BEIJING, Oct. 31, 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 third quarter 2025 before the U.S. market opens on Tuesday, November 18, 2025. Following the announcement, Weibo's management team will host a conference call from 6 AM - 7 AM Eastern Time on November 18, 2025 (or 7 PM - 8 PM Beijing Time on November 18, 2025) to present an overview of the Company' ...

格隆汇10月31日丨微博-SW(09898.HK)发布公告，董事会将于2025年11月18日(星期二)(香港时间)举行董 事会会议，以(其中包括)批准公司截至2025年9月30日止三个月的未经审核财务业绩及公告("2025年第三 季度财务业绩")。公司将于2025年11月18日(星期二)(香港时间)在联交所交易时段后及美国股市开市 前，在联交所网站及公司网站公布其2025年第三季度财务业绩。 ...

本公司的管理團隊將於2025年11月18日（星期二）（香港時間）下午七時正舉行電 話會議，以討論2025年第三季度財務業績並回答提問。擬接入電話會議的與會者 須通過以下公共與會者鏈接進行註冊。於註冊後，接入及說明指引將載於確認的 電子郵件中。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 Weibo Corporation 微博股份有限公司 （於開曼群島註冊成立以不同投票權控制的有限責任公司） （股份代號：9898） 董事會會議日期及 2025年第三季度財務業績公告刊發日期 微博股份有限公司（「本公司」）董事會（「董事會」）將於2025年11月18日（星期二） （香港時間）舉行董事會會議，以（其中包括）批准本公司截至2025年9月30日止 三個月的未經審核財務業績及公告（「2025年第三季度財務業績」）。本公司將於 2025年11月18日（星期二）（香港時間）在香港聯合交易所有限公司交易時段後及 美國股市開市前，在香港聯合交易所有限公司網站www.h ...

| WB 微博 | | 507 | | --- | --- | --- | | 11.520 ↑ +0.200 +1.77% | | 收盘价 10/27 16:00 美东 | | 11.410 ↓ -0.110 -0.95% | | 盘前价 10/28 04:00 美东 | | 一 24 4 5 8 8 同 ●自选 | | ● 快捷交易 | | 最高价 11.610 | 开盘价 11.560 | 成交量 72.76万 | | 最低价 11.390 | 昨收价 11.320 | 成交额 837.53万 | | 平均价 11.510 | 市盈率 M 8.17 | 总市值 28.2亿 (...) | | 振 幅 1.94% | 市盈率(静) 9.93 | 总股本 2.45亿 | | 换手率 0.86% | 市净率 0.784 | 流通值 9.71亿 | | 52周最高 12.960 | 委 比 -73.68% | 流通股 8428.3万 | | 52周景低 6.864 | 量 比 1.00 | 色 手 1股 | | 历史最高 108.676 股息TTM 0.820 换股比率 1.00 | | | | 历史最低 6. ...

Weibo Corporation (NASDAQ: WB ), a social media platform in China, has done pretty well in the last six months after the turmoil in April caused the stock to lose almost 40% of its value at oneWelcome to my author's site. As an avid follower of SeekingAlpha, I take great interest in articles posted as the subject matter is often something that appeals to me. However, I will sometimes encounter an article that I might not agree with. My purpose is to present an alternative view to readers that they may want ...

Core Insights - The article discusses a recent event where a fake snow was created in a village in Xinjiang, highlighting the unique cultural and environmental aspects of the region [2] Group 1 - The event showcases the innovative use of technology to create artificial snow, which may attract tourism and enhance local experiences [2] - The initiative is part of a broader trend of leveraging social media platforms like Weibo to promote local culture and activities [2] - The use of hashtags related to the event indicates a strategic approach to engage audiences and increase visibility [2]

