Hello Group: Negative Domestic Growth Continues To Weigh On Stock Post Q3 Release
Hello Group Inc. is reiterated at 'Hold' due to weak technicals, deteriorating growth, and negative consensus EPS revisions. MOMO's Q3 saw a 10% drop in mainland China revenue and continued margin compression, with gross margin at 37.09% versus a 42.1% 5-year average. Despite international growth, Momo app revenue declines and subdued profitability continue to pressure valuation and investor sentiment.
Hello Group Inc. (MOMO) Q3 2025 Earnings Call Transcript
Hello Group Inc. ( MOMO ) Q3 2025 Earnings Call December 10, 2025 7:00 AM EST Company Participants Ashley Jing - Head of Investor Relations Sichuan Zhang - COO & Director Cathy Peng - Chief Financial Officer Yan Tang - Executive Chairman & CEO Conference Call Participants Thomas Chong - Jefferies LLC, Research Division Jiahui Wang - UBS Investment Bank, Research Division Leo Chiang - Deutsche Bank AG, Research Division Xueqing Zhang - China International Capital Corporation Limited, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to the Third Quarter 2025 Hello Group, Inc. Earnings Conference Call. [Operator Instructions] Please note, this conference is being recorded today.
Hello Group: Why The Upcoming Report Could Be The Catalyst That Breaks The Stalemate
MOMO has found support in the charts, but it also remains at a position it does not want to remain in for too long. The upcoming report could send the stock higher if it delivers as it likely will, but the risk it comes up short like before cannot be ignored. It is a positive sign for the future that overseas markets are growing several times faster than revenue from China is contracting.
Hello Group Inc. (MOMO) Q2 2025 Earnings Call Transcript
Hello Group Inc. (NASDAQ:MOMO ) Q2 2025 Earnings Call September 9, 2025 8:00 AM EDT Company Participants Ashley Jing - Head of Investor Relations Sichuan Zhang - COO & Director Cathy Peng - Chief Financial Officer Conference Call Participants Thomas Chong - Jefferies LLC, Research Division Leo Chiang - Deutsche Bank AG, Research Division Yicheng Yuan - UBS Investment Bank, Research Division Xueqing Zhang - China International Capital Corporation Limited, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to the Second Quarter 2025 Hello Group, Inc. Earnings Conference Call. [Operator Instructions] Please note, this conference is being recorded today.
Hello Group Inc. (MOMO) Q1 2025 Earnings Call Transcript
Hello Group Inc. (NASDAQ:MOMO ) Q1 2025 Earnings Conference Call June 5, 2025 8:00 AM ET Company Participants Ashley Jing - Head of Investor Relations Hui Peng - Chief Financial Officer Sichuan Zhang - COO & Director Yan Tang - Executive Chairman & CEO Conference Call Participants Jiahui Wang - UBS Investment Bank, Research Division Leo Chiang - Deutsche Bank AG, Research Division Thomas Chong - Jefferies LLC, Research Division Xueqing Zhang - China International Capital Corporation Limited, Research Division Operator Ladies and gentlemen, thank you for standing by, and welcome to the First Quarter 2025 Hello Group, Inc. Earnings Conference Call. [Operator Instructions] I would now like to hand the conference over to your first speaker today, Ms.
Social Media Internationalization Make Hello Group Very Cheap
Hello Group is shifting focus to high-return paying users and international expansion, which may reduce user count but boost future free cash flow. Despite short-term revenue declines and user base contraction, the stock trades at attractive valuation multiples and appears undervalued. Ongoing share repurchases, a strong broadcaster network, and new app launches support my bullish outlook on MOMO.
Hello Group Shares Shrug Off Upbeat 2025 Outlook
The operator of the Momo dating app said revenue from its global business could potentially double to 2 billion yuan this year
Paid Users Are Down, But Hello Group Still Looks Like A Value Darling
Hello Group missed EPS estimates but beat revenue estimates in Q4; concerns about declining subscribers and revenue persist, yet the low P/E ratio remains attractive. Paid user base for Momo and TanTan is declining, but strategic cuts in spending on low ROI users aim to improve profitability. Despite revenue declines, MOMO is debt-free with strong cash flow, engaging in share buybacks and offering a 4.2% dividend yield.
Hello Group Inc. (MOMO) Q4 2024 Earnings Call Transcript
Hello Group Inc. (NASDAQ:MOMO ) Q4 2024 Earnings Conference Call March 12, 2025 8:00 AM ET Company Participants Ashley Jing - IR Tang Yan - CEO Zhang Sichuan - COO Hui Peng - CFO Conference Call Participants Xueqing Zhang - CICC Thomas Chong - Jefferies Leo Chiang - Deutsche Bank Jenny Wang - UBS Operator Ladies and gentlemen, thank you for standing by. And welcome to Fourth Quarter and Fiscal Year 2024 Hello Group Inc. Earnings Conference Call.
Hello Group Inc. Sponsored ADR (MOMO) Q4 Earnings and Revenues Lag Estimates
Hello Group Inc. Sponsored ADR (MOMO) came out with quarterly earnings of $0.18 per share, missing the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.37 per share a year ago.
Massive Growing Market, And Why Hello Group Is A Buy
MOMO, operating in China's massive social media market, is undervalued with strong EBITDA and net income margins despite recent revenue declines and user base reductions. The company has restructured, reducing headcount and marketing expenses, and is well-positioned to benefit from China's growing online dating market. MOMO's financials show positive cash flow and significant investments in capital expenditures, indicating confidence in future performance and potential for stock repurchase programs.
Hello Group Inc. (MOMO) Q3 2024 Earnings Call Transcript
Hello Group Inc. (NASDAQ:MOMO ) Q3 2024 Earnings Conference Call December 9, 2024 7:00 AM ET Company Participants Ashley Jing - IR Zhang Sichuan - COO Peng Hui - CFO Tang Yan - CEO Conference Call Participants Raphael Chen - BOCI Research Jenny Wang - UBS Thomas Chong - Jefferies Xueqing Zhang - CICC Operator Ladies and gentlemen, thank you for standing by and welcome to the Third Quarter 2024 Hello Group Inc Earnings Conference Call. All participants are in a listen-only mode.
