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Sep 30, 2025
Hello Group Q3 2025 Earnings Report
Hello Group reported decreased revenue and profit in Q3 2025 amid challenges in domestic markets but saw strong growth overseas.
Key Takeaways
Hello Group posted a slight revenue decline in Q3 2025, with net income and adjusted earnings also down year-over-year. However, overseas revenue grew significantly, driven by social entertainment and dating apps. User engagement for Momo remained steady, while Tantan saw a decline in paying users.
Revenue was $372.3 million, down slightly from the same quarter last year.
Net income declined to $49.0 million from $449.4 million in Q3 2024.
Overseas revenue jumped 69% YoY to $75.1 million.
Momo had 3.7 million paying users, slightly up from the prior quarter but down YoY.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Hello Group expects Q4 2025 revenue to range from RMB2.52 billion to RMB2.62 billion, representing a YoY decline of 4.4% to 0.6%.
Positive Outlook
- Strong overseas revenue momentum continues.
- Overseas apps are expanding rapidly in social and dating categories.
- Cost control efforts show signs of stabilizing expenses.
- Improved algorithm performance on core products.
- Steady Momo user base supports recurring revenue.
Challenges Ahead
- Domestic revenue from Momo and Tantan is declining.
- Weak consumer sentiment is affecting virtual gift income.
- Tantan's user base is shrinking.
- Overall net income and EPS are down YoY.
- Expectations for Q4 show a possible revenue decline.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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