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Iqiyi Inc (DE:IQ8)
FRANKFURT:IQ8
Earnings Data
Report Date
May 27, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.02Last Year’s EPS
0.04Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed multiple growth drivers — membership recovery (30%+ YoY), sequential revenue growth, strong advertising and content distribution momentum, international expansion, successful IP franchises, and new experience and AI initiatives — balanced against modest profitability (2% non-GAAP margin), a restrained cash position (RMB 4.7 billion) with a large related-party loan, and some sequential declines due to seasonality and cost pressures. Overall, management presented a constructive outlook emphasizing diversification (overseas, experience, AI) and operational focus on higher-quality content.Company Guidance
Q4 Revenue Growth (Sequential)
Total revenues for Q4 were RMB 6.8 billion, up 2% sequentially, marking a return to sequential revenue growth.
Membership Services Strong YoY Recovery
Membership services revenue increased by over 30% year-over-year in 2025 with growth accelerating to 40% in the second half; Q4 membership revenue was RMB 4.1 billion (seasonally down 3% sequentially). Subscriber base reached an all-time high.
Advertising and Content Distribution Momentum
Online advertising revenue in Q4 was RMB 1.4 billion, up 9% sequentially; content distribution revenue reached RMB 787.7 million, up 22% sequentially. Brand ads for variety and dramas delivered double-digit annual growth across core verticals.
Market Leadership in Viewership
iQIYI secured #1 viewership market share for long-form dramas (Enlightent data) and maintained #1 viewership market share for movies on-platform for 16 consecutive quarters.
Successful IP Franchises and Content Hits
Breakthrough IPs (e.g., Strange Tales of Tang Dynasty) delivered multiple seasons with popularity scores >10,000; top titles drove strong ad and membership monetization (e.g., Strange Tales 3 ranked #1 in ad revenue among 2025 releases).
International Growth
Overseas membership revenue grew ~40% annually in Q4; key markets (Brazil, Mexico, Indonesia) saw membership revenue surge by over 80% year-over-year. C-dramas and local originals helped expand reach.
Experience & New Revenue Engines
Opened first iQIYI LAND (Yangzhou, Feb 8, 2026) with strong initial customer ratings (~4.8–4.9/5) and rising visitor numbers; company plans two additional parks and projects material upside from IP consumer products (targeting ~100% revenue growth for self-operated IP consumer products this year).
AI and Technology Initiatives
Launched Nado Pro (AI agent for professional content production) and Taodou World (1,700+ NPC agents), filed ~1,000 patents in 2025 (12,000+ patent applications portfolio). Management reports AI is driving production efficiency and commercial opportunities.
DE:IQ8 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:IQ8 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | €1.49 | €1.49 | 0.00% |
Nov 18, 2025 | €1.79 | €1.72 | -3.91% |
Aug 20, 2025 | €2.06 | €1.91 | -7.28% |
May 21, 2025 | €1.67 | €1.55 | -7.19% |
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 Iqiyi Inc (DE:IQ8) report earnings?
Iqiyi Inc (DE:IQ8) is schdueled to report earning on May 27, 2026, After Close (Confirmed).
What is Iqiyi Inc (DE:IQ8) earnings time?
Iqiyi Inc (DE:IQ8) earnings time is at May 27, 2026, After Close (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 Iqiyi Inc stock?
The P/E ratio of Iqiyi is N/A.
What is DE:IQ8 EPS forecast?
DE:IQ8 EPS forecast for the fiscal quarter 2026 (Q1) is -0.02.
