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Bilibili, Inc. Class Z (HK:9626)
:9626
RESEARCH TOOLSreports
Earnings Data
Report Date
Aug 14, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.31Last Year’s EPS
-0.71Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 20, 2025
|% Change Since: 11.75%
|Next Earnings Date:Aug 14, 2025
Earnings Call Sentiment|Positive
The earnings call presents a strong performance in terms of revenue growth across key segments such as advertising and gaming, supported by increased user engagement and successful monetization strategies. Despite the rise in sales and marketing expenses, the company achieved positive net profit and improved operating leverage, indicating a robust financial position.Company Guidance
In the Bilibili First Quarter 2025 Financial Results and Business Update Conference Call, the company reported a 24% year-over-year increase in total revenues, reaching RMB7 billion, driven by robust growth in its advertising and gaming sectors. Advertising revenues rose by 20% to RMB2 billion, while gaming revenues surged by 76% to RMB1.73 billion. The increased focus on high-margin businesses allowed Bilibili to expand its gross profit margin to 36.3%, up from 28.3% in the previous year. The company achieved a positive adjusted net profit of RMB362 million and significantly reduced its GAAP net loss by 99% to RMB11 million. User engagement metrics were also strong, with daily active users (DAUs) reaching 107 million and monthly active users (MAUs) climbing to 368 million. The average daily time spent by users on the platform set a new record at 108 minutes, and monthly paying users hit an all-time high of 32 million. Additionally, Bilibili's content strategy and AI integration were highlighted as key drivers for future growth and monetization opportunities.Revenue Growth
Total revenues increased by 24% year-over-year to RMB7 billion, driven by strong performances in high-margin advertising and game businesses.
Advertising Revenue Increase
Advertising revenues grew 20% year-over-year to RMB2 billion, supported by product enhancements and infrastructure upgrades.
Game Revenue Surge
Game revenues rose by 76% year-over-year to RMB1.73 billion, attributed to the continued strong performance of the SLG title, San Guo: Mou Ding Tian Xia.
Gross Profit Margin Expansion
Gross profit increased by 58% year-over-year, with the gross profit margin expanding to 36.3% from 28.3% in the previous year.
User Engagement and Growth
DAUs reached 107 million, MAUs climbed to 368 million, and users' average daily time spent increased to a record 108 minutes.
Increase in Monthly Paying Users
Monthly paying users reached an all-time high of 32 million, reflecting users' willingness to pay for quality content.
Improvement in Operating Leverage
Operating profit was RMB15 million, and adjusted operating profit was RMB342 million, compared with losses in Q1 2024.
Positive Adjusted Net Profit
Sustained positive adjusted net profit of RMB362 million and narrowed GAAP net loss by 99% year-over-year in Q1.
Strong Content Creator Ecosystem
1.5 million creators made money on Bilibili during the quarter, with creators' total income from fan-charging programs up over 200%.
HK:9626 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
HK:9626 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 20, 2025 | HK$143.00 | HK$140.20 | -1.96% |
Mar 25, 2025 | HK$157.10 | HK$149.90 | -4.58% |
Nov 14, 2024 | HK$168.80 | HK$162.40 | -3.79% |
Aug 22, 2024 | HK$107.70 | HK$106.30 | -1.30% |
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. Class Z (HK:9626) report earnings?
Bilibili, Inc. Class Z (HK:9626) is schdueled to report earning on Aug 14, 2025, TBA Not Confirmed.
What is Bilibili, Inc. Class Z (HK:9626) earnings time?
Bilibili, Inc. Class Z (HK:9626) 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 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 (Q2) is 1.31.