BILI
Bilibili Inc.24.39
-0.13-0.53%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Ad drivers, games pipeline detailed
Q&A reinforced prepared remarks on community strength and ad momentum but added color on drivers like 60-200% YoY growth in search, PC, and OTT ad inventory, plus new contributions from instant retail, education, and AI apps. Management detailed 2026 games strategy: San Mou's push into Korea/Japan, mid-year NCard launch post-beta, Lumi Master's Q2 beta, with 70% revenues from long-term ops. AI investments target video AIGC upgrades and lip-synced global translation. Q1 adjusted operating margin improves YoY amid modest AI reinvestment. Pipeline timelines matter most.
Key Stats
Market Cap
9.92BP/E (TTM)
93.81Basic EPS (TTM)
0.26Dividend Yield
0%IPO
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