Highlights

  • The same page listed several convertible note offerings in early September 2026, including a completed US$500 million offering and.
  • In the reported figures's financial tables, which were updated on 27 August 2026, Bilibili's revenue for the quarter ended.
  • Based on the reported figures, the second-quarter gross margin was about 37.2% (RMB2,955 million over RMB7,940 million) and the.
  • Bilibili's ADS closed at $14.44 on Thursday 15 October 2026, up $0.17, or 1.19%, from $14.27 the previous day.

Bilibili (NASDAQ:BILI), the Chinese video and community platform, has scheduled an extraordinary general meeting for 28 October 2026, according to a headline listed on StockAnalysis.com. Extraordinary meetings are called to vote on specific proposals; the nature of those here is unknown to us.

The same page listed several convertible note offerings in early September 2026, including a completed US$500 million offering and a priced US$700 million offering.

Second-quarter results

In the reported figures's financial tables, which were updated on 27 August 2026, Bilibili's revenue for the quarter ended 30 June 2026 was RMB7,940 million, up 8.21% year on year, implying about RMB7,337 million a year earlier. Gross profit was RMB2,955 million, operating income RMB372.9 million and net income RMB343.7 million, a net margin of about 4.3% based on the reported figures against about 2.8% in the first quarter.

Sequentially, revenue rose about 6.3%, from RMB7,472 million in the first quarter, which had itself grown 6.69% year on year, and was below RMB8,321 million in the fourth quarter of 2025, when operating income was RMB503.9 million and net income RMB513.4 million. Operating income more than doubled from RMB166.8 million in the first quarter, and net income rose from RMB209.8 million. Trailing twelve-month revenue was RMB30.82 billion, up 9.39%, after full-year 2025 revenue of RMB30.35 billion, up 13.10%.

Margins and what the figures show

Based on the reported figures, the second-quarter gross margin was about 37.2% (RMB2,955 million over RMB7,940 million) and the operating margin about 4.7%. In the first quarter the equivalents were about 37.1% and 2.2%, so profitability improved while gross margin was broadly flat.

These figures are in renminbi and are drawn from a data aggregator, not from Bilibili's release. Readers should consult the company's results announcement for those details and for any non-GAAP measures. The aggregator's data do not separate one-off items, so net income may include non-operating gains or losses.

Share price context

Bilibili's ADS closed at $14.44 on Thursday 15 October 2026, up $0.17, or 1.19%, from $14.27 the previous day (about 7% below the $15.49 close of 9 October), In the reported figures which showed an after-hours quote of $14.43. The closes in the preceding week were $14.98 on 13 October, $15.19 on 12 October and $15.49 on 9 October.

The page listed analyst actions: Citi lowered its price target to $26.50 from $27, BofA and Morgan Stanley lowered targets to $27 in recent weeks, and BNP Paribas initiated at Outperform. These are third-party opinions, not company statements, and we draw no conclusion from them. The rise on 15 October was small relative to the preceding sessions' declines, and the stock remains below its 9 October close.

What to watch

The extraordinary general meeting on 28 October is the next dated event, followed by the third-quarter report, which StockAnalysis.com estimates for 12 November 2026; the company has not confirmed that date in the material we reviewed.

Investors may follow whether revenue growth stays near the 8% rate of the second quarter, whether operating margin continues to widen from the first-quarter level, and the cost of the convertible financing. Third-quarter results will be compared with second-quarter revenue of RMB7,940 million. Readers should verify all figures against Bilibili's filings, as this article offers no recommendation.