花旗此前表示，哔哩哔哩预计将于下月中旬公布第三季业绩，预期集团的收入及经调整盈利均符合市场预期。由于游戏《三国：谋定天下》第二及第三季取得成功，预计第三季的游戏收入将同比增长67%。广告的动力或会随着基础改善而持续至第三季，并在第四季继续优于同业。美银证券则指出，预计哔哩哔哩第三季业绩有机会超出预期，第四季展望正面。bilibili-W (09626) rose more than 6% in the afternoon, as of press time, up 5.91%, at HKD 168.4, with a turnover of 0.596 billion HKD.
According to the Zhixun Finance APP, bilibili-W (09626) rose more than 6% in the afternoon, gaining 5.91% as of the press time, reaching HKD 168.4, with a turnover of 0.596 billion HKD.
On the news front, on September 21st, the SLG mobile game "Three Kingdoms: Mastering the World", agented by bilibili, entered the S3 season. According to DotData, the new season's iOS revenue in the first three days was 57.14 million, equivalent to the scale of S1 and S2 seasons. citic sec's Jianding Investment pointed out that looking back at the revenue of the first 40 days of the previous two seasons, the revenue decay rate of S2 compared to S1 is within 25%, with an anticipated S4 season later in the year, bullish on the long lifecycle of Three Kingdoms strategy.
Citi previously stated that bilibili is expected to announce its third-quarter performance in mid-next month, with both the group's revenue and adjusted earnings expected to meet market expectations. Due to the success of the game 'Three Kingdoms: Mastering the World' in the second and third seasons, game revenue in the third season is expected to grow by 67% year-on-year. Advertising momentum may continue into the third season as the foundation improves, and may remain better than industry peers in the fourth season. Bank of America Securities, on the other hand, expects bilibili's third-quarter performance to exceed expectations, with a positive outlook for the fourth quarter.
