Education
About Us
Working with TipRanks
Follow Us
Weibo (WB)
NASDAQ:WB
Earnings Data
Report Date
Aug 21, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.45Last Year’s EPS
0.48Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 21, 2025
|% Change Since: 11.76%
|Next Earnings Date:Aug 21, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a stable performance with promising growth in user engagement and certain advertising verticals, particularly during the Spring Festival. However, challenges in key revenue sectors like gaming and handset, along with flat overall revenue growth, indicate areas of concern. The integration of AI technologies shows potential but has yet to significantly boost advertising revenue.Company Guidance
In the first quarter of 2025, Weibo reported a total revenue of $396.9 million, which was flat year-over-year or up 1% on a constant currency basis. The company's advertising revenue also remained steady at $339.1 million, while value-added service revenues grew by 2% to $57.7 million. Weibo's non-GAAP operating income reached $129.5 million, representing a non-GAAP operating margin of 33%. User engagement metrics showed positive trends, with monthly active users (MAUs) reaching 591 million and daily active users (DAUs) at 261 million, reflecting year-over-year growth. The company emphasized its focus on enhancing user experience and engagement through integrating large language models and investing in vertical and video content ecosystems. Additionally, Weibo saw substantial growth in interaction efficiency and search satisfaction, with AI-related topics gaining traction on the platform, contributing to a better understanding and acceptance of AI among its user base.Stable User Growth
Weibo's MAUs reached 591 million and average DAUs reached 261 million, with a net addition of 3 million and 6 million users year-over-year, respectively.
Improvement in Operating Margin
Non-GAAP operating income reached $129.5 million, representing a non-GAAP operating margin of 33%, up from 32% in the same period last year.
Spring Festival Campaign Success
The Spring Festival Gala-related topics surpassed 60 billion impressions and discussions exceeded 500 million, representing a 50% increase year-over-year.
Ad Revenue Growth in Key Verticals
Robust growth in advertising revenues from e-commerce, Internet services, and automobile sectors, with double-digit growth in spring festival-related ad revenue.
AI Integration Enhances Search Capabilities
Integration of DeepSeek and other AI models into Weibo's search led to a significant improvement in search capabilities, with MAUs of intelligent search surpassing 30 million.
WB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
WB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 21, 2025 | $8.42 | $8.78 | +4.28% |
Mar 13, 2025 | $9.66 | $9.36 | -3.11% |
Nov 19, 2024 | $7.64 | $8.13 | +6.41% |
Aug 22, 2024 | $7.08 | $6.98 | -1.41% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Weibo (WB) report earnings?
Weibo (WB) is schdueled to report earning on Aug 21, 2025, TBA Not Confirmed.
What is Weibo (WB) earnings time?
Weibo (WB) earnings time is at Aug 21, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WB EPS forecast?
WB EPS forecast for the fiscal quarter 2025 (Q2) is 0.45.
