Bilibili Reports Q4 Revenue of $1.19B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy BILI?
Reports Q4 revenue $1.19B vs. $1.06B last year. Average daily active users were 113M, an increase of 10% year over year. Average daily time spent per active user were 107 minutes, an increase of 8% year over year. "2025 was a landmark year for Bilibili, marked by resurgent community growth and our first full year of GAAP profitability," said Rui Chen, chairman and CEO of Bilibili. "Our user metrics strengthened across the board, highlighted by four consecutive quarters of accelerating year-over-year DAU growth. In the fourth quarter, our DAUs reached 113 million, up 10% year over year, while monthly active users reached 366 million, up 8% year over year. Throughout the year, we continued to sharpen our commercial execution and unlock the inherent value of our community, resulting in record monthly paying users and accelerating advertising revenues. In a world flooded with 'fast-food' content, Bilibili's long-standing commitment to quality is setting us apart and earning the trust of a loyal and growing user base. As we step into 2026, an era where AI is reshaping content creation, community experiences and commercial efficiency, we are confident in our ability to seize these opportunities and drive our next chapter of sustainable growth."
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Analyst Views on BILI
Wall Street analysts forecast BILI stock price to rise
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 26.580
Low
27.00
Averages
30.25
High
34.00
Current: 26.580
Low
27.00
Averages
30.25
High
34.00
About BILI
Bilibili Inc is an investment holding company primarily engaged in providing online entertainment services. Content business categories include anime content, pan entertainment and pan knowledge content. Community business provides a community interaction platform. Value-added services mainly include live streaming and paid membership services. Advertising business is mainly engaged in advertising business, covering household appliances, e-commerce, Internet services, automobiles and other industries. Mobile gaming business mainly engages in mobile game development, including San Guo: Mou Ding Tian Xia, Fate Grand Order, Azure Lane, and others. The Company also engages in commercial services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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