Vobile Group Limited (3738.HK)
Causeway Bay, HK
Vobile Group Limited operates as an investment holding company, supplying Software-as-a-Service (SaaS) solutions across various global markets, including the United States, Japan, and Mainland China. The company's core business involves online video content management, providing services that empower content owners to secure their intellectual property against unauthorized use, precisely track viewership, and generate revenue from their assets. Its extensive platform offerings cover content protection, measurement, management, monetization, and transactional processing capabilities. Vobile serves a diverse client base, which includes film studios, television networks, music labels, direct-to-consumer (DTC) service providers, subscription video-on-demand (SVOD) aggregators, sports organizations, and toy and game manufacturers. Established in 2005, the company is headquartered in Santa Clara, California.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.71% | -3.11% | -10.54% | -43.43% | -44.11% | -31.87% | -22.65% | +21.21% | -68.18% | +261.29% | +261.29% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 3 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Software - Application: +13.0%+19.6% ★ Q4'25: +41.9% (vs Q4'23)
-
EPS growth Software - Application: +28.6%+36.5% ★ Q4'25: +319.2% (vs Q4'23)
-
FCF margin FCF growth · Software - Application: +45.3%-4.7% Q4'25: +2.9% (vs Q4'23)
-
EBIT margin Software - Application: +9.4%+11.9% ★ Q4'25: +11.8% (vs Q4'23)
-
ROIC Software - Application: +7.5%+6.3% Q4'25: +12.3% (vs Q4'23)
-
Share dilution Software - Application: +0.0%+2.6% Q4'25: +20.1% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×4.35× Q4'25: 2.39× (vs Q4'23)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 3 EPS Ana. |
Dec 2027 4 Rev. Ana. 3 EPS Ana. |
Dec 2028 3 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
122.40M
est: 1.08B (-88.7%)
|
119.25M
est: 1.60B (-92.5%)
|
146.28M
est: 3.54B (-95.9%)
|
340.29M
est: 2.80B (-87.8%)
|
686.53M
est: 5.29B (-87.0%)
|
1.44B
est: 11.31B (-87.2%)
|
2.00B
est: 2.18B (-8.2%)
|
2.40B
est: 2.52B (-4.6%)
|
2.87B
est: 2.99B (-3.9%)
|
3.47B
3.45B – 3.48B
+16.1% YoY
|
4.23B
3.94B – 4.42B
+21.9% YoY
|
5.17B
5.16B – 5.17B
+22.2% YoY
|
| EBITDA |
-3.27M
est: 202.90M (-101.6%)
|
-18.34M
est: 298.98M (-106.1%)
|
-47.49M
est: 663.92M (-107.2%)
|
135.16M
est: -7.85M (+1,821.2%)
|
28.75M
est: -10.40M (+376.4%)
|
271.54M
est: -13.69M (+2,083.5%)
|
275.14M
est: 567.83M (-51.5%)
|
413.42M
est: 659.22M (-37.3%)
|
466.55M
est: 778.73M (-40.1%)
|
903.98M
898.28M – 906.89M
+16.1% YoY
|
1.10B
1.03B – 1.15B
+21.9% YoY
|
1.35B
1.34B – 1.35B
+22.2% YoY
|
| EBIT |
-5.08M
est: 144.34M (-103.5%)
|
-19.77M
est: 212.69M (-109.3%)
|
-57.88M
est: 472.30M (-112.3%)
|
117.33M
est: -7.87M (+1,590.7%)
|
5.30M
est: -10.43M (+150.8%)
|
185.31M
est: -13.72M (+1,450.6%)
|
139.39M
est: 460.61M (-69.7%)
|
278.30M
est: 534.75M (-48.0%)
|
340.55M
est: 631.70M (-46.1%)
|
733.30M
728.67M – 735.66M
+16.1% YoY
|
894.01M
832.99M – 934.22M
+21.9% YoY
|
1.09B
1.09B – 1.09B
+22.2% YoY
|
| Net Income |
-19.89M
est: 225.44M (-108.8%)
|
-19.60M
est: 83.60M (-123.4%)
|
-48.21M
est: -48.95M (+1.5%)
|
81.19M
est: -6.57M (+1,335.1%)
|
-22.68M
est: -8.71M (-160.4%)
|
42.00M
est: 372.20M (-88.7%)
|
-7.82M
est: 5.10M (-253.3%)
|
142.73M
est: 72.17M (+97.8%)
|
199.31M
est: 231.39M (-13.9%)
|
289.57M
261.24M – 328.24M
+25.1% YoY
|
371.98M
338.52M – 401.79M
+28.5% YoY
|
489.18M
422.00M – 569.11M
+31.5% YoY
|
| SGA |
89.53M
