Major Bank Ratings | UBS: Bilibili's advertising business performed strongly in Q4 last year, rating "Buy"

格隆汇2026/03/06 05:11

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Glonghui March 6th｜UBS released a research report stating that Bilibili's revenue in the fourth quarter of last year increased by 8% year-on-year, exceeding both the bank's and the market's expectations by 2%. Among them, the advertising business performed brilliantly, with year-on-year growth accelerating to 27%. The gross profit margin expanded by 97 basis points year-on-year to 37.4%, in line with both the bank's and the market's expectations. In the fourth quarter of last year, Bilibili repurchased $14.7 million worth of shares, with a remaining quota of $68.8 million. The bank believes the group should be able to complete the share repurchase before the expiration in November this year. The bank expects the market to initially react positively to the strong performance in the fourth quarter of last year, especially as advertising revenue significantly exceeded expectations, describing this outperformance as high-quality.

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Incordex appointed Chen Wang to its board effective Sept. 29, 2026. Wang founded his own brand. He has served as founder and board chairman of Yunnan Jinshengchang Technology and Trade since Oct. 2024. He previously led global pharmaceutical education operations at Meixin E-commerce. He later ran education operations at Zhuyuan Grop. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Incordex Corp. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001477932-26-006080), on October 07, 2026, and is solely responsible for the information contained therein.

Bitget•2026/10/07 16:03