20200609-NX Ebook-China's Emerging Consumer Market
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Ipo Analysis
IPO ANALYSIS Zscaler Research on potential upcoming IPOs from Bilibili Spotify selected candidate companies. March 2018 VentureDeal Zscaler Files Terms For $110 Million IPO Quick Take Zscaler (ZS) intends to raise $110 million in a U.S. IPO, according to an amended S-1/A regulatory filing. The company has developed a suite of cloud security software offerings for the enterprise market. ZS management is proposing to price the IPO at a rich valuation and without demonstrating a path to profitability. My opinion is to AVOID the IPO at the current price. Perhaps institutional buyers will persuade management of their excessive valuation expectations. Alternatively, if the IPO fizzles, interested investors may be able to pick up a bargain post-IPO. Company Recap San Jose, California-based Zscaler was founded in 2007 to offer a range of internet and hybrid security capabilities to businesses of all sizes. Management is headed by co-founder and CEO Jay Chaudhry, who was previously Chief Strategy Officer at Secure Computing and founder & CEO of CipherTrust. The company has developed a robust partner network for both referrals & resellers and internet service providers. Investors have funded $148 million in several rounds and include TPG Capital (8.7% pre-IPO). CEO Chaudhry and affiliates own 54.3% of company stock pre-IPO. Technology Zscaler has created a suite of cloud security solutions in the following categories: Zscaler Internet Access • Secure Web Gateway • Cloud Firewall • Cloud Sandbox • Bandwidth Control • Data Loss Prevention Zscaler Private Access • For Amazon Web Services (AMZN) • For Microsoft Azure (MSFT) Zscaler Platform • Cloud Architecture • SSL Inspection • Data Privacy & Security • Zscaler App Below is a brief company promotional video: (Source:Zscaler) Market According to a December 2017 Gartnermarket research report, it forecasted that global security technology spending would reach $96 billion in 2018, representing an increase of 8% over 2017. -
Analysis and Discussion on the Network Self Made Drama Under the Network Platform
Analysis and Discussion on the Network Self Made Drama under the Network Platform Xiaoxia LI Zibo Vocational Institute Abstract: In recent years, with the continuous deepening of the integration of Internet and film and television creation, China has entered the online drama world spawned by the “Internet”. In the development trend of online drama, self-made content has become the foundation of every major platform. In 2020, the network self-made drama will be stable and new. Under the benign situation of stable development, it will move towards higher quality and broader stage. Keywords: Network; Platform; Homemade drama; Film and television DOI: 10.47297/wspciWSP2516-252708.20200409 1. The Rise of Self-made Drama in the Network Video Platform (1) The characteristics of network communication and the platform advantage of mastering the front market data, the network self-made drama has high interaction and market sensitivity. (2) Behind the rise of the network self-made drama is the network video platform that is eager for more control. n the increasingly fierce and cruel competition of “film and television winter”, Ithe network self-made drama makes these online video platforms escape the copyright purchase cost of the sky price, and change from passive content competition to active participation in content production, and become the core of platform differentiation competition. At the same time, this benign change also contains the vision of the film and television industry to reshape the content ecology. About the author: Xiaoxia LI (1978-02), female, from Zibo City, Shandong Province, master, lecturer, engaged in computer applications, network big data and artificial intelli- gence. -
Bilibili Inc
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of March 2021 Commission File Number: 001-38429 Bilibili Inc. Building 3, Guozheng Center, No. 485 Zhengli Road Yangpu District, Shanghai, 200433 People’s Republic of China (Address of principal executive offices) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F. Form 20-F ☒ Form 40-F ☐ Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1): ☐ Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7): ☐ INCORPORATION BY REFERENCE Exhibit 99.1 and exhibit 23.1 to this current report on Form 6-K are incorporated by reference into the registration statement on Form F-3 of Bilibili Inc. (File No. 333-230660) and Form S-8 (No. 333-226216), and shall be a part thereof from the date on which this report is furnished, to the extent not superseded by documents or reports subsequently filed or furnished. EXHIBITS Exhibit 23.1 Consent of Shanghai iResearch Co., Ltd. Exhibit 99.1 Bilibili Inc. Supplemental and Updated Disclosures SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. -
(12) Patent Application Publication (10) Pub. No.: US 2017/0142454 A1 JANG (43) Pub
