Webtoon Entertainment Inc (NAS:WBTN)

Q4 2025 Webtoon Entertainment Inc Earnings Call Transcript

Mar 3, 2026 / 09:30 PM GMT

Release Date Price: $11.52 (+1.32%)

Transcript 10-K8-K

Key Points

Positve

Webtoon Entertainment Inc (WBTN) reported a revenue growth of 3.9% on a constant currency basis for the year 2025.
The company achieved an adjusted EBITDA of over $19 million, indicating strong operational performance.
Significant progress was made in advancing AI-driven personalization tools, enhancing user engagement through personalized content recommendations.
A strategic agreement with The Walt Disney Company was completed, including a 2% equity investment and plans for a new digital comics platform launch in 2026.
Webtoon Entertainment Inc (WBTN) continues to expand its IP adaptations, with successful projects like 'My Daughter Is a Zombie' and 'The Trauma Code' on Netflix, and new anime series developments in Japan.

Negative

The company reported a net loss of $336.5 million in the fourth quarter, primarily due to goodwill impairments.
Revenue from advertising and IP adaptations declined, with a 10.3% drop in advertising and a 29.7% decline in IP adaptations on a constant currency basis in Q4.
Global Monthly Active Users (MAU) declined by 1.7% in the quarter, with a total MAU of 157 million decreasing by 7.1% for the full year.
The company's adjusted EBITDA for the full year was $19.4 million, a significant decrease from $68 million in the prior year.
Webtoon Entertainment Inc (WBTN) faces challenges in maintaining growth in mature markets like Korea, where revenue declined 9.1% year over year on a constant currency basis in Q4.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

WBTN.OQ - Webtoon Entertainment Inc
Q4 2025 Webtoon Entertainment Inc Earnings Call
Mar 03, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by. My name is John and I will be your conference operator today. At this time, I would like to welcome everyone to the Webton Entertainment 4th quarter and full year 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star, followed by the number 1 on your telephone keypad. To enjoy your question, simply press 1 again.

I would now like to turn the call over to Suwan Kim, Vice President of Investor relations. Mr. Kim, please go ahead.

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