In this episode, Dan and Albert break down Bilibili. Bilibili is a China-based company that provides anime, comics, and gaming (ACG) content to a Gen Z audience through its digital media, gaming, and e-commerce platforms. Bilibili operates its business through four segments. The Mobile Games segment mainly publishes mobile games on its platform for third-party game developers which are free to download and play with Bilibili accounts. The Advertising segment is mainly engaged in display advertising arrangements business. The Live broadcasting and Value-added services (VAS) segment mainly generates revenue from subscription fee of premium membership program, sales of in-channel virtual items and sales of paid content and virtual items. The E-commerce and Others segment mainly engages in the online sales of ACG-related merchandise and offline performance events and activities.
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In this episode we cover:
What is Bilibili? (1:44)
How is Bilibili's growth handcuffed? (9:50)
Why content selection is so important (24:00)
Engagement as a metric for social media companies (29:00)
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