"Revenue rose 8% year-over-year to $1.19 billion, topping the analyst consensus forecast of $1.16 billion. Adjusted earnings per ADS came in at 28 cents, topping the analyst consensus estimate of 17 cents. The Chinese video-sharing platform also saw continued momentum in user engagement with average daily active users climbing 10% Y/Y to 113 million during the quarter."
"Chairman and CEO Rui Chen said that stronger commercial execution and better monetization of the platform's community helped push monthly paying users to record levels and accelerate advertising revenue growth. Advertising revenue advanced 27% to $435.0 million, while value-added services climbed 6% to $466.4 million."
"Profitability also improved significantly. Gross margin expanded to 37.0%, up from 36.1% a year earlier. Adjusted net income reached $125.6 million, compared to 452.02 million yuan in the prior year. Chen said the company delivered a landmark performance in 2025, driven by renewed community growth and its first full year of GAAP profitability."
Bilibili reported fourth-quarter 2025 results exceeding analyst expectations with $1.19 billion in revenue and adjusted earnings per ADS of 28 cents versus consensus estimates of $1.16 billion and 17 cents respectively. User engagement strengthened significantly with average daily active users reaching 113 million (up 10% Y/Y) and monthly active users at 366 million (up 8% Y/Y). Monthly paying users hit record levels at 36 million. Revenue performance was mixed across segments: advertising revenue surged 27% to $435 million, value-added services grew 6% to $466.4 million, but mobile gaming declined 14% to $220.3 million. Profitability improved substantially with gross margin expanding to 37% and adjusted net income reaching $125.6 million, representing the company's first full year of GAAP profitability.
#bilibili-earnings #chinese-tech-stocks #user-engagement-metrics #advertising-revenue-growth #platform-profitability
Read at Benzinga
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