Chinese video streaming platform Bilibili Q2 revenue up 20%, swings to profit

Bilibili

21/08/2025 11:11

Overview

Bilibili Q2 revenue rises 20% yr/yr to RMB7.34 bln (US$1,024.3 million)

Net profit of RMB218.3 mln (US$30.5 million) vs. net loss last year

Co repurchased 5.6 mln Class Z shares

Outlook

Bilibili aims to enhance content ecosystem with notes offering proceeds

Company focuses on premium content to drive user growth

Bilibili plans to improve monetization efficiency

Company to maintain efficient, sustainable, profitable operations

Result Drivers

ADVERTISING GROWTH - Advertising revenues increased by 20% year over year, driven by strong performance-based advertising

MOBILE GAMES - Mobile games revenues surged 60% year over year, attributed to the success of the exclusively licensed game, San Guo: Mou Ding Tian Xia

GROSS PROFIT IMPROVEMENT - Gross profit rose 46% year over year, with a higher gross profit margin due to stable platform operation costs and enhanced monetization efficiency

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
RMB 7.34 bln
Q2 Adjusted EPS
RMB 1.29
Q2 Basic EPS
RMB 0.52
Q2 Gross Profit
RMB 2.68 bln
Q2 Income From Operations
RMB 251.61 mln
Q2 Pretax Profit
RMB 244.64 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 18 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy"

Wall Street's median 12-month price target for Bilibili Inc is HK$211.00, about 6.7% above its August 21 closing price of HK$196.80

Press Release: ID:nGNX3CNXcm

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)