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Bilibili Shares Plunge 13% on Bigger-Than-Expected Q1 Loss

Published 09/06/2022, 14:42
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By Senad Karaahmetovic

Shares of Bilibili (NASDAQ:BILI) are down over 13% in premarket trading Thursday after the company reported a worse-than-expected loss per share for the first quarter.

The live-streaming company reported a Q1 adjusted loss per share of 4.20 yuan, compared to a loss per share of 1.87 yuan in the year-ago period, while analysts were expecting a loss per share of 3.93 yuan.

Net revenue came in at 5.05 billion yuan, up 30% YoY and almost in line with the consensus estimates of 5.06 billion yuan. The company reported 293.6 million monthly active users in the period, up 31% YoY.

For the second quarter, Bilibili expects net revenue in the range of 4.85 billion yuan to 4.95 billion yuan, compared to the estimates of 4.85 billion yuan.

“We are determined to advance our commercialization capabilities, which include growing our paying users and gaining market share in the advertising sector,” said Bilibili CEO Rui Chen.

The CEO also noted that this year the “cost control and expense reduction will be paramount to helping us weather the macro headwinds.”

Morgan Stanley analyst Alex Poon noted that the Q1 loss margin widened. The analyst noted that Q2 revenue guidance was “better than feared but we think games and ads (higher margin businesses) would be weak.”

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