Bilibili shares fall; Q2 earnings fail to impress investors

Published 21/08/2025, 11:52
© Reuters

Investing.com -- Bilibili Inc. reported a return to profitability in the second quarter of 2025, but shares fell 3.5% premarket on Thursday as investors appeared unimpressed despite the company beating analyst expectations.

The Chinese company posted adjusted earnings per share of RMB1.29, exceeding analyst estimates of RMB1.20. Revenue reached RMB7.34 billion (US$1.02 billion), slightly above the consensus estimate of RMB7.33 billion and representing a 20% increase YoY. The company reported net profit of RMB218.3 million (US$30.5 million), compared with a net loss of RMB608.1 million in the same period of 2024.

Mobile games revenue was a standout performer, surging 60% YoY to RMB1.61 billion (US$225.1 million), while advertising revenue grew 20% to RMB2.45 billion (US$341.9 million). The company’s gross profit margin improved significantly to 36.5%, up from 29.9% in the same quarter last year.

"We furthered our healthy momentum in the second quarter with solid financial results and strong community engagement," said Mr. Rui Chen, Chairman and Chief Executive Officer of Bilibili (NASDAQ:BILI). "This summer, we welcomed more than 400,000 people to join our flagship offline events, making the three-day event one of the largest offline animation expos in China."

User metrics showed steady growth, with daily active users increasing 7% YoY to 109.4 million. Average daily time spent reached 105 minutes, up 6 minutes compared to a year ago.

The company generated RMB1.99 billion (US$277.7 million) in operating cash flow during the quarter. Bilibili also completed the repurchase of 5,588,140 Class Z ordinary shares for HK$782.9 million as part of its share repurchase program.

 

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