Core Viewpoint - The company anticipates a 6% year-over-year decline in revenue for Q3 2025, projecting total revenue of $437 million and a 23% decrease in Non-GAAP net profit to $107 million, with earnings report expected in mid to late November [1] Group 1: Revenue Performance - The decline in revenue is attributed to weak demand from advertisers in the fast-moving consumer goods (FMCG) and mobile phone sectors, with advertising revenue expected to decrease by 7% [1] - The FMCG sector, particularly food and beverage, is impacted by a high base from the previous year (Olympics) and overall weak demand this year [1] - The mobile phone sector is experiencing average performance in new model shipments, affecting advertising investments on the platform [1] - The gaming sector is also seeing weaker advertising due to the lifecycle of certain products [1] - Notably, e-commerce (instant retail) and new energy vehicles are identified as sectors performing relatively well in Q3 2025 [1] Group 2: Cost Management and Profitability - The company is expected to maintain a cautious approach to cost management, with some incremental spending on AI initiatives [1] - Projected Non-GAAP operating profit margin for Q3 2025 is 28.9%, while Non-GAAP net profit margin is expected to be 24.6% [1] Group 3: Product and AI Development - The company is focusing on changes in consumer scenarios for its Weibo product, having established a content consumption matrix consisting of four main areas: relationship flow, recommendation flow, hot topics, and video consumption [2] - A new homepage recommendation flow launched in July has led to a 30% year-over-year increase in daily active users for Q3 2025 [2] - Upgrades to hot topic scenarios are also noted, with expectations for improved commercialization as product operations advance [2] - The impact of AI, particularly through features like intelligent search and the Lingchuang platform, on user engagement and advertising effectiveness is being closely monitored [2] Group 4: Profit Forecast and Valuation - Due to weak advertiser demand, the company has revised down its Non-GAAP net profit forecasts for 2025 and 2026 by 3.0% and 3.5% to $468 million and $473 million, respectively [2] - Current trading multiples for Hong Kong and US stocks are at 6x for 2025 and 2026 Non-GAAP P/E [2] - The company maintains an outperform rating, with a target price of HKD 100.8 / USD 13, corresponding to 6.7x and 6.6x Non-GAAP P/E, indicating potential upside of 13% and 14% for Hong Kong and US stocks, respectively [2]

Core Viewpoint - The founder, chairman, and CEO of Xiaomi Group, Lei Jun, addressed the pricing issue of the Xiaomi K90 smartphone on his Weibo account, indicating that the significant increase in memory prices has influenced the company's pricing decisions and hopes for consumer understanding [1] Group 1 - Lei Jun's statement highlights the impact of rising memory costs on the pricing strategy of the Xiaomi K90 smartphone [1] - The company seeks to communicate the rationale behind its pricing to consumers, emphasizing the external market factors affecting costs [1]

Core Insights - Xiaohongshu is targeting Weibo as a new competitor by launching a trending topics feature on its app, which aims to enhance user engagement and content discovery [1][3] Group 1: Trending Topics Feature - The trending topics feature on Xiaohongshu focuses on real-life sharing and emerging lifestyle trends, analyzing user interactions to curate relevant content [3][5] - The trending topics are increasingly incorporating non-lifestyle content such as entertainment, finance, and sports, indicating a broadening of content boundaries [3][5] - The trending topics are presented similarly to other content, marked only by a "hot" label, allowing users to easily access related content [3][4] Group 2: User Engagement and Content Strategy - Xiaohongshu's trending topics aim to enhance user interaction and drive traffic by providing creators with direction on popular content [4][5] - The platform is transitioning from a lifestyle guide to a lifestyle interest community, which increases its opportunities to capture trending topics [5] - The challenge for Xiaohongshu lies in maintaining user trust and avoiding the pitfalls of information overload while introducing new content [5][9] Group 3: Commercialization and Competition - Although Xiaohongshu claims that its trending topics feature currently has no advertising placements, the potential for future commercialization remains [7][9] - Competing platforms like Weibo and Douyin have established trending mechanisms, creating pressure for Xiaohongshu to differentiate itself [7][9] - Xiaohongshu emphasizes "real user discussions" as a key differentiator, positioning itself against criticisms of other platforms' trending content being overly commercialized [7][9]

Core Viewpoint - Weibo (WB.US) is expected to report its Q3 2025 earnings in mid-November, with anticipated revenue decline and stable net profit margins [1] Financial Performance - Weibo's revenue for the last quarter is projected to be approximately $443 million, representing a year-over-year decrease of 5% [1] - The adjusted net profit is estimated at $115 million, with a net profit margin of 25.9%, aligning with market expectations [1] Advertising Business - The advertising segment faces multiple pressures, including the high base effect from last year's Paris Olympics, a slowdown in consumer spending, and the early-stage development of advertising technology [1]