Weibo Corp (GB:0LUG)
NASDAQ:0LUG
Earnings Data
Report Date
May 21, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.36Last Year’s EPS
0.45Same Quarter Last Year
Moderate Sell
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: product and AI-driven momentum (video growth, intelligent search scale, AI-generated ad creatives, Alibaba ad gains), a large active user base, solid cash and a dividend initiative are clear positives. However, Q4 and full-year margin compression, rising costs (notably higher ad production and marketing), tax headwinds, and weakness in handset and gaming verticals are meaningful negatives. Top-line was modestly up in Q4 but flat for the year, and management is prioritizing AI, video and IP/celebrity-driven monetization with an expectation of improving returns from H2 2026 onward.Company Guidance
Q4 Revenue Growth
Total revenue in Q4 2025 was USD 473.3M, up 4% year-over-year (1% on a constant currency basis). Advertising & marketing revenue for Q4 was USD 403.8M, up 5% YoY (≈2% constant currency).
Stable Full-Year Top Line and Ad Revenue
Full-year 2025 total revenue was USD 1.76B and full-year advertising revenue was USD 1.5B, both essentially flat year-over-year, indicating revenue resilience amid a mixed macro and industry backdrop.
Large and Engaged User Base
MAUs reached 567M and average DAUs were 252M in December 2025. Product changes (homepage interest-based feed) drove QoQ increases in average feed viewership and time spent per user.
Strong Adoption of AI and Product Enhancements
AI integration accelerated content and monetization: intelligent search MAU surpassed 80M in December; AI-generated ad creatives accounted for ~40% of consumption in promoted feed/RTB in December; platform discussion of AI topics increased materially (~50% uplift vs prior AI rollout).
Video Ecosystem Momentum
Average daily video view time and per-user video view time on the playback page achieved double-digit growth vs H1 2025. The number of original videos and original video creators grew over 40% YoY, supported by AI creation tools lowering production barriers.
Notable Partner and Vertical Wins
Full-year ad revenues from Alibaba were USD 173.8M, up ~49% YoY; e-commerce, local services and automobile verticals were key drivers of ad growth in Q4.
Strong Cash Position and Shareholder Return
Cash, cash equivalents and short-term investments totaled USD 2.41B. Board approved an annual cash dividend of USD 0.61 per ADS (~USD 150M payout) for FY2025.
GB:0LUG 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
GB:0LUG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 18, 2026 | $9.69 | $8.62 | -11.07% |
Nov 18, 2025 | $10.06 | $9.91 | -1.45% |
Aug 14, 2025 | $10.37 | $11.47 | +10.62% |
May 21, 2025 | $8.46 | $8.85 | +4.54% |
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 (GB:0LUG) report earnings?
Weibo Corp (GB:0LUG) is schdueled to report earning on May 21, 2026, Before Open (Confirmed).
What is Weibo Corp (GB:0LUG) earnings time?
Weibo Corp (GB:0LUG) earnings time is at May 21, 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 Weibo Corp stock?
The P/E ratio of Weibo is N/A.
What is GB:0LUG EPS forecast?
GB:0LUG EPS forecast for the fiscal quarter 2026 (Q1) is 0.36.
