Bilibili Earnings Set to Soar: What to Expect Ahead of Q2 Release

Bilibili (BILI) is expected to report Q2 2025 earnings of $0.17 per share, a 288.9% YoY increase. Revenues are expected to reach $1.02 billion, up 20.7% YoY. The consensus estimate has been revised 11.54% lower over the last 30 days. Investors should keep an eye on the company's earnings call for management's discussion of business conditions, which will impact the stock's price.

Investors are closely watching Bilibili (BILI) as the company is expected to report Q2 2025 earnings of $0.17 per share, representing a 288.9% year-over-year (YoY) increase. Revenues are anticipated to reach $1.02 billion, marking a 20.7% YoY increase. The consensus estimate has been revised 11.54% lower over the last 30 days, highlighting the importance of the earnings call for investors.

Bilibili's recent financial performance has been robust, with the company achieving positive adjusted net income for the first time in Q3 2023. The company reported a net revenue of 7.306 billion yuan (1.041 billion USD), a 26% YoY increase, and a gross profit of 2.547 billion yuan (0.363 billion USD), a 76% YoY increase [1]. The company's gross margin improved to 34.9%, up from 25.0% in the same period last year, indicating significant improvements in operational efficiency.

The company's revenue from mobile games and advertising business increased significantly in Q3 2023, with mobile game revenue up 84% YoY to 1.823 billion yuan (0.26 billion USD) and advertising revenue up 28% YoY to 2.094 billion yuan (0.298 billion USD) [1]. The company's daily active users (DAUs) reached a new high of 0.1073 billion, an increase of 4.38% YoY, while monthly active users (MAUs) reached 0.348 billion, also setting a new historical high [1].

The upcoming earnings call will provide valuable insights into Bilibili's business conditions and strategic partnerships. The company has recently announced a series of partnership agreements with Tencent, including payment services, cloud computing services, and general business cooperation [2]. The agreements include service fee caps for the years 2025 to 2027, amounting to 83 million yuan, 0.11 billion yuan, and 140 million yuan respectively. These partnerships may have an impact on Bilibili's financial performance in the coming years.

Investors should pay close attention to the company's earnings call for a discussion on business conditions and the impact of these partnerships on the company's financial outlook. The call will provide clarity on the company's growth trajectory and potential risks.

References:
[1] https://www.moomoo.com/news/post/76576633/record-tr4cking-news-nvidia-amd-adjust-to-new-rules-of-the-game-with
[2] https://www.moomoo.com/news/post/84016938/record-tr4cking-news-bigbearai-s-bleak-q2-at-the-crossroads-of-ai-defense