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
- User Growth Milestones: Q4 DAU 130M (+10% YoY), MAU 366M (+8% YoY), daily time spent 107 mins (+8% YoY). AI-driven ad revenue up 27% YoY.
- Profitability Breakthrough: Full-year GAAP net profit RMB 1.2B, Q4 adjusted net profit margin 10.6% (vs. 5.8% YoY). Gross margin 37.0% (14Q streak).
- Game Success Stories: Escape from Duckov sold 3M+ copies; San Mou stable with global expansion. 2026 pipeline includes NCard, Duckov console/mobile.
- AI Ecosystem Expansion: AI tools for content creation, ad targeting, and global distribution. AI-related ad spend +180% YoY.
- Financial Resilience: RMB 24.2B cash reserves, share buybacks RMB 131M. Target mid-term 15-20% operating margin.
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 were the key takeaways from Bilibili’s earnings call?What does Bilibili do and what are its main business segments?Did Bilibili beat or miss consensus estimates last quarter?What is Bilibili's latest dividend and current dividend yield?What is the market's earnings forecast for Bilibili next quarter?What were the key takeaways from Bilibili's earnings call?What guidance did Bilibili's management provide for the next earnings period?What factors drove the changes in Bilibili's revenue and profit?
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