Weibo Corp (WB)
NASDAQ:WB
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Earnings Data
Report Date
Aug 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.36Last Year’s EPS
0.54Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mix of steady top‑line growth and strategic progress alongside operational and market headwinds. Revenues and ad growth returned to year‑over‑year expansion, video engagement and AI‑enabled creator/monetization initiatives showed meaningful momentum, and the company maintains a strong cash position and returned capital to shareholders. Offsetting these positives are a modest decline in MAUs, a notable drop in value‑added (game) revenues, higher operating expenses (+13%) and margin compression (28% vs 33% prior year), and continued client/sector volatility (handset, FMCG, large ad accounts). Overall, management framed Q1 as a transitional quarter with improving core engagement and monetization trends but acknowledged near‑term uncertainty and deliberate, ROI‑disciplined investments.Company Guidance
Revenue and Advertising Growth
Total net revenues of $421.3M, up 6% year‑over‑year (1% on a constant currency basis); total advertising revenues $369.8M, up 9% year‑over‑year (3% cc). Non‑GAAP operating income was $119.8M with a non‑GAAP operating margin of 28%. Net income attributable to Weibo was $91.9M; diluted EPS $0.34.
Improving Daily Engagement and Strong Video Momentum
Average DAUs reached 254M (March 2026) with DAUs improving slightly quarter‑over‑quarter. Total time spent on video playback pages achieved double‑digit year‑over‑year growth and per capita video time spent grew even more strongly; top‑tier accounts and original video postings also recorded double‑digit year‑over‑year growth.
AI-Enabled Product and Monetization Initiatives
AI integrated across product, content and monetization: AI targeting/bidding and creative generation supporting ads; platform opened AI creation tools attracting ~3,000 creators and generating ~8,000 AI pieces; AI‑related professional content, AI hot trends and creator activity rose >30% May vs Jan.
Content Marketing and Vertical Momentum
Promoted feeds delivered solid growth driven by improved ad matching and AI integration; key vertical contributors in Q1 included Internet services, Local services and Automobiles, with apparel & footwear also delivering double‑digit year‑over‑year growth tied to events and celebrity campaigns.
Strong Liquidity and Shareholder Returns
Cash, cash equivalents and short‑term investments totaled $2.59B (up from $2.41B at year‑end); cash provided by operations was $164M in Q1. Completed annual cash dividend distribution of roughly $150M (stated per‑ADS dividend ~$0.61).
ESG Progress
Published fifth ESG report in April and received an MSCI ESG rating upgrade from BB to AA, reflecting progress on sustainability and governance initiatives.
WB 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
WB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 28, 2026 | $8.08 | $7.84 | -2.97% |
Mar 18, 2026 | $9.05 | $8.09 | -10.65% |
Nov 18, 2025 | $9.32 | $9.31 | -0.10% |
Aug 14, 2025 | $9.63 | $10.71 | +11.28% |
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 Weibo Corp (WB) report earnings?
Weibo Corp (WB) is schdueled to report earning on Aug 13, 2026, Before Open (Confirmed).
What is Weibo Corp (WB) earnings time?
Weibo Corp (WB) earnings time is at Aug 13, 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 WB EPS forecast?
WB EPS forecast for the fiscal quarter 2026 (Q2) is 0.36.
