Hello Group Inc. (DE:1MO)
NASDAQ:1MO
Earnings Data
Report Date
Jun 09, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.2Last Year’s EPS
0.26Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Mixed results: the company showed clear operational discipline, margin resilience, meaningful overseas revenue acceleration (+71% FY) and signs of recovery in paying-user trends for Momo, while facing material domestic revenue declines, tax-driven disruptions to high-value live-streaming revenue, a sizable decrease in cash reserves YoY, and continued investment-related overseas losses. Management guidance expects further domestic headwinds in early 2026 but plans to offset with overseas expansion and disciplined capital allocation; on balance the call communicated both strong growth engines and substantial near-term challenges.Company Guidance
Strong Overseas Revenue Growth
Overseas revenue reached RMB 608 million in Q4 2025, up 70% year-over-year and 14% quarter-over-quarter; full-year overseas revenue was RMB 2.0 billion, up 71% year-over-year, increasing its share to 24% of Q4 group revenue (19% for full-year vs 11% in 2024).
Improved Q4 Profitability and Margins
Adjusted operating income for Q4 2025 was RMB 354.1 million, up 26% year-over-year with a margin of 13.7%. Non-GAAP gross margin improved to 37.8% in Q4 2025 from 34.7% a year ago.
Momo Resilience and User Momentum
Momo showed operational resilience: Q4 paying users reached 3.9 million (up 200,000 quarter-over-quarter). Product initiatives (AI greeting/chat assist, targeting high-chat-intent users) supported stable ARPU and recovery of paying-user trends in H2 2025.
Tantan Product Improvements and Unit Economics
Tantan focused on organic growth and product upgrades (real-person verification, AI profile/chat tools). Pay conversion and ARPU improved; management expects Tantan to generate ~RMB 100 million annual operating profit going forward after channel optimization.
Major M&A and Portfolio Expansion
Acquisition of Happn and other buys accelerated international footprint (Europe, Turkey, South America). New overseas brands (Yaha Live, Amar, MiraiMind) contributed materially to growth and diversification.
Operational Discipline and Cost Control
Non-GAAP R&D expenses decreased 4% YoY to RMB 203.9 million in Q4; G&A declined to RMB 85.7 million from RMB 117.6 million YoY. Management cut negative-ROI marketing and rebalanced spend to improve acquisition efficiency and protect margins.
Cash Generation and Shareholder Return
Net cash provided by operating activities in Q4 was RMB 549.7 million. The Board approved a special cash dividend of USD 0.28 per ADS (≈USD 42.6 million), marking the eighth consecutive year of dividends.
Clear 2026 Strategic Priorities
Management laid out priorities: protect Momo's productivity, make Tantan the Asian dating leader, and scale overseas products with disciplined payback targets (new products targeted for 1–3 year payback).
DE:1MO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:1MO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 18, 2026 | €4.88 | €5.12 | +4.90% |
Dec 10, 2025 | €5.65 | €5.31 | -5.93% |
Sep 09, 2025 | €6.56 | €6.41 | -2.18% |
Jun 05, 2025 | €5.17 | €5.12 | -0.93% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Hello Group Inc. (DE:1MO) report earnings?
Hello Group Inc. (DE:1MO) is schdueled to report earning on Jun 09, 2026, Before Open (Confirmed).
What is Hello Group Inc. (DE:1MO) earnings time?
Hello Group Inc. (DE:1MO) earnings time is at Jun 09, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Hello Group Inc. stock?
The P/E ratio of Hello Group is N/A.
What is DE:1MO EPS forecast?
DE:1MO EPS forecast for the fiscal quarter 2026 (Q1) is 0.2.
