate(s) from the holders of such Exchange Notes in privately negotiated transactions. The net proceeds of the ADS Offering will be used, as a part of the Company's comprehensive liability management exercise, (i) by Goldman Sachs to fund the aggregate purchase price of the Exchange Notes payable by Goldman Sachs to the holders of such Exchange Notes, and (ii) by the Company to replenish the Company's cash reserve after its repurchases of certain convertible senior notes in the fourth quarter of 2022 and for other working capital purposes.

News for Bilibili Stock (BILI)