Bilibili (BILI) reported earnings on Mon 18 Nov 19 (a/h)

** charts after earnings **

 

BiliBili beats by RMB0.03, beats on revs; guides Q4 revs above consensus

Reports Q3 (Sep) loss of RMB 1.05 per ADS, excluding non-recurring items, RMB 0.03 better than the S&P Capital IQ Consensus of (RMB 1.08); revenues rose 72.3% year/year to RMB 1.86 bln vs the RMB 1.76 bln S&P Capital IQ Consensus. Average monthly active users (MAUs1) reached 127.9 million, mobile MAUs reached 114.2 million, representing increases of 38% and 43% from the same period in 2018, respectively. Average daily active users (DAUs) reached 37.6 million, a 40% increase from the same period in 2018.

Co issues upside guidance for Q4, sees Q4 revs of RMB 1.93-1.98 bln vs. RMB 1.88 bln S&P Capital IQ Consensus.