Q4 2025 Hello Group Inc Earnings Call Transcript
Key Points
- Overseas revenue grew by 70% year-over-year in Q4 2025, contributing significantly to the company's overall revenue.
- The company successfully diversified its portfolio through organic product incubation and targeted M&A, enhancing its global presence.
- Hello Group Inc (MOMO) maintained a stable cash cow business domestically despite external headwinds, showcasing resilience.
- The company achieved a 26% year-over-year increase in adjusted operating income for Q4 2025, with a margin of 13.7%.
- The Board approved a special cash dividend of USD0.28 per ADS, reflecting stable operations and commitment to shareholder value.
- Total group revenue for fiscal 2025 decreased by less than 2% year-over-year, with domestic revenue down 11%.
- Domestic revenue faced a 14% year-over-year decline in Q4 2025, primarily due to new tax regulations and macroeconomic pressures.
- Tantan's paying users decreased from 700,000 to 600,000, reflecting challenges in user retention and acquisition.
- The company anticipates a continued decline in domestic revenue for 2026, projecting a low to mid-teens year-over-year decrease.
- Overseas operations remain in the investment phase, with an estimated operating loss of RMB200 million for 2025.
Ladies and gentlemen, thank you for standing by and welcome to Hello Group's fourth quarter 2025 earnings conference call. (Operator Instructions) Please note this conference is being recorded today.
I would now like to hand the conference over to your first speaker today, Ms. Ashley Jing. Thank you. Please go ahead, ma'am.
Thank you, operator. Good morning and good evening, everyone. Thank you for joining us today for Hello Group's fourth-quarter and fiscal 2025 earnings conference call. The company's results were released earlier today and are available on the company's IR website.
On the call today are Ms. Zhang Sichuan, CEO of the company and Ms. Peng Hui, CFO of the company. They will discuss the company's business operations and highlights, as well as the financials and guidance. They will be available to answer your questions during the Q&A session that follows.
Before we begin, I would like to remind you that this call may contain forward-looking statements made under the
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