Weibo stock surged over 11% after crushing Q2 earnings, beating revenue estimates and delivering a significant 26% surprise on its bottom-line earnings per share. Strong ad revenue from e-commerce and EV sectors fueled the beat, successfully offsetting persistent weakness in key verticals like FMCG, gaming, and luxury goods. Strategic AI integration shows early promise, with "intelligent search" MAUs surpassing 50 million, hinting at a future high-margin growth driver for the social media platform.
Weibo Corporation (NASDAQ:WB ) Q2 2025 Earnings Call August 14, 2025 7:00 AM ET Company Participants Fei Cao - Chief Financial Officer Gaofei Wang - CEO & Director Sandra Zhang - Investor Relations Officer Conference Call Participants Felix Liu - UBS Investment Bank, Research Division Timothy Zhao - Goldman Sachs Group, Inc., Research Division Operator Good day and thank you for standing by. Welcome to Weibo reports second quarter 2025 financial results.
Weibo's Q1 results were stable, with flat revenue and slight net margin beat, but growth relies heavily on Alibaba and faces sector declines. We question Weibo's relevance amid rising competition from short-form video and lifestyle apps, despite sequential DAU/MAU growth showing signs of deceleration. AI initiatives are driving some engagement and ad efficiency, but monetization and ad sector headwinds limit meaningful topline impact.
![]() WB 11 Apr 2024 Paid | Other | $0.82 Per Share |
![]() WB 23 Jun 2023 Paid | Other | $0.85 Per Share |
18 Nov 2025 (In 1 month) Date | | 0.44 Cons. EPS | - EPS |
6 Nov 2025 (In 1 month) Date | | 0.42 Cons. EPS | - EPS |
28 Aug 2025 Date | | 0.27 Cons. EPS | - EPS |
21 Aug 2025 Date | | 0.43 Cons. EPS | - EPS |
14 Aug 2025 Date | | 0.43 Cons. EPS | 0.54 EPS |
![]() WB 11 Apr 2024 Paid | Other | $0.82 Per Share |
![]() WB 23 Jun 2023 Paid | Other | $0.85 Per Share |
18 Nov 2025 (In 1 month) Date | | 0.44 Cons. EPS | - EPS |
6 Nov 2025 (In 1 month) Date | | 0.42 Cons. EPS | - EPS |
28 Aug 2025 Date | | 0.27 Cons. EPS | - EPS |
21 Aug 2025 Date | | 0.43 Cons. EPS | - EPS |
14 Aug 2025 Date | | 0.43 Cons. EPS | 0.54 EPS |
Internet Content & Information Industry | Communication Services Sector | Gaofei Wang CEO | XDUS Exchange | US9485961018 ISIN |
CN Country | 4,982 Employees | - Last Dividend | - Last Split | 17 Apr 2014 IPO Date |
Weibo Corporation, with its origins as T.CN Corporation before renaming in 2012, stands as a monumental social media platform within the People's Republic of China, engaging users through its subsidiaries. Founded in 2009 and establishing its headquarters in Beijing, Weibo Corporation has burgeoned into a pivotal network for user-initiated content creation, distribution, and discovery. Segmented into Advertising and Marketing Services as well as Value-Added Services, this subsidiary of Sina Corporation caters to a vast demographic, promoting dynamic social interaction, content exploration, and expressive freedom within its digital milieu.
Weibo Corporation offers a diverse array of products and services aimed at enhancing user experience, engagement, and content monetization, including: