Benzingaยท2025-08-22 19:56Financial Performance - Bilibili reported fiscal second-quarter revenue of $1.02 billion (7.34 billion yuan), representing a 20% year-over-year increase, aligning with analyst forecasts [1] - Adjusted earnings per ADS were 19 cents, exceeding the consensus estimate of 8 cents, more than doubling expectations [1] User Growth Metrics - Daily active users grew by 7%, monthly active users increased by 8%, and monthly paying users rose by 9% year-over-year [2] - Users spent an average of 105 minutes daily, which is six minutes more than the previous year [2] Strategic Focus - The company aims to deliver premium content that resonates with younger audiences to drive user growth and engagement [3] - Bilibili is focused on unlocking the full commercial potential of its ecosystem [3] Stock Performance and Analyst Ratings - Following the earnings announcement, Bilibili shares gained 0.9%, closing at $23.97 [3] - Benchmark analyst Fawne Jiang maintained a Buy rating but lowered the price target from $30 to $28 [8] - Barclays analyst Jiong Shao maintained an Overweight rating and raised the price target from $25 to $28 [8]