An analysis report forecasts that Bilibili-W (09626) will maintain steady revenue growth in the first quarter of 2026, with further improvements in profitability. Total revenue is projected to increase by 7% year-on-year to RMB 7.5 billion, with adjusted net profit reaching RMB 543 million.
The report indicates that Bilibili's advertising revenue should continue to experience robust growth, primarily driven by stable demand for game advertisements and increased promotion of AI applications. It is also noted that, with its young user base, Bilibili is one of the key platforms for capturing AI advertising opportunities. The company is expected to further enhance its overall profitability even as it continues to invest in AI.
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