Xunlei Limited American Depositary Shares (XNET)
Xunlei Limited: What Needs To Happen If The Stock Is To Get Going
Xunlei Limited's Q2 FY2026 report ended with a net loss, but that is in part by design because it enables fast revenue growth now and in the future. XNET has underperformed all year as far as the stock is concerned, but this could change as long as a few things happen first. What matters more than what XNET itself does is what Arashi does, especially with multiple potential catalysts in the next several months.
Xunlei Q2 Earnings Call Highlights
Xunlei NASDAQ: XNET reported second-quarter 2026 revenue growth led by its subscription services, overseas audio live-streaming operations and advertising revenue from the Hupu sports community, while a mark-to-market loss on its investment in Arashi Vision Inc. drove a substantial net loss for the period.
Xunlei Limited: May Be Getting Ready For A Move Higher
Xunlei Limited had been essentially stuck for months, but there is reason to think the stock is heading for a change in direction. The stock has yet to recover prior losses, but it appears to have stabilized with no new closing lows, and it seems support has something to do with it. The recently released Q1 FY2026 report was good enough to support a move higher, although a move lower cannot be ruled out.
Xunlei Limited (XNET) Q1 2026 Earnings Call Transcript
Xunlei Limited (XNET) Q1 2026 Earnings Call Transcript
Xunlei Q1 Earnings Call Highlights
Xunlei NASDAQ: XNET reported a sharp increase in first-quarter 2026 revenue as growth in subscription services and overseas audio live streaming offset the effects of a recent restructuring that removed its cloud computing business from consolidated results.
Xunlei Limited: Still Offers Good Value In Spite Of All The Volatility
XNET has really fallen off in recent months, but it has done better more recently with an assist from the latest quarterly report. The rebound in the stock shows XNET has support behind it, but that is not the main reason why XNET has a good shot at trading higher. The balance sheet suggests XNET deserves a higher valuation than the current one, because you can get a lot for not a whole lot.
Xunlei: Stock Continues To Lack Near-Term Catalysts - Hold
Xunlei Limited reported mixed fourth-quarter results with better-than-expected sales offset by declining margins. GAAP results were negatively impacted by the reduced fair market value of the company's stake in panoramic camera market leader Arashi Vision, better known as Insta360. Xunlei continues to trade at a steep discount to NAV as investors grapple with the timing of a potential special dividend following the anticipated monetization of the Arashi Vision stake.
Xunlei Limited (XNET) Q4 2025 Earnings Call Transcript
Xunlei Limited (XNET) Q4 2025 Earnings Call Transcript
Xunlei: Has More Than Enough To Get Back On Track
The stock has retreated in the last couple of months, but the charts suggest now could be a good time to get in. XNET released its Q3 FY2025 report, which supports the argument that XNET is an undervalued stock, and perhaps very much so. The stake in Arashi/Insta360 is a wild card, but XNET has more than enough to send the stock much higher than where it is after the recent slide.
Xunlei Limited: Dirt Cheap But No Near-Term Catalysts - Hold (Rating Downgrade)
Xunlei Limited reported mixed third-quarter results with strong growth offset by persistent margin pressure. GAAP results were boosted by further price appreciation of the company's 7.8% stake in Chinese panoramic camera market leader Arashi Vision, better known as "Insta360". However, lockup requirements will preclude Xunlei from selling Arashi Vision shares until H2/2026.
Xunlei Limited (XNET) Q3 2025 Earnings Call Transcript
Xunlei Limited ( XNET ) Q3 2025 Earnings Call November 13, 2025 7:00 AM EST Company Participants Luhan Tang - Investor Relations Manager Jinbo Li - Chairman & CEO Eric Zhou - Chief Financial Officer Presentation Operator Welcome, ladies and gentlemen. Thank you for your patience.
Xunlei Limited (XNET) Q2 2025 Earnings Call Transcript
Xunlei Limited (NASDAQ:XNET ) Q2 2025 Earnings Conference Call August 14, 2025 8:00 AM ET Company Participants Jinbo Li - Chairman & CEO Luhan Tang - Investor Relations Manager Zhou Naijiang - Chief Financial Officer Conference Call Participants Operator Welcome, ladies and gentlemen, and thank you for your patience. You've joined Xunlei's Second Quarter 2025 Earnings Conference Call.
