The earnings call reflects a balanced sentiment with positive growth in user engagement, AI integration, and advertising revenue. However, there are notable challenges in specific sectors such as FMCG, luxury, and gaming, along with uncertainty in the smartphone industry and pressure from high base comparisons.

Company Guidance

In the second quarter of 2025, Weibo reported several key financial and user engagement metrics. Monthly Active Users (MAUs) reached 588 million, while Daily Active Users (DAUs) hit 261 million. The company recorded total revenues of $444.8 million, marking a 2% year-over-year increase. Advertising revenues contributed significantly to this growth, totaling $383.4 million, also up 2% from the previous year. Non-GAAP operating income was reported at $161.8 million, reflecting a non-GAAP operating margin of 36%. Weibo's strategic focus was on user value, trending topics, and entertainment, with significant investments in enhancing recommendation and search functionalities through large language models. The platform's intelligent search product saw MAUs surpassing 50 million in June 2025, with a 60% increase in query volume, establishing a foundation for future growth in user engagement and monetization.

User Growth and Engagement

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

Revenue Increase

Weibo's total revenues reached $444.8 million, up 2% year-over-year. Advertising and marketing revenues were $383.4 million, also up 2%.

Ad Product and Sales Strategy Success

E-commerce platform posted solid year-over-year revenue growth in the second quarter, benefiting from close partnership with major platforms during the June shopping festival.

AI Integration Enhancements

Weibo integrated AI into ad targeting and placement, leading to double-digit growth of feed ad offerings. Real-time bidding feed products saw strong improvement in performance and conversion metrics.

Intelligent Search Growth

Weibo's intelligent search MAUs surpassed 50 million in June, with a 60% improvement in user queries compared to previous periods.

Weibo Corp Class A (HK:9898) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

HK:9898 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	3.32 / -	4.125	―	―	―
Aug 14, 2025	2025 (Q2)	3.35 / 4.23	3.743	13.01% (+0.49)	―	―
May 21, 2025	2025 (Q1)	2.95 / 3.52	3.202	10.06% (+0.32)	―	―
Mar 13, 2025	2024 (Q4)	3.02 / 3.11	2.425	28.21% (+0.68)	―	―
Nov 19, 2024	2024 (Q3)	3.40 / 4.13	4.451	-7.32% (-0.33)	―	―
Aug 22, 2024	2024 (Q2)	3.29 / 3.74	4.157	-9.96% (-0.41)	―	―
May 23, 2024	2024 (Q1)	2.82 / 3.20	3.682	-13.04% (-0.48)	―	―
Mar 14, 2024	2023 (Q4)	3.93 / 2.42	5.887	-58.81% (-3.46)	―	―
Nov 09, 2023	2023 (Q3)	4.32 / 4.45	3.914	13.72% (+0.54)	―	―
Aug 24, 2023	2023 (Q2)	3.99 / 4.16	3.61	15.15% (+0.55)	―	―

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
Aug 14, 2025	HK$81.50	HK$82.25	+0.92%
May 21, 2025	HK$67.10	HK$68.15	+1.56%
Mar 13, 2025	HK$76.60	HK$75.79	-1.06%
Nov 19, 2024	HK$58.31	HK$59.62	+2.25%

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 Nov 06, 2025, Before Open (Confirmed).

What is Weibo Corp Class A (HK:9898) earnings time?

Weibo Corp Class A (HK:9898) earnings time is at Nov 06, 2025, 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 2025 (Q3) is 3.32.

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