Earnings Expectations - Bilibili is expected to report a year-over-year increase in earnings with higher revenues for the quarter ended March 2024 [1] - The company is anticipated to post a quarterly loss of $0 17 per share, representing a year-over-year improvement of +54 1% [2] - Revenues are projected to be $775 06 million, up 4 6% from the same quarter last year [2] Estimate Revisions - The consensus EPS estimate for the quarter has been revised 5 88% lower over the last 30 days [2] - The Most Accurate Estimate for Bilibili is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +5 88% [5] - The stock currently carries a Zacks Rank of 2, indicating a favorable outlook [5] Earnings Surprise History - In the last reported quarter, Bilibili delivered a surprise of -18 75%, posting a loss of $0 19 per share against an expected loss of $0 16 [7] - Over the last four quarters, the company has beaten consensus EPS estimates two times [7] Earnings ESP and Predictive Power - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [4] - Stocks with this combination produce a positive surprise nearly 70% of the time [4] - Bilibili's combination of a positive Earnings ESP and Zacks Rank 2 suggests a high likelihood of beating the consensus EPS estimate [5][6] Market Impact - The earnings report, expected on May 23, 2024, could influence the stock's near-term price movement depending on whether the results exceed or fall short of expectations [1] - While earnings performance is a key factor, other unforeseen catalysts or disappointments can also impact stock movement [8]

Core Viewpoint - Bilibili Inc. will report its first quarter 2024 unaudited financial results on May 23, 2024, before U.S. market opens [1] Group 1: Financial Reporting - The earnings conference call is scheduled for 8:00 AM U.S. Eastern Time on May 23, 2024 [1] - Participants must register online to receive dial-in numbers and a personal PIN for the conference call [1] Group 2: Company Overview - Bilibili is a leading video community in China, focusing on enriching the lives of young generations [3] - The platform offers a variety of video content and is known for its "bullet chatting" feature, enhancing user engagement [3] - Bilibili aims to promote Chinese culture globally while fostering a strong community among users and content creators [3]

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2024年4月28日 公司研究 广告业务增长强劲，毛利率进一步提升 ——哔哩哔哩（BILI.O）24Q1 业绩前瞻 要点 增持（维持） 1Q24业绩前瞻：1）我们预计公司1Q24营收为56.2亿元人民币（yoy+11%）， 当 前价：13.12美元 分业务来看，预计游戏\VAS\广告\电商四大业务收入分别为 10.1 亿元 （yoy-11%）、24.7亿元（yoy+15%）、16.3亿元（yoy+28%）、5.2亿元（yoy+2%）。 作者 2）预计1Q24实现毛利润15.3亿元，对应毛利率27.2%，预计各项费用合计同 分析师：付天姿 CFA，FRM 比基本持平，实现经调整归母净亏损6亿。 执业证书编号：S0930517040002 广告业务持续多季度保持20%以上增速。我们预计1Q24广告收入同比增长28% 021-52523692 至16.3亿元，占总收入的比重同比提升4pct至28.9%，主要系广告效率的不 futz@ebscn.com 断提升，以及游戏、电商类广告主投放加大。从广告类型看，效果广告保持较高 增速，23年占比广告收入不足50%，未来仍有进一步提升空间。我们认为，效 联系人：杨朋沛 ya ...

Bilibili (BILI) shares soared 11% in the last trading session to close at $12.75. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 9.7% gain over the past four weeks.Bilibili is benefiting from an expanding user base. At the end of fourth-quarter 2023, average daily active users (DAUs) were 100.1 million, up 8% year over year.This Chinese video sharing website is expected to post quarterly loss of $0.17 per share in its upcoming r ...

Companies’ earnings growth captivates almost everyone, from the top brass to research analysts. Still, earnings acceleration works better when it comes to lifting the stock price. Studies have shown that most successful stocks have seen an acceleration in earnings before an uptick in their price.Earnings acceleration is the incremental growth in a company’s earnings per share (EPS). In other words, if a company’s quarter-over-quarter earnings growth rate increases within a stipulated time frame, it can be c ...

SHANGHAI, China, April 09, 2024 (GLOBE NEWSWIRE) -- Bilibili Inc. ("Bilibili" or the "Company") (NASDAQ:BILI), 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 Cent ...

SHANGHAI, China, April 09, 2024 (GLOBE NEWSWIRE) -- Bilibili Inc. ("Bilibili" or the "Company") (NASDAQ:BILI), an iconic brand and a leading video community for young generations in China, today announced that it has published its 2023 Environmental, Social and Governance ("ESG") Report and is accessible on the Company's investor relations website at http://ir.bilibili.com. The initiatives described in the report speak to the Company's long-standing commitment to sustainable development, covering the impact ...

