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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.

Total Revenue
$347M
Previous year: $356M
-2.5%
EPS
$0.32
Previous year: $0.04
+700.0%
Tantan MAUs
10.7M
Previous year: 13.7M
-21.9%
Momo Paying Users
4.2M
Previous year: 7.1M
-40.8%
Tantan Paying Users
800K
Previous year: 1.1M
-27.3%
Cash and Equivalents
$742M
Previous year: $1.2B
-38.1%
Total Assets
$2.31B
Previous year: $2.48B
-7.0%

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