PDD Holdings remains a strong buy as the U.S.-China are likely to resolve their trade differences. Pinduoduo's online marketing services continued to drive the platform's growth in Q2 '25, even as competition in China's e-commerce market intensifies. The e-commerce enterprise is still leading the industry group in gross profit margins and remained widely profitable in Q2 '25.
PDD Holdings Inc. (NASDAQ:PDD ) Q2 2025 Earnings Conference Call August 25, 2025 7:30 AM ET Company Participants Jiazhen Zhao - Co-CEO & Executive Director Jun Liu - Vice President of Finance Lei Chen - General Counsel, Co-CEO & Chairman Conference Call Participants Alicia Yap - Citigroup Inc., Research Division Lixin Ju - BofA Securities, Research Division Thomas Chong - Jefferies LLC, Research Division Operator Ladies and gentlemen, thank you for standing by, and welcome to the PDD Holdings, Inc. Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded.
Temu parent company PDD Holdings saw its revenue grow but its operating profit fall during the second quarter, with executives saying the company is investing in “long-term impact.” PDD Holdings' revenue grew 7% year over year during the quarter to reach about 104 billion yuan ($14.
PDD Holdings delivered a double beat on earnings and revenue, surprising positively after a history of missing estimates. Despite the beat, revenue growth slowed to 9%, the weakest since early 2022, reflecting regulatory and macro headwinds. Valuation has increased compared to last year, while growth and profitability have softened, making me less bullish than before.
PDD Holdings Inc, parent company of online marketplace Temu, announced a 7% increase in its second-quarter 2025 revenue to 103.98 billion yuan, or about $14.5 billion, surpassing the analyst consensus estimate of 102.7 billion yuan supplied by FactSet. The Chinese e-commerce giant's net income for the period, though, slipped 5% to 22.07 yuan, or $3.08, per share although it still exceeded the 15.53-yuan Wall Street consensus.
PDD Holdings (PDD) Monday posted second-quarter results that overshot analysts' estimates even as the parent of the Temu shopping site faced the end of a key U.S. tariff exemption.
PDD Holdings Inc. Sponsored ADR (PDD) came out with quarterly earnings of $3.08 per share, beating the Zacks Consensus Estimate of $1.91 per share. This compares to earnings of $3.2 per share a year ago.
Second-quarter adjusted earnings came in at $3.08 a share on revenue of $14.5 billion, beating expectations.
PDD stock price jumped above a key resistance level as investors waited for its results on Monday. It jumped to a high of $127, its highest level since March 24, and 45% above its lowest point in 2024.
PDD Holdings' Q2 earnings are expected to face pressure from rising costs, fierce competition and a challenging e-commerce market in China.
PDD Holdings Inc. Sponsored ADR (PDD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Li Lu, investor and philanthropist once dubbed “the Chinese Warren Buffett” by Charlie Munger, has just disclosed a bold stock move.