Core Insights - Bilibili reported Q2 revenue of 7.34 billion yuan, a year-on-year increase of 20%, slightly above market expectations of 7.33 billion yuan [1] - Adjusted earnings per share were 1.29 yuan, turning profitable compared to a loss in the previous year, with market expectations at 1.22 yuan [1] - The growth in performance was primarily driven by advertising and gaming businesses, which grew by 20% and 60% year-on-year, respectively [1] Financial Performance - Q2 NON-GAAP net profit reached 560 million yuan, while the same period in 2024 recorded an adjusted net loss of 270 million yuan [1] - Daily active users (DAUs) reached 109 million, an increase of 7% year-on-year [1] - Q2 gross profit was 2.68 billion yuan (373.5 million USD), representing a year-on-year increase of 46% [1] - Gross margin improved to 36.5%, up from 29.9% in the same period of 2024 [1]
哔哩哔哩二季度调整后EPS为1.29元 高于预期