Weibo's Q2 2025 Earnings: Contradictions Unveiled on AI Integration, Ad Revenue, and Efficiency

AI integration and impact on advertising, ad revenue growth expectations, AI integration and product capabilities, AI's impact on ad efficiency are the key contradictions discussed in Weibo Corporation's latest 2025Q2 earnings call



Revenue Stability and Adjusted Strategy:
- Weibo Corporation reported total revenues of $444.8 million for Q2 2025, up 2% year-over-year.
- This growth was attributed to strategic shifts in ad product and sales strategy, focusing on expanding and solidifying customers' mindset of choosing Weibo as a go-to platform for content marketing.

User Growth and Engagement:
- Weibo's MAUs and average DAUs reached 588 million and 261 million respectively in June 2025, representing a net addition of 5 million users each on a year-over-year basis.
- The increase was driven by enhancements in recommendation and search functions through AI integrations, enhancing user engagement and scale.

Advertising Revenue and Industry Performance:
- Weibo's total ad revenues reached $383.4 million, up 2% year-over-year.
- Growth was fueled by increased ad spend from e-commerce platforms during the June shopping festival and the key role Weibo plays in the automobile sector, particularly in new energy vehicle launches.

AI Integration and Product Innovation:
- Weibo's intelligent search saw robust growth, with MAUs surpassing 50 million in June, and daily active users increasing notably.
- The integration of AI-powered search optimized model strategies and enriched databases, leading to improved user experience and increased query frequency.