Bilibili Inc (NASDAQ:BILI) reported fourth-quarter fiscal 2023 revenue of $894.3 million (RMB6.3 billion), up by 3% year-on-year, beating the consensus of $887.3 million.
The Chinese video-sharing platform's adjusted EPS loss of $(0.19) beat the consensus loss of $(0.22). The stock price plunged after the results.
Drivers: Average daily active users (DAUs) climbed 8% Y/Y to 100.1 million.
Revenues from mobile games were $141.8 million, up 12% Y/Y, mainly attributable to the high base from the release of Space Hunter 3 in the second half of 2022.
Value-added services (VAS) revenues grew 22% Y/Y to $402.4 million, led by increased revenues from live broadcasting and other value-added services.
Advertising increased by 28% Y/Y to $271.7 million. Revenue from IP derivatives and others (formerly known as e-commerce) decreased 51% Y/Y to $78.3 million, mainly attributable to a decrease in revenues from e-sports copyright sublicensing.
Bilibili held $2.1 billion in cash and equivalents as of December 31, 2023.
Investors can gain exposure to the stock via Global X Video Games & Esports ETF (NASDAQ:HERO) and Amplify ETF Trust Amplify Video Game Tech ETF (NYSE:GAMR).
Price Action: BILI shares traded lower by 6.57% at $10.10 in the premarket session on the last check Thursday.
Photo via Wikimedia Commons
嗶哩嗶哩公司（納斯達克股票代碼：BILI）報告稱，2023財年第四季度收入爲8.943億美元（人民幣63億元），同比增長3％，超過市場預期的8.873億美元。
這家中國視頻共享平台調整後的每股收益虧損爲0.19美元，超過了市場普遍的虧損0.22美元。業績公佈後，股價暴跌。
驅動因素：平均每日活躍用戶（DAU）同比增長8％，達到1.001億。
手機遊戲收入爲1.418億美元，同比增長12％，這主要歸因於手機遊戲發佈後的高基數 太空獵人 3 在2022年下半年。
增值服務（VAS）收入同比增長22％，達到4.024億美元，這得益於直播和其他增值服務收入的增加。
廣告同比增長28％，達到2.717億美元。知識產權衍生品及其他（以前稱爲電子商務）的收入同比下降51％，至7,830萬美元，這主要是由於電子競技版權再許可的收入減少。
截至2023年12月31日，Bilibili持有21億美元的現金及等價物。
投資者可以通過Global X電子遊戲和電子競技ETF（納斯達克股票代碼：HERO）和Amplify ETF Trust Amplify Video Game Tech ETF（紐約證券交易所代碼：GAMR）獲得股票敞口。
價格走勢：在週四最後一次支票的盤前交易中，BILI股價下跌6.57％，至10.10美元。
照片來自維基共享資源
