Hello Group Reports Q3 Revenue of $372.3M
Reports Q3 revenue $372.3M vs. $381.1M last year. For the Momo app total paying users was 3.7M for the third quarter of 2025, compared to 6.9M for the same period last year. "Q3 was a busy quarter. I am pleased to see that our team responded swiftly to external challenges and delivered good results in both user and financial metrics." commented Yan Tang, Chairman and CEO of Hello Group. " As one of the earliest mobile social platforms in China, Momo has maintained strong brand relevance and user stickiness over the years. Continuous product innovation and algorithm enhancements have driven steady improvement in key user metrics, laying a solid foundation for the sustained performance of our cash cow business. On the overseas front, revenue continued to grow robustly, driven by the rapid expansion of multiple social entertainment and dating brands in our portfolio. We expect the overseas business to become an increasingly important contributor to the Group's future revenue growth."
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- ETF Target Price Analysis: The SPDR S&P China ETF (GXC) has an implied analyst target price of $131.02 per unit, with a recent trading price of $94.60, indicating a 38.50% upside, reflecting market optimism about the ETF's future performance.
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- Sohu Price Expectations: Sohu (SOHU) currently trades at $13.68, with an analyst target price of $21.00, indicating a 53.51% upside, reflecting market confidence in its future profitability.
- Hello Group Outlook: Hello Group (MOMO) has a current price of $6.12 and an analyst target price of $9.20, showing a 50.33% upside, indicating analysts' optimistic expectations for its social platform business.
- Earnings Release Schedule: Hello Group will announce its unaudited financial results for Q1 2026 before U.S. markets open on June 2, 2026, providing investors with crucial insights into the company's financial performance and operational health.
- Conference Call Timing: Management will host an earnings conference call at 7:00 a.m. U.S. Eastern Time on the same day, where they will elaborate on the financial results and address investor questions, thereby enhancing transparency and boosting investor confidence.
- Registration Details: Participants must preregister to receive dial-in information and a unique access PIN for the conference call, ensuring smooth proceedings and improving interaction, reflecting the company's commitment to investor relations.
- Replay Availability: A telephone replay of the call will be accessible until June 10, 2026, allowing investors who cannot attend live to catch up on key information, thus enhancing the accessibility of critical updates.
- Earnings Release Schedule: Hello Group Inc. will release its unaudited financial results for Q1 2026 before U.S. markets open on June 2, 2026, providing investors with the latest performance data to assess the company's financial health.
- Conference Call Timing: Management will host an earnings conference call on June 2, 2026, at 7:00 a.m. U.S. Eastern Time (7:00 p.m. Beijing/Hong Kong Time), where they will elaborate on the financial results and answer investor questions, enhancing transparency and investor trust.
- Registration Information: Participants must preregister to receive dial-in details and a unique access PIN for the conference call, ensuring smooth proceedings and reflecting the company's commitment to investor communication.
- Replay Service: After the conference call, investors can listen to a replay until June 10 using the provided dial-in information, further improving information accessibility and ensuring that those unable to attend live can still stay informed.
- Annual Report Filing: Hello Group filed its annual report for the fiscal year ending December 31, 2025, with the SEC on April 28, 2026, demonstrating the company's ongoing commitment to transparency and compliance.
- Financial Information Access: Investors can access the annual report via the company's investor relations website or the SEC's site, ensuring shareholders and ADS holders can easily obtain audited financial statements, thereby enhancing information accessibility.
- Portfolio Expansion: Since 2019, Hello Group has continuously expanded its portfolio through internal incubation and strategic acquisitions, adding apps like Hertz, Soulchill, and Happn, which further solidifies its position in the global social networking market.
- User Connection Platforms: Hello Group's applications, such as Momo and Tantan, aim to help users discover new relationships and build meaningful interactions, catering to diverse user demographics and driving growth in the Asian market.

Vietnam's Fintech Sector: Vietnam is exploring strategic options in its fintech sector, focusing on attracting investors.
Valuation Potential: Sources indicate that the fintech firms in Vietnam could potentially be valued at over $2 billion.
- Overseas Revenue Growth: Hello Group reported Q4 2025 total revenue of RMB 2.58 billion, with overseas revenue reaching RMB 608 million, a 70% year-over-year increase, accounting for 24% of total sales, indicating strong growth potential in international markets.
- Stable Financial Performance: Despite a 2% year-over-year decline in total revenue for Q4, adjusted operating income was RMB 354 million, up 26% year-over-year, demonstrating success in cost control and operational efficiency.
- Cautious Future Outlook: Management anticipates Q1 2026 revenue between RMB 2.3 billion and RMB 2.4 billion, with domestic business expected to decline in the mid to high teens percentage-wise, while overseas revenue is projected to grow by over 40%, reflecting a cautious stance on market dynamics.
- Dividend Distribution Plan: The Board approved a special cash dividend of USD 0.28 per ADS, approximately USD 42.6 million, representing 30% of adjusted net income, showcasing the company's commitment to shareholder returns while reflecting its financial health.









