Bilibili

BILI

Market cap $7.44B

The video platform is using AI and a maturing user base to post strong advertising growth in a weak market, but that higher monetization push is also testing its signature community culture

Bilibili fell below $20 from its $35 peak in January. The sell-off is a continuous process since 3Q26, recognizing that the exceptional growth since 2H24 does not continue. Advertising revenue continues to impress, reaching CNY2.6 billion in the latest quarter, but overall revenue growth remains subdued at 7% YoY. Betting on gaming success is very risky in addition to the current sluggishness of big Chinese techs. Negative momentum will likely prevail.

Bilibili remains a compelling international diversification play despite a ~30% YTD share price decline. I reiterate my buy rating on BILI, citing substantial upside drivers and a resilient user growth flywheel. BILI's moat is anchored in content, with a rapidly expanding base of creators—those with over 1 million followers grew 20%+ y/y.

Bilibili Inc. (BILI) Q1 2026 Earnings Call Transcript

Bilibili NASDAQ: BILI said first-quarter 2026 revenue rose 7% year over year to RMB 7.5 billion, as growth in advertising and value-added services offset a decline in mobile games revenue. Management said the company continued to expand user engagement, improve margins and invest in artificial intelligence tools across content creation, recommendation and advertising.

Bilibili (BILI) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.12 per share a year ago.

SHANGHAI, May 19, 2026 (GLOBE NEWSWIRE) -- Bilibili Inc. (“Bilibili” or the “Company”) (Nasdaq: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today announced its unaudited financial results for the first quarter ended March 31, 2026.

Bilibili (BILI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

SHANGHAI, April 28, 2026 (GLOBE NEWSWIRE) -- Bilibili Inc. (“Bilibili” or the “Company”) (NASDAQ: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today announced that it will report its first quarter 2026 unaudited financial results on Tuesday, May 19, 2026, before the open of U.S. markets. The Company's management will host an earnings conference call at 8:00 AM U.S. Eastern Time on May 19, 2026 (8:00 PM Beijing/Hong Kong Time on May 19, 2026).

SHANGHAI, April 16, 2026 (GLOBE NEWSWIRE) -- Bilibili Inc. (“Bilibili” or the “Company”) (NASDAQ: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today published a circular (the “AGM Circular”) to provide shareholders with information on the proposals that will be put forward at the Company's annual general meeting of the shareholders (the “AGM”) for shareholders' approval and a notice of the AGM (the “AGM Notice”). The AGM will be held at Building 3, Guozheng Center, No. 485 Zhengli Road, Yangpu District, Shanghai, People's Republic of China on June 17, 2026, at 4:30 p.m. (Hong Kong time), to consider and vote on the resolutions set forth in the AGM Notice. The AGM Circular, AGM Notice and form of proxy for the AGM are available on the Company's investor relations website at http://ir.bilibili.com.