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Mar 31
Hello Group Q1 2025 Earnings Report
Hello Group reported modest revenue decline but significantly improved profitability in Q1 2025.
Key Takeaways
Hello Group delivered a strong profit rebound in Q1 2025 despite a slight drop in revenue, driven by substantial growth in overseas markets and efficiency improvements across core businesses.
Hello Group
Hello Group
Hello Group Revenue by Segment
Hello Group Revenue by Geographic Location
Forward Guidance
Hello Group expects Q2 2025 revenues to decline YoY, reflecting cautious sentiment and changing user dynamics in core apps.
Positive Outlook
- Continued growth of overseas products
- Strong monetization from Soulchill
- Cost reduction and efficiency improvements ongoing
- Stabilization of mainland China business
- Momentum from new overseas apps
Challenges Ahead
- Expected revenue decline YoY in Q2
- Soft consumer sentiment in core Momo app
- Decline in Tantan's user base
- High revenue-sharing costs for overseas apps
- Lower marketing investment in Tantan due to cost control