China's Weibo Q4 revenue rises 4%, posts net loss

Weibo

18/03/2026 09:12

Overview

Chinese social media firm's Q4 revenue rose 4% yr/yr

Adjusted EPS fell to $0.25 from $0.40 a year ago; co reported net loss of $0.02 per share

Company approved $150 mln annual cash dividend for fiscal 2025

Outlook

Company did not provide specific guidance for future quarters or fiscal year

Result Drivers

ADVERTISING GROWTH - Q4 advertising and marketing revenue rose 5%, with ad revenue growth mainly driven by ecommerce and local service sectors

HIGHER COSTS - Costs and expenses rose 13% due to increased ad production cost and marketing expense

DECLINE IN VALUE-ADDED SERVICES - Value-added services revenue fell 2% yr/yr in Q4

Company press release: ID:nPn1lpFFDa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$473.3 mln
Q4 Adjusted EPS
$0.25
Q4 EPS
-$0.02
Q4 Adjusted Net Income
$66.40 mln
Q4 Net Income
-$4.72 mln
Q4 Operating Income
$91.60 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 6 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy."

Wall Street's median 12-month price target for Weibo Corp is HK$77.00, about 0% above its March 18 closing price of HK$77.00

The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 6 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)