Iqiyi Inc. (IQ)
iQIYI: Divergent Read-Throughs From Q2 Disclosures
iQIYI, Inc. is maintained at Hold, following my assessment of the positives and negatives emerging from its Q2 2026 performance and management commentary. Q2 2026 saw a revenue decline of 5.1% YoY and a widened net loss; I expect the underperformance to persist in Q3. IQ's pivot to short-form content and AI-driven production is promising, but will take time to materially improve margins and growth.
iQIYI Is Betting Big on AI as Its Core Business Comes Under Pressure
iQIYI has become one of the most polarizing names in Chinese internet stocks. The core streaming business is contracting, losses have returned after two profitable years, and management is betting that AI-driven content production can reset the cost structure.
iQIYI, Inc. (IQ) Q2 2026 Earnings Call Transcript
iQIYI, Inc. (IQ) Q2 2026 Earnings Call Transcript
iQIYI Q2 Earnings Call Highlights
iQIYI NASDAQ: IQ reported second-quarter revenue of RMB 6.3 billion, up 1% sequentially, as growth in content distribution offset seasonally lower membership revenue. The company said its non-GAAP operating loss narrowed 8% from the prior quarter to RMB 130.3 million, bringing it closer to breakeven.
Price Prediction: iQIYI Could Be One of the Market's Biggest Comeback Stories
Few China-listed streaming names have been beaten down as hard as iQIYI (NASDAQ:IQ | IQ Price Prediction), and few offer as clean a setup for a potential rebound.
Price Prediction: iQIYI Has 74% Upside Despite Recent Earnings Disappointment
iQIYI's (NASDAQ:IQ | IQ Price Prediction) NASDAQ-listed shares have been beaten down to penny-stock territory, but our proprietary model sees meaningful recovery potential over the next twelve months.
Can iQIYI Stock Double in 2027? The AI Turnaround Case
iQIYI (NASDAQ:IQ | IQ Price Prediction) sits in an unusual spot.
iQIYI, Inc. (IQ) Q1 2026 Earnings Call Transcript
iQIYI, Inc. (IQ) Q1 2026 Earnings Call Transcript
iQIYI Q1 Earnings Call Highlights
iQIYI NASDAQ: IQ reported first-quarter 2026 revenue of CNY 6.2 billion, down 8% sequentially, as the Chinese streaming company emphasized artificial intelligence, overseas growth and new content formats as central parts of its strategy.
Price Prediction: After a Brutal 2026, iQIYI Has 206% Upside
iQIYI (NASDAQ:IQ | IQ Price Prediction) has been hammered in 2026, and the question for shareholders is whether the carnage has gone too far.
iQIYI: The Good And The Bad
My "Hold" rating for iQIYI is unchanged. There are both positive and negative takeaways from its recent disclosures. Fixed-cost leverage and good expense management supported a 4Q25 earnings beat. But operating losses are expected in 1Q26 due to fewer self-produced dramas and the new theme park's start-up costs. The company is diversifying its revenue via micro-dramas, IP licensing, and physical attractions. However, it faces substantial threats from ByteDance's short-form drama platform and AI video creator.
iQIYI, Inc. (IQ) Q4 2025 Earnings Call Transcript
iQIYI, Inc. (IQ) Q4 2025 Earnings Call Transcript
