Bilibili (DE:71BA)
NASDAQ:71BA
Earnings Data
Report Date
Aug 13, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.19Last Year’s EPS
0.16Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a largely positive picture: robust user engagement and monetization improvements (notably 30% ad growth, 19% total user time spent increase, and 62% adjusted net profit growth) alongside continued margin expansion and a healthy cash position. Near-term challenges include a 12% YoY decline in games revenue, modest VAS growth, and stepped-up AI-related spending (Q1 CapEx +80% YoY and ~RMB 1 billion expected incremental full‑year CapEx). Management expects AI investments to drive long-term efficiency and monetization gains while maintaining margin targets (mid-term gross margin 45% and operating margin 15–20%). Overall, highlights materially outweigh the lowlights.Company Guidance
User Growth and Engagement
Daily active users (DAUs) rose 8% YoY to 115 million; monthly active users (MAUs) reached 376 million. Average daily time spent hit a new high of 119 minutes (up 11 minutes YoY), driving total user time spent up 19% YoY.
Strong Advertising Momentum
Advertising revenue grew 30% YoY to RMB 2.6 billion, marking the 13th consecutive quarter of double-digit ad growth. Ad revenues from PC and OTT rose over 50% YoY; search and mini programs more than doubled. Performance ad conversion (CTCVR) improved ~25% YoY and automated ad penetration reached ~85%.
Revenue and Profitability Improvement
Total revenue increased 7% YoY to RMB 7.5 billion. Gross profit grew 9% YoY to RMB 2.8 billion and gross margin expanded to 37.1% (from 36.3%), the 15th consecutive quarter of margin expansion. Operating profit was RMB 167 million (over 10x YoY); adjusted operating profit RMB 524 million (7.0% margin). Adjusted net profit was RMB 585 million, up 62% YoY, with adjusted net profit margin of 7.8% (vs. 5.2% prior).
Creator and Content Ecosystem Strength
Daily active creators rose 6% YoY and daily submissions increased 19% YoY. Creators with >1,000 followers grew >30% YoY; creators with 10k/100k/1M+ followers grew >20% YoY. Average income per creator rose 24% YoY. Official members totaled 291 million with an ~80% 12-month retention rate.
VAS and Fan Monetization Growth
Value-added services (VAS) revenue was RMB 2.9 billion, up 4% YoY. Premium members reached 24.8 million (up 5% YoY), ~80% on annual/auto-renew plans. Fan charging revenue increased over 50% YoY, indicating stronger direct support for creators.
Content Category Expansion
Category watch-time gains: games and Chinese anime categories up 27% and 20% YoY respectively; knowledge-based content (including AI topics) up 20% YoY; music up 25% YoY; parenting/early education and outdoor categories surged >50% YoY.
Healthy Balance Sheet and Share Buyback
Cash, cash equivalents, time deposits and short-term investments totaled RMB 24.2 billion (USD 3.5 billion) as of March 31, 2026. Completed USD 200 million repurchase program (9.9 million shares repurchased); Q1 repurchases were 2.5 million shares for USD 60.3 million. Board is considering renewal.
Product & Pipeline Progress (Games and IP)
Pipeline progress: NCard (Three Kingdom casual card game) soft-launched with positive feedback and targeted official launch in July; new SLG San Guo testing positive and planned rollout later in the year; Lumi Master entered paid/global testing in May with a targeted global launch in Q4. Escape from Tarkov-like title (Escape from Duckov) sold over 4 million copies, supporting IP expansion.
DE:71BA 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
DE:71BA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 19, 2026 | €16.80 | €17.20 | +2.38% |
Mar 05, 2026 | €23.50 | €21.90 | -6.81% |
Nov 13, 2025 | €23.30 | €22.10 | -5.15% |
Aug 21, 2025 | €21.50 | €20.40 | -5.12% |
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 (DE:71BA) report earnings?
Bilibili (DE:71BA) is schdueled to report earning on Aug 13, 2026, After Close (Confirmed).
What is Bilibili (DE:71BA) earnings time?
Bilibili (DE:71BA) earnings time is at Aug 13, 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 stock?
The P/E ratio of Bilibili is N/A.
What is DE:71BA EPS forecast?
DE:71BA EPS forecast for the fiscal quarter 2026 (Q2) is 0.19.
