Bilibili Post-IPO Rally
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Bilibili Inc. (BILI)
Nasdaq
15.37-0.84 (-5.18%)
As of 9:37AM EDT. Market open.
Schöne Kaufchance ;-)
Investment company Alibaba Group Holding Ltd buys Bilibili Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Alibaba Group Holding Ltd. As of 2019Q1, Alibaba Group Holding Ltd owns 5 stocks with a total value of $1.1 billion. These are the details of the buys and sells.
New Purchases: BILI
Bilibili Inc (BILI) - 10,000,000 shares, 17.10% of the total portfolio. New Position
Alibaba Group Holding Ltd initiated holding in Bilibili Inc. The purchase prices were between $12.95 and $20.26, with an estimated average price of $17.45. The stock is now traded at around $15.39. The impact to a portfolio due to this purchase was 17.1%. The holding were 10,000,000 shares as of .
https://finance.yahoo.com/news/...on-capacity-majority-090000161.html
Mr. Sam Fan, Chief Financial Officer of Bilibili, said, “We are pleased to exceed the high end of our guidance by 5%, growing our total revenues by 72% year-on-year to RMB1.86 billion. We now have even more diverse revenue streams, with revenues from our non-game business increasing by 176%, and representing 50% of our total net revenues. As our top line expands, we are delighted to see our gross margin also improve from 16.4% to 18.9% sequentially, showing our growing leverage. Along with high quality user growth and increased monetization levels, the number of average MPUs on our platform grew to 7.9 million, an increase of 124% from the same period last year. Looking ahead, we will continue to convert our growing traffic to paying users, further improve our gross margin and continue to work to achieve sustainable growth.”
https://finance.yahoo.com/news/...ili-q3-earnings-miss-135501321.html
25.87
+2.61 (+11.22%)
As of 1:51PM EST. Market open.
mal schauen wo das heute endet. Schön das es kaum einer mitbekommt :-)
https://variety.com/2020/digital/asia/...irus-quarantined-1203494767/
What happened
Shares of Bilibili (NASDAQ:BILI) were surging on Thursday, rising 14.2% as of 3:30 p.m. EST. The China-based social media network that's built around sharing and commenting on short-form videos has emerged as an important channel for news and entertainment as large portions of China are paralyzed by the coronavirus.
So what
Many Chinese stocks have taken a beating amid the virus outbreak, but Bilibili and similar online news sources are swimming against the stream.
Chinese authorities are locking down Wuhan, where the virus was first reported, asking its residents to stay in the city in order to contain the spread of the disease. Social media platforms such as Bilibili make it easy to share what's going on inside quarantined areas, and some media-streaming services are making special efforts to serve populations behind locked doors. For example, Bilibili partnered up with the popular Strawberry Music Festival to share the festival's music videos for free.
Now what
When Bilibili reports fourth-quarter earnings near the end of February, we'll probably see the company's surging traffic related to coronavirus news and entertainment content. Eyeballs are eyeballs, and Bilibili is not pausing its advertising efforts during this newsworthy crisis. Not in the fourth-quarter release itself, of course, since Bilibili closed the books on that period at the end of December. Keep an eye on the company's first-quarter guidance figures instead.
So Bilibili's big jump today actually makes sense. Next up, the company probably wants to convert the windfall of new users seeking coronavirus information into paying long-term customers.
Ist zwar aus Dezember, hier aber vollkommen untergegangen.
BILI - Bilibili Inc.
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
26.85
Wenn ich es richtig auf dem Schirm habe kommen heute Zahlen nach Handelsschluss. So liest man es zumindest in den amerikanischen boards. Bei sehr guten Zahlen könnten wir hier den nächsten upswing Richtung 30$ sehen.
-0.03 (-0.11%)
https://finance.yahoo.com/news/...-fourth-quarter-full-113010281.html
https://finance.yahoo.com/news/...unces-fourth-quarter-230010189.html
SHANGHAI, China, March 17, 2020 (GLOBE NEWSWIRE) -- Bilibili Inc. (“Bilibili” or the “Company”) (BILI), a leading online entertainment platform for young generations in China, today announced its unaudited financial results for the fourth quarter and fiscal year ended December 31, 2019.
