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    Qi Chen

    Research Analyst at JPMorgan Chase & Co.

    Qi Chen is an Executive Director and Senior Equity Research Analyst at JPMorgan Chase & Co., specializing in coverage of China internet, technology, and media companies. He covers leading firms such as Tencent, Alibaba, Meituan, NetEase, JD.com, and Pinduoduo, with a strong track record reflected in recognition from Institutional Investor and ranked performance on platforms like TipRanks, including an average success rate over 60% and positive annualized returns for investors. Qi began his career in equity research at Merrill Lynch before joining JPMorgan in 2012, advancing through senior analyst roles. He holds FINRA registrations, including the Series 7, 63, and 86/87 licenses, and is known for insightful fundamental analysis and actionable macro-to-micro perspectives.

    Qi Chen's questions to Bilibili (BILI) leadership

    Qi Chen's questions to Bilibili (BILI) leadership • Q3 2024

    Question

    Qi Chen asked about the key drivers behind the strong 28% year-over-year advertising growth in Q3, the outlook for Q4 considering the macro environment, and the company's performance during the Double 11 festival.

    Answer

    COO Carly Li, with interpretation by Juliet Yang, attributed the robust growth to expanded ad inventory, optimization of the ad placement system, and the use of AIGC tools to improve efficiency. For Double 11, she noted that ad revenue grew nearly 50% YoY. Li acknowledged macro uncertainties but expressed confidence that Bilibili's advertising business would continue to grow faster than the industry average in Q4, driven by strong performance in verticals like games, e-commerce, and digital products.

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