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Jun 30
Weibo Q2 2025 Earnings Report
Weibo delivered solid Q2 2025 results with higher operating income and steady growth in advertising revenue.
Key Takeaways
Weibo reported $444.8 million in revenue and $125.7 million in net income for Q2 2025, driven by strength in advertising and user engagement, despite a slight decline in value-added services revenue.
Total revenue reached $444.8 million, up 2% year-over-year.
Net income rose to $125.7 million with EPS of $0.48.
Monthly active users hit 588 million; DAUs reached 261 million.
Non-GAAP operating margin remained strong at 36%.
Weibo
Weibo
Weibo Revenue by Segment
Weibo Revenue by Geographic Location
Revenue by Segment
Advertising & Marketing Revenue
CapyFin.comValue-Added Services Revenue
CapyFin.comRevenue by Geographic Location
China Revenue
CapyFin.com Forward Guidance
No formal forward guidance was issued, but management signaled confidence in ongoing product upgrades and monetization strategies.
Positive Outlook
- Steady advertising growth driven by e-commerce campaigns
- AI-powered features increased search and content engagement
- Strong MAU and DAU base enhances monetization potential
- Operating margin expanded year-over-year
- Cost controls led to improved efficiency
Challenges Ahead
- VAS revenue declined 2% YoY
- No specific forward revenue guidance provided
- Slight pressure from investment-related losses
- Overall revenue growth remains modest at 2%
- Stock-based compensation still impacts GAAP metrics