Fourth Quarter 2019 Highlights:
Total net revenues reached RMB2,007.8 million (US$288.4 million), a 74% increase from the same period in 2018.
Average monthly active users (MAUs1) reached 130.3 million, mobile MAUs reached 116.1 million, representing increases of 40% and 46%, respectively, from the same period in 2018.
Average daily active users (DAUs) reached 37.9 million, a 41% increase from the same period in 2018.
Revenue per MAU was RMB15.4, a 24% increase from the same period in 2018. Non-game revenue per MAU was RMB8.7, an 83% increase from the same period in 2018.
Average monthly paying users (MPUs2) reached 8.8 million, a 100% increase from the same period in 2018.
“2019 was a transformational year as we gained broader recognition as the go-to online entertainment platform in China,” said Mr. Rui Chen, Chairman of the Board and Chief Executive Officer of Bilibili. “We closed the year on a high-note, with exceptional user growth, top line results that exceeded our guidance and improved gross margin. Our diverse content library and unique community fuel continuous expansion of our user base. Both MAUs and DAUs reached record high in the fourth quarter, up 40% and 41% year-over-year, respectively. We are thrilled to see that our platform is increasingly welcomed by a mass audience. Our 2020 New Year’s Eve Gala event not only exemplified our deep understanding of young people’s interests, but also impressed generations born in the ’70s and ’80s, and quickly became one of the most talked about New Year’s Eve broadcasts in China. To further our growth momentum in 2020, we will continue to cultivate a healthy content ecosystem and enhance our community bond. Paired with our effective user acquisition strategy and improving commercialization capabilities, we are committed to unleashing the great potential of our expanding online entertainment ecosystem.”
Mr. Sam Fan, Chief Financial Officer of Bilibili, said, “For the fourth quarter of 2019, our total net revenues surpassed RMB2 billion, up 74% year-over-year, once again exceeding the top end of our guidance. We continue to convert our fast growing traffic to paying users with diverse premium content and services. MPUs grew 100% year-over-year, reaching 8.8 million in the fourth quarter of 2019. As our top line expands and operational efficiency improves, we are delighted to see increasing gross margin for three consecutive quarters, reaching 19.8% in the fourth quarter of 2019. In 2020, we are positioned to further execute on our growth strategy, with a keen focus on maximizing shareholder value, while maintaining our high quality growth standards.”
Fourth Quarter 2019 Financial Results
Total net revenues. Total net revenues were RMB2,007.8 million (US$288.4 million), representing an increase of 74% from the same period of 2018.
Mobile games. Revenues from mobile games were RMB871.4 million (US$125.2 million), representing an increase of 22% from the same period of 2018. The increase was primarily due to the increasing popularity of both existing and newly launched mobile games.
Live broadcasting and Value-added services (VAS). Revenues from live broadcasting and VAS were RMB570.9 million (US$82.0 million), representing an increase of 183% from the same period of 2018, mainly attributable to the Company’s enhanced monetization efforts, led by increases in the number of paying users for live broadcasting services and the Company’s premium membership program and other VAS.
Advertising. Revenues from advertising were RMB289.6 million (US$41.6 million), representing an increase of 81% from the same period of 2018. This increase was primarily attributable to the increase in revenues from brand advertising and performance-based advertising, driven by the enhancement of recognition of Bilibili’s brand name in China’s online advertising market.
E-commerce and others. Revenues from e-commerce and others were RMB275.9 million (US$39.6 million), representing an increase of 241% from the same period of 2018, primarily attributable to the increase in sales of products through the Company’s e-commerce platform.
Cost of revenues. Cost of revenues was RMB1,609.9 million (US$231.2 million), representing an increase of 68% compared to the same period of 2018. Revenue-sharing cost, a key component of cost of revenues, was RMB705.1 million (US$101.3 million), representing an increase of 63% from the same period in 2018.
Gross profit. Gross profit was RMB397.9 million (US$57.2 million), representing an increase of 102% from the same period in 2018.
