Investor Presentation
June 2022
1
Safe Harbor Statement
This announcement contains forward-looking statements. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will," "expects,"
"anticipates," "aims," "future," "intends," "plans," "believes," "estimates," "confident," "potential," "continue," or other similar expressions. Among
other things, the Effects of COVID-19, Outlook and quotations from management in this announcement, as well as Bilibili's strategic and operational plans, contain forward-looking statements. Bilibili may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission, in its interim and annual reports to shareholders, in announcements, circulars or other publications made on the website of The Stock Exchange of Hong Kong Limited (the "Hong Kong Stock Exchange"), in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including but not limited to statements about Bilibili's beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward- looking statement, including but not limited to the following: the effect of the COVID-19 pandemic on Bilibili's business, results of operations, financial condition, and stock price; Bilibili's strategies; Bilibili's future business development, financial condition and results of operations; Bilibili's ability to retain and increase the number of users, members and advertising customers, provide quality content, products and services, and expand its product and service offerings; competition in the online entertainment industry; Bilibili's ability to maintain its culture and brand image within its addressable user communities; Bilibili's ability to manage its costs and expenses; PRC governmental policies and regulations relating to the online entertainment industry, general economic and business conditions globally and in China and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in the Company's filings with the Securities and Exchange Commission and the Hong Kong Stock Exchange. All information provided in this presentation is as of the date of the presentation, and the Company undertakes no duty to update such information, except as required under applicable law.
2
Enrich the everyday life of young generations in China
294mn | 79mn | 27mn | 95mins |
31% YOY | 32% YOY | 33% YOY | Avg. daily time spent (1) (4) |
MAU (1) (2) | DAU (1) | MPU (1) (3) | |
:
3
Bilibili Outstanding Growth Track Record
Rapid user base expansion sets solid foundation for fast revenue growth
MAUs (mn) | Net revenue (RMB mn) | |||||||
Y-o-Y Growth | 31% | Y-o-Y Growth | 30% | |||||
5,781 | ||||||||
294 | 5,207 | 5,054 | ||||||
267 | 272 | 4,495 | ||||||
237 | 3,901 | |||||||
223 | 3,840 | |||||||
197 | 202 | 3,226 | ||||||
172 | 172 | |||||||
2,618 | ||||||||
2,316 |
20Q1 | 20Q2 | 20Q3 | 20Q4 | 21Q1 | 21Q2 | 21Q3 | 21Q4 | 22Q1 | 20Q1 | 20Q2 | 20Q3 | 20Q4 | 21Q1 | 21Q2 | 21Q3 | 21Q4 | 22Q1 |
4
Rapid Growth of Paying Users and Paying Ratio
Impressive Growth of Paying Users
Average MPU (mn)
Y-o-Y Growth | 33% |
27.2
23.9 24.5
20.5 20.9
17.9
15.0
13.4 12.9
MPU / MAU
9.2% | 9.3% | ||
9.0% | |||
8.9% | 8.9% | ||
8.8% | |||
7.8%
7.5% 7.6%
20Q1 | 20Q2 | 20Q3 | 20Q4 | 21Q1 | 21Q2 | 21Q3 | 21Q4 | 20Q1 | 20Q2 | 20Q3 | 20Q4 | 21Q1 | 21Q2 | 21Q3 | 21Q4 | 22Q1 |
22Q1 |
5
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Bilibili Inc. published this content on 09 June 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 09 June 2022 10:11:06 UTC.