Weibo Q1 Earnings Call Highlights

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MarketBeat

Thu, May 28, 2026 astatine 8:09 AM CDT 8 min read

Key Points

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Weibo’s Q1 gross roseate 6% twelvemonth implicit year to $421.3 million, driven by a 9% summation successful advertizing gross arsenic net services, autos and section services fueled growth. Non-GAAP operating income was $119.8 million, but the operating borderline narrowed to 28% from 33% a twelvemonth ago.
AI and video are becoming cardinal to the platform’s strategy. Management said AI is already helping with advertisement generation, hunt and creator tools, portion video engagement continued to turn astatine double-digit rates and remains a cardinal precedence for boosting retention and clip spent.
Costs roseate arsenic Weibo invested successful maturation initiatives, with full expenses up 13% and value-added services gross falling 11% owed to little game-related revenue. Management besides flagged macro uncertainty and manufacture contention arsenic ongoing risks, adjacent arsenic the institution maintained a beardown currency presumption of $2.59 billion.

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Weibo (NASDAQ:WB) reported higher first-quarter 2026 gross arsenic advertizing returned to year-over-year growth, portion absorption said the institution is focusing connected idiosyncratic retention, video consumption, artificial quality tools and contented selling to enactment longer-term growth.

Chief Executive Officer Gaofei Wang said March monthly progressive users reached 562 cardinal and mean regular progressive users reached 254 million. Monthly progressive users declined modestly some twelvemonth implicit twelvemonth and 4th implicit quarter, which Wang attributed chiefly to Weibo’s determination to rationalize transmission fund allocation and absorption much connected converting recently acquired users into progressive users. Daily progressive users accrued modestly from the anterior quarter, supported by retention among halfway users and maturation successful video contented consumption, helium said.

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First-quarter nett gross totaled $421.3 million, up 6% from a twelvemonth earlier, oregon 1% connected a constant-currency basis. Advertising and selling gross roseate 9% to $369.8 million, oregon 3% connected a constant-currency basis. Non-GAAP operating income was $119.8 million, representing a 28% operating margin.

Advertising Growth Led by Internet Services, Autos and Local Services

Wang said Weibo’s advertizing maturation was supported by its positioning astir “hot trends,” societal networking and contented marketing, including usage cases specified arsenic caller merchandise launches, Chinese New Year campaigns, sports events and personage marketing. He identified net services, section services and automobiles arsenic cardinal contributors to first-quarter growth.

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