Bilibili Inc
BILI
ISIN null / Valor 40797999
Bilibili Inc
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About company
Bilibili Inc. operates a China-based online entertainment platform best known for its video-sharing community centered on animation, comics and games (ACG) culture, where real-time on-screen comments ("danmu") and user-generated content remain core engagement features; over time it has broadened programming to include lifestyle, education and live-streaming. The company generates revenue through a mix of value-added services (notably mobile games and live-broadcast virtual gifts), advertising, membership subscriptions and e-commerce, and it also develops and licenses intellectual property and partners with content and game producers to expand its ecosystem. Positioned toward younger, digital-native audiences, Bilibili invests in original content production, creator incentives and platform tools to drive engagement and multiple monetization channels, and it is publicly traded with listings outside mainland China.
Summarized from source with an LLMView SourceSector: Consumer Non-CyclicalsLatest Results (23.10.2026):
Bilibili Inc. — Second Quarter 2026: Bilibili reported solid Q2 2026 results with user engagement and advertising strength driving revenue and profit growth. Total net revenues rose 8% year‑over‑year to RMB7.94 billion, gross profit increased 10% to RMB2.95 billion with a 37.2% gross margin, and net profit climbed 55% to RMB339.1 million as the company continued margin improvement and operating leverage.
Users & engagement
Average daily active users (DAUs) were 116.5 million, up 7% year‑over‑year; average daily time spent was 113 minutes and total user time spent grew ~14% YoY, supporting monetization gains.
Top‑line performance
Total net revenues: RMB7.94 billion (up 8% YoY). Advertising was the fastest growing revenue stream at RMB3.13 billion (up 28% YoY), while value‑added services were RMB2.97 billion (up 5%) and mobile games declined to RMB1.39 billion (down 14%) due to product lifecycle effects.
Profitability & margins
Gross profit was RMB2.95 billion (up 10% YoY) and gross margin expanded to 37.2% from 36.5%. Net profit was RMB339.1 million (up 55% YoY) with net margin improving to 4.3% (from 3.0%). Adjusted net profit was RMB703.6 million (up 25%) with an adjusted margin of 8.9%.
Operating results
Profit from operations rose to RMB372.9 million (up 48% YoY); adjusted profit from operations was RMB696.2 million (up 21%). Total operating expenses increased 7% to RMB2.58 billion, with R&D rising 16% mainly from higher server depreciation.
Per‑share metrics
Basic/diluted EPS were RMB0.82 and RMB0.78, respectively. Adjusted basic/diluted EPS were RMB1.69 and RMB1.58, respectively.
Balance sheet & liquidity
As of June 30, 2026, cash and cash equivalents, time deposits and short‑term investments totaled RMB24.30 billion, supporting liquidity and capital allocation flexibility.
Share repurchase program
Under the two‑year US$300 million repurchase program approved in June 2026, Bilibili bought 1.9 million listed securities for ~US$31.3 million as of June 30; year‑to‑date total buybacks (including the prior program) were 5.8 million shares for ~US$118 million.
Takeaway
Bilibili’s Q2 2026 results show ad monetization and stronger engagement driving revenue and margin expansion, while gaming revenue softness and elevated R&D (server-related) are areas to watch; management highlights continued discipline in investment and active share repurchases.
Summarized from source with an LLMView SourceKey figures
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4296 M
Market cap (USD)
2,581,369
Daily traded volume (Shares)
18.71 / 18.315
1 day high/low (USD)
52 weeks high/low (USD)
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Ratings & reviews
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