Qiniu IPO: Losing Strength
Qiniu’s revenue growth has been driven by its premium MPaaS customers and the drop in GPM in 1Q21 suggests that the number of premium MPaaS users...
215 Views
Kuaishou: Online Ad Drives Top Line Growth; Margins to Remain Under Pressure with Overseas Expansion
Kuaishou’s 1Q2021 results reveal that the company’s live streaming business growth is declining after seeing a boost during the pandemic last year.
252 Views
Bilibili (BILI): 1Q21, Weak Game, Strong Video, and Endless Loss
In game industry, distribution channels have lost bargaining power over developers. All BILI's video related businesses grew strongly in 1Q21. We...
222 Views
Bilibili 1Q2021 Results: Value-Added Services and Advertising Drive Revenue Beat
Bilibili reported 1Q2021 results yesterday (13th May) which saw revenues growing 68.4% YoY to RMB3.9bn while operating losses for the quarter...
341 Views
Ximalaya Pre-IPO - Earnings Forecast and Valuation
Ximalaya (XIMA US), the largest online audio platform in China, is looking to raise around US$1bn in its US listing. As of 1Q21, it had 250m...
263 Views