New Street Research - Bilibili Inc. Sponsored ADR Class Z (BILI) BILI 2Q24 Results: Rev Growth to Accelerate in 3Q Driven by Gaming

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New Street Research

Jin Yoon

BILI 2Q24 Results: Rev Growth to Accelerate in 3Q Driven by Gaming

What’s new: Bilibili’s reported 2Q24 results that were above consensus and our expectations partly driven by gaming. Gaming could accelerate to high-double digit YoY growth in 3Q partly driven by San Mou. We maintain our PT at USD 20.

Analysts:
Jin Yoon

23/08/2024 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

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

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Analysts

Jin Yoon

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BILI 2Q24 Results: Rev Growth to Accelerate in 3Q Driven by Gaming

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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