Is Bilibili the Next YouTube in China?
Paid Research

Is Bilibili the Next YouTube in China?

Paid Research

Is Bilibili the Next YouTube in China?

Communication Author: Huicong Yi Aug 28, 2020 11:55 PM (GMT+8)

Contributors-

EditorLuke Sheehan

Pages32

CopyrightEqualOcean Intelligence

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Introduction

As content generalizes and platform continuously breaks its circle, BILI is going towards to becoming YouTube in China. However, confronted with the strategy of breaking circle, community culture is also a barrier for BILI.

Highlights

  • BILI has the largest video producer community in China
  • Incentive system of BILI have had a head start over most of their competitors in China
  • The offline activities and business development connection between BILI and the video producer are tighter
  • Backed by Ali and Tencent simultaneously, which provides a good investor relationship

Contents

  • 1 Introduction
  • 2 What is BILI?
  • 3 User profile of BILI
  • 4 Bulls and Bears
  • 5 Is BILI’s growth logic solid?
  • 6 Other possibilities
  • 7 The moat
  • 8 Is BILI the next YouTube in China?

In this report

5 ways

of dissecting Bilibili's revenue model

35 charts

explaining the business model and potential of Bilibili

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About the research

EqualOcean Intelligence is the research and consulting division of EqualOcean. It provides market and investment analysis, as well as advisory services for global enterprises and public decision-makers. Widely recognized across a number of industries thanks to its service capacity and research methodology, EqualOcean Intelligence closely tracks cutting-edge technologies, applying unique frameworks and models to solve longstanding and emerging problems.

EqualOcean Intelligence's scope comprises eight major sectors: technology, consumer, healthcare, automotive, industrials, financials, communication and real estate. With over 100 experienced and qualified analysts at work, EqualOcean Intelligence is one of the few institutions delivering content in both English and Chinese, together with the requisite expertise to interpret both cultures. This rare talent mix is one of the reasons EqualOcean is widely quoted by so many top global publications.

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