Alicis a Yap's questions to Weibo Corp (WB) leadership • Q1 2025
Question
Alicis a Yap inquired about the strategic direction for Weibo's intelligent search product, asking if it would remain integrated or become a standalone app, and questioned how AI and large language models have enhanced advertising products and monetization.
Answer
CEO Gaofei Wang explained that the AI-powered search, enhanced by models like DeepSeek, has significantly boosted user activity, with MAUs surpassing 30 million. He confirmed there are no plans to make it an independent product, instead leveraging it to drive traffic back to Weibo. Regarding monetization, Mr. Wang noted that AI has improved ad CTR by about 10%, but its overall impact on total ad revenue is still limited as the majority of ads are performance-based.