Advertising RevenueAdvertising revenue is expected to grow by 19% YoY, mainly driven by the enhanced monetization and solid performance during the 618 Shopping Festival.
AI And MonetizationAI smart placement accounted for approximately 20% of total ad spending, and Bili expects this percentage to reach around 50%, driving quality earnings growth.
Earnings GrowthAnalyst remains upbeat on Bili’s earnings growth outlook, supported by its improving monetization and operating leverage.