US Stock Movers | Bilibili Up 2.3% in Pre-Market Trading, Poised to Benefit from Apple and Google App Store Commission Rate Adjustments

LootboxPhobia · 2026-03-16T09:25:08+00:00

Bilibili stock price rose 2.3%, affected by Apple and Google reducing app commissions. Goldman Sachs expects these changes will help mobile game developers lower costs and boost Bilibili's operating profit by 4%.

LootboxPhobia

2026-03-16 09:25:08

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Gelonghui March 16 | Bilibili (BILI.US) pre-market up 2.3%, at $25.78. On the news, Apple announced last week that it would lower the commission rate for the China mainland App Store. Google also announced earlier this month that the in-app purchase commission rate for Google Play would be reduced from 30% to 20% or lower, and will open up third-party payments, allowing developers to use billing systems outside of Google.

Goldman Sachs believes that the reduction in commission rates by these two companies will lower channel costs for mobile game developers and publishers, help expand their profits, and save costs to increase R&D investment. This provides longer development cycles for startups and small to medium-sized enterprises, promotes industry growth, and fosters more innovative products. Goldman Sachs estimates that this adjustment will increase Bilibili’s total operating profit by 4%. (Gelonghui)

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