Bilibili Inc. (BILI)
Bilibili: Focus On User Additions And Margin Expansion
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 Q1 Earnings Call Highlights
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) Q1 Earnings Surpass Estimates
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.
Bilibili (BILI) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
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.
Bilibili: Still A 'Buy' Amid DAU Growth And Ad Surge
Bilibili remains a compelling international 'Buy,' driven by robust user growth and effective ad monetization. Q4 revenue rose 8% y/y to RMB 8.32 billion, beating expectations, with DAUs up 10% y/y to 113 million. Ad revenue surged 27% y/y, now comprising 37% of total revenue, aided by AI-driven targeting.
Bilibili Inc. (BILI) Q4 2025 Earnings Call Transcript
Bilibili Inc. (BILI) Q4 2025 Earnings Call Transcript
Bilibili (BILI) Surpasses Q4 Earnings and Revenue Estimates
Bilibili (BILI) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.15 per share a year ago.
Bilibili (NASDAQ:BILI) Shares Gap Down – Time to Sell?
Bilibili Inc. Sponsored ADR (NASDAQ: BILI - Get Free Report) gapped down before the market opened on Friday. The stock had previously closed at $30.96, but opened at $29.30. Bilibili shares last traded at $30.0060, with a volume of 161,542 shares traded. Analysts Set New Price Targets Several equities research analysts have recently issued reports
Are Consumer Discretionary Stocks Lagging Bilibili (BILI) This Year?
Here is how Bilibili (BILI) and Fox Corporation (FOX) have performed compared to their sector so far this year.
3 Broadcast Radio & TV Stocks to Buy From a Challenging Industry
Radio and television broadcast companies like FOXA, BILI and SIRI benefit from higher content consumption and steady digital viewing despite intense competition for ad revenues.
Bilibili: Multiple Growth Catalysts Stacked For 2026
Bilibili (BILI) remains a buy, offering differentiated growth and attractive valuation at just 1.7x EV/FY26 revenue. User engagement is surging, with daily active users up 9% y/y and average time spent rising to 112 minutes. Advertising revenue, now a third of total, climbed 23% y/y, offsetting gaming headwinds and driving margin expansion.
Is Bilibili (BILI) Stock Outpacing Its Consumer Discretionary Peers This Year?
Here is how Bilibili (BILI) and Fox Corporation (FOX) have performed compared to their sector so far this year.
