Weibo Corp Class A (HK:9898)
:9898
Earnings Data
Report Date
May 21, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.82Last Year’s EPS
3.52Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call highlighted meaningful product and AI-driven progress — stronger video and intelligent search adoption, targeted ad growth (notably with Alibaba), robust cash generation and a dividend — but these positives were offset by margin compression, higher costs and taxes, flat full-year revenue and softness in several key ad verticals. Management emphasized AI and content strategies to drive recovery and future growth.Company Guidance
Q4 Revenue Growth
Total revenues in Q4 reached USD 473.3 million, up 4% year-over-year (1% on a constant currency basis).
Advertising Momentum
Q4 advertising and marketing revenues were USD 403.8 million, up 5% year-over-year (≈2% constant currency); full-year ad revenues were USD 1.5 billion, relatively flat year-over-year with mobile ads contributing ~94-95%.
Strong User Base and Engagement
December 2025 MAUs were 567 million and average DAUs were 252 million; intelligent search MAUs surpassed 80 million in December with average DAUs and search queries showing double-digit quarter-over-quarter growth.
AI and Video Adoption Driving Content Growth
H2 2025 saw double-digit growth in average daily video view time and per-user video view time vs H1; original videos and original video creators among top creators grew over 40% year-over-year; AI video tools lowered creation barriers and supported campaigns with >100 creators participating.
AI-Powered Ad Innovations
AI-generated ad creatives accounted for 40% of consumption in promoted feed ad offerings and real-time bidding in December, improving creative cost and traffic monetization efficiency.
Notable Partner Performance (Alibaba)
Ad revenues from Alibaba totaled USD 50 million in Q4 and USD 173.8 million for full-year 2025, representing a 49% year-over-year increase for the year driven by deeper collaboration on e-commerce windows and local services.
Solid Profitability and Cash Position (Non-GAAP)
Full-year non-GAAP operating income was USD 523.6 million with a 30% operating margin; net income for full-year 2025 was USD 439.8 million. Cash, cash equivalents and short-term investments totaled USD 2.41 billion and cash from operations for the year was USD 519.5 million.
Shareholder Return
Board approved an annual cash dividend of $0.61 per ordinary share/ADS for FY2025, totaling ~USD 150 million, payable May 2026.
HK:9898 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
HK:9898 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 18, 2026 | HK$76.50 | HK$77.00 | +0.65% |
Nov 18, 2025 | HK$80.20 | HK$80.10 | -0.12% |
Aug 14, 2025 | HK$81.50 | HK$82.25 | +0.92% |
May 21, 2025 | HK$67.10 | HK$68.15 | +1.56% |
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.
FAQ
When does Weibo Corp Class A (HK:9898) report earnings?
Weibo Corp Class A (HK:9898) is schdueled to report earning on May 21, 2026, Before Open (Confirmed).
What is Weibo Corp Class A (HK:9898) earnings time?
Weibo Corp Class A (HK:9898) 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 Class A stock?
The P/E ratio of Weibo Corp Class A is N/A.
What is HK:9898 EPS forecast?
HK:9898 EPS forecast for the fiscal quarter 2026 (Q1) is 2.82.