Total operating expenses. Total operating expenses were RMB817.9 million (US$117.5 million), representing an increase of 68% from the same period of 2018.
Sales and marketing expenses. Sales and marketing expenses were RMB413.2 million (US$59.3 million), representing a 127% increase year-over-year. The increase was primarily attributable to the increased channel and marketing expenses associated with Bilibili’s app and brand, including promotional activities for offline events, for example, the 2020 New Year's Eve Gala, as well as promotional expenses for the Company’s mobile games. The increase was also attributed to the increase in headcount in sales and marketing personnel, and the increase in fulfillment costs associated with Bilibili’s e-commerce business.
General and administrative expenses. General and administrative expenses were RMB159.5 million (US$22.9 million), representing a 6% increase year-over-year.
Research and development expenses. Research and development expenses were RMB245.2 million (US$35.2 million), representing a 60% increase year-over-year. The increase was primarily due to increased headcount in research and development personnel, and increased share-based compensation expenses.
Loss from operations. Loss from operations was RMB419.9 million (US$60.3 million), compared to RMB288.8 million in the same period of 2018.
Income tax expense. Income tax expense was RMB6.9 million (US$1.0 million), compared to RMB9.0 million in the same period of 2018.
Net loss. Net loss was RMB387.2 million (US$55.6 million), compared to RMB190.8 million in the same period of 2018.
Adjusted net loss3. Adjusted net loss, which is a non-GAAP measure that excludes share-based compensation expenses and amortization expense related to intangible assets acquired through business acquisitions, was RMB336.9 million (US$48.4 million), compared to RMB152.0 million in the same period of 2018.
Basic and diluted EPS and adjusted basic and diluted EPS3. Basic and diluted net loss per share were RMB1.17 (US$0.17), compared to RMB0.59 in the same period of 2018. Adjusted basic and diluted net loss per share were RMB1.01 (US$0.15), compared to RMB0.46 in the same period of 2018.
Cash and cash equivalents, time deposits and short-term investments. As of December 31, 2019, the Company had cash and cash equivalents, time deposits, as well as short-term investments of RMB8.1 billion (US$1,158.9 million), compared to RMB5.2 billion as of December 31, 2018.
Fiscal Year 2019 Financial Results
Total net revenues. Total net revenues increased to RMB6,777.9 million (US$973.6 million), representing an increase of 64% from 2018.
Mobile games. Revenues from mobile games increased to RMB3,597.8 million (US$516.8 million), representing an increase of 23% from 2018. The increase was primarily due to the increased number of paying users for mobile games.
Live broadcasting and Value-added services (VAS). Revenues from live broadcasting and VAS increased to RMB1,641.0 million (US$235.7 million), representing an increase of 180% from 2018, mainly attributable to the Company’s enhanced monetization efforts, led by the increases in the number of paying users for Bilibili’s live broadcasting services, as well as its premium membership program and other VAS.
Advertising. Revenues from advertising increased to RMB817.0 million (US$117.4 million), representing an increase of 76% from 2018. This increase was primarily attributable to increased revenues from brand advertising and performance-based advertising.
E-commerce and others. Revenues from e-commerce and others were RMB722.1 million (US$103.7 million), representing an increase of 403% from 2018, primarily attributable to the increase in sales of products through the Company’s e-commerce platform.
Cost of revenues. Cost of revenues increased by 71% to RMB5,587.7 million (US$802.6 million), compared to RMB3,273.5 million in 2018. Revenue-sharing cost, a key component of cost of revenues, was RMB2,494.4 million (US$358.3 million), representing an increase of 53% from 2018.
Gross profit. Gross profit increased to RMB1,190.2 million (US$171.0 million), representing an increase of 39% from 2018.
Total operating expenses. Total operating expenses increased to RMB2,685.4 million (US$385.7 million), representing an increase of 69% from 2018.
