Weibo

WB

Market cap $2.74B

Excessive volatility returned to the market in a big way last week. The S&P 500 dropped more than 4% Friday, following more tariff saber-rattling from the Trump administration.

China's internet regulator said on Saturday it has directed its Beijing branch to impose disciplinary measures on livestreaming platform Kuaishou Technology and social media company Weibo.

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.

One of China's largest and most important social media companies, Weibo (WB 10.70%), was a real hit with American investors on Thursday. The company's American Depositary Shares (ADSes) closed that trading session almost 11% higher in price, thanks to a very well-received quarterly earnings report.

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.

July PPI/Core PPI Jumped Unexpectedly.

BEIJING , Aug. 14, 2025 /PRNewswire/ -- Weibo Corporation ("Weibo" or the "Company") (Nasdaq: WB and HKEX: 9898), a leading social media in China, today announced its unaudited financial results for the second quarter ended June 30, 2025. "We delivered solid performance this quarter," said Gaofei Wang, CEO of Weibo.

BEIJING , July 24, 2025 /PRNewswire/ -- Weibo Corporation (Nasdaq: WB and HKEX: 9898), a leading social media for people to create, share and discover content, will announce its unaudited financial results for the second quarter 2025 before the U.S. market opens on Thursday, August 14, 2025. Following the announcement, Weibo's management team will host a conference call from 7 AM – 8 AM Eastern Time on August 14, 2025 (or 7 PM – 8 PM Beijing Time on August 14, 2025) to present an overview of the Company's financial performance and business operations.

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.

Weibo Corporation (NASDAQ:WB ) Q1 2025 Results Conference Call May 21, 2025 7:00 AM ET Company Participants Sandra Zhang - Investor Relations Gaofei Wang - Chief Executive Officer Fei Cao - Chief Financial Officer Conference Call Participants Alicia Yap - Citigroup Thomas Chong - Jefferies Operator Good day, and thank you for standing by. Welcome to the Weibo Reports First Quarter 2025 Financial Results Conference Call.