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Vobile Group Ltd. (HK:3738)
:3738
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Vobile Group (3738) Price & Analysis

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3738 Stock Chart & Stats

HK$2.29
HK$0.10(4.37%)
At close: 4:00 PM EDT
HK$2.29
HK$0.10(4.37%)

Bulls Say, Bears Say

Bulls Say
Niche Content-protection SaaS BusinessVobile’s core business is specialized software and cloud services for copyright protection and video processing used by media platforms and content owners. That niche creates durable, high-switching-cost relationships and recurring revenue potential from SaaS/subscription and contract models over the medium term.
High Gross Margin ProfileA roughly 45% gross margin shows the company’s products retain substantial revenue after direct costs, reflecting software leverage and pricing power. High gross margins support long-term profitability if revenue stabilizes, enabling investment in product and enforcement services without eroding unit economics.
Manageable Leverage And Positive ROEA moderate debt-to-equity ratio and positive ROE indicate the balance sheet is not overburdened, preserving financial flexibility. This structure supports continued investment in R&D and platform operations and reduces bankruptcy risk versus highly leveraged peers, aiding medium-term stability.
Bears Say
Severe Revenue ContractionAn ~86% year-over-year revenue drop signals a fundamental demand, contract, or customer-base issue that undermines scale economies and recurring revenue visibility. Such a collapse materially weakens long-term margin sustainability, cash conversion, and the ability to fund product development or enforcement services.
Inconsistent Cash GenerationMulti-year swings in operating cash flow and periods of negative free cash flow indicate uneven cash conversion and higher financing risk. This volatility reduces the company’s capacity to self-fund growth, pay down debt, or withstand market shocks without dilutive or costly external financing.
Historic Earnings VolatilityRecurring profitability swings and prior annual losses point to inconsistent ability to convert revenue into durable net income. Earnings volatility complicates strategic planning and undermines confidence in sustainable margins, increasing execution risk for R&D, customer retention, and enforcement investments.

Vobile Group News

3738 FAQ

What was Vobile Group Ltd.’s price range in the past 12 months?
Vobile Group Ltd. lowest stock price was HK$2.17 and its highest was HK$7.10 in the past 12 months.
    What is Vobile Group Ltd.’s market cap?
    Vobile Group Ltd.’s market cap is HK$6.10B.
      When is Vobile Group Ltd.’s upcoming earnings report date?
      Vobile Group Ltd.’s upcoming earnings report date is Aug 28, 2026 which is in 3 days.
        How were Vobile Group Ltd.’s earnings last quarter?
        Vobile Group Ltd. released its earnings results on Mar 26, 2026. The company reported HK$0.039 earnings per share for the quarter, missing the consensus estimate of N/A by N/A.
          Is Vobile Group Ltd. overvalued?
          According to Wall Street analysts Vobile Group Ltd.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Vobile Group Ltd. pay dividends?
            Vobile Group Ltd. does not currently pay dividends.
            What is Vobile Group Ltd.’s EPS estimate?
            Vobile Group Ltd.’s EPS estimate for its next earnings report is not yet available.
            How many shares outstanding does Vobile Group Ltd. have?
            Vobile Group Ltd. has 2,594,310,800 shares outstanding.
              What happened to Vobile Group Ltd.’s price movement after its last earnings report?
              Vobile Group Ltd. reported an EPS of HK$0.039 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went down -2.887%.
                Which hedge fund is a major shareholder of Vobile Group Ltd.?
                Currently, no hedge funds are holding shares in HK:3738
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  Company Description

                  Vobile Group Ltd.

                  Vobile Group Limited operates as an investment holding company, supplying Software-as-a-Service (SaaS) solutions across various global markets, including the United States, Japan, and Mainland China. The company's core business involves online video content management, providing services that empower content owners to secure their intellectual property against unauthorized use, precisely track viewership, and generate revenue from their assets. Its extensive platform offerings cover content protection, measurement, management, monetization, and transactional processing capabilities. Vobile serves a diverse client base, which includes film studios, television networks, music labels, direct-to-consumer (DTC) service providers, subscription video-on-demand (SVOD) aggregators, sports organizations, and toy and game manufacturers. Established in 2005, the company is headquartered in Santa Clara, California.

                  Vobile Group (3738) Earnings & Revenues

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