New Street Research - Bilibili Inc. Sponsored ADR Class Z (BILI) New Street: BILI 3Q21 Earnings: Guidance Largely Inline with Expectations

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New Street Research

Jin Yoon

New Street: BILI 3Q21 Earnings: Guidance Largely Inline with Expectations

What's new: Bilibili Inc reported 3Q21 top-line results were above consensus and our expectations. Guidance reflects resiliency in non-gaming segments such as advertising which offset the slower recovery in gaming revenues. We maintain our PT at USD100, which implies 8.6x FY22 EV/Revs.

Analysts:
Jin Yoon

19/11/2021 7 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

Other Reports on these Companies

New Street Research

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

April 15, 2024 April 15, 2024 1 EN

GlobeNewsWire

Bilibili Inc. to Hold Annual General Meeting on June 28, 2024

Bilibili Inc. to Hold Annual General Meeting on June 28, 2024 SHANGHAI, China, April 09, 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 published a circular (the “AGM Circular”) to provide shareholders with information on the proposals that will be put forward at the Company’s annual general meeting of the shareholders (the “AGM”) for shareholders’ approval and a notice of the AGM (the “AGM Notice”). The AGM will be held at Building 3, Guozheng Center, N...

April 9, 2024 April 9, 2024 1 EN

GlobeNewsWire

Bilibili Publishes 2023 Environmental, Social and Governance Report

Bilibili Publishes 2023 Environmental, Social and Governance Report SHANGHAI, China, April 09, 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 has published its 2023 Environmental, Social and Governance ("ESG") Report and is accessible on the Company’s investor relations website at . The initiatives described in the report speak to the Company’s long-standing commitment to sustainable development, covering the impact on its users, conten...

April 9, 2024 April 9, 2024 1 EN

Frontier Model Update

This note focuses on changes to the model following 1Q24 results. Earlier today, we published a review of results and comprehensive thoughts following the earnings call. The changes to estimates are minor. Our long-term thesis remains unchanged. Price target is $52.

EUR 9284.00

16h / 29m 16h / 29m 1 EN

Jonathan Chaplin

Jonathan Chaplin

FYBR: quick thoughts following the call Part 2

We commented earlier on the implications of the delay in the analyst day. In this follow up, we cover: 1) the growth / margin trade-off; 2) fiber broadband ARPU growth; 3) SAC growth; 4) EBITDA growth; 5) fiber penetration; 6) ACP; 7) fiber net adds. We covered what we expect for the strategic review in our quick take on results this morning.

EUR 9284.00

18h / 13m 18h / 13m 1 EN

Jonathan Chaplin

Jonathan Chaplin

FYBR quick thought following the call

In this quick note we touch on our thoughts around the delay in the analyst day. We will follow up shortly with further thoughts on operating and financial trends.

EUR 9284.00

May 3, 2024 May 3, 2024 1 EN

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New Street: BILI 3Q21 Earnings: Guidance Largely Inline with Expectations

BILI 1Q24 Preview: Top-line Remains Intact

Bilibili Inc. to Hold Annual General Meeting on June 28, 2024

Bilibili Publishes 2023 Environmental, Social and Governance Report

Frontier Model Update

FYBR: quick thoughts following the call Part 2

FYBR quick thought following the call

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