How to Play BILI’s Q2 Earnings—Made Simple

OptionsBB
08-20

2025 Q2 Earnings Preview:

  • $Bilibili Inc.(BILI)$ Q2 results expected in line with forecasts, with total revenue up 20% year-on-year;

  • Ad business up 17%, games up 60%, value-added services up 10%;

  • Three new games coming in H2, but none are major titles;

  • Ad business remains the key driver for H2 growth and profit improvement.

Earnings Preview Takeaway:

  • Results should meet expectations—no big surprises in the numbers;

  • Expected earnings move: 9.6%, trading range $22.5–$27.5.

Trading Strategy:

  • No major negatives, so stock is unlikely to break below the range—ideal for selling puts;

  • Consider selling puts before earnings, then closing them at the open on report day;

  • No major positives, so a big post-earnings rally above the expected move is unlikely;

  • If you hold shares, you can sell out-of-the-money calls for extra yield.

Reference Strikes and Expiry:

# Options Hub

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（1）

  • Top
  • Latest
  • Maria_yy
    ·08-20
    Really insightful
    Reply
    Report