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.

SHANGHAI, China, March 03, 2022 (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, 2021.

Bilibili Inc. Announces 2021 Fourth Quarter and Fiscal Year Financial Results

Best Buy

Canadian Natural Resources

Kroger

U.S. markets continue to be attuned to developments in Europe and Ukraine and what they could mean going forward.

Earnings Previews: Best Buy, Bilibili, Canadian Natural Resources, Kroger

Goldman Sachs wants to see some profits from the Chinese tech company -- but it doesn't expect to for a while.

Why Bilibili Stock Got Bashed Today

Tencent Music Entertainment Group 

Zhihu

Goldman Sachs downgraded three Chinese companies which trade in the U.S. Goldman Sachs analyst Piyush Mubayi downgraded Bilibili Inc (NASDAQ: BILI) to Neutral from Buy with a price target of $43, down from $105 (17.68% upside).

Here's Why Goldman Sachs Downgraded Bilibili, Zhihu, Tencent Music Entertainment

-Earnings Call Scheduled for 7:00 a.m. ET on March 3, 2022- -Earnings Call Scheduled for 7:00 a.m. ET on March 3, 2022-

Bilibili to Report Fourth Quarter and Full Year 2021 Financial Results on Thursday, March 3, 2022

The recent death of an online content auditor in China has brought attention to the toil of the occupation that has emerged in the internet age. A 25-year-old man who monitored content at Chinese video streaming site Bilibili suddenly passed away on February 5 during Chinese New Year, allegedly after working from 9 am to […]

Death of Bilibili content auditor revives debate on China's overwork culture

Alibaba Group Holding Ltd (NYSE: BABA) backed Bilibili Inc (NASDAQ: BILI) is looking to hire 1,000 new content moderators and more closely monitor the health of its workers, Reuters reports. China's leading video platform came under scrutiny after the death of an employee prompted accusations that it was overworking its staff.

Here's Why Bilibili Shares Are Trading Higher Today

Barclays analyst Jiong Shao initiated coverage of Bilibili Inc (NASDAQ: BILI) with an Equal Weight rating and $32 price target.  The price target implies a downside of 6.76%.

Read Why Barclays Sees Downside In Bilibili

Iovance Biotherapeutics

iQIYI

Invitae

Peloton

TG Therapeutics

Bargain-hunting investors have good reason to be tempted, but a steep sell-off alone isn't enough of a bullish argument.

Are These 7 of the Worst-Performing Stocks of 2021 Ready to Skyrocket This Year?

China's Gen Z darling lost its luster over the past year.

Bilibili Stock: Bear vs. Bull

Morgan Stanley analyst Alex Poon downgraded Bilibili Inc (NASDAQ:BILI) to Equal Weight from Overweight with a price target of $45, down from $95. The price target implies an upside of 15.4%.

Here's Why Morgan Stanley Slashed Bilibili Price Target By 53%

Alibaba

Tencent Holdings Limited

China's State Administration for Market Regulation (SAMR) penalized Alibaba Group Holding Ltd (NYSE: BABA), Tencent Holdings Ltd (OTC: TCEHY), and Bilibili Inc (NASDAQ: BILI) 500,000 yuan ($78,692) per deal for improper disclosure of a dozen of deals, Reuters reports. The penalties mark a maximum under China's 2008 anti-monopoly law.

Read Why China Penalized Alibaba, Tencent, Bilibili

KE Holdings

Futu Holdings

Pinduoduo Inc - ADR

Vipshop Hlds

China-based companies are valued at multi-year lows and at levels that are close to pricing the risks of harsh government regulations. The post 7 China Stocks on Fire Sale Following Alibaba's Tumble appeared first on InvestorPlace.

7 China Stocks on Fire Sale Following Alibaba's Tumble

Baidu

Baozun

News of DiDi Global's delisting pushed Chinese stocks down broadly.

Why Baozun, Bilibili, and Baidu Shares Were All Dropping Today

Daqo New Energy

JD.com

SPDR S&P China ETF

Recent declines in prices of these China stocks have created buying opportunities for investors who can look past the near-term volatility. The post 7 China Stocks That Could Gain Momentum Right Now appeared first on InvestorPlace.

7 China Stocks That Could Gain Momentum Right Now

Xtrackers Harvest CSI 300 China A-Shares ETF

Invesco China Technology ETF

iShares China Large-Cap ETF

KraneShares CSI China Internet ETF

Meituan

NetEase

Zillow

Already walloped from uninspiring third-quarter results in several Chinese internet companies, Chinese stocks were hammered further by the broader market slump on renewed pandemic concerns. BlackRock says "the time to position in the China market is right now," with signs of "bottoming out" for the internet and property sectors.

Chinese Internet Stocks: Throwing The Baby Out With The Bathwater

SHANGHAI, Nov. 23, 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 that it closed the offering (the “Notes Offering”) of US$1,400 million in aggregate principal amount of convertible senior notes due 2026 (the “Notes”). On November 22, 2021, the initial purchasers notified the Company of their election to exercise their option to purchase up to an additional US$200 million aggregate principal amount of the Notes in full, which is expected to close on November 26, 2021.

Bilibili Inc. Announces Completion of Convertible Senior Notes Offering

Global Payments

Mastercard

Victoria's Secret & Co

Lone Pine Capital, the firm founded by former tiger cub Steve Mandel (Trades, Portfolio), disclosed last week that its top trades during the third quarter included new positions in Bilibili Inc. ( BILI , Financial) and Victoria's Secret & Co. ( VSCO , Financial) and the closure of its holdings in Global Payments Inc. ( GPN , Financial) and Mastercard Inc. ( MA , Financial).

Mandel's Lone Pine Opens 2 Positions, Axes 2 Holdings

China's macroeconomic indicators provided equity markets with a solid backdrop as the week began. Unfortunately, disappointing earnings reports from Chinese internet companies subsequently rained on investors' parade.

Alibaba's And Bilibili's Kitchen-Sink Quarter

This Chinese tech stock is still a high-risk play.

Is Bilibili Stock a Buy?

SHANGHAI, Nov. 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 the pricing of US$1,400 million in aggregate principal amount of convertible senior notes due 2026 (the “Notes”) (the “Notes Offering”). The Notes have been offered to persons reasonably believed to be qualified institutional buyers in reliance on the exemption from registration provided by Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). In addition, the Company has granted 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. Prices Offering of Convertible Senior Notes

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

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.

News for Bilibili Stock (BILI)