Bilibili’s latest financial da-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Minglong Think Tank

Bilibili’s latest financial data and operational updates signal a fundamental turning point in its business trajectory: the company is set to achieve full-year profitability for the first time in 2025, marking a shift from a "burning cash for growth" model to a new phase that prioritizes both profitability and growth.

Financial Performance: A Confirmed Turning Point Toward Profitability

Total revenue for the full year of 2025 reached RMB 30.35 billion (up 13% year-over-year). The company achieved a GAAP net profit of RMB 1.19 billion (reversing a loss of RMB 1.36 billion in 2024) and an adjusted net profit of RMB 2.59 billion, effectively turning the business profitable. Gross margin improved quarter-over-quarter for 14 consecutive quarters, reaching 36.6% overall and hitting 37% in the fourth quarter alone. Operating cash flow for the year stood at RMB 7.1 billion, with total cash and cash equivalents reaching RMB 24.15 billion by year-end, reflecting a significant improvement in financial health$哔哩哔哩(BILI)$

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Comments

0billionaire
10-14
0billionaire
Full-year profit is nice, but 36.6% margin and 14 straight quarters up scream cost cutting more than durable growth. I care more about whether Q1 can hold this.

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Operating cash flow for the year stood at RMB 7.1 billion, with total cash and cash equivalents reaching RMB 24.15 billion by year-end, reflecting a significant improvement in financial health<a href=\"https://ttm.financial/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;</p><img src=\"https://community-static.tradeup.com/news/470566d4dc84e9db3a3e43e44602ee77\" tg-width=\"1080\" tg-height=\"2400\"><img src=\"https://community-static.tradeup.com/news/44ac0c9629af89944295d94363ebd0b9\" tg-width=\"1080\" tg-height=\"2400\"><img src=\"https://community-static.tradeup.com/news/13d313b85aa6c54e49bf52623e0588e9\" tg-width=\"1080\" tg-height=\"2400\"></body></html>","htmlText":"<html><head></head><body><p>Bilibili’s latest financial data and operational updates signal a fundamental turning point in its business trajectory: the company is set to achieve full-year profitability for the first time in 2025, marking a shift from a \"burning cash for growth\" model to a new phase that prioritizes both profitability and growth.</p>\n<p><br></p>\n<p>Financial Performance: A Confirmed Turning Point Toward Profitability</p>\n<p><br></p>\n<p>Total revenue for the full year of 2025 reached RMB 30.35 billion (up 13% year-over-year). The company achieved a GAAP net profit of RMB 1.19 billion (reversing a loss of RMB 1.36 billion in 2024) and an adjusted net profit of RMB 2.59 billion, effectively turning the business profitable. Gross margin improved quarter-over-quarter for 14 consecutive quarters, reaching 36.6% overall and hitting 37% in the fourth quarter alone. Operating cash flow for the year stood at RMB 7.1 billion, with total cash and cash equivalents reaching RMB 24.15 billion by year-end, reflecting a significant improvement in financial health<a href=\"https://ttm.financial/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;</p><img src=\"https://community-static.tradeup.com/news/470566d4dc84e9db3a3e43e44602ee77\" tg-width=\"1080\" tg-height=\"2400\"><img src=\"https://community-static.tradeup.com/news/44ac0c9629af89944295d94363ebd0b9\" tg-width=\"1080\" tg-height=\"2400\"><img src=\"https://community-static.tradeup.com/news/13d313b85aa6c54e49bf52623e0588e9\" tg-width=\"1080\" tg-height=\"2400\"></body></html>","text":"Bilibili’s latest financial data and operational updates signal a fundamental turning point in its business trajectory: the company is set to achieve full-year profitability for the first time in 2025, marking a shift from a \"burning cash for growth\" model to a new phase that prioritizes both profitability and growth. Financial Performance: A Confirmed Turning Point Toward Profitability Total revenue for the full year of 2025 reached RMB 30.35 billion (up 13% year-over-year). The company achieved a GAAP net profit of RMB 1.19 billion (reversing a loss of RMB 1.36 billion in 2024) and an adjusted net profit of RMB 2.59 billion, effectively turning the business profitable. Gross margin improved quarter-over-quarter for 14 consecutive quarters, reaching 36.6% overall and hitting 37% in the fourth quarter alone. Operating cash flow for the year stood at RMB 7.1 billion, with total cash and cash equivalents reaching RMB 24.15 billion by year-end, reflecting a significant improvement in financial health$哔哩哔哩(BILI)$","highlighted":1,"essential":2,"paper":1,"likeSize":126,"commentSize":1,"repostSize":4,"favoriteSize":0,"link":"https://ttm.financial/post/618333081243696","repostId":0,"isVote":1,"tweetType":1,"viewCount":820,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BILI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":873,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":618359920247288,"commentId":"618359920247288","gmtCreate":1791947544796,"gmtModify":1791969312643,"authorId":3479274803156147,"author":{"id":3479274803156147,"idStr":"3479274803156147","authorId":3479274803156147,"name":"0billionaire","avatar":"https://static.tigerbbs.com/a5d8c2eb1c079c85b43879eb951e8684","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":618333081243696,"objectIdStr":"618333081243696","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Full-year profit is nice, but 36.6% margin and 14 straight quarters up scream cost cutting more than durable growth. I care more about whether Q1 can hold this.","text":"Full-year profit is nice, but 36.6% margin and 14 straight quarters up scream cost cutting more than durable growth. I care more about whether Q1 can hold this.","html":"Full-year profit is nice, but 36.6% margin and 14 straight quarters up scream cost cutting more than durable growth. I care more about whether Q1 can hold this.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/618333081243696"}