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Mar 31

Xunlei Q1 2025 Earnings Report

Announced Unaudited Financial Results for the First Quarter Ended March 31, 2025

Key Takeaways

Xunlei reported a 10.5% year-over-year increase in total revenues for Q1 2025, reaching $88.8 million. This growth was primarily driven by increases in subscription revenue and overseas audio live-streaming business revenue. Despite revenue growth, the company reported a net loss of $0.9 million, compared to a net income in the same period last year, mainly due to increased operating loss.

Total revenues increased 10.5% year-over-year to $88.8 million.

Subscription revenues grew by 7.7% year-over-year to $35.7 million.

Live-streaming and other services revenues surged by 66.0% year-over-year to $28.4 million.

Cloud computing revenues decreased by 18.0% year-over-year to $24.7 million.

Total Revenue
$88.8M
Previous year: $80M
+11.0%
EPS
$0.004
Previous year: $0.07
-94.3%
Gross Profit Margin
49.7%
Previous year: 53.3%
-6.8%
Subscribers
6.04M
Previous year: 5.76M
+4.9%
Average Revenue per Subscriber
40.9
Previous year: 39.5
+3.5%
Gross Profit
$44.1M
Previous year: $42.8M
+2.9%
Cash and Equivalents
$163M
Previous year: $273M
-40.1%

Xunlei

Xunlei

Xunlei Revenue by Segment

Forward Guidance

For the second quarter of 2025, Xunlei estimates total revenues to be between US$91 million and US$96 million, with the midpoint representing a quarter-over-quarter increase of approximately 5.3%.

Positive Outlook

  • Anticipated quarter-over-quarter revenue growth in Q2 2025.
  • Strategic acquisition of Hupu expected to help diversify revenue streams.
  • Proactive exploration of corporate development initiatives for sustainable growth.
  • Strong capital structure and ample financial liquidity to support operations.
  • Leveraging technological capabilities and operational expertise for AI-driven applications and new opportunities.

Challenges Ahead

  • Guidance is a preliminary view and subject to change.
  • Changes in estimates could be material.
  • Facing heightened competition in cloud computing.
  • Experiencing pricing pressure in cloud computing.
  • Evolving regulatory environment impacting cloud computing business.

Revenue & Expenses

Visualization of income flow from segment revenue to net income