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Bilibili Inc (GB:0T3W)
LSE:0T3W
Earnings Data
Report Date
May 27, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.17Last Year’s EPS
0.12Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong positive momentum across community growth, engagement, advertising monetization and overall profitability — including the company’s first full year of GAAP profit, sustained margin expansion and robust cash generation. Key risks noted include Q4 game revenue seasonality, moderated VAS growth, and planned reinvestment in AI which could temper near-term margin gains; advertising concentration in fast-growing but potentially cyclical verticals (notably AI) also poses some volatility risk. On balance, the call emphasized durable user and creator-driven fundamentals and accelerating commercial execution.Company Guidance
First Full-Year GAAP Profitability and Strong Financials
Full-year 2025 total revenues RMB 30.3 billion, up 13% YoY; reported GAAP net profit RMB 1.2 billion (first full year of GAAP profitability). Q4 revenues RMB 8.3 billion, up 8% YoY. Q4 gross profit rose 11% YoY and gross margin expanded to 37.0% (14th consecutive quarter of margin expansion). Q4 operating profit RMB 504 million, up 299% YoY; adjusted operating profit RMB 838 million with adjusted operating margin 10.1% (vs 6.0% a year ago). Adjusted net profit in Q4 nearly doubled to RMB 878 million with adjusted net profit margin 10.6%.
User Growth and Engagement Acceleration
DAU growth accelerated each quarter YoY (Q1 +4%, Q2 +7%, Q3 +9%, Q4 +10%) reaching 113 million DAUs. Q4 MAUs grew 8% YoY to 366 million. Average daily time spent increased 8% YoY to 107 minutes. Watch time for videos longer than 5 minutes grew by more than 20% YoY.
Commercialization & Advertising Momentum
Advertising revenues in Q4 were RMB 3.0 billion, up 27% YoY; full-year advertising revenue RMB 10.1 billion, up 23% YoY. Notable verticals: home decoration ad spend jumped over 80% YoY; AI-related ad budgets climbed nearly 180% YoY in Q4. Ad spend aimed at deeper conversions grew over 40% YoY; negative user feedback on ads was reduced by over 50%.
Content & Creator Ecosystem Strength
Creators: nearly 3 million creators earned income in 2025 and average income per creator rose 21% YoY. Number of creators with over 1,000 followers increased by more than 30% YoY. Premium memberships reached 25.3 million, up 12% YoY; 12-month retention for official members remained around 80%. Fan charging doubled for the full year with over 10 million users supporting creators.
AI and New Format Adoption Driving Consumption
AI-related topics watch time surged 53% YoY in Q4. Video podcast initiative (launched July 2025) exceeded 8 billion minutes of watch time in H2 2025. AI-powered creator tools and distribution drove rapid adoption: number of AI music videos reaching one million views grew over fivefold YoY.
Healthy Cash Generation and Capital Return
Operating cash flow in Q4 was ~RMB 1.8 billion and RMB 7.1 billion for the full year. Cash, cash equivalents, time deposits and short-term investments totaled RMB 24.2 billion as of Dec 31, 2025. Under a USD 200 million buyback program, the company repurchased 7.0 million shares for USD 131.2 million (USD 68.8 million remaining authorization).
Games: Breakout IP and Diversified Pipeline
Full-year game revenues grew 14% YoY to RMB 6.4 billion. Self-developed title Escape from Duckov sold over 3 million copies in the first 3 weeks of launch and became the best-selling domestic single-player game of the year; the IP is expanding to consoles and mobile. Pipeline includes NCard and Lumi Master with planned beta and launches in 2026.
GB:0T3W Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:0T3W Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | $26.63 | $26.93 | +1.14% |
Nov 13, 2025 | $27.46 | $27.39 | -0.28% |
Aug 21, 2025 | $25.48 | $25.18 | -1.17% |
May 20, 2025 | $18.29 | $17.91 | -2.05% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Bilibili Inc (GB:0T3W) report earnings?
Bilibili Inc (GB:0T3W) is schdueled to report earning on May 27, 2026, After Close (Confirmed).
What is Bilibili Inc (GB:0T3W) earnings time?
Bilibili Inc (GB:0T3W) earnings time is at May 27, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Bilibili Inc stock?
The P/E ratio of Bilibili is N/A.
What is GB:0T3W EPS forecast?
GB:0T3W EPS forecast for the fiscal quarter 2026 (Q1) is 0.17.
