The earnings call reflected significant growth in overseas markets, driven by innovations and expansions in social entertainment products, which partially offset domestic revenue declines. While there were notable achievements in user engagement and ROI improvements, the company faced challenges in domestic revenue and gross margin pressures. Despite these challenges, the focus on growing overseas markets suggests a positive long-term outlook.

Company Guidance -

Q2 2025

During the first quarter of 2025, Hello Group Inc. reported a total group revenue of RMB2.52 billion, slightly down 1.5% year over year but exceeding the high end of their guidance. The company highlighted significant growth in overseas revenue, which accounted for 16% of the total revenue, an increase from less than 10% in Q1 2024. Overseas revenue reached RMB415 million, marking a 72% year-over-year growth, while domestic revenue was RMB2.11 billion, down 9% year over year. The adjusted operating income was RMB350 million, a 33% decrease from the previous year, with an operating margin of 14%. The company also noted a significant decrease in Momo app users, dropping to 4.2 million paying users, a reduction of 1.5 million. Despite this, the overseas business showed strong performance, with products like Socho contributing significantly to revenue growth. For the second quarter, the company forecasts revenue between RMB2.57 billion and RMB2.67 billion, anticipating a decrease of 4.5% to 0.8% year over year, with a focus on continued overseas expansion and product innovation.

Overseas Revenue Growth

Overseas revenue accounted for 16% of total revenue in Q1 2025, up from less than 10% in Q1 2024, with a year-over-year growth of 72%.

Successful Product Innovations

Introduction of AI algorithms in Momo and Tantan apps improved user engagement and retention, with significant increases in metrics such as two-way chats and user retention.

Social Entertainment in MENA Region

The company's social entertainment products in the MENA region, like Socho, Yahala, and Amar, showed rapid growth and are expected to maintain strong growth momentum.

Tantan's Improved ROI

Tantan's marketing spend decreased, but ROI improved significantly, creating flexibility for product experience optimization and supporting profitability.

Hello Group (DE:1MO) Earnings, Revenues Date & History

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DE:1MO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 03, 2025	2025 (Q2)	0.23 / -	0.25	―	―	―
Jun 05, 2025	2025 (Q1)	0.16 / 0.25	0.004	6800.00% (+0.24)	―
Mar 12, 2025	2024 (Q4)	0.17 / 0.06	0.275	-77.16% (-0.21)	―
Dec 09, 2024	2024 (Q3)	0.21 / 0.29	0.326	-10.55% (-0.03)	―
Sep 03, 2024	2024 (Q2)	0.22 / 0.25	0.335	-25.18% (-0.08)	―
May 28, 2024	2024 (Q1)	0.23 / <0.01	0.233	-98.47% (-0.23)	―
Mar 14, 2024	2023 (Q4)	0.28 / 0.28	0.238	15.42% (+0.04)	―
Dec 08, 2023	2023 (Q3)	0.28 / 0.33	0.261	25.00% (+0.07)	―
Aug 31, 2023	2023 (Q2)	0.29 / 0.33	0.199	67.86% (+0.14)	―
Jun 06, 2023	2023 (Q1)	0.21 / 0.23	0.168	38.03% (+0.06)	―

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
Jun 05, 2025	€5.40	€5.35	-0.93%
Mar 12, 2025	€6.36	€5.22	-17.91%
Dec 09, 2024	€5.84	€6.50	+11.38%
Sep 03, 2024	€5.55	€5.41	-2.56%

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.