Research analysts who have asked questions during Here Group earnings calls.
Recent press releases and 8-K filings for HERE.
HERE Announces Q1 2026 Financials and Guidance
HERE
Earnings
Guidance Update
New Projects/Investments
- HERE reported RMB127.1 million in revenues from the sales of pop toys and related activities for FY2026 Q1.
- The company provided a FY2026 Q2 financial outlook of RMB150 million to RMB160 million and a FY2026 financial outlook of RMB750 million to RMB800 million.
- HERE rebranded in November 2025 and has established a strong presence in the pop toy industry, holding 17 IPs, including 11 proprietary and 6 licensed.
- The company has achieved extensive market coverage with over 10,000 retail stores in China and presence in approximately 20 countries and regions internationally.
Dec 2, 2025, 12:00 PM
Heres Group Announces Q1 2026 Financial Results and FY2026 Revenue Guidance
HERE
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Heres Group reported Q1 2026 total revenue of CNY 127.1 million, a gross margin of 41.2%, and an adjusted net loss from continuing operations of CNY 17.1 million for the quarter ending September 30, 2025.
- The company provided revenue guidance, expecting Q2 2026 revenues between CNY 150 million and CNY 160 million and full fiscal year 2026 revenues between CNY 750 million and CNY 800 million.
- Heres Group has transitioned to a product-driven POPTOY company, with its superhit IP WAKUKU contributing 71% of total revenue in Q1 2026, and held CNY 789.4 million in cash and cash equivalents as of September 30, 2025.
Dec 2, 2025, 12:00 PM
HERE Announces Q1 FY2026 Results and FY2026 Guidance
HERE
Earnings
Guidance Update
Revenue Acceleration/Inflection
- HERE reported Q1 FY2026 total revenue of CNY 127.1 million and a gross margin of 41.2%, an increase from 34.7% in the previous quarter. The adjusted net loss from continuing operations narrowed to CNY 17.1 million.
- The company completed its strategic transformation into a pure-play POPTOY company by disposing of non-POPTOY businesses by September 30, 2025, with its POPTOY business growing 93.3% quarter over quarter.
- HERE provided Q2 FY2026 revenue guidance of CNY 150 million to CNY 160 million and full fiscal year 2026 revenue guidance of CNY 750 million to CNY 800 million for its POPTOY business.
- The flagship IP, WAKUKU, was a primary growth driver, contributing 71% of total revenue in Q1 2026, while the new IP Xenono accounted for approximately 10%.
- The company is expanding its multi-channel approach with new D2C stores opening in Beijing and Chongqing from December 2025 to early 2026, and expects production capacity to reach 400,000 sets per month by year-end.
Dec 2, 2025, 12:00 PM
Heres Reports Strong Q1 2026 Financial Performance and Provides FY2026 Guidance
HERE
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Heres Group reported Q1 fiscal year 2026 total revenue of CNY 127.1 million, a substantial increase from CNY 65.8 million in the prior quarter, with gross margin improving to 41.2% from 34.7%.
- The company's adjusted net loss from continuing operations narrowed to CNY 17.1 million for Q1 2026, compared to CNY 19.3 million in the previous quarter.
- Heres provided revenue guidance, expecting CNY 150 million to CNY 160 million for Q2 FY 2026 and CNY 750 million to CNY 800 million for the full fiscal year 2026.
- The POPTOY business is heavily reliant on its IP portfolio, with WAKUKU contributing 71% of Q1 revenue, Youli Zuli 16%, and the new IP Xenono 10%.
- Strategic expansion includes opening the first D2C stores in Beijing and Chongqing in December 2025 and early 2026, alongside an international distribution network spanning approximately 20 countries.
Dec 2, 2025, 12:00 PM
Here Group Limited Announces Q1 FY 2026 Financial Results and Guidance
HERE
Earnings
Guidance Update
Share Buyback
- Here Group Limited, formerly QuantaSing Group Limited, reported revenues of RMB127.1 million (US$17.9 million) for the first quarter of fiscal year 2026 (Q1 FY 2026), representing a 93.3% increase from the previous quarter, following the disposal of its Established Business to focus on the pop toy business.
- For Q1 FY 2026, the company recorded a net loss from continuing operations of RMB25.8 million (US$3.6 million) and an adjusted net loss from continuing operations of RMB17.1 million (US$2.4 million).
- Here Group Limited expects revenues from its pop toy business to be in the range of RMB150.0 million to RMB160.0 million for the second quarter of FY 2026 and between RMB750.0 million and RMB800.0 million for the full fiscal year 2026.
- As of November 28, 2025, the company had repurchased US$5.0 million of ADSs under its US$20.0 million share repurchase program.
Dec 2, 2025, 11:02 AM
Quarterly earnings call transcripts for Here Group.
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