Financial Performance - Net revenue for 2023 was RMB 22,527,987, representing a 2.9% increase from RMB 21,899,167 in 2022[5] - Gross profit increased by 41.4% to RMB 5,441,865 in 2023, up from RMB 3,849,295 in 2022[5] - The net loss for 2023 was RMB 4,811,713, a reduction of 35.9% compared to RMB 7,507,653 in 2022[5] - Adjusted operating loss improved by 45.9% to RMB 3,384,962 in 2023 from RMB 6,257,476 in 2022[5] - Total revenue for 2023 increased to RMB 22.5 billion, with advertising revenue growing by 27% and contributing 28% of total revenue, up from 23% in 2022[14] - Gross profit margin improved significantly from 17.6% in 2022 to 24.2% in 2023, driven by a 41% increase in gross profit[14] - The adjusted net loss narrowed by 49% year-on-year, with operating cash flow turning positive in 2023, generating RMB 640 million in the fourth quarter[14] - Operating expenses decreased by 14% to RMB 10.5 billion in 2023 from RMB 12.2 billion in 2022, reflecting effective cost control measures[38] - The company's operating loss narrowed by 39% to RMB 5.1 billion in 2023 from RMB 8.4 billion in 2022[42] Assets and Liabilities - Total assets decreased by 20.7% to RMB 33,159,067 in 2023, down from RMB 41,830,570 in 2022[5] - Total liabilities also decreased by 29.5% to RMB 18,754,800 in 2023, compared to RMB 26,590,983 in 2022[5] - The total equity attributable to shareholders decreased by 5.5% to RMB 14,404,267 in 2023 from RMB 15,239,587 in 2022[5] - Current assets decreased by 23.4% to RMB 18,727,039 in 2023 from RMB 24,452,888 in 2022[5] - Non-current assets decreased by 17.0% to RMB 14,432,028 in 2023, down from RMB 17,377,682 in 2022[5] User Engagement and Content - Average daily active users reached over 98 million in 2023, with monthly active users growing to 329 million, reflecting year-on-year increases of 14% and 5% respectively[13] - The average daily usage time per user on the platform reached 97 minutes, with total user interaction increasing by 14% year-on-year[18] - Monthly average submissions from content creators rose by 46% to approximately 21.5 million, with over 3 million creators earning income through various channels, a 30% increase from the previous year[17] - The average daily video views increased by 25% to 4.3 billion, with significant growth in specific content categories such as parenting, automotive, and fashion[15] Revenue Streams - Value-added services revenue reached RMB 9.9 billion in 2023, marking a 14% increase, primarily driven by live streaming income[20] - Value-added services revenue increased by 14% to RMB 9.9 billion in 2023 from RMB 8.7 billion in 2022, driven by growth in live streaming and other services[32] - In 2023, the company's advertising revenue reached RMB 6.4 billion, a 27% increase from RMB 5.1 billion in 2022, driven by strong growth in performance advertising, which increased over 50% year-on-year[33] - Mobile game revenue totaled RMB 4 billion in 2023, a 20% decrease from RMB 5 billion in 2022, primarily due to a lack of new game launches and reduced contributions from several existing games[34] Corporate Governance and Structure - The company operates under a dual-class share structure, allowing Class Y shareholders to have ten votes per share, while Class Z shareholders have one vote per share[119] - The board of directors is composed of key members including Chairman and CEO Chen Rui, Vice Chairman and COO Li Ni, and independent directors such as JP Gan and He Zhenyu[187][188] - The company has confirmed compliance with all applicable corporate governance codes during the reporting period, with the exception of the separation of roles between the Chairman and CEO[181] - The board believes that the dual role of Chairman and CEO held by Chen Rui ensures consistent leadership and effective strategic planning[181] - The company has received annual independence confirmations from all independent directors, affirming their independence[176] Risks and Uncertainties - The company is facing significant uncertainties in implementing commercialization strategies and developing new strategies to generate sustainable revenue and profits[65] - The company has incurred substantial losses and may continue to face losses in the future[65] - Increased content costs on the platform may adversely affect the company's business, financial condition, and operating performance[65] - Regulatory uncertainties regarding the management of online live streaming and e-commerce live streaming may impact the company's operations[66] - The company faces risks related to its corporate structure and potential penalties if its operational agreements are deemed non-compliant with Chinese laws[67] Strategic Initiatives - The company plans to enhance its commercialization capabilities by strengthening technical infrastructure and improving products, particularly in advertising and value-added services, in 2024[28] - The company aims to replicate its successful vertical advertising solutions in gaming and e-commerce across more industries[33] - The company has adopted a "community-first" development strategy, continuously investing in high-quality content to maintain its appeal to the younger generation[161] Shareholder Information - The company did not declare any annual dividends for the fiscal year ending December 31, 2023[138] - The company has no plans to distribute cash dividends in the foreseeable future, opting to retain most of its available funds for business operations and expansion[182] - The group made charitable donations amounting to RMB 4.0 million during the reporting period[135] Related Party Transactions - The agreements with Tencent include payment services, cloud services, and other technical services, enhancing the company's operational capabilities[105][108] - The independent auditor confirmed that all related party transactions were conducted in the normal course of business and adhered to fair pricing policies[117] - The maximum annual revenue generated from related parties under these agreements was RMB 1,869.9 million, with the actual transaction amount being RMB 84.2 million for the same period[109]

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