Core Insights - Webtoon Entertainment (WBTN) reported revenue of $378.04 million for the quarter ended September 2025, reflecting an 8.7% increase year-over-year, but fell short of the Zacks Consensus Estimate by -1.35% [1] - The company's EPS was $0.04, a decrease from $0.22 in the same quarter last year, aligning with the consensus estimate [1] Financial Performance - Webtoon’s revenue breakdown includes: - Paid Content Revenue: $286.81 million, below the average estimate of $306.04 million [4] - IP Adaptations Revenue: $51.86 million, exceeding the average estimate of $26.31 million [4] - Advertising Revenue: $39.37 million, also below the average estimate of $51.09 million [4] - Monthly Active Users (MAU) totaled 155.4 million, lower than the estimated 164.82 million [4] - Monthly Paying Users (MPU) were reported as follows: - Korea: 3.7 million, slightly above the estimate of 3.69 million [4] - Japan: 2.3 million, below the estimate of 2.51 million [4] - Total MPU: 7.7 million, below the average estimate of 7.93 million [4] - Paying Ratios: - Korea: 14.9%, above the estimate of 14.1% [4] - Japan: 9.1%, below the estimate of 10.6% [4] - Rest of World: 1.6%, slightly above the estimate of 1.5% [4] Market Performance - Webtoon shares have returned -5.3% over the past month, contrasting with the Zacks S&P 500 composite's +4.6% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), suggesting potential for outperformance in the near term [3]
Webtoon (WBTN) Reports Q3 Earnings: What Key Metrics Have to Say