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Mar 31, 2025
Weibo Q1 2025 Earnings Report
Weibo reported modest revenue growth and significant profitability improvements in Q1 2025.
Key Takeaways
Weibo delivered stable revenue growth and a sharp increase in net income during Q1 2025, driven by enhanced ad efficiency, disciplined spending, and user engagement boosted by AI-driven features.
Total revenue was $396.9M, nearly flat year-over-year.
Net income more than doubled to $107M versus $49.4M in Q1 2024.
Advertising and marketing revenue was stable at $339.1M.
Non-GAAP operating margin improved to 33% from 32% last year.
Revenue by Segment
Forward Guidance
Weibo remains focused on enhancing product competitiveness and AI integration to sustain user engagement and monetization growth.
Positive Outlook
- Continued rollout of AI-powered features like Weibo Intelligent Search.
- Steady user growth with high daily engagement.
- Improved advertising efficiency via real-time bidding system.
- Strong spending discipline enhancing operational efficiency.
- Solid foundation to reinvest in tech and product competitiveness.
Challenges Ahead
- Soft revenue contribution from gaming and handset sectors.
- Decline in advertising revenue from non-Alibaba clients.
- Cash reserves declined due to long-term investment shifts.
- Ongoing macroeconomic uncertainty in China.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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