Bilibili is less profitable, and US stocks have fallen 14%. Should we see it in the future?

On the Chinese video market, Bilibili is an absolute leader in the market. With the advantages of young people, Bilibili always occupies the key position of the market. Bili, the recent financial report is not as good as expected, which has caused a sharp decline in US stocks. What should we think of Bilibili's financial report, what should we think of the future of station B?

1. Bilibili's financial report is not as expected to cause a plummeted decline?

According to the report of Flux Shun Finance, Hong Kong stocks Bilibili-SW released the first quarter of fiscal year in fiscal. The company achieved operating income of 50.054 billion yuan from January 1, 2022 to March 31, 2022, an increase of 29.56%year-on-year, and the net loss attributable to the parent company was 2.282 billion yuan. Essence

According to Sina Finance, on the morning of June 10, Bilibili, Hong Kong stocks, plummeted 14%, and the stock price fell below 200 Hong Kong dollars. On the night before, the stock price of Bilibili fell 14.78%to close at $ 25.32.

In the first quarter, the average monthly active users reached 293.6 billion, while the mobile monthly active households reached 276.4 million, an increase of 31%and 33%from the same period in the same period in 2021.

Specifically, the turnover of mobile games was RMB 1.357.8 billion, an increase of 16%over the same period in 2021. The value -added service turnover was RMB 2.052.2 billion, an increase of 37%over the same period in 2021. The advertising turnover was RMB 1.048 billion in 46%compared with the same period in 2021. E -commerce and other turnover are RMB 603.3 million (95.2 million US dollars), an increase of 16%over the same period in 2021.

Bilibili is expected to revenue in the second quarter of 4.85 billion yuan to 4.95 billion yuan, and the market is expected to be 4.85 billion yuan.

2. Should I see the future of station B?

We see the current entire financial report of Bilibili, which makes people feel the greatest feeling that in fact, this financial report is very difficult, so what should we think of Bilibili’s financial report? Intersection

First of all, from the core advantage of the long video platform, Bilibili's active users are actually very obvious, which is inseparable from the flow dividends brought by the epidemic. However, it also represents that Bilibili has gradually found its own advantages in the market development process. Only by gradually developing its own advantages, Bilibili can truly have its own place in the market. Therefore, as an important participant in the long video platform, Bilibili has built its own strong user stickiness under the current situation. For the current young people, it is accustomed to using Bilibili as young people. People are generally state, such young users, especially generations of users,The trend that likes to use is still very significant.

Secondly, what we see is Bilibili's overall business increase, in fact, it is still obvious. Whether it is mobile game value -added services, advertising or e -commerce, These businesses have good growth, so in this case, in fact, Bilibili's growth and development fast lanes have not lost, and they are still in a state of rapid growth. Although it has increased well, why is the market's expectations? In the final analysis, the performance of Bilibili is too good, but it is said that the market may be very high for Bilibili's expectations. I hope Bilibili has a better performance. At present, Bilibilibili The performance may not be as good as market expectations, which is the core reason for its decline.

Third, the core problem of the current entire Bilibili is still the problem of not making money. As a long video platform, although it is normal or even not making money, it is normal or even It is very common, but in the current situation, the entire industry is actually facing relatively large pressure. However, at present iQiyi has achieved profitability through open source, especially the way of layoffs and money. Although it is not said how long this profit can last, it also conveys a signal to the market. This is a long video platform that can make money. Therefore, for the current Bilibili, the biggest pressure may be how to reflect the advantages of making money and further realize a comprehensive profit, which may be the most important thing. After all, the market does not believe in tears and stories, and even more believes in real gold and silver.

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