Core Insights - Webtoon Entertainment (WBTN) reported revenue of $348.27 million for Q2 2025, marking an 8.5% year-over-year increase and a surprise of +2.06% over the Zacks Consensus Estimate of $341.26 million [1] - The earnings per share (EPS) for the quarter was $0.07, down from $0.20 a year ago, with an EPS surprise of +250% compared to the consensus estimate of $0.02 [1] Financial Performance Metrics - Monthly Active Users (MAU) totaled 156.1 million, slightly below the average estimate of 159.76 million [4] - MAU in Japan was 22.6 million, compared to the estimated 23 million [4] - MAU in the Rest of World segment reached 110.5 million, exceeding the estimate of 109.6 million [4] - Monthly Paying Users (MPU) in Korea were 3.4 million, slightly below the estimate of 3.49 million [4] - MPU in Japan was 2.3 million, compared to the average estimate of 2.43 million [4] - Total Monthly Paying Users were 7.4 million, compared to the estimate of 7.59 million [4] - Paying Ratio in Korea was 14.9%, exceeding the estimate of 14.3% [4] - Paying Ratio in Japan was 10%, below the estimate of 10.6% [4] - Paying Ratio in the Rest of World was 1.5%, matching the estimate [4] Revenue Breakdown - Paid Content Revenue was reported at $274.91 million, slightly above the estimate of $274.35 million [4] - Revenue from IP Adaptations was $28.14 million, exceeding the average estimate of $23.8 million [4] - Advertising Revenue reached $45.22 million, surpassing the estimate of $43.65 million [4] Stock Performance - Webtoon shares have returned -2.3% over the past month, while the Zacks S&P 500 composite increased by +2% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]
Webtoon (WBTN) Reports Q2 Earnings: What Key Metrics Have to Say