est: 301.77M (-70.3%)
|
103.78M
est: 444.66M (-76.7%)
|
144.47M
est: 510.56M (-71.7%)
|
132.96M
est: 19.70M (+575.0%)
|
226.70M
est: 26.09M (+768.9%)
|
314.86M
est: 34.34M (+816.9%)
|
487.93M
est: 531.74M (-8.2%)
|
505.34M
est: 617.32M (-18.1%)
|
624.61M
est: 729.23M (-14.3%)
|
846.52M
841.18M – 849.25M
+16.1% YoY
|
1.03B
961.61M – 1.08B
+21.9% YoY
|
1.26B
1.26B – 1.26B
+22.2% YoY
|
| EPS |
-0.01
est: 0.09 (-113.3%)
|
-0.01
est: 0.03 (-134.8%)
|
-0.03
est: -0.02 (-48.0%)
|
0.05
est: 0.04 (+22.3%)
|
-0.01
est: 0.01 (-215.5%)
|
0.02
est: 0.03 (-27.9%)
|
0.00
est: 0.00 (-274.8%)
|
0.06
est: 0.03 (+122.7%)
|
0.08
est: 0.09 (-7.4%)
|
0.11
0.10 – 0.13
+26.7% YoY
|
0.15
0.13 – 0.16
+27.6% YoY
|
0.19
0.16 – 0.22
+32.5% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | C+ | 2/5 | 1/5 | 3/5 | 3/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-28 | C+ | 2/5 | 1/5 | 3/5 | 3/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-27 | C+ | 2/5 | 1/5 | 3/5 | 3/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-26 | C+ | 2/5 | 1/5 | 3/5 | 3/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-22 | C+ | 2/5 | 1/5 | 3/5 | 3/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-21 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-20 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-19 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-18 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-14 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-13 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-12 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 1/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Digital Entertainment and Education UCITS ETF USD PLAY.AS | 0.07% | 50.6K | 0.40% |
| 2 | iShares MSCI AC Far East ex-Japan Small Cap UCITS ETF ISFE.L | 0.05% | 38.7K | 0.74% |
| 3 | State Street SPDR S&P International Small Cap ETF GWX | 0.03% | 264.8K | 0.40% |
| 4 | Schwab International Small-Cap Equity ETF SCHC | 0.02% | 1.23M | 0.06% |
| 5 | Vanguard FTSE All-World ex-US Small-Cap ETF VSS | 0.02% | 2.43M | 0.06% |
| 6 | iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ | 0.02% | 36.3K | 0.83% |
| 7 | iShares MSCI EAFE Small-Cap ETF SCZ | 0.02% | 2.19M | 0.40% |
| 8 | iShares Core MSCI Pacific ETF IPAC | 0.01% | 203.1K | 0.09% |
| 9 | iShares MSCI World Small Cap UCITS ETF WSML.L | 0.01% | 621.8K | 0.35% |
| 10 | Dimensional - International Small Cap ETF DFIS | 0.01% | 417.6K | 0.39% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Yangbin Wang | Chief Executive Officer & Executive Chairman | 4M | male |
| Wai Kwan Wong | Executive Director | 1M | male |
| Benjamin Russell Smith | Senior Vice President of Business Development | — | male |
| Brian Boys | Senior Vice President of Products | — | male |
| Cesar Fishman | Senior Vice President of Legal Affairs | — | male |
| Christopher Mark Marshall | Executive Vice President of Business Operations | — | male |
| Mark Woodrow Hall | Senior Vice President of Products & Innovation | — | male |
| Michael Paul Witte | Executive Vice President of Business Development & Sales | — | male |
| Sai Hong | Senior VP of Finance & Secretary | — | male |
| Amadea Choplin | Executive VP & Head of Music Business | — | female |
| Zhao Jian | Chief Technology Officer | — | — |
| Amadea Rozenn Marie Choplin | Executive VP & Head of Music Business | — | female |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for 3738.HK
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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