US 201701 42454A1 (19) United States (12) Patent Application Publication (10) Pub. No.: US 2017/0142454 A1 JANG (43) Pub. Date: May 18, 2017 (54) THIRD-PARTY VIDEO PUSHING METHOD Publication Classification AND SYSTEM (51) Int. Cl. (71) Applicants: LE HOLDINGS (BEIJING) CO., H04N 2L/237 (2006.01) LTD., Beijing- - - (CN); LECLOUD H04N 2L/2582L/23 (2006.01) COMPUTING CO.,LTD., Beijing (CN) (52) U.S. Cl. CPC ..... H04N 21/237 (2013.01); H04N 21/25816 (72) Inventor: Yuhan JIANG, Beijing (CN) (2013.01); H04N 21/23109 (2013.01) (73) Assignees: LE HOLDINGS (BEIJING) CO., (57) ABSTRACT LTD., Beijing (CN); LECLOUD Disclosed are a method and system for pushing video to a COMPUTING CO.,LTD., Beijing third party, the method including: receiving a video request (CN) instruction from a third party, the video request instruction including third-party identification authentication informa (21) Appl. No.: 15/252,252 tion and third-party video stream identification information; retrieving a prestored list of local video streams correspond (22) Filed: Aug. 31, 2016 ing to a third party ID according to the third-party identifi cation ID authentication information; determining a video O O stream to be pushed by comparing the third-party video Related U.S. Application Data stream identification information with local video stream (63) Continuation of application No. PCT/CN2016/ configuration information in the list of local video streams; 083022, filed on May 23, 2016. pushing the video stream to be pushed to the third party. Sharing of different video streams between different video (30) Foreign Application Priority Data platforms is implemented by presetting a video stream matching list in a server, and a response to a video request Nov. -
Prospectus Supplement and Plan to File a Final Prospectus Supplement with the SEC to Register the Sale of Shares Under the U.S
ai16158914263_Project S6 cover_ENG_03_20mm spine HR.pdf 1 16/3/2021 18:43:46 GLOBAL OFFERING Stock Code: 9626 (A company controlled through weighted voting rights and incorporated in the Cayman Islands with limited liability) Stock Code: 9626 Stock Joint Sponsors, Joint Global Coordinators, Joint Bookrunners, and Joint Lead Managers Joint Bookrunners and Joint Lead Managers Joint Lead Managers IMPORTANT If you are in any doubt about any of the contents of this document, you should obtain independent professional advice. Bilibili Inc. (A company controlled through weighted voting rights and incorporated in the Cayman Islands with limited liability) GLOBAL OFFERING Number of Offer Shares under the Global Offering : 25,000,000 Offer Shares (subject to the Over-allotment Option) Number of Hong Kong Offer Shares : 750,000 Offer Shares (subject to adjustment) Number of International Offer Shares : 24,250,000 Offer Shares (subject to adjustment and the Over-allotment Option) Maximum Public Offer Price : HK$988.00 per Offer Share, plus brokerage of 1.0%, SFC transaction levy of 0.0027% and Hong Kong Stock Exchange trading fee of 0.005% (payable in full on application in Hong Kong dollars and subject to refund) Par Value : US$0.0001 per Share Stock Code : 9626 Joint Sponsors, Joint Global Coordinators, Joint Bookrunners, and Joint Lead Managers Joint Bookrunners and Joint Lead Managers Joint Lead Managers Hong Kong Exchanges and Clearing Limited, The Stock Exchange of Hong Kong Limited and Hong Kong Securities Clearing Company Limited take no responsibility for the contents of this document, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this document. -
Analysis of the Development Tendency of Network Video Programs
2020 4th International Conference on Education, Management and Social Science (EMSS 2020) Analysis of the Development Tendency of Network Video Programs Lei Xi a, Zaining Wang b, * School of Journalism and Communication, China West Normal University, Nanchong, 637009 Sichuan, China [email protected], [email protected] *Corresponding author Keywords: Internet self-made programs, development trends, characteristics. Abstract: "Audiovisual new media programs" refer to new media forms characterized by two-way interaction through the combined effect on human audiovisual senses, such as network video, IPTV, Internet TV, mobile TV, etc. With the rise of online media, the viewing habits of netizens are undergoing earth-shaking changes. People’s dependence on video sites is gradually increasing. Video sites have also become the main position for many people to draw on "spiritual food." In the development of audiovisual new media, due to changes in the relationship between the mediator and the audience, the increase in audience participation, the increase in micro-fragmented content, and technological application innovation, online video programs have been uploaded by the initial netizens and gradually developed into copyright Purchase and online self-made new media program production forms. 1. The transition from uploading to copyright purchase by netizens 1.1 Uploaded by netizens Online video programs first started with the uploading of netizens. Since YouTube was acquired by Internet crocodile Google in 2006, the attitude of the Internet ecosystem to video sites has undergone a tremendous change, and they have invested in the field of video sites. China’s video website platform has correspondingly come to a period of opportunity for development. -
Hengten Networks (00136.HK)