Sales and marketing expenses. Sales and marketing expenses were RMB1,198.5 million (US$172.2 million), representing a 105% increase year-over-year. The increase was primarily attributable to increased channel and marketing expenses associated with Bilibili’s app and brand, including offline events, as well as promotional expenses for the Company’s mobile games, an increase in headcount in sales and marketing personnel, and an increase in fulfillment costs associated with Bilibili’s e-commerce business.
General and administrative expenses. General and administrative expenses were RMB592.5 million (US$85.1 million), representing a 28% increase year-over-year. The increase was primarily due to increased general and administrative personnel-related expenses, increased amortization expense related to intangible assets acquired through business acquisitions, and increased other miscellaneous expenses associated with Bilibili’s business expansion.
Research and development expenses. Research and development expenses were RMB894.4 million (US$128.5 million), representing a 66% increase year-over-year. The increase was primarily due to increased headcount in research and development personnel and increased share-based compensation expenses.
Loss from operations. Loss from operations was RMB1,495.2 million (US$214.8 million), compared to RMB729.0 million in 2018.
Interest expense. Interest expense was RMB46.5 million (US$6.7 million), mainly derived from the convertible senior notes the Company offered in April 2019.
Income tax expense. Income tax expense was RMB35.9 million (US$5.2 million), compared to RMB26.0 million in 2018.
Net loss. Net loss was RMB1,303.6 million (US$187.2 million), compared to RMB565.0 million in 2018.
Adjusted net loss3. Adjusted net loss, which is a non-GAAP measure that excludes share-based compensation expenses and amortization expense related to intangible assets acquired through business acquisitions, was RMB1,081.5 million (US$155.3 million), compared to RMB377.4 million in 2018.
Basic and diluted EPS and adjusted basic and diluted EPS3. Basic and diluted net loss per share were RMB3.99 (US$0.57), compared to RMB2.64 in 2018. Adjusted basic and diluted net loss per share were RMB3.30 (US$0.47), compared to RMB1.84 in 2018.
Notes to Unaudited Financial Information
The unaudited financial information disclosed in this press release is preliminary. The audit of the financial statements and related notes to be included in the Company’s annual report on Form 20-F for the year ended December 31, 2019 is still in progress. In addition, because an audit of the Company’s internal controls over financial reporting in connection with section 404 of the Sarbanes-Oxley Act of 2002 has not yet been completed, the Company makes no representation as to the effectiveness of those internal controls as of December 31, 2019.
Adjustments to the financial statements may be identified when the audit work is completed, which could result in significant differences between the Company’s audited financial statements and this preliminary unaudited financial information.
Outlook
For the first quarter of 2020, the Company currently expects net revenues to be between RMB2.15 billion and RMB2.20 billion.
The above outlook is based on the current market conditions and reflects the Company’s preliminary estimates, which are all subject to change, particularly in light of the uncertainties related to how COVID-19 develops.
____________________
1 Beginning in the first quarter of 2019, the Company began counting mobile MAUs of Bilibili Comic and Maoer toward its MAUs. Bilibili Comic is a mobile application offering comic content the Company launched in November 2018. Maoer is a platform that offers audio drama. In December 2018, Company increased its shareholdings and acquired majority equity interests in Maoer Inc., operator of Maoer app. In the fourth quarter of 2019, Bilibili Comic and Maoer in aggregate contributed 7.5 million to Bilibili’s total MAUs.
2 The paying users are calculated by number of users who paid for games, live broadcasting, premium membership, Bilibili Comic and Maoer, after eliminating duplicates of users paid for multiple services other than users of Maoer. The Company adds the number of paying users of Maoer toward its total paying users without eliminating duplicates.
3 Adjusted net loss and adjusted basic and diluted EPS are non-GAAP financial measures. For more information on non-GAAP financial measures, please see the section of “Use of Non-GAAP Financial Measures” and the table captioned “Unaudited Reconciliations of GAAP and Non-GAAP Results” set forth at the end of this press release.
Conference Call
The Company’s management will host an earnings conference call at 9:00 PM U.S. Eastern time on March 17, 2020 (9:00 AM Beijing/Hong Kong time on March 18, 2020).
https://finance.yahoo.com/news/...hinese-entertainment-125200156.html