BILI
Bilibili·NASDAQ
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BILI fundamentals
Bilibili (BILI) released its earnings on Mar 6, 2026: revenue was 1.19B (YoY +12.10%), beat estimates; EPS was 0.2768 (YoY +88.94%), beat estimates.
Revenue / YoY
1.19B
+12.10%
EPS / YoY
0.2768
+88.94%
Report date
Mar 6, 2026
BILI Earnings Call Summary for Q4,2025
- GAAP Profitability Achieved: 2025 marked Bilibili's first full year of GAAP profitability with RMB 1.2 billion net profit.
- User Engagement Record Highs: Q4 DAU 130M (+10% YoY), MAU 366M (+8% YoY), daily time spent 107 mins (+8% YoY).
- AI-Driven Growth: 14th consecutive quarter of gross margin expansion (37.0% Q4) via AI content tools and ad targeting.
- Ad Business Surge: Q4 ad revenue up 27% YoY, AI advertisers' spend +180% YoY, targeting efficiency +40% YoY.
- Game Success: Escape from Duckov sold 3M+ copies in 3 weeks, NCard set for Q2 2026 launch.
- Financial Ambition: Targeting 15-20% adjusted operating margin and 40-45% gross margin long-term.
EPS
Actual | -0.2016 | -0.1908 | -0.4053 | -0.2875 | -0.2853 | -0.3451 | -0.6451 | -0.6641 | -0.6621 | -0.7432 | -0.6268 | -0.4797 | -0.3654 | -0.3212 | -0.2903 | -0.1887 | -0.1467 | -0.0894 | 0.0812 | 0.1465 | 0.1171 | 0.18 | 0.2458 | 0.2768 | ||||||||
Forecast | -0.1611 | -0.2158 | -0.364 | -0.3139 | -0.3341 | -0.4615 | -0.6551 | -0.659 | -0.638 | -0.6591 | -0.6507 | -0.5132 | -0.4112 | -0.3473 | -0.2596 | -0.2095 | -0.173 | -0.1022 | 0.0794 | 0.13 | 0.0713 | 0.1652 | 0.2065 | 0.2593 | ||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -25.14% | +11.58% | -11.35% | +8.41% | +14.61% | +25.22% | +1.53% | -0.77% | -3.78% | -12.76% | +3.67% | +6.53% | +11.14% | +7.52% | -11.83% | +9.93% | +15.20% | +12.52% | +2.27% | +12.69% | +64.24% | +8.96% | +19.03% | +6.75% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | 326.45M | 370.03M | 473.63M | 587.19M | 595.13M | 695.70M | 807.44M | 909.78M | 796.73M | 732.56M | 814.18M | 890.11M | 737.98M | 731.24M | 794.89M | 894.27M | 784.21M | 842.85M | 1.04B | 1.06B | 964.77M | 1.02B | 1.08B | 1.19B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | 310.04M | 360.11M | 451.19M | 559.89M | 574.49M | 664.08M | 802.06M | 905.44M | 800.49M | 730.74M | 806.19M | 893.17M | 748.99M | 732.32M | 796.14M | 888.73M | 780.48M | 839.15M | 1.02B | 1.05B | 951.91M | 1.02B | 1.08B | 1.16B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +5.29% | +2.75% | +4.97% | +4.88% | +3.59% | +4.76% | +0.67% | +0.48% | -0.47% | +0.25% | +0.99% | -0.34% | -1.47% | -0.15% | -0.16% | +0.62% | +0.48% | +0.44% | +2.08% | +1.11% | +1.35% | +0.12% | +0.35% | +2.17% |
Earnings Call
You can ask Aime
What is Bilibili's latest dividend and current dividend yield?What does Bilibili do and what are its main business segments?What guidance did Bilibili's management provide for the next earnings period?Did Bilibili beat or miss consensus estimates last quarter?What is Bilibili's gross profit margin?What is the market's earnings forecast for Bilibili next quarter?What were the key takeaways from Bilibili’s earnings call?What factors drove the changes in Bilibili's revenue and profit?
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