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.

Alibaba

Baidu

Tencent Holdings Limited

China's top legislative body passed the Personal Information Protection Law likely to be effective from November 1, the Wall Street Journal reported based on Xinhua News Agency. Europe's General Data Protection Regulation inspired China's data protection law, setting stricter rules on companies' user data collection and handling, CNBC reports.

How China's GDPR Could Spell More Trouble For Alibaba, Tencent, Baidu, Bilibili?

Didi Global

New Oriental Education & Technology Group

iQIYI

JD.com

NetEase

TAL Education Group

A deteriorating regulatory climate weighed on the sector.

Why Chinese Tech Stocks Got Walloped This Week

On Thursday, Bilibili Inc. (HKG:09626) shares plummeted nearly 7% after announcing its most recent quarterly results. The company reported its fiscal Q2 revenue and earnings before markets opened, beating expectations.

Should you buy Bilibili stock in Q3 after solid Q2 results?

Shares of the Chinese tech stock fell in spite of a better-than-expected earnings report.

Why Bilibili Stock Was Slipping Today

Bilibili Inc. (BILI) CEO Rui Chen on Q2 2021 Results - Earnings Call Transcript

Online entertainment company Bilibili Inc (NASDAQ: BILI) reported second-quarter FY21 revenue growth of 72% year-on-year to $696.2 million (RMB4.5 billion), beating the analyst consensus of $663.3 million. Average monthly active users (MAUs) increased 38% Y/Y to 237.1 million, and Mobile MAUs rose 44% Y/Y to 220.5 million.

Bilibili Shares Drop Despite Q2 Earnings Beat - Ready Why

The Chinese government is considering further regulatory proposals, including measures to safeguard the rights of drivers working for online companies and increasing oversight of the livestreaming industry, according to Bloomberg.  Alibaba Group Holding Limited (NYSE: BABA) came onto the regulator's radar late last year when China took the e-commerce giant to task for its dominant market position.

Alibaba, Baidu, JD.com, Tecent, Bilibili Stocks Lose Further Ground Amid Regulatory Crackdown

Shares of Bilibili (NASDAQ:BILI) fell 3.6% in pre-market trading after the company reported Q2 results. Quarterly Results Earnings per share decreased 84.21% over the past year to ($0.35), which beat the estimate of ($2.86).

Bilibili: Q2 Earnings Insights

SHANGHAI, China, Aug. 19, 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 second quarter ended June 30, 2021.

Bilibili Inc. Announces Second Quarter 2021 Financial Results

China's State Administration for Market Regulation launched a list of prohibited behaviors that could harm internet users and limit market competition, The Wall Street Journal reports.  The banned actions include controlling user traffic, blocking competitors' products and discriminatory pricing.

Why Alibaba, Tencent, Baidu, Bilibili Shares Are Trading Lower Today

Bilibili Inc's (NASDAQ: BILI) PRC subsidiary Shanghai Bilibili Technology Co., Ltd is investing RMB500 million in China Telecom Corp Ltd's (OTC: CHJHF) newly issued shares under a strategic investor allotment agreement and a sponsor for China Telecom's proposed offering of shares in conjunction with its listing on the Shanghai Stock Exchange. China Telecom is an integrated intelligent information service provider in the PRC with full-service capabilities.

Bilibili Invests RMB500M In China Telecom's Equity

SHANGHAI, China, Aug. 11, 2021 (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 its PRC subsidiary Shanghai Bilibili Technology Co., Ltd. (“Shanghai Bilibili”) has entered into a strategic investor allotment agreement (the “Allotment Agreement”) with China Telecom Corporation Limited (or “China Telecom”) (HKEX: 0728) and a sponsor (the “Sponsor”) for China Telecom's proposed offering of A shares in conjunction with its listing on the Shanghai Stock Exchange. China Telecom is an integrated intelligent information service provider in the PRC with full-service capabilities.

Bilibili Announces Strategic Equity Investment in China Telecom

Xtrackers Harvest CSI 300 China A-Shares ETF

Invesco China Technology ETF

iShares China Large-Cap ETF

KraneShares CSI China Internet ETF

Meituan

Full Truck Alliance Co Ltd

Bargain-hunters who bought into the soothing reassurances from Chinese state media and officials had a rude awakening last week with articles targeting several industries sinking related stocks. The revelation of a potential expiration of preferential tax rate for tech companies like Alibaba and Tencent led to further market disappointment.

Assessing Chinese Internet Stocks In A Time Of Great Flux

NetEase and Bilibili are well-insulated from the regulatory crackdown.

These 2 Chinese Tech Stocks Could Be Safer Than Their Bigger Rivals

Bilibili (BILI) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Bilibili (BILI) Stock Jumps 11.9%: Will It Continue to Soar?

SHANGHAI, China, July 29, 2021 (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 notice to announce that it will hold an extraordinary general meeting (the “EGM”) of shareholders (the “Notice of EGM”) at Building 3, Guozheng Center, No. 485 Zhengli Road, Yangpu District, Shanghai, People's Republic of China on September 1, 2021 at 5:30 p.m. (Beijing time) (or soon after the Class Y Meeting and the Class Z Meeting, both of which are defined below), for the purposes of considering and, if thought fit, passing the Proposed Resolutions set forth in the Notice of EGM. The Notice of EGM and form of proxy for the EGM are available on the Company's website at https://ir.bilibili.com/. The board of directors of Bilibili fully supports the Proposed Resolutions (defined in the Notice of EGM) and recommends that shareholders and holders of ADSs vote in favor of the resolutions set out in the Notice of EGM.

Bilibili to Hold Extraordinary General Meeting on September 1, 2021

Luckin Coffee

It's becoming clearer by the day that, for the first time in modern history, China wants to aggressively reel in its tech sector, but these three Chinese stocks can survive. The post The China Crackdown Is Real, But These 3 Chinese Tech Stocks Will Survive appeared first on InvestorPlace.

The China Crackdown Is Real, But These 3 Chinese Tech Stocks Will Survive

SHANGHAI, China, July 28, 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 publication of its first Environmental, Social and Governance (“ESG”) Report. The report outlines the Company's ESG policies and related outcomes and performance in 2020, underscoring Bilibili's commitment to achieving its sustainability and ESG goals.

Bilibili Publishes 2020 Environmental, Social and Governance (ESG) Report

-Earnings Call Scheduled for 8:00 a.m. ET on August 19, 2021- -Earnings Call Scheduled for 8:00 a.m. ET on August 19, 2021-

Bilibili to Report Second Quarter 2021 Financial Results on Thursday, August 19, 2021

Baozun

News that the government was suffocating the Chinese education sector weighed on tech stocks as well.

Why Chinese Tech Stocks Were Plunging Again Today

KE Holdings

GDS Hlds

Morgan Stanley

A crackdown on tutoring stocks set off another panic.

Why Chinese Stocks Were Tumbling en Masse Today

DouYu International Holdings Ltd

Casualties include Baidu, Baozun, Bilibili -- and some other stocks that don't start with the letter B.

Why Chinese Tech Stocks Got Destroyed This Week

Kanzhun Ltd

UP Fintech Holding

There's a lot of collateral damage being caused by the downdraft.

Why These China Stocks Are Plummeting Today

Bilibili Inc. (BILI) CEO Rui Chen on Q1 2021 Results - Earnings Call Transcript

Shares of Bilibili (NASDAQ:BILI) moved higher by 2.8% in pre-market trading after the company reported Q1 results. Quarterly Results Earnings per share decreased 45.00% over the past year to ($0.29), which beat the estimate of ($0.35).

News for Bilibili Stock (BILI)