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Bilibili Inc (BILI)
NASDAQ:BILI
Earnings Data
Report Date
Aug 14, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.17Last Year’s EPS
-0.65Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 20, 2025
|% Change Since: 17.07%
|Next Earnings Date:Aug 14, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a strong performance with significant revenue growth, improved profitability, and increased user engagement. Bilibili's advertising and game segments showed robust growth, and the company successfully narrowed its GAAP net loss. However, increased sales and marketing expenses posed a challenge.Company Guidance
During the Bilibili First Quarter 2025 Financial Results and Business Update Conference Call, the company provided robust guidance, highlighting a 24% year-over-year increase in total revenues, reaching RMB7 billion. Advertising revenues rose by 20% to RMB2 billion, and game revenues surged 76% to RMB1.73 billion. The gross profit margin expanded to 36.3%, up from 28.3% the previous year. Daily active users (DAUs) reached 107 million, with monthly active users (MAUs) at 368 million, and users spent an average of 108 minutes on the platform daily. Monthly paying users hit a record 32 million, and the fan-charging program's revenue grew by over 200%. The company also reported a positive adjusted net profit of RMB362 million and reduced its GAAP net loss by 99% to RMB11 million. Additionally, Bilibili's advertising business saw a 20% revenue increase, supported by a 35% rise in the number of advertisers. The company anticipates sustained growth, leveraging its strong Gen Z+ user base, enhanced content quality, and AI-driven advertising innovations.Strong Revenue Growth
Total revenues increased by 24% year-over-year to RMB7 billion, driven by strong performances in advertising and game businesses.
Significant Increase in Gross Profit
Gross profit increased by 58% year-over-year, with a gross profit margin expanding to 36.3% from 28.3% in the previous year.
Game Revenue Surge
Game revenues rose 76% year-over-year to RMB1.73 billion, with strong performance from the SLG title San Mou.
Positive Adjusted Net Profit
Maintained a positive adjusted net profit of RMB362 million and narrowed GAAP net loss by 99% year-over-year.
Increased User Engagement
Daily Active Users (DAUs) reached 107 million, and Monthly Active Users (MAUs) climbed to 368 million, with average daily time spent reaching a record 108 minutes.
Advertising Revenue Growth
Advertising revenues increased by 20% year-over-year to RMB2 billion, with performance-based advertising growing by over 30%.
BILI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BILI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 20, 2025 | $17.99 | $18.15 | +0.89% |
Mar 25, 2025 | $19.87 | $19.31 | -2.82% |
Nov 14, 2024 | $21.27 | $18.59 | -12.60% |
Aug 22, 2024 | $14.02 | $12.96 | -7.56% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Bilibili Inc (BILI) report earnings?
Bilibili Inc (BILI) is schdueled to report earning on Aug 14, 2025, TBA Not Confirmed.
What is Bilibili Inc (BILI) earnings time?
Bilibili Inc (BILI) earnings time is at Aug 14, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BILI EPS forecast?
BILI EPS forecast for the fiscal quarter 2025 (Q2) is 0.17.