22-Feb-2021 ︱Research Department HengTen Networks (00136.HK) SBI China Capital Research Department T: +852 2533 3700 Initiation: China’s Netflix backed by Evergrande and Tencent E: [email protected] ◼ Transforming into a leading online long-video platform with similar Address: 4/F, Henley Building, No.5 Queen's DNA to Netflix. Road Central, Hong Kong ◼ As indicated by name, HengTen (HengDa and Tencent) (136.HK) will leverage the resources of its two significant shareholders in making Ticker (00136.HK) Pumpkin Film the most profitable market leader Recommendation BUY ◼ New team has proven track record in original content production Target price (HKD) 24.0 with an extensive pipeline. Current price (HKD) 13.8 ◼ Initiate BUY with TP HK$24.0 based on 1.0x PEG, representing 74% Last 12 mth price range 0.62 – 17.80 upside potential. Market cap. (HKD, bn) 127.8 Source: Bloomberg, SBI CHINA CAPITAL Transforming into a leading online long-video platform with similar DNA to Netflix. HengTen Networks (“HT”) (136.HK) announced to acquire an 100% stake in Virtual Cinema Entertainment Limited. The company has two main business lines: “Shanghai Ruyi” engages in film and TV show production while “Pumpkin Film”operates an online video platform. Currently one of the only two profitable online video platforms, we expect the company to enjoy similar success as Netflix given their common genes such as: a) a highly successful and proven content development team b) focus on big data analytics which improves ROI visibility and c) enjoyable user experience with an ads-free subscription model As indicated by name, HengTen (HengDa and Tencent) (136.HK) will leverage the resources of its two significant shareholders in making Pumpkin Film the most profitable market leader. -
System: Pipeline Performance Enhancement
Cross Cultural Analysis System Improvements Guandong Liu Yiyang Zeng Columbia University Columbia University [email protected] [email protected] 1 Introduction Cross-cultural analysis investigates the new task of determining which textual tags are preferred by different affinity groups for news and related videos. We use this knowledge to assign new group-specific tags to other videos of the same event that have arisen elsewhere. We map visual and multilingual textual features into a joint latent space using reliable visual cues, and determine tag relationships through deep canonical correlation analysis (DCCA). We are interested in any international events such as epidemics and transportation disasters and detect country-specific tags from different countries’ news coverage [1]. Our current pipeline is able to collect data, preprocess data, and analyze data. This semester, we investigated and improved system performances in different aspects to make it more reliable and flexible. This report consists of two parts: the first part gives a thorough overview to the whole pipeline and the second part talks about several bug fixes and performance improvements of the current system. 2 Pipeline User Manual This section gives a thorough overview to the whole pipeline and goes through each step with AlphaGo in Chinese and English task as an example. 2.1 Get Video Metadata The pipeline starts from getting video metadata from various sources. In our experiments, we got video metadata about AlphaGo from Chinese sources (Tencent, Iqiyi, Youku, BiliBili) and English source (YouTube). Note that to get video metadata from YouTube, one must first enable YouTube Data API and get own API credentials (key.txt is the API credentials). -
Reaching China's Video Crowd with the Power of Bilibili
www.nativex.com REACHING CHINA’S VIDEO CROWD WITH THE POWER OF BILIBILI. The YouTube of China 01 02 What is Bilibili? Key facts & stats 03 04 Fun facts about Bilibili The GenZ community hub: Bilibili user profiles & demographics 05 06 Promoting your apps Bilibili’s benefits or brands on Bilibili in a nutshell 07 08 Advertising on Bilibili: How we can help step-by-step guide 01 WHAT IS BILIBILI? What is Bilibili? Bilibili is one of China’s hottest emerging video platforms. Having almost tripled its audience in the last couple of years, Bilibili is now an entertainment power house that has expanded outside its ACG (anime, comics, games) roots to include support for e-commerce, technology, and lifestyle content. Bilibili’s focus on user generated content, along with innovative features like bullet comments, make it one of the most used video apps by China’s youth today. Thanks to its similar users, features, and functionality, some say that Bilibili is the YouTube of China. Bilibili is in a unique position on the Chinese market, as it’s backed by both Alibaba and Tencent (7.2% and 13.3% of shares, respectively), as well as Japanese giant Sony (4.98%). 01 02 KEY FACTS & STATS Key facts & stats Bilibili has shown incredible growth over the past few years. Let’s look at some of their most recent numbers from their Q1 2020 financial results: Mobile vs. Desktop user distribution: 172.4 million Total MAUs 88 % 12% (70% year-on-year growth) 156.4 million 50.8 million 13.4 million Mobile MAUs DAUs Monthly Paying Users (77% year-on-year growth) (69% year-on-year growth) (134% year-on-year growth) $327million Net Revenue 87minutes (69% year-on-year growth) average daily time spent on the app 02 03 FUN FACTS ABOUT BILIBILI 1. -
HAVAS CHINA Monthly Market Update
