Bilibili Inc
F:71BB
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
Bilibili Inc
F:71BB
|
CN |
|
Omni-Lite Industries Canada Inc
XTSX:OML
|
US |
|
Azrieli Group Ltd
TASE:AZRG
|
IL |
Bilibili Inc
Bilibili Inc. runs a Chinese online video and community platform that is especially popular with younger users and fans of anime, comics, games, and related pop culture. People use the app and website to watch short and long videos, livestreams, and music, and to join discussions around shared interests. The company’s core product is the attention and engagement of its user community, not a physical good. Bilibili makes money mainly from advertising, mobile games, and paid services such as memberships, virtual gifts, and other value-added features. Brands pay to reach its highly engaged audience, game users spend inside titles published or distributed through the platform, and fans pay for premium content or interactive features. It also earns from e-commerce and other transaction-based services tied to its community. What sets Bilibili apart is that it is both a media platform and a social network built around niche interests, with a strong culture of user-created content and comments. That gives it a different role from a simple streaming app: it sells access to an engaged community, monetizes user attention in several ways, and serves as a gateway between content creators, advertisers, game publishers, and fans.
Bilibili Inc. runs a Chinese online video and community platform that is especially popular with younger users and fans of anime, comics, games, and related pop culture. People use the app and website to watch short and long videos, livestreams, and music, and to join discussions around shared interests. The company’s core product is the attention and engagement of its user community, not a physical good.
Bilibili makes money mainly from advertising, mobile games, and paid services such as memberships, virtual gifts, and other value-added features. Brands pay to reach its highly engaged audience, game users spend inside titles published or distributed through the platform, and fans pay for premium content or interactive features. It also earns from e-commerce and other transaction-based services tied to its community.
What sets Bilibili apart is that it is both a media platform and a social network built around niche interests, with a strong culture of user-created content and comments. That gives it a different role from a simple streaming app: it sells access to an engaged community, monetizes user attention in several ways, and serves as a gateway between content creators, advertisers, game publishers, and fans.
Growth: Bilibili delivered Q2 revenue of RMB 7.9 billion, up 8% year-over-year, with DAUs up 7% to 117 million and daily time spent rising to 113 minutes.
Profitability: Gross margin expanded to 37.2%, operating profit grew 48%, and adjusted net profit increased 25% to RMB 704 million.
Advertising: Advertising revenue rose 28% to RMB 3.1 billion despite macroeconomic pressure, supported by AI-related advertisers, better conversion and new ad placements.
Games: Game revenue fell 14% to RMB 1.4 billion, but management expects gaming revenue to return to year-over-year growth in Q4 as new titles launch.
AI: AI is being applied to video understanding, recommendation, advertising and creator tools; 70% to 80% of the planned AI-related investment was completed in the first half, with full-year R&D spending expected at RMB 500 million.
Capital returns: Bilibili launched a new 2-year USD 300 million repurchase program and had bought back 1.9 million shares for over USD 31 million by June 30.