The earnings call highlighted growth in user engagement, revenue, and AI-driven product enhancements, particularly in intelligent search. However, challenges remain in certain sectors like FMCG, gaming, and luxury goods. Despite some industry-specific downturns, the overall performance and strategic advancements suggest a forward-looking positive outlook.

Company Guidance

In the second quarter of 2025, Weibo reported total revenues of $444.8 million, marking a 2% increase year-over-year, with advertising revenues also rising by 2% to $383.4 million. The company saw its monthly active users (MAUs) reach 588 million and daily active users (DAUs) at 261 million. Non-GAAP operating income was $161.8 million, resulting in a 36% operating margin. The company's strategy focused on enhancing user engagement and monetization through AI-powered recommendations and a revamped content distribution model, which led to a 17% increase in the consumption of recommended content. Looking forward, Weibo anticipates growth in sectors like e-commerce and automobiles, while facing challenges in FMCG and luxury goods due to macroeconomic factors. The integration of AI is expected to improve ad targeting and creation, aiming for greater efficiency and user engagement.

User Growth and Engagement

Weibo's MAUs reached 588 million and DAUs reached 261 million in June 2025, with a net addition of 5 million users year-over-year.

Revenue and Monetization

Total revenues for Q2 2025 were $444.8 million, up 2% year-over-year. Advertising revenues reached $383.4 million, also up 2% year-over-year.

AI Integration and Product Enhancements

Enhancements in recommendation and search functions by integrating large language models increased the proportion of recommended content consumed by users to 43%, a 17% improvement.

Intelligent Search Product Growth

Weibo's intelligent search MAUs surpassed 50 million in June, with a 60% improvement in queries and a 150% increase in traffic compared to the previous quarter.

Ad Revenue Growth from Key Verticals

E-commerce and automobile sectors posted solid year-over-year revenue growth in Q2 2025, driven by partnerships and marketing efforts.

Weibo (WB) Earnings, Revenues Date & History

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WB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.42 / -	0.53	―	―	―
Aug 14, 2025	2025 (Q2)	0.43 / 0.54	0.48	12.50% (+0.06)	―
May 21, 2025	2025 (Q1)	0.38 / 0.45	0.41	9.76% (+0.04)	―
Mar 13, 2025	2024 (Q4)	0.39 / 0.40	0.31	29.03% (+0.09)	―
Nov 19, 2024	2024 (Q3)	0.44 / 0.53	0.57	-7.02% (-0.04)	―
Aug 22, 2024	2024 (Q2)	0.42 / 0.48	0.53	-9.43% (-0.05)	―
May 23, 2024	2024 (Q1)	0.36 / 0.41	0.47	-12.77% (-0.06)	―
Mar 14, 2024	2023 (Q4)	0.50 / 0.31	0.75	-58.67% (-0.44)	―
Nov 09, 2023	2023 (Q3)	0.55 / 0.57	0.5	14.00% (+0.07)	―
Aug 24, 2023	2023 (Q2)	0.51 / 0.53	0.46	15.22% (+0.07)	―

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
Aug 14, 2025	$10.28	$11.44	+11.28%
May 21, 2025	$8.42	$8.78	+4.28%
Mar 13, 2025	$9.66	$9.36	-3.11%
Nov 19, 2024	$7.64	$8.13	+6.41%

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.