Core Viewpoint - Weibo (WB.US) is experiencing a decline in pre-market trading due to weaker-than-expected advertising demand in specific verticals such as fast-moving consumer goods, mobile phones, and online gaming, leading to a downward revision of revenue forecasts for the upcoming years [1] Financial Performance - Weibo's total revenue for Q3 2025 is projected to decrease by 5% year-on-year to $442 million, slightly below previous estimates [1] - Non-GAAP net income is expected to decline by 20% year-on-year to $111 million, primarily due to revenue drop and increased investments in AI [1] Revenue Forecast Adjustments - The revenue forecasts for Weibo from FY 2025 to FY 2027 have been reduced by 1% to 2% due to pressures in specific verticals [1] - The valuation forecast has been extended to FY 2026, with the target price lowered from $14.50 to $14 while maintaining a "Buy" rating [1] Stock Performance - As of the latest data, Weibo's pre-market price is $11.41, reflecting a decrease of 0.95% [1] - The stock has a market capitalization of $2.82 billion and a price-to-earnings ratio of 8.17 [1]

Core Viewpoint - Weibo (WB.US) is expected to report its Q3 2025 earnings in mid-November, with anticipated revenue decline and stable net profit margins [1] Financial Performance - Weibo's revenue for the last quarter is projected to be approximately $443 million, representing a year-over-year decrease of 5% [1] - The adjusted net profit is estimated at $115 million, with a net profit margin of 25.9%, aligning with market expectations [1] Advertising Business - The advertising segment faces multiple pressures, including the high base effect from last year's Paris Olympics, a slowdown in consumer spending, and the early-stage development of advertising technology [1]

Core Viewpoint - Citic Securities reports that Weibo-SW (09898) achieved revenue of $445 million in Q2 2025, reflecting a year-on-year increase of 1.6% (1% in RMB terms), and a Non-GAAP net profit of $143 million, up 13.4% year-on-year. The firm believes that with the recovery of the macro economy and continuous optimization of product services, the company's performance is expected to gradually improve, while high dividends will enhance shareholder returns. In the long term, Weibo maintains unique value for users and brand clients as a major social media platform, and the firm maintains a "Buy" rating [1] Financial Performance - Weibo-SW reported Q2 2025 revenue of $445 million, a year-on-year increase of 1.6% [1] - Non-GAAP net profit for the same period was $143 million, representing a year-on-year growth of 13.4% [1] Market Outlook - The macroeconomic recovery and product service optimization are expected to contribute to a gradual improvement in Weibo's performance [1] - The company is anticipated to provide high dividends, which will enhance returns for shareholders [1] Strategic Position - Weibo is recognized for its unique value proposition to both users and brand clients as a leading social media platform [1]

Core Viewpoint - The report from Credit Lyonnais indicates that Weibo's revenue for the second quarter reached $445 million, with adjusted net profit at $143 million, exceeding the bank's expectations by 1% and 23% respectively [1] Financial Performance - Weibo's Q2 revenue of $445 million and adjusted net profit of $143 million surpassed expectations [1] - The bank anticipates a 3% year-on-year decline in Q3 revenue, primarily due to high base effects from last summer's Olympics, particularly in food advertising, gaming, and smartphones [1] - Despite the expected revenue slowdown in the second half, the bank believes it is negligible and forecasts an adjusted operating profit margin of over 30% for the full year [1] Future Outlook - The bank has raised its adjusted net profit forecasts for Weibo by 3% for this year and 2% for next year [1] - The target price for Weibo has been increased from $8.8 to $11.5, with the rating upgraded from "Hold" to "Outperform" [1]