Hello Group Inc. (CH:1MO)
NASDAQ:1MO
Earnings Data
Report Date
Aug 27, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.17Last Year’s EPS
-0.1Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: strong and fast-growing overseas momentum (44% YoY) and improved margins/operating income contrasted with meaningful domestic challenges—primarily tax enforcement impacts on Momo agencies and Alipay policy changes hitting Tantan's membership monetization—leading to notable revenue and net income declines. Management emphasized cost discipline, product and AI-driven initiatives, and a clear path for overseas products toward profitability, while revising domestic full-year expectations modestly downward and keeping margin targets intact. Overall, positives (overseas growth, margin resilience, product improvements, cost control) partially offset significant domestic headwinds and a sizable YoY net income decline.Company Guidance
Group Revenue and Overseas Growth
Total group revenue of RMB 2.39 billion in Q1 2026 (down 5% YoY) with strong overseas growth: overseas revenue RMB 597 million, up 44% YoY and increasing to 25% of group revenue (vs 16% year-ago).
Adjusted Operating Income and Margins
Adjusted operating income of RMB 349 million, up 1% YoY, with operating margin improving to 14.6%. Non-GAAP gross margin rose to 38.8% (vs 37.9% a year ago), +~1 percentage point YoY.
Overseas Product Momentum and Profitability Progress
Two newer overseas products delivered triple-digit YoY revenue growth in Q1; one product reached positive marginal contribution for the first time and another (referred to as 'Yahoo' in the transcript) is approaching net income breakeven, validating the diversified overseas portfolio.
Operating Discipline on Costs and R&D Efficiency
Non-GAAP R&D expense decreased 11% YoY to RMB 165.2 million while R&D spend remained 7% of revenue. Non-GAAP G&A fell to RMB 89.4 million from RMB 114.8 million a year ago, reflecting ongoing cost optimization.
Improved Product Metrics and User Retention Initiatives
Momo product improvements (Argo recommendation, AI chat assists, voice/video features) helped improve retention and post-holiday recovery; China user acquisition ROI remained profitable and acquisition spend was more disciplined quarter-over-quarter.
Tantan Profitability and Monetization Actions
Despite user declines, Tantan reported improved net profit year-over-year due to cost/channel investment control and introduced unbundled monetization (standalone purchases) and promotions to mitigate membership renewal headwinds.
Healthy Cash Position and Operating Cash Flow
Total cash and equivalents and related deposits of RMB 8.56 billion as of Mar 31, 2026 (vs RMB 8.68 billion at Dec 31, 2025). Net cash provided by operating activities was RMB 158.9 million in Q1.
Full-Year Guidance and Margin Target Maintained
Company expects group revenue for 2026 to be slightly below 2025 (a small YoY decline) but reiterated target adjusted operating margin in the low teens remains achievable with ongoing efficiency measures.
CH:1MO 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
FAQ
When does Hello Group Inc. (CH:1MO) report earnings?
Hello Group Inc. (CH:1MO) is schdueled to report earning on Aug 27, 2026, Before Open (Confirmed).
What is Hello Group Inc. (CH:1MO) earnings time?
Hello Group Inc. (CH:1MO) earnings time is at Aug 27, 2026, Before Open (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 the P/E ratio of Hello Group Inc. stock?
The P/E ratio of Hello Group is N/A.
What is CH:1MO EPS forecast?
CH:1MO EPS forecast for the fiscal quarter 2026 (Q2) is 0.17.
