Weibo Q2 rev. $444.8mln, up YoY.

• Weibo reports Q2 revenue of $444.8m, up from previous quarter • CEO Gaofei Wang highlights user engagement, AI technology, and advertising growth • Weibo focuses on social product integration and recommendation system upgrades • Advertising business exhibits solid trend, leveraging new product launch marketing • AI-powered intelligent search community grows robustly, driving search needs increase

BEIJING - Weibo Corporation (NASDAQ:WB) reported its second-quarter 2025 earnings, showcasing robust performance across its advertising business. The company's shares were up 4.18% in pre-market trading following the results [1].

Weibo's adjusted earnings per share (EPS) of $0.54 for Q2 2025 significantly exceeded the analyst estimate of $0.43. Revenue came in at $444.8 million, representing a 2% increase year-over-year (YoY), and was $5.44 million above the consensus estimate of $439.68 million [1]. The company's advertising and marketing revenues grew 2% YoY to $383.4 million, while value-added services (VAS) revenues decreased 2% to $61.4 million [2].

Operating performance showed improvement, with income from operations increasing 8% YoY to $145.6 million, representing a 33% operating margin. Net income attributable to shareholders grew to $125.7 million, with diluted EPS of $0.48 [2]. The company's balance sheet remains strong, with $2.11 billion in cash and short-term investments as of June 30, 2025 [1].

CEO Gaofei Wang highlighted the company's focus on user engagement, AI technology, and advertising growth. Weibo's user metrics remained substantial with 588 million monthly active users (MAUs) and 261 million average daily active users (DAUs) in June 2025 [2]. The company is integrating its social products and upgrading its recommendation system to enhance user engagement [1].

Advertising revenues from Alibaba increased 10% to $35.7 million, primarily due to increased marketing demand for the June 18 e-commerce festival. Weibo's AI-powered intelligent search community has driven an increase in overall search usage on the platform [1].

Despite the strong financial performance, Weibo's operating cash flow was relatively modest at $24.8 million, with capital expenditures of $17.6 million. This suggests limited free cash flow generation despite the solid profitability numbers [2].

In conclusion, Weibo's Q2 2025 results demonstrate modest topline growth with more impressive bottom-line improvement. The company's focus on user engagement, AI technology, and advertising growth highlights its strategic direction and potential for future growth.

References:
[1] https://www.investing.com/news/earnings/weibo-shares-jump-4-as-q2-results-surpass-analyst-expectations-93CH-4191055
[2] https://www.stocktitan.net/news/WB/weibo-announces-second-quarter-2025-unaudited-financial-fpyb3e839ht5.html