New Street Research - Bilibili Inc. Sponsored ADR Class Z (BILI) BILI 1Q24 Preview: Top-line Remains Intact

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New Street Research

Jin Yoon

BILI 1Q24 Preview: Top-line Remains Intact

What’s New: We maintain our 1Q24 top line estimates but lower margins as the pace of loss reductions could start to increase in 2Q. In this note, we highlight key updates for the quarter.

Analysts:
Jin Yoon

15/04/2024 1 EN

Underlying

Bilibili Inc. Sponsored ADR Class Z

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US0900401060 NASDAQ Stock Market Cayman Islands

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New Street Research

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Analysts

Jin Yoon

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BILI 1Q24 Preview: Top-line Remains Intact

Bilibili Inc. Announces Completion of the Repurchase Right Offer for Its 0.50% Convertible Senior Notes due 2026

BILI 3Q24 Results: Gaming to Remain Resilient in 4Q

Bilibili Inc. Announces Third Quarter 2024 Financial Results

OpenAI: o3 is a game changer - a few steps away from AG. After the $1bn-to-train model, the $1m-inference model.

Airtel Africa (Buy, TP: GBp200, +85%) Second share buyback program

Takeaways from our conversation with VerticalScope (FORA-TO, Not rated)

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