Q3 2025 Weibo Corp Earnings Call Transcript

Nov 18, 2025 / 11:00 AM GMT

Release Date Price: $10

Transcript

Key Points

Positve

Weibo Corp (WB) reported a significant user base with 578 million monthly active users and 257 million daily active users as of September 2025.
The company has successfully revamped its homepage information feed, enhancing user engagement and retention, particularly among mid and low-frequency user groups.
Weibo Corp (WB) has leveraged AI technology to improve its recommendation algorithms, resulting in increased user engagement and content consumption.
The company has seen notable growth in its intelligent search product, with daily active users exceeding 70 million and search queries increasing by over 50% quarter over quarter.
Weibo Corp (WB) has strengthened its position in the e-commerce and automobile sectors, achieving notable year-over-year growth in ad revenues from these industries.

Negative

Weibo Corp (WB) experienced a 5% year-over-year decrease in total revenues for the third quarter of 2025.
Advertising revenues declined by 6% year-over-year, primarily due to a high base effect from the previous year's Olympics.
The company faced challenges in the food and beverage, dairy products, and footwear and apparel sectors, with revenues declining year-over-year.
There was a significant year-over-year decline in the online game and smartphone sectors due to overall budget contraction.
Weibo Corp (WB) reported a decrease in cash and short-term investments, primarily due to the purchase of long-term wealth management products and dividend payments.

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

9898.HK - Weibo Corp
Q3 2025 Weibo Corp Earnings Call
Nov 18, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by.

Welcome to Weibo Report, 3rd quarter, 2025 Financial results.

At this time, all participants are in the leastony after the speaker's presentation, there will be a question-and-answer session.

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Please be advised that today's conference is being recorded.

I would now like to hand the call over to your first speaker today, Miss Samhua Zhang from IR.

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Please go ahead.

Thank you, operator.

Welcome to Wai 3rd quarter 2025 earnings conference call.

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