Research analysts who have asked questions during WEIBO earnings calls.
AY
Alicia Yap
Citigroup
3 questions for WB
Also covers: BABA, BIDU, BZUN +10 more
Felix Liu
UBS
3 questions for WB
Also covers: BILI, EDU, NTES +1 more
KC
Kewei Chen
Haitong International
2 questions for WB
Also covers: ZH
LY
Liu Yu
CLSA
2 questions for WB
TC
Thomas Chong
Jefferies Financial Group Inc.
1 question for WB
Also covers: ATHM, BABA, BEKE +22 more
TZ
Timothy Zhau
Goldman Sachs Group Inc.
1 question for WB
XZ
Xueqing Zhang
China International Capital Corporation
1 question for WB
Also covers: BILI, IQ, MOMO +4 more
Recent press releases and 8-K filings for WB.
Weibo Corporation Announces Third Quarter 2025 Unaudited Financial Results
WB
Earnings
Demand Weakening
- Weibo Corporation reported net revenues of US$442.3 million for the third quarter ended September 30, 2025, representing a decrease of 5% year-over-year.
- Advertising and marketing revenues decreased by 6% year-over-year to US$375.4 million, while Value-added services (VAS) revenues increased by 2% year-over-year to US$66.9 million.
- Net income attributable to Weibo's shareholders was US$221.1 million, with diluted net income per share of US$0.83. Non-GAAP net income attributable to shareholders was US$110.7 million, and non-GAAP diluted net income per share was US$0.42.
- Monthly active users (MAUs) reached 578 million and average daily active users (DAUs) were 257 million in September 2025.
- As of September 30, 2025, Weibo's cash, cash equivalents, and short-term investments totaled US$2.04 billion.
Nov 18, 2025, 11:05 AM
Weibo's Q3 2025 Revenue Declines Amid Product Revamp
WB
Earnings
Demand Weakening
Product Launch
- Weibo reported total revenues of $442.3 million for Q3 2025, marking a 5% decrease year-over-year (4% on a constant currency basis), with advertising and marketing revenue at $375.4 million, down 6% year-over-year, primarily due to a high base effect from the previous year's Olympics.
- The company's non-GAAP operating income for Q3 2025 was $132.0 million, achieving an operating margin of 30%, and net income attributable to Weibo reached $110.7 million, resulting in diluted EPS of $0.42.
- In September 2025, Monthly Active Users (MAUs) were 578 million and Average Daily Active Users (DAUs) were 257 million, with a modest year-over-year MAU decline attributed to the high traffic base during the Paris Olympics last year.
- Weibo completed a significant revamp of its homepage information feed, prioritizing the recommendation feed, and its intelligent search feature's MAU exceeded 70 million in Q3 2025, with DAU and query numbers increasing over 50% quarter-over-quarter.
- Ad revenues from the e-commerce sector grew over 50% year-over-year, and Alibaba ad revenues increased by 112% to $45.5 million, while sectors such as online games, smartphones, food and beverage, dairy products, and apparel experienced declines.
Nov 18, 2025, 11:00 AM
Weibo Reports Q3 2025 Financial Results with Revenue Decline and User Growth
WB
Earnings
Product Launch
New Projects/Investments
- Weibo reported Q3 2025 total revenues of $442.3 million, a 5% decrease year-over-year, with advertising and marketing revenue down 6% to $375.4 million. Non-GAAP operating income was $132.0 million, representing a 30% operating margin, and diluted EPS was $0.42.
- In September 2025, monthly active users (MAUs) reached 578 million and daily active users (DAUs) reached 257 million.
- The company implemented a significant revamp of its homepage information feed, prioritizing the recommendation feed, which was largely rolled out by late July 2025. AI technology is being increasingly applied across products, including search (intelligent search MAU exceeded 70 million in Q3 2025) and advertising, where AI-generated ad creatives accounted for nearly 30% of consumption in the real-time video information feed by October end.
- Despite an overall decline in ad revenue, the e-commerce sector's ad revenues grew over 50% year-over-year, and ad revenues from Alibaba increased by 112% to $45.5 million in Q3 2025.
Nov 18, 2025, 11:00 AM
Weibo Announces Third Quarter 2025 Financial Results
WB
Earnings
Demand Weakening
- Weibo reported net revenues of US$442.3 million for the third quarter ended September 30, 2025, marking a 5% decrease year-over-year.
- Advertising and marketing revenues decreased by 6% year-over-year to US$375.4 million, while value-added services revenues increased by 2% to US$66.9 million.
- Net income attributable to Weibo's shareholders was US$221.1 million, with diluted net income per share of US$0.83 for Q3 2025.
- Monthly active users (MAUs) reached 578 million and average daily active users (DAUs) were 257 million in September 2025.
- As of September 30, 2025, Weibo's cash, cash equivalents, and short-term investments totaled US$2.04 billion.
Nov 18, 2025, 9:00 AM
Quarterly earnings call transcripts for WEIBO.
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