Xin Lang Cai Jing·2025-11-18 13:53Core Insights - Weibo's advertising and marketing revenue from Alibaba increased by 112% year-on-year to $45.5 million in Q3 2025, driven by increased advertising budgets in Alibaba's local life business and strong marketing demand in its e-commerce sector [1][3] - Overall revenue for Weibo in Q3 2025 was $442.3 million, a decrease of 5% year-on-year, while net profit attributable to Weibo shareholders fell by 20.47% to $110 million [1][2] Revenue Breakdown - Advertising and marketing revenue (excluding Alibaba) was $375.4 million, a decline of 6% year-on-year, primarily due to reduced contributions from the food and beverage sector, which benefited significantly from the Paris Olympics last year [2] - Value-added services revenue reached $66.9 million, a slight increase of 2% year-on-year [4] User Metrics - As of the end of Q3 2025, Weibo had 578 million monthly active users and 257 million daily active users [5] - The search feature, Weibo Zhisu, saw its monthly active users exceed 70 million, with a 50% increase in daily active users and search volume [6] Strategic Focus - Weibo's strategy for 2025 emphasizes enhancing user value, maintaining leadership in trending and entertainment content, and improving user engagement through AI-driven recommendations and search systems [5] - The company plans to strengthen its content marketing advantages and improve the conversion rates of information flow advertisements, leveraging AI throughout the advertising process [6][7] Market Performance - As of the latest report, Weibo's stock price increased by 2.51% to $10.2 per share in pre-market trading [8]