logo

WB

Weibo·NASDAQ
--
--(--)
--
--(--)

WB fundamentals

Weibo (WB) released its earnings on Mar 18, 2026: revenue was 473.26M (YoY +3.60%), beat estimates; EPS was 0.25 (YoY -37.50%), missed estimates.
Revenue / YoY
473.26M
+3.60%
EPS / YoY
0.25
-37.50%
Report date
Mar 18, 2026
WB Earnings Call Summary for Q4,2025
  • Q4 Revenue Growth: $473.3M (+4% YoY), ad revenue up 5% YoY. Full-year flat at $1.76B.
  • User Engagement: MAU 567M, DAU 252M. New homepage drove Q4 content consumption +10% QoQ.
  • Video Surge: AI tools boost video creation, Q4 playback time +double-digit YoY. AI ads 40% of Q4 spend.
  • AI Integration: Zhisou MAU 18M, AI agents (e.g., Qwen) drive interaction volumes.
  • 2026 Strategy: Focus on AI-driven video, IP marketing, and local services growth. Star partnerships to capture brand budgets.
  • Profitability: 21% Q4 margin, $439.8M FY2025 net income. Dividend of $0.61/share approved.
EPS
Q1,undefined
Q2,undefined
Q3,undefined
Q4,undefined
Q1,undefined
Q2,undefined
Q3,undefined
Q4,undefined
Q1,undefined
Q2,undefined
Q3,undefined
Q4,undefined
Q1,undefined
Q2,undefined
Q3,undefined
Q4,undefined
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.30.50.660.920.570.790.90.830.560.460.50.750.470.530.570.310.410.480.530.40.450.540.420.25
Forecast
0.30970.47230.59490.7110.48750.63860.83920.82020.45260.42940.52680.52690.43040.510.5510.50350.36070.4210.43630.38750.37910.42750.40890.28
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-3.13%
+5.86%
+10.94%
+29.40%
+16.92%
+23.71%
+7.24%
+1.19%
+23.73%
+7.13%
-5.09%
+42.34%
+9.20%
+3.92%
+3.45%
-38.43%
+13.67%
+14.01%
+21.48%
+3.23%
+18.70%
+26.32%
+2.71%
-10.71%
Revenue
Q1,undefined
Q2,undefined
Q3,undefined
Q4,undefined
Q1,undefined
Q2,undefined
Q3,undefined
Q4,undefined
Q1,undefined
Q2,undefined
Q3,undefined
Q4,undefined
Q1,undefined
Q2,undefined
Q3,undefined
Q4,undefined
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------------------323.39M387.39M465.74M513.41M458.90M574.47M607.43M616.29M484.62M450.15M453.56M448.00M413.78M440.24M442.15M463.67M395.50M437.87M464.48M456.83M396.86M444.80M442.31M473.26M
Forecast
--------------------------------322.83M381.05M451.41M497.56M432.18M527.07M587.50M608.60M474.11M442.76M473.23M451.32M414.58M442.66M446.84M457.06M391.51M437.97M436.96M451.35M394.18M439.28M440.96M444.84M
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+0.17%
+1.66%
+3.17%
+3.19%
+6.18%
+8.99%
+3.39%
+1.26%
+2.22%
+1.67%
-4.16%
-0.74%
-0.19%
-0.55%
-1.05%
+1.45%
+1.02%
-0.02%
+6.30%
+1.21%
+0.68%
+1.26%
+0.30%
+6.39%

Earnings Call