Bilibili

BILI

Market cap $11.1B

An entertainment platform, a digital freight company, and an online recruiter.

Bilibili offers a compelling growth story, driven by a sticky GenZ community, diversified revenue streams, and strong engagement metrics. BILI's business model includes video, streaming, games, value-added services, and advertising, with robust growth in digital ad revenue and user base. Despite attractive valuation and growth prospects, risks include execution, monetization challenges, regulatory uncertainties, and competition from major players like TikTok.

Chinese tech stocks have outgained U.S. counterparts this year, a trend that looks poised to continue.

China's technological resilience amid the trade tension with the United States suggests that one can watch PDD, TCEHY, TSM and BILI as AI, EVs and robotics lead the way.

Diversification is crucial now; Bilibili offers exposure to both small/mid-cap growth and international markets, counterbalancing U.S. tech concentration. Bilibili's expanding platform—spanning video, gaming, social commerce, and more—continues to drive strong user and engagement growth. Gaming revenue is surging over 60% year-over-year, while new value-added services and local content trends further boost monetization.

Bilibili Inc. BILI reported fiscal second-quarter results that topped earnings expectations and highlighted solid growth across core revenue streams on Thursday.

Bilibili posts Q2 earnings beat with 20% revenue growth, fueled by strong gains in mobile games and advertising.

Bilibili Inc. (NASDAQ:BILI ) Q2 2025 Earnings Conference Call August 21, 2025 8:00 AM ET Company Participants Juliet Yang - Executive Director of Investor Relations Rui Chen - Chairman of the Board & CEO Xin Fan - Chief Financial Officer Conference Call Participants Felix Liu - UBS Investment Bank, Research Division Lincoln Kong - Goldman Sachs Group, Inc., Research Division Xiaomeng Zhuang - BofA Securities, Research Division Xueqing Zhang - China International Capital Corporation Limited, Research Division Yiwen Zhang - China Renaissance, Research Division Operator Good day, and welcome to the Bilibili Second Quarter 2025 Financial Results and Business Update Conference Call. Today's conference is being recorded.

Bilibili (BILI) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to a loss of $0.09 per share a year ago.

U.S. stock futures were lower this morning, with the Dow futures falling around 100 points on Thursday.