Investor Presentation August 2024 1 Safe Harbor Statement This announcement contains forward-looking statements. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates," "aims," "future," "intends," "plans," "believes," "estimates," "confident," "potential," "continue," or other similar expressions. Among other things, quotations from m ...

Bilibili (BILI) came out with a quarterly loss of $0.09 per share versus the Zacks Consensus Estimate of a loss of $0.10. This compares to loss of $0.33 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10%. A quarter ago, it was expected that this Chinese video sharing website would post a loss of $0.17 per share when it actually produced a loss of $0.15, delivering a surprise of 11.76%.Over the last four quarters, the company ...

SHANGHAI, China, Aug. 22, 2024 (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, 2024. Second Quarter 2024 Highlights: Total net revenues were RMB6.13 billion (US$843.1 million), representing an increase of 16% year over year. Advertising revenues were RMB2.04 billion (US$280.4 million), representing a ...

Though there could be some volatility ahead given Bilibili’s (BILI) second-quarter earnings report, due out before tomorrow’s open, the stock appears to be in the midst of a bounce on the charts — especially when looking at support at the $13 region.According to Schaeffer’s Senior Quantitative Analyst Rocky White, BILI is within one standard deviation of its 126-day moving average after remaining above it 80% of the time over the past two months and within the last 10 trading days. Over the past three years ...

2024 年 8 月 5 日 公司研究 《三国：谋定天下》新赛季开启，关注盈亏平衡进展 ——哔哩哔哩（BILI.O）2Q24 业绩前瞻 要点 2Q24 业绩前瞻：1）我们预计公司 2Q24 营收为 61.1 亿元人民币（yoy+15%）， 分业务来看，预计游戏\VAS\广告\电商四大业务收入分别为 9.6 亿元（yoy+8%）、 26.5 亿元（yoy+15%）、20.1 亿元（yoy+28%）、4.8 亿元（yoy-11%）。2） 预计 2Q24 实现毛利润 18.0 亿元，对应毛利率 29.5%，预计各项费用合计同比 基本持平，预计实现经调整净亏损 3.4 亿元。 观点：24 年公司基本面边际改善，主要来自游戏超预期+Q3 扭亏为盈预期。 游戏：B 站独代 SLG 手游《三国：谋定天下》（简称《三谋》）第一批次服务 器 S2 赛季于 8 月 3 日正式开启。1）内容更新：新增武将及战法，新增英雄话 本等玩法；S2 开启后，主公需要重新起名并选择职业，并落洲。2）排名跟踪： 根据七麦数据 IOS 游戏畅销榜，6.13-7.3，畅销榜前 5；7.4-7.25，畅销榜前 15； 后续因 S1 赛季进入尾声，游戏 ...

SHANGHAI, China, Aug. 01, 2024 (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 second quarter 2024 unaudited financial results on Thursday, August 22, 2024, 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 August 22, 2024 (8:00 PM Beijing/Hong Kong Time on August 22, ...

SHANGHAI, China, Aug. 01, 2024 (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 second quarter 2024 unaudited financial results on Thursday, August 22, 2024, 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 August 22, 2024 (8:00 PM Beijing/Hong Kong Time on August 22, ...

交银国际研究 公司更新 互联网 2024 年 7 月 15 日 收盘价 目标价 潜在涨幅 美元 16.71 美元 20.00↑ +19.7% 哔哩哔哩 (BILI US) 2 季度业绩预览:《三谋》拉动游戏收入加速增长 微幅上调 2 季度收入预期。我们微幅上调 2024 年 2 季度收入 1%至 61 亿元 (人民币,下同),同比增 16%,主要因新游超预期。我们维持 VAS/广告 收入同比 15%/26%增长预期,持续看好广告产品/技术迭代效能释放以及 电商拉动。我们预计毛利率同/环比扩大 6/1 个百分点至 29%,主要因规模 效应及广告收入占比提升。考虑新游投放加大,我们维持经调整归母净亏 损 3.3 亿元预期,较去年同期/1 季度延续收窄趋势(收窄 66%/25%)。 《三谋》表现亮眼,上调全年游戏收入预期。《三谋》上线以来保持畅销 榜前十排名,根据点点数据,最高日流水250万美元,最低日流水50万美 元。基于九个月流水摊销,我们上调 2024/25 年游戏收入至 54/67 亿元, 对应同比增速 34%/23%,预计《三谋》贡献游戏收入比例 26%/43%。 哔哩哔哩投资者日战略更新:1)游戏:聚焦 ...

2024 年 7 月 15 日 招银国际环球市场 | 睿智投资 | 公司更新 哔哩哔哩 (BILI US) 2024 年投资者大会:社区及商业化健康发展 哔哩哔哩在 7 月 12 日召开 2024 年投资者大会,管理层分享了社区生态、商业化 以及游戏业务的最新进展,核心要点包括:1)用户及内容生态持续健康发展, 除平台传统的优势内容品类外,知识/消费等泛化内容品类在平台快速发展,提升 了平台用户粘性及商业价值;2)平台商业化基础设施持续完善,带动 1H24 平台 广告主数量同比增长超 50%,带货 GMV 同比增长超 100%;3)游戏业务开启第 三个"五年规划",自研与代理并重,坚持做年轻人喜爱的游戏,未来计划新增 至少两款长线运营的垂类头部产品。短期内,手游《三谋》表现好于预期将会是 公司股价主要催化动力。长期视角下,我们看好公司商业化能力持续提升,拉动 收入持续增长以及盈利能力改善。我们维持目标价 20.50 美元以及买入评级。 内容品类持续丰富,拉动平台商业价值持续提升。2021-2024 年期间,除传 统优势品类以外,哔哩哔哩持续拓展知识类和消费类相关的泛化内容品类。 在此期间,泛化内容品类的视频观 ...

SHANGHAI, China, June 28, 2024 (GLOBE NEWSWIRE) -- Bilibili Inc. (NASDAQ:BILI), an iconic brand and a leading video community for young generations in China, today announced that each of the proposed resolutions (the "Proposed Resolutions") set out in the notice of the annual general meeting dated April 9, 2024 (the "AGM Notice") has been adopted at its annual general meeting of shareholders held in Shanghai, China today. After the adoption of the Proposed Resolutions, all corporate authorizations and actio ...