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Jun 30, 2025
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%.
Revenue by Segment
Revenue by Geographic Location
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
Historical Earnings Impact
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Avg. Return Before/After Earnings
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