Bilibili

Bilibili reported Q2 2026 revenue of RMB 7.9 billion (+8% y/y) and net profit of RMB 339 million (+55% y/y). Gross margin improved to 37.2% and adjusted net profit growth reflects higher operating leverage and a more margin-accretive ad mix. Ad revenues grew 28% and user metrics remained robust (daily active users 117 million, monthly 371 million). Management cited AI tools, multi-screen monetization and an expanded games pipeline as growth drivers and expects continued ad growth and a gaming recovery toward the end of 2026. » More on de.investing.com

Citi upgraded Bilibili to Buy (PT $27) citing improving ecosystem strength and advertising efficiency, while JPMorgan raised its rating to Overweight with a $35 target after a recent share pullback. Bilibili reported Q4 adjusted EPS of $0.30 versus $0.15 a year ago and revenue of $1.19B, with daily active users at 113M (up 10%) and average daily time spent rising to 107 minutes. Management highlighted 2025 as a landmark year with accelerating user growth, record paying users and rising advertising revenue, and said AI initiatives are supporting engagement and ad momentum. » More on finance.yahoo.com

Bilibili reported Q4 2025 EPS of $1.94 (expectation $1.84) and revenue of RMB 8.3 billion, up 8% year‑on‑year. Gross profit rose 11% to RMB 3.1 billion and operating income climbed 299% to RMB 504 million. For the full year, the company achieved GAAP profitability for the first time with net income of RMB 1.2 billion. Despite the strong metrics, the stock fell 1.82% premarket; Bilibili is focusing in 2026 on advertising growth and AI-driven efficiency to improve margins. » More on de.investing.com