New Street Research - Bilibili Inc. Sponsored ADR Class Z (BILI) BILI: 4Q22 Results - On Track for 2024 Breakeven

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New Street Research

Jin Yoon

BILI: 4Q22 Results - On Track for 2024 Breakeven

What's new: Bilibili’s reported 4Q22 top line results were largely in-line with consensus and our estimates. While FY23 top-line guidance was below expectations, margin improvement remains on track as the company could achieve its breakeven target by 2024. We maintain our PT at USD 40.

Analysts:
Jin Yoon

03/03/2023 1 EN

Underlying

Bilibili Inc. Sponsored ADR Class Z

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US0900401060 NASDAQ Stock Market Cayman Islands

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Analysts

Jin Yoon

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BILI: 4Q22 Results - On Track for 2024 Breakeven

Bilibili Inc. Announces Results of Annual General Meeting

Bilibili Inc. Announces Completion of the Repurchase Right of Its 1.25% Convertible Senior Notes due 2027

Bilibili Inc. Announces Completion of US$690 Million Convertible Senior Notes and Offering of Class Z Ordinary Shares in Connection with Hedging Transactions of Certain Convertible Notes Investors and Terms of Concurrent Repurchase

SATS, Carr, and the Art of the No Deal…Yet

Supreme Court Upholds USF Framework but Reform Still Ahead

CMCSA quick hit: Comcast continues to make the right pricing moves

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