Bilibili Stock Price, News & Analysis

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.

Bilibili (NASDAQ: BILI and HKEX: 9626) has announced its upcoming Annual General Meeting (AGM) scheduled for June 20, 2025, at 4:30 p.m. (Hong Kong time) in Shanghai. Shareholders of record as of May 13, 2025 (Hong Kong time) are eligible to attend and vote at the meeting.

The company has published the AGM Circular and Notice, available on their investor relations website. Holders of American depositary shares as of May 13, 2025 (New York time) must exercise their voting rights through Deutsche Bank Trust Company Americas. Additionally, Bilibili has filed its annual report on Form 20-F for the fiscal year ended December 31, 2024, with the SEC.

Bilibili (NASDAQ: BILI) has released its 2024 ESG Report, highlighting the company's achievements in sustainable development and social value creation. The platform reached 104 million daily active users spending an average of 102 minutes daily, with 5.1 billion average daily video views, up 19% year-over-year.

Key highlights include: approximately 4 million monthly active content creators, with nearly 3.1 million earning income through various channels; content creator earnings increased 21% year-over-year through advertising and value-added services; and over 90% of Bilibili businesses received ISO Information Security Management System Certifications.

The platform has made significant social impacts, including launching 101 charity projects that raised over RMB27 million from 1.07 million users, building 7 rural primary schools, and generating 25.3 billion environmental protection-related video views, a 100% year-over-year increase.

Bilibili (NASDAQ: BILI and HKEX: 9626), a leading video community platform for young generations in China, has announced the filing of its annual report on Form 20-F for the fiscal year ended December 31, 2024. The report was submitted to the Securities and Exchange Commission (SEC) on March 25, 2025.

The annual report is available in electronic format on both Bilibili's investor relations website and the SEC's website. Shareholders and ADS holders can request free hard copies of the report, which includes audited consolidated financial statements, by contacting the company's Investor Relations Department at their Shanghai headquarters.

Bilibili (NASDAQ: BILI) reported strong Q4 and FY2024 results, achieving its first quarter of GAAP profitability. Q4 total revenues increased 22% YoY to RMB7.73 billion, driven by advertising (+24%) and mobile games (+79%). The company posted a Q4 net profit of RMB88.9 million, compared to a net loss of RMB1.30 billion in Q4 2023.

For FY2024, total revenues grew 19% to RMB26.83 billion, with advertising and mobile games revenues up 28% and 40% respectively. The company significantly narrowed its FY2024 net loss by 72% to RMB1.36 billion. Gross profit margin improved to 36.1% in Q4 and 32.7% for FY2024. Daily active users reached 103 million in Q4.

Operating cash flow strengthened to RMB6.01 billion for 2024. The company enhanced shareholder returns through repurchases of ADSs and convertible notes totaling US$864.8 million during the year.

Bilibili Inc. (NASDAQ: BILI and HKEX: 9626), a leading video community platform for young generations in China, has scheduled the release of its fourth quarter and fiscal year 2024 unaudited financial results for Thursday, February 20, 2025, before U.S. markets open.

The company will host an earnings conference call at 7:00 AM U.S. Eastern Time (8:00 PM Beijing/Hong Kong Time) on the same day. Participants must register in advance through the provided link 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 session.