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Bilibili (BILI) Stock News

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Bilibili Inc. reports recurring developments tied to its role as a China-based video community for young generations, with American depositary shares trading on Nasdaq and ordinary shares listed in Hong Kong. Company updates commonly cover unaudited quarterly and annual results, user activity, advertising revenue, monetization efficiency and platform operating costs.

News also includes annual meeting materials, Form 20-F availability, ESG reporting and governance notices for shareholders and ADS holders. Bilibili describes its platform as a broad video-content community built around users, content creators and its bullet chatting live-comment feature.

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Bilibili (Nasdaq: BILI; HKEX: 9626) secured shareholder approval for a US$200 million share repurchase under its agreement with Tencent subsidiaries.

The approved repurchase covers 13,591,090 Class Z ordinary shares, including shares in the form of American depositary shares. It will close concurrently with Tencent’s subscription for US$200 million in Bilibili convertible senior notes due 2031; each transaction is conditional on the other. Disinterested shareholders approved the resolution by the requisite majority. Bilibili expects remaining closing conditions to be satisfied and both transactions to close in early November 2026.

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Bilibili (BILI) will ask shareholders on October 28, 2026, to approve a repurchase agreement with Tencent subsidiaries.

Under the proposed agreement, Bilibili would repurchase 13,591,090 Class Z ordinary shares, including shares in ADS form, for US$200 million. The repurchase and Tencent's subscription for US$200 million aggregate principal amount of Bilibili convertible senior notes due 2031 are inter-conditional; completion of both remains subject to shareholder approval. The extraordinary general meeting begins at 4:30 p.m. Beijing time in Shanghai. The meeting circular, notice and proxy form are available on Bilibili's investor relations website.

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Bilibili (BILI) has completed a US$500 million offering of convertible senior notes due 2031 and a concurrent repurchase of approximately US$100 million of its Class Z ordinary shares.

The notes are senior unsecured, mature on September 15, 2031, do not bear regular interest and have an initial conversion rate of 50.3374 Class Z shares per US$1,000, implying an initial conversion price of about HK$155.79. This represents a premium of approximately 28.3% to the HK$121.40 Hong Kong closing price on September 4, 2026 and about 35.0% to the HK$115.38 reference price used in the concurrent equity placement.

A fixed-price placement of 33,351,660 Class Z shares at HK$115.38 has also closed, including 6,976,760 borrowed shares for hedging and 26,374,900 shares sold by a Tencent subsidiary. Bilibili repurchased 6,795,540 shares from the delta offering at the reference price under a special repurchase program of up to US$300 million. A further US$200 million Tencent subscription for notes and a related repurchase of 13,591,090 Tencent-held shares require approval by disinterested shareholders at an upcoming extraordinary general meeting and satisfaction of customary conditions.

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Bilibili (BILI) priced offerings of US$700 million convertible senior notes due 2031, alongside a concurrent equity placement and share repurchases.

The notes include US$200 million subscribed by Tencent and US$500 million sold to other investors. They are senior unsecured, mature on September 15, 2031, bear no regular interest and have an initial conversion rate of 50.3374 Class Z ordinary shares per US$1,000, equivalent to a conversion price of about HK$155.79. This represents a 28.3% premium to the September 4, 2026 Hong Kong closing price of HK$121.40 and about a 35.0% premium to the HK$115.38 reference price used in the concurrent equity placement.

Bilibili plans to use proceeds to fund concurrent repurchases of 6,795,540 shares from the Delta offering and 13,591,090 shares from Tencent at HK$115.38 per share, as well as AI-driven growth initiatives and general corporate purposes. A special repurchase program of up to US$300 million was authorized, and completion of certain Tencent-related transactions is subject to shareholder approval at an upcoming EGM.

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Bilibili (BILI) plans to issue US$700 million of convertible senior notes due September 15, 2031, including a US$200 million subscription by Tencent, subject to market conditions and shareholder approval where required.

The zero-coupon, senior unsecured notes will be convertible into Bilibili Class Z ordinary shares, with the initial conversion rate and pricing set at offering. Holders may require repurchase on September 15, 2029 or upon certain fundamental changes, while Bilibili may redeem the notes from September 28, 2029 if share-price conditions are met, or in limited other circumstances.

In parallel, Bilibili will support a Concurrent Equity Placement comprising a delta placement of borrowed shares and an approximately US$400 million Tencent secondary sale. Bilibili will use about US$100 million to repurchase delta-placement shares and US$200 million to repurchase shares from Tencent under a special buyback program of up to US$300 million, with remaining note proceeds allocated to AI-driven growth and general corporate purposes.

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Bilibili (Nasdaq: BILI; HKEX: 9626) reported unaudited second quarter 2026 results with total net revenues of RMB7.94 billion, up 8% year over year. Advertising revenue rose 28% to RMB3.13 billion, value‑added services grew 5% to RMB2.97 billion, while mobile games declined 14% to RMB1.39 billion.

Average DAUs reached 116.5 million and users spent 113 minutes per day, lifting total user time by 14%. Gross profit increased 10% to RMB2.95 billion with gross margin of 37.2%. Net profit climbed 55% to RMB339.1 million, and adjusted net profit rose 25% to RMB703.6 million. Cash, time deposits and short‑term investments totaled RMB24.30 billion. Under its US$300 million share repurchase program, Bilibili bought 1.9 million listed securities in Q2 and 5.8 million year‑to‑date for about US$118 million.

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Bilibili (NASDAQ: BILI; HKEX: 9626) will release its unaudited second quarter 2026 financial results on Thursday, August 27, 2026, before U.S. market open. Management will host an earnings conference call at 8:00 a.m. U.S. Eastern Time (8:00 p.m. Beijing/Hong Kong Time) the same day.

Investors must register in advance via the specified online registration link to obtain dial-in numbers and a personal PIN. A live webcast and subsequent replay will be available on Bilibili’s investor relations website.

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Bilibili (Nasdaq: BILI; HKEX: 9626) updated investors on its two-year US$300 million share repurchase program adopted in June 2026. As of June 30, 2026, it had repurchased 1.9 million listed securities for about US$31.3 million. For the six months ended June 30, 2026, total repurchases reached 4.8 million securities at approximately US$100.1 million.

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Bilibili (Nasdaq:BILI; HKEX:9626) authorized a new US$300 million share repurchase program, effective June 24, 2026. The company may buy Class Z ordinary shares and/or ADSs over the next 24 months.

Repurchases may occur via open market, block trades, or Rule 10b5-1 plans, funded from existing cash.

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Bilibili (Nasdaq:BILI; HKEX:9626) announced that all proposed resolutions in its April 16, 2026 AGM notice were approved at the June 17, 2026 annual general meeting in Shanghai.

Approvals include director re-elections, general share issue and repurchase mandates, and adoption of a ninth amended and restated constitution.

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FAQ

What is the current stock price of Bilibili (BILI)?

Bilibili (BILI) last closed at $12.68.

What is the market cap of Bilibili (BILI)?

The market cap of Bilibili (BILI) is approximately $5.2B.