HAVAS GROUP CHINA Market Update nCoV February 21 2020 Content 1. Situation update 2. Immediate consumption impact 3. Media consumption impact 4. Economic outlook 5. Outlook key categories 6. Media market implications 7. POV & recommendation 2 Situation update 3 2019nCoV outbreak situation • The government continues to increase control and investment. In addition to the three new concentrated hospitals, more than 10 temporary hospitals are also under construction. • China has introduced the potential specific medicine, American Remdesivir for clinical use. It has shown positive results in some patients. • As of Feb 20th, China has reported 74,677 infections and 2,121 casualties. 1,049 cases have been confirmed outside China and the virus has spread to 25 countries. Outside the Hubei providence, some areas including important economic regions, Shanghai, Beijing, Guangdong have achieved zero or few rate of infection in 5 days. • Many companies have extended the back-to-office time to February 23, and some will not open until the end of February. But most companies have already resumed work remotely since February 10. Controls are expected to be revoked in most provinces in March, social activities will gradually restore then. 4 Consumption impact 5 Consumption impact differs per category. After the outbreak: products for immediate enjoyment and (health) security to increase Source: Kantar 6 Clear reduction of outdoor activities during the outbreak. Dining out, travel, and out of home entertainment will rebound sharply During outbreak After -
Bilibili (BILI): a Leader in ACG with Room to Grow
JAGUAR MEDIA SEPT 8TH, 2020 “CHINESE TECH DEMYSTIFIED” SERIES – EPISODE 5 Bilibili (BILI): A leader in ACG with room to grow Bilibili is often labeled as China’s version of YouTube, but that comparison is only half-accurate. Fundamentally, it is a video sharing and vlogging platform. But if we dig a little deeper, we will find that it caters almost exclusively to a dedicated under-30’s crowd while shunning older audiences, and the video content is overwhelmingly focused on animation, comics, and games (or ACG in short), fashion, pop culture, and music. No news, no politics, no academic discourse, no finance, none of that mundane stuff. Bilibili was founded in 2009 with the intention of being a worthy ACG competitor to AcFun (recall AcFun is the former parent company of DouYu). Bilibili’s founder Xu Yi was formerly a top user with a huge following on AcFun, but grew increasingly frustrated over time with community and website-related issues. And following a series of high-profile disagreements with AcFun management, he decided to sever ties and create Bilibili on the back of funding from now-CEO Chen Rui, a games/animation-loving billionaire investor who currently owns over 20% of the company. Before long, Bilibili saw significant traffic, enough to challenge AcFun’s. Due to this rivalry and history, Bilibili is commonly referred to by the Chinese internet community as “B Site” or “Station B”, while AcFun is nicknamed “A Site” or “Station A”. Fun fact: The word “Bilibili” doesn’t have any literal meaning. Rather, it is a playful reference to a main character from A Certain Scientific Railgun, a popular comic/animation series at the time, whereby “Bilibili” is the sound she makes when firing her weapon. -
First Name Last Name Title Company Country Anouk Florencia Aaron Warner Bros
First Name Last Name Title Company Country Anouk Florencia Aaron Warner Bros. International Television United States Carlos Abascal Director, Ole Communications Ole Communications United States Kelly Abcarian SVP, Product Leadership Nielsen United States Mike Abend Director, Business Development New Form Digital United States Friday Abernethy SVP, Content Distribution Univision Communications Inc United States Jack Abernethy Twentieth Television United States Salua Abisambra Manager Salabi Colombia Rafael Aboy Account Executive Newsline Report Argentina Cori Abraham SVP of Development and International Oxygen Network United States Mo Abraham Camera Man VIP Television United States Cris Abrego Endemol Shine Group Netherlands Cris Abrego Chairman, Endemol Shine Americas and CEO, Endemol Shine North EndemolAmerica Shine North America United States Steve Abrego Endemol Shine North America United States Patrícia Abreu Dirctor Upstar Comunicações SA Portugal Manuel Abud TV Azteca SAB de CV Mexico Rafael Abudo VIP 2000 TV United States Abraham Aburman LIVE IT PRODUCTIONS Francine Acevedo NATPE United States Hulda Acevedo Programming Acquisitions Executive A+E Networks Latin America United States Kristine Acevedo All3Media International Ric Acevedo Executive Producer North Atlantic Media LLC United States Ronald Acha Univision United States David Acosta Senior Vice President City National Bank United States Jorge Acosta General Manager NTC TV Colombia Juan Acosta EVP, COO Viacom International Media Networks United States Mauricio Acosta President and CEO MAZDOC Colombia Raul Acosta CEO Global Media Federation United States Viviana Acosta-Rubio Telemundo Internacional United States Camilo Acuña Caracol Internacional Colombia Andrea Adams Director of Sales FilmTrack United States Barbara Adams Founder Broken To Reign TV United States Robin C. Adams Executive In Charge of Content and Production Endavo Media and Communications, Inc.