US Equity · NASDAQ · Earnings Dossier

BILI earnings intelligence

Bilibili Inc

Communication Services · Internet Content & Information · USD reporting basis

Current earnings profile Delivery strong, expectations demanding

Results have usually cleared estimates, but price has not consistently rewarded the delivery.

Evidence99/100 · Deep

Next scheduled catalyst

Thursday 27 August 2026

Before the open · Fiscal period ending 30 Jun 2026

59event risk

Elevated

Countdown15 dayscalendar proximity
EPS estimate0.13 USDprovider consensus
Estimate growth-89.9%versus comparable year-ago actual
Historical movement9.8%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Three-year relationship unavailable

Earnings power must be positive at the start of the three-year window.

Beat rate91.7%11 beats in 12 measured quarters
Average surprise+12.3%median 11.2%
Delivery streak1010 consecutive beats
Average response-6.0%12 measured reactions
Result-price confirmation36%same directional sign
Surprise variability16.5 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Aug 2026
EPS growth-year on year
Revenue growth8.8%year on year
Average surprise10.8%latest four quarters
SUE0.83standardised surprise
Net margin4.6%trailing basis
Cash conversion6.39xcash flow / net income
P/E5.6xcurrent snapshot
Data completeness93%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close18.74 USDcompleted week
13-week return-15.0%price momentum
Fair-value gap-0.8%price versus current fair value
Relative strength-33.3exchange benchmark
Trend signalInactiveweekly architecture
Next-week statePositive60.3%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period19 May 202631 Mar 2026 · exact
EPS actual / estimate1.31 / 1.16USD
Surprise+13.4%Beat
EPS growth+54.1%year on year
Revenue / growth7426843552+6.0% · USD
Next close / four weeks-9.6% / -6.3%completed weekly closes
ReadDivergedresult versus price sign
Reported / period5 Mar 202631 Dec 2025 · exact
EPS actual / estimate1.94 / 1.84USD
Surprise+5.4%Beat
EPS growth+81.3%year on year
Revenue / growth8206514898+6.1% · USD
Next close / four weeks-11.6% / -20.0%completed weekly closes
ReadDivergedresult versus price sign
Reported / period13 Nov 202530 Sep 2025 · exact
EPS actual / estimate1.75 / 1.50USD
Surprise+16.7%Beat
EPS growth+207.0%year on year
Revenue / growth7685461000+5.2% · USD
Next close / four weeks-5.9% / -7.3%completed weekly closes
ReadDivergedresult versus price sign
Reported / period21 Aug 202530 Jun 2025 · exact
EPS actual / estimate1.29 / 1.20USD
Surprise+7.5%Beat
EPS growth+298.5%year on year
Revenue / growth7337690000+19.8% · USD
Next close / four weeks-3.5% / +2.4%completed weekly closes
ReadDivergedresult versus price sign
Reported / period20 May 202531 Mar 2025 · exact
EPS actual / estimate0.85 / 0.53USD
Surprise+60.4%Beat
EPS growth+180.2%year on year
Revenue / growth7003248000+23.6% · USD
Next close / four weeks+0.0% / +5.8%completed weekly closes
ReadContainedresult versus price sign
Reported / period20 Feb 202531 Dec 2024 · exact
EPS actual / estimate1.07 / 1.01USD
Surprise+5.9%Beat
EPS growth+179.9%year on year
Revenue / growth7734161000+21.8% · USD
Next close / four weeks+3.8% / -2.5%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period14 Nov 202430 Sep 2024 · exact
EPS actual / estimate0.57 / 0.56USD
Surprise+1.8%Beat
EPS growth+126.9%year on year
Revenue / growth7305620000+25.8% · USD
Next close / four weeks-19.0% / -15.5%completed weekly closes
ReadDivergedresult versus price sign
Reported / period22 Aug 202430 Jun 2024 · exact
EPS actual / estimate-0.65 / -0.75USD
Surprise+13.3%Beat
EPS growth+72.1%year on year
Revenue / growth6127144000- · USD
Next close / four weeks+7.9% / +7.2%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period23 May 202431 Mar 2024 · exact
EPS actual / estimate-1.06 / -1.23USD
Surprise+13.8%Beat
EPS growth-year on year
Revenue / growth5664600000- · USD
Next close / four weeks-16.5% / -11.7%completed weekly closes
ReadDivergedresult versus price sign
Reported / period7 Mar 202431 Dec 2023 · exact
EPS actual / estimate-1.34 / -1.57USD
Surprise+14.6%Beat
EPS growth-year on year
Revenue / growth6349096000- · USD
Next close / four weeks+10.7% / +11.4%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period29 Nov 202330 Sep 2023 · exact
EPS actual / estimate-2.12 / -1.86USD
Surprise-14.0%Miss
EPS growth-year on year
Revenue / growth5805081000- · USD
Next close / four weeks-18.6% / -22.2%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period17 Aug 202330 Jun 2023 · exact
EPS actual / estimate-2.33 / -2.56USD
Surprise+9.0%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks-10.4% / -15.4%completed weekly closes
ReadDivergedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context