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Bilibili, Inc. Class Z (HK:9626)
:9626
Hong Kong Market

Bilibili, Inc. Class Z (9626) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 21, 2025
TBA Not Confirmed
Period Ending
2025 (Q1)
Consensus EPS Forecast
0.62
Last Year’s EPS
-1.14
Same Quarter Last Year
Based on 1 Analysts Ratings
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Earnings Call Summary

Earnings Call Date:Feb 20, 2025
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% Change Since: -5.32%
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Next Earnings Date:May 21, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a positive sentiment with significant achievements, including the first GAAP net profit, strong revenue growth in advertising and mobile games, and increased community engagement. However, the company faced challenges due to the macro environment, affecting some ad revenue streams, and a notable decline in R&D expenses raises concerns about future innovation.
Company Guidance
During the call, Bilibili provided comprehensive guidance and detailed metrics from their fourth quarter and fiscal year 2024 results. The company achieved its first GAAP net profit in Q4, posting RMB 89 million, alongside an adjusted net profit of RMB 452 million. Total revenues for Q4 reached RMB 7.7 billion, marking a 22% year-over-year increase, while full-year revenues were RMB 26.8 billion, up 19% from the previous year. Their advertising revenue grew by 24% in Q4 and 28% for the year, while mobile games revenues surged by 79% in Q4 and 40% overall for the year. The company reported a Q4 gross profit margin of 36.1%, reflecting a 68% year-over-year growth in gross profit, and DAUs and MAUs reached 103 million and 340 million, respectively. Users spent an average of 99 minutes daily on the platform. Bilibili’s content creators earned 21% more income year-over-year, and the fan charging program saw creators' earnings increase by nearly 500%. The company also highlighted their strategic focus on AI advancements and the commercialization of their video content and community to drive future growth.
First GAAP Net Profit Achieved
Bilibili achieved its first GAAP net profit in Q4 2024, marking a pivotal year for the company. The net profit for the quarter was RMB 89 million, and the adjusted net profit was RMB 452 million.
Revenue Growth
Total revenues were RMB 7.7 billion in Q4, reflecting a year-over-year increase of 22%. For the full year, revenues were RMB 26.8 billion, up 19% year-over-year.
Advertising Revenue Surge
Ad revenues increased by 24% year-over-year in Q4 and 28% for the full year, driven by enhanced ad products and infrastructure. Performance-based ad revenues grew over 40% year-over-year.
Mobile Games Revenue Growth
Mobile games revenues surged by 79% year-over-year in Q4 and 40% for the full year, largely due to the expansion into the strategy game genre.
Community Engagement
DAUs and MAUs reached 103 million and 340 million, respectively, with users spending an average of 99 minutes daily on the platform.
Content Creator Success
Nearly 3.1 million content creators earned income on the platform in 2024, with total income through advertising products and VAS services increasing by 21% year-over-year.
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Bilibili, Inc. Class Z (HK:9626) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

HK:9626 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 21, 20252025 (Q1)
0.65 / -
-1.143
Feb 20, 20252024 (Q4)
1.02 / 1.15
-1.456178.64% (+2.60)
Nov 14, 20242024 (Q3)
0.61 / 0.61
-2.323126.39% (+2.94)
Aug 22, 20242024 (Q2)
-0.80 / -0.71
-2.49671.55% (+1.79)
May 23, 20242024 (Q1)
-1.35 / -1.14
-2.76258.62% (+1.62)
Mar 07, 20242023 (Q4)
-1.58 / -1.46
-3.76161.29% (+2.31)
Nov 29, 20232023 (Q3)
-2.03 / -2.32
-4.8652.20% (+2.54)
Aug 17, 20232023 (Q2)
-2.77 / -2.50
-5.61455.54% (+3.12)
Jun 01, 20232023 (Q1)
-3.21 / -2.76
-4.93244.00% (+2.17)
Mar 02, 20232022 (Q4)
-4.01 / -3.76
-5.21927.94% (+1.46)
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
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HK:9626 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 20, 2025HK$163.50HK$154.80-5.32%
Nov 14, 2024HK$168.80HK$162.40-3.79%
Aug 22, 2024HK$107.70HK$106.30-1.30%
May 23, 2024HK$122.40HK$119.80-2.12%
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.
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FAQ

When does Bilibili, Inc. Class Z (HK:9626) report earnings?
Bilibili, Inc. Class Z (HK:9626) is schdueled to report earning on May 21, 2025, TBA Not Confirmed.
    What is Bilibili, Inc. Class Z (HK:9626) earnings time?
    Bilibili, Inc. Class Z (HK:9626) earnings time is at May 21, 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 the P/E ratio of Bilibili, Inc. Class Z stock?
          The P/E ratio of Bilibili, Inc. Class Z is N/A.
            What is HK:9626 EPS forecast?
            HK:9626 EPS forecast for the fiscal quarter 2025 (Q1) is 0.62.
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