Hello Group Inc. (NASDAQ:MOMO) Q4 2021 Earnings Conference Call March 24, 2022 8:00 AM ET Company Participants Ashley Jing - Head, IR Wang Li - CEO Jonathan Zhang - CFO Conference Call Participants Thomas Chong - Jefferies Operator Ladies and gentlemen, thank you for standing by, and welcome to the Fourth Quarter and Fiscal Year 2021 Hello Group, Inc. Earnings Conference Call. [Operator Instructions] Please note that today's conference is being recorded. I would now like to hand the conference over to your ...

Hello Group Inc. (NASDAQ:MOMO) Q3 2021 Results Earnings Conference Call November 30, 2021 8:00 AM ET Company Participants Ashley Jing - Head of Investor Relations Wang Li - Director and Chief Executive Officer Jonathan Zhang - Chief Financial Officer Conference Call Participants Thomas Chong - Jefferies Daniel Chen - JPMorgan Tian Hou - TH Capital Operator Ladies and gentlemen, thank you for standing by and welcome to the third quarter 2021 Hello Group Inc. earnings conference call. Please note this confere ...

Hello Group Inc. (NASDAQ:MOMO) Q2 2021 Results Conference Call August 26, 2021 8:00 AM ET Company Participants Ashley Jing - Head, Investor Relations Cathy Peng - Investor Relations Wang Li - Chief Executive Officer Jonathan Zhang - Chief Financial Officer Conference Call Participants Thomas Chong - Jefferies Tian Hou - T.H. Capital Daniel Chen - JPMorgan Operator Ladies and gentlemen, thank you for standing by, and welcome to Second Quarter 2021 Hello Group Inc. Earnings Conference Call. At this time, all ...

Financial Performance - Total revenue for Q1 2021 was CNY 3.47 billion, down 3% year-over-year due to a decrease in live streaming revenue, but the decline rate has narrowed compared to previous quarters [8][39] - Adjusted net income for the quarter was CNY 634 million, representing an 18% profit margin, while adjusted net income for core Momo was CNY 676 million, or a 23% profit margin [8] - Tantan's total revenue was CNY 568 million for Q1, up 49% year-over-year, with an adjusted net loss of CNY 42.04 million [9][31] Business Line Performance - Core Momo had 115.3 million monthly active users (MAU) in Q1, up 7% year-on-year, with significant growth in user interactions and retention metrics [9][10] - The number of paying users for core Momo was 9.1 million, with a net addition of 100,000 from the previous quarter [11] - Tantan's paying user count decreased to 3.5 million, down from 3.8 million, due to weak DAU performance and changes in user demographics [15] Market Data - The VAS (Value-Added Services) business grew 42% year-over-year, driven by chat room experiences, which contributed significantly to revenue [25][41] - Live broadcasting revenue for core Momo was CNY 1.71 billion, down 26% year-over-year, while Tantan's live streaming revenue dropped 38% sequentially to CNY 251 million [40][32] Company Strategy and Industry Competition - The company aims to grow the core user base with limited marketing budget and improve ROI, while Tantan focuses on solid user growth through improved marketing efficiency [16][33] - The management emphasizes a sustainable growth model for live broadcasting, avoiding aggressive revenue-oriented operational efforts [20] - Tantan's management change is expected to enhance product and marketing effectiveness, with a focus on improving user experience and addressing past inefficiencies [30][35] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in Tantan's growth potential, targeting a user base increase of 20% to 35% in the coming months [53] - The company anticipates a revenue decline in Tantan for the second quarter due to temporary disruptions but expects user growth to drive revenue recovery in the second half [55][59] - Core Momo's revenue performance has exceeded expectations, with a positive outlook for the second half of the year [62] Other Important Information - The company has repatriated RMB 1.3 billion from its offshore entity to replenish U.S. dollar funding, incurring a 10% withholding tax [49] - The company plans to disclose Tantan's user data later this year to provide investors with more reliable metrics [54] Q&A Session Summary Question: What are the strategies for Tantan's user and revenue trends after the management change? - Management has identified several issues in Tantan's user acquisition and is confident that addressing these will lead to significant user growth, targeting a 20% to 35% increase [53][54] Question: What is the outlook for core Momo's live streaming in the second half? - Management believes that core Momo's live streaming business is on a stable recovery trend, with a focus on maintaining a healthy content ecosystem and effective incentive programs [62]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 or ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to or ☐ SHELL COMPANY REPORT PURSUANT TO SECTI ...

Momo Inc. (NASDAQ:MOMO) Q4 2020 Earnings Conference Call March 25, 2021 8:00 AM ET Company Participants Cathey Peng - Head of IR Wang Li - Chief Executive Officer Wang Yu - Founder and Chief Executive Officer of Tantan Jonathan Zhang - Chief Financial Officer Conference Call Participants Thomas Chong - Jefferies Tian Hou - TH Capital * Operator Ladies and gentlemen, thank you for standing by, and welcome to the Fourth Quarter and Full Year of 2020 Momo Incorporated Earnings Conference Call. [Operator Instru ...

Momo Inc. (NASDAQ:MOMO) Q3 2020 Earnings Conference Call December 1, 2020 8:00 AM ET Company Participants Cathy Peng - Head of IR Tang Yan - Executive Chairman of the Board Wang Li - Chief Executive Officer Wang Yu - Founder and Chief Executive Officer of Tantan Jonathan Zhang - Chief Financial Officer Conference Call Participants Thomas Chong - Jefferies Tian Hou - TH Capital Operator Ladies and gentlemen, thank you for standing by, and welcome to Third Quarter 2020 Momo Incorporated Earnings Conference Ca ...

Momo Inc. (NASDAQ:MOMO) Q2 2020 Earnings Conference Call September 3, 2020 8:00 AM ET Company Participants Cathy Peng - Head of IR Yan Tang - Co-Founder, Chairman & CEO Jonathan Zhang - CFO Wang Yu - Co-Founder & CEO, Tantan Limited Li Wang - COO, President Conference Call Participants Thomas Chong - Jefferies Tian Hou - T.H. Capital Lei Zhang - Bank of America Merrill Lynch Operator Ladies and gentlemen, thank you for standing by, and welcome to the Second Quarter 2020 Momo Inc. Earnings Conference Call. A ...