Bilibili reports Q1 adjusted EPS RMB 1.31, consensus RMB 1.16

Reports Q1 revenue RMB 7.47B consensus RMB 7.49B. “Our performance in the first quarter demonstrates the strong momentum we brought into 2026,” said Rui Chen, Chairman and Chief Executive Officer of Bilibili (BILI). “Our community is thriving with more high-quality content offerings. DAUs grew 8% year over year to 115 million, and monthly active users surpassed 376 million. During the quarter, user engagement reached a new record high, with average daily time spent nearing the two-hour mark and total user time spent increasing 19% year over year. This progress is a testament to our commitment to content quality and a ‘community-first’ philosophy, which allows us to grow alongside the younger generation while expanding our reach to a broader audience. As user value deepens, commercialization follows as a natural extension of our ecosystem. Today, AI is accelerating every aspect of this flywheel by transforming content creation, discovery and commercial efficiency. We are poised to translate this momentum into sustained growth and compounding value over the long term.”