Bilibili Reports Stable Share Capital Movements for July 2025, Underscoring Consistent Operational Strategy

Bilibili Inc. has reported stable share capital movements for July 2025, with no changes in authorized or issued shares for Class Y and Class Z shares. This stability may reassure stakeholders about the company's financial health and strategic direction. The stock has a Hold rating with a $15.00 price target and a Neutral score from Spark's AI Analyst. Bilibili's strong earnings call performance and technical analysis support a positive outlook, but caution is warranted due to high RSI levels.

Bilibili Inc. has reported stable share capital movements for July 2025, with no changes in authorized or issued shares for Class Y and Class Z shares. This stability may reassure stakeholders about the company's financial health and strategic direction. The stock has a Hold rating with a $15.00 price target and a Neutral score from Spark's AI Analyst. Bilibili's strong earnings call performance and technical analysis support a positive outlook, but caution is warranted due to high RSI levels.

Bilibili's financial report for the third quarter, ending September 30, 2025, showcases significant growth and improved efficiency. The company reported a net revenue of 7.306 billion yuan (1.041 billion USD), an increase of 26% year-over-year [1]. Gross profit rose to 2.547 billion yuan (0.363 billion USD), up 76% year-over-year, while the gross margin expanded to 34.9% [1]. Despite a net loss of 0.08 billion yuan (0.011 billion USD), a 94% narrowing year-over-year, the company's adjusted net income turned positive for the first time, reaching 0.236 billion yuan, a 137.35% increase year-over-year [1].

The company's chairman and CEO, Chen Rui, noted that daily active users (DAU) and monthly active users (MAU) reached new highs of 0.107 billion and 348 million respectively, with the average daily usage time for users increasing to 106 minutes, up 6 minutes from the same period last year [1]. Mobile game and advertising revenue increased by 84% and 28% year-over-year, respectively, driven by the strong performance of the exclusive licensed game "Three Kingdoms: Strategizing the World" and optimization of advertising products [1].

Meanwhile, SoftBank Group Corp. has shown resilience in its Q1 2026 earnings, with 7.6% revenue growth and a 12.9% operating income rise, driven by its core segments of telecom, financial services, and media [2]. The company's strategic pivot focuses on AI, HAPS 3D telecom network, and Arm's 12% revenue growth, reflecting a disciplined approach to innovation and operational resilience. Despite facing macroeconomic pressures and AI sector immaturity, SoftBank's long-term vision targets ASI leadership through a 300-year roadmap, balancing high-risk AI bets with cash-generating core operations [2].

In conclusion, Bilibili Inc. and SoftBank Group Corp. have demonstrated strong financial performance and strategic direction, reassuring investors about their long-term prospects. However, caution is advised due to high RSI levels and macroeconomic risks.

References:
[1] https://www.moomoo.com/news/post/57800517/record-tr4cking-news-earnings-review-rocket-lab-awaits-the-moment-of-turning-to
[2] https://www.ainvest.com/news/softbank-q1-2026-earnings-strategic-direction-assessing-operational-resilience-future-growth-potential-post-wework-era-2508/