Bilibili Stock Price, News & Analysis

Bilibili (BILI) has successfully completed a US$690 million convertible senior notes offering due 2030, including a US$90 million overallotment option. The notes, bearing a 0.625% annual interest rate, are convertible at 42.1747 Class Z ordinary shares per US$1,000 principal amount, equivalent to HK$185.63 per share. The company also completed a concurrent offering of 10,281,240 borrowed Class Z ordinary shares at HK$140.10 per share. Notably, Bilibili executed a Concurrent Repurchase of 5,588,140 Class Z ordinary shares for approximately HK$782.9 million. The proceeds will be used to enhance content ecosystem, facilitate user growth, improve monetization efficiency, fund share repurchases, and other corporate purposes.

Bilibili (BILI) has announced the pricing of its upsized US$600 million convertible senior notes offering due 2030, with an additional option for purchasers to buy up to US$90 million. The notes will bear interest at 0.625% annually, with an initial conversion rate of 42.1747 Class Z ordinary shares per US$1,000 principal amount. The conversion price of HK$185.63 per share represents a 27.1% premium over the closing price. The company plans to use proceeds to enhance its content ecosystem, improve monetization, fund share repurchases, and other corporate purposes. Concurrent with this offering, Bilibili announced a delta placement of 10,281,240 borrowed Class Z ordinary shares at HK$140.10 per share to facilitate hedging transactions for convertible arbitrage investors.

Bilibili (NASDAQ: BILI, HKEX: 9626) has announced the pricing of two concurrent offerings: a US$600 million convertible senior notes offering due 2030 and a Concurrent Delta Offering of 10,281,240 Class Z ordinary shares. The notes offering includes a 30-day option for initial purchasers to buy an additional US$90 million in principal amount. The Class Z shares are being offered at HK$140.10 per share through Goldman Sachs and Morgan Stanley. The Delta Offering involves borrowed shares and will facilitate hedging transactions by convertible arbitrage investors. No new shares will be issued in the Delta Offering, and Bilibili will not receive proceeds from it. The company plans to use part of the Notes Offering proceeds for a Concurrent Repurchase of shares, which will be subsequently cancelled.

Bilibili Inc. (NASDAQ: BILI, HKEX: 9626), a leading video community platform for young generations in China, has published its unaudited interim condensed consolidated financial statements for Q1 2024 and 2025. The company has also released a supplemental discussion titled "Management's Discussion and Analysis of Financial Condition and Results of Operations" for these periods. The financial documents are available on the Hong Kong Stock Exchange (HKEX) website.

Bilibili (BILI) has announced a proposed offering of US$500 million convertible senior notes due 2030, with an additional option for purchasers to buy up to US$75 million more. The notes will be convertible into Class Z ordinary shares or ADSs. The company plans to use the proceeds to enhance its content ecosystem, improve monetization efficiency, and fund share repurchases. Concurrently, Bilibili will conduct a US$100 million share repurchase through its existing program to offset potential dilution. The notes offering includes provisions for redemption after June 6, 2028, if share prices reach 130% of conversion price, and holders can require repurchase on June 1, 2028.

Bilibili (BILI) announced a complex financial transaction involving multiple components: (1) A proposed offering of US$500 million in convertible senior notes due 2030, with an additional US$75 million option for initial purchasers; (2) A concurrent "Delta Offering" of Class Z ordinary shares borrowed from third parties to facilitate hedging by convertible arbitrage investors; and (3) A concurrent share repurchase of up to US$100 million of Class Z ordinary shares. The company plans to use the proceeds to enhance its content ecosystem, facilitate user growth, improve monetization efficiency, fund share repurchases, and for general corporate purposes. The Notes Offering and Delta Offering are contingent upon each other, with no new shares being issued in the Delta Offering.

Bilibili (NASDAQ: BILI) reported strong Q1 2025 financial results with total revenues reaching RMB7.00 billion (US$965.1M), up 24% YoY. Key highlights include: advertising revenue growth of 20% to RMB2.00B, mobile games revenue surge of 76% to RMB1.73B, and significant margin improvement with gross profit up 58% YoY. The company achieved an adjusted net profit of RMB361.5M, compared to a loss in the previous year. User metrics showed solid growth with DAUs reaching 106.7M and average daily time spent per user hitting 108 minutes. The company's operating cash flow strengthened to RMB1.30B, while maintaining a strong balance sheet with RMB17.40B in cash and equivalents.

Bilibili (NASDAQ: BILI, HKEX: 9626) has announced a repurchase right notification for holders of its 1.25% Convertible Senior Notes due 2027. Noteholders have the option to require Bilibili to repurchase their notes for cash on June 15, 2025, at a price equal to 100% of the principal amount plus accrued interest. The repurchase right can be exercised from May 14, 2025, until June 12, 2025.

Currently, there is US$92,000 in aggregate principal amount of Notes outstanding. If all notes are surrendered for repurchase, the total cash purchase price will be US$92,000. Holders must exercise their rights through DTC's Automated Tender Offer Program (ATOP) and can withdraw their exercise at any time before the expiration date.

Bilibili (NASDAQ: BILI, HKEX: 9626), a leading video community platform for young generations in China, has scheduled its first quarter 2025 earnings release for Tuesday, May 20, 2025, before U.S. markets open. The company will host an earnings conference call at 8:00 AM ET (8:00 PM Beijing/Hong Kong Time) on the same day. Participants must register online in advance to receive dial-in numbers and a personal PIN. A live webcast will be available on Bilibili's investor relations website, with a replay accessible after the call.