WB

Quarterly Performance: Weibo Corp. reported a fiscal third-quarter revenue of $442.30 million, a 5% decline year-on-year, but exceeded analyst expectations of $435.75 million. Adjusted EPS of 42 cents fell short of the consensus estimate of 43 cents.

Advertising Revenue Decline: Advertising and marketing revenues decreased by 6% year-on-year to $375.4 million, impacted by the previous year's boost from the Paris Olympic Games, while excluding Alibaba's contributions, the decline was 13%.

User Engagement Metrics: Monthly active users (MAUs) were reported at 578 million, down from 587 million year-on-year, while daily active users (DAUs) remained stable at 257 million.

Strategic Developments: CEO Gaofei Wang highlighted advancements in Weibo's intelligent search strategy and AI adoption in advertising technology, aimed at enhancing content consumption and monetization efficiency.

Financial Performance: Weibo Corporation reported third-quarter 2025 net revenues of $442.3 million, a 5% decrease year-over-year, with advertising and marketing revenues down 6% to $375.4 million, while value-added services revenues increased by 2% to $66.9 million.

User Engagement: The company saw a robust growth in user engagement, with monthly active users reaching 578 million and daily active users at 257 million as of September 2025.

Operational Highlights: Weibo's CEO highlighted advancements in intelligent search and advertising technology, emphasizing improvements in content consumption efficiency and monetization through AI applications.

Net Income and Margins: Net income attributable to Weibo's shareholders was $221.1 million, with a diluted net income per share of $0.83, while the operating margin decreased to 27% from 30% in the previous year.