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Bilibili shows strong growth with 8M new users and 28% ad revenue rise, remains a buy despite China risks.

Analyst Insights
27 Aug 2026
Seeking Alpha
View Source
Bullish
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Bilibili Inc. reported strong Q2 results with 8 million new daily active users and a 14% year-over-year increase in time spent on the platform. Advertising revenue grew 28% year-over-year, supported by recurring subscription income and diversified value-added services that help stabilize revenue and improve margins. Despite macroeconomic risks in China, Bilibili's attractive valuation at about 5 times forward EBITDA and solid user engagement metrics make it a compelling buy for growth investors seeking diversification amid concentrated U.S. market rallies.

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