陌陌母公司发布Q2财报：营收26亿元，海外业务增长迅猛

Core Insights - The core viewpoint of the articles highlights the financial performance of Momo's parent company, Zhiyuan Group, which reported a net loss in Q2 2025 primarily due to a significant tax provision unrelated to its core operations [1][2] Financial Performance - Zhiyuan Group's total net revenue for Q2 2025 was RMB 2.6204 billion, a year-on-year decrease of 2.6% [1] - The company reported a net loss of RMB 140.2 million for the quarter, compared to a net profit of RMB 397.8 million in the same period last year, largely due to a one-time tax provision of RMB 547.9 million [1] - Excluding this tax provision and other non-GAAP adjustments, the adjusted net loss was RMB 96 million, down from a net profit of RMB 449.2 million in the previous year [1] Business Segmentation - The overseas business segment showed strong performance, with net revenue increasing by 72.7% year-on-year to RMB 442.4 million, driven by applications like Soulchill and new app commercialization [2] - Domestic business revenue declined from RMB 2.4351 billion in the previous year to RMB 2.1779 billion [2] - Total costs and expenses for the quarter were RMB 2.2277 billion, a decrease of 2.1% year-on-year [2] User Metrics - The monthly active users (MAU) for Tantan decreased to 10.2 million from 12.9 million year-on-year [2] - The number of paying users for Momo App fell to 3.5 million from 7.2 million in the previous year, while Tantan's paying users decreased to 700,000 from 1 million [2] Future Outlook - Zhiyuan Group anticipates total net revenue for Q3 2025 to be between RMB 2.59 billion and RMB 2.69 billion, with a year-on-year growth rate expected to range from -3.2% to 0.6% [2]