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.
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.
iQIYI (NASDAQ:IQ | IQ Price Prediction) sits in an unusual spot.
iQIYI, Inc. (IQ) Q1 2026 Earnings Call Transcript
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.
iQIYI (NASDAQ:IQ | IQ Price Prediction) has been hammered in 2026, and the question for shareholders is whether the carnage has gone too far.
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 ) Q3 2025 Earnings Call November 18, 2025 6:30 AM EST Company Participants Chang Yu - IR Director Tim Yu - Founder, CEO & Director Jun Wang - Chief Financial Officer Xiaohui Wang - Chief Content Officer Youqiao Duan - Senior Vice President of Intelligent Device Business Xianghua Yang - Senior VP and President of Membership & Overseas Business Group Conference Call Participants Xueqing Zhang - China International Capital Corporation Limited, Research Division Yi Jing Wei - Citigroup Inc., Research Division Felix Liu - UBS Investment Bank, Research Division Presentation Operator Thank you for standing by, and welcome to the iQIYI's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] I would now like to hand the conference over to Ms.
I continue to rate iQIYI as a "Hold," following my assessment of its upcoming quarterly results and mid-term prospects. IQ is expected to report flat QoQ revenue growth and a net loss for 3Q25, pressured by stiffer competition and higher content spending. China's recent policy changes may ease regulatory constraints, potentially benefiting IQ's long-form video business over the intermediate term.
iQIYI reported a double-digit Q2 revenue decline on Wednesday amid a challenging domestic market, but the platform beat EPS expectations. International expansion, especially in Spanish-speaking markets, drove 80% year-over-year overseas membership revenue growth, offsetting weaker domestic performance. Management's strategic pivot to micro dramas and global markets aims to reignite top-line growth and restore profitability.
iQIYI, Inc. (NASDAQ:IQ ) Q2 2025 Earnings Conference Call August 20, 2025 7:00 AM ET Company Participants Chang Yu - IR Director Jun Wang - Chief Financial Officer Xiaohui Wang - Chief Content Officer Yu Gong - Founder, CEO & Director Conference Call Participants Thomas Chong - Jefferies LLC, Research Division Xueqing Zhang - China International Capital Corporation Limited, Research Division Yifan Ye - CLSA Limited, Research Division Operator Thank you for standing by, and welcome to the iQIYI Second Quarter 2025 Earnings Conference Call. [Operator Instructions] I would now like to hand the conference over to Ms.