Bilibili has executed a decisive pivot from a cash-burning growth model to profitability, with operating income swinging from a loss of $1.3 billion in 2023Q4 to a profit of $371.8 million in 2026Q2, driven by structural margin expansion and operating leverage.
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Revenue growth has decelerated to 7.9% in 2026Q2, but gross margins have expanded significantly from a low of 23.1% in 2023Q2 to 37.7%, indicating a successful shift toward monetization and cost discipline.
Bilibili is a leading platform for anime, comics, and games (ACG) enthusiasts in Southeast Asia, offering a vibrant community for content creation and engagement.
The upcoming game pipeline could be transformative for Bilibili, presenting significant growth opportunities in the gaming sector.
Bilibili offers premium content and exclusive benefits, attracting a dedicated user base and enhancing monetization potential.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 27, 2026 | $0.23+0.0% vs $0.23 | $1.2B+0.2% vs $1.2B |
Q2 2026 May 19, 2026 | $0.19+11.8% vs $0.17 | $1.1B-0.3% vs $1.1B |
Q2 2026 Mar 5, 2026 | $0.28+3.7% vs $0.27 | $1.2B+2.3% vs $1.2B |
Q4 2025 Nov 13, 2025 | $0.24+16.2% vs $0.21 | $1.1B-5.8% vs $1.1B |
Bilibili (NASDAQ: BILI - Get Free Report) and Hello Group (NASDAQ: MOMO - Get Free Report) are both communication services companies, but which is the better stock? We will compare the two businesses based on the strength of their earnings, dividends, analyst recommendations, valuation, profitability, risk and institutional ownership. Analyst Recommendations This is a summary of recent
Bilibili is leveraging a youthful, highly engaged user base to drive accelerating advertising revenue and margin expansion. Advertising now accounts for 35% of revenue, growing 30% YoY in Q1 2026, with scalable monetization across content and infrastructure. AI investments are enhancing both user experience and ad targeting, supporting margin improvement alongside robust user engagement metrics.
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SHANGHAI, Sept. 25, 2026 (GLOBE NEWSWIRE) -- Bilibili Inc. (“Bilibili” or the “Company”) (Nasdaq: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today published a circular (the “EGM Circular”) to provide shareholders with information on the proposals that will be put forward at the Company's upcoming extraordinary general meeting of the shareholders (the “EGM”) for shareholders' approval and a notice of the EGM (the “EGM Notice”). The EGM will be held at Building 3, Guozheng Center, No. 485 Zhengli Road, Yangpu District, Shanghai, People's Republic of China, on October 28, 2026 at 4:30 p.m. (Beijing time). The EGM Circular, the EGM Notice and the form of proxy for the EGM are available on the Company's investor relations website at http://ir.bilibili.com.
Benchmark BILI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Bilibili Inc. (BILI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $14.66 | $6.15B | 28.90 | 13.1% | 4.9% | 9.92% | — | |
| $0.96 | $925.65M | -7.34 | -6.62% | -3.22% | -6.4% | — | |
| $2.19 | $501.3M | -30.35 | 6.96% | -1.6% | -2.29% | 72.09% | |
| $3.92 | $118.3M | -24.61 | -10.58% | -0.89% | -1.63% | 100% | |
| $4.60 | $720.11M | 4.30 | -1.85% | 11.04% | 10.14% | 6.49% | |
| $63.41 | $264.04B | 18.01 | 15.85% | 29.69% | 50.41% | — |
Bilibili Inc. (BILI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Bilibili Inc. (BILI) stock FAQ — growth, dividends, profitability & financials explained
Bilibili Inc. (BILI) reported $31.35B in revenue over the trailing twelve months. Revenue was $30.35B in fiscal year 2025. That is 23067% more than the $131.0M of fiscal year 2015.
Bilibili Inc. (BILI) grew revenue by 6.7% over the trailing twelve months, compared with the twelve months before.
Yes. Bilibili Inc. (BILI) earned $1.53B in net income over the trailing twelve months (a 4.9% net margin).
Bilibili Inc. (BILI) had a return on equity (ROE) of 9.9% over the trailing twelve months. That is below the market's typical 10-15%.
