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微博披露Q2财报:营收32亿元,调整后运营利润11.58亿元
Ge Long Hui· 2025-08-15 03:40
Financial Performance - In Q2 2025, Weibo reported total revenue of $444.8 million, approximately 3.2 billion RMB, and adjusted operating profit of $161.8 million, around 1.16 billion RMB, exceeding Wall Street expectations [2] - Advertising revenue for Q2 reached $383.4 million, about 2.76 billion RMB, with significant growth in sectors like food and beverage, apparel, and beauty [5] User Engagement - As of the end of Q2, Weibo's monthly active users reached 588 million, with daily active users at 261 million [2] - The platform's search product, "Zhiso," saw a significant increase in daily active users, with a month-on-month growth in Q2 [4] Strategic Initiatives - Weibo's strategy focuses on enhancing user value, maintaining its leading position in entertainment content, and improving social product competitiveness [3] - The platform has strengthened its social interaction experience, particularly in comment sections for celebrities and top influencers, improving discussion quality [3] Community and Content Development - Weibo has established a vertical operation system that integrates content from cross-domain influencers, with over 50% of interest content production coming from these creators [3] - The "Zhiso" product has improved user experience by optimizing model strategies and increasing content diversity, leading to a compound growth rate of 41.7% in the first half of the year [4] E-commerce and Marketing Trends - Weibo's collaboration with major e-commerce platforms during the 618 shopping festival resulted in a noticeable increase in e-commerce revenue [5] - The platform remains a key marketing venue for the automotive industry, particularly for new energy vehicles, with over 60% of new car marketing coverage in the first half of the year [5]
微博2025年第二季度营收32亿元 调整后运营利润11.58亿元
Zheng Quan Ri Bao· 2025-08-14 12:19
User Metrics - As of the end of Q2, Weibo's monthly active users reached 588 million, with daily active users at 261 million [1] Strategic Focus - Weibo's overall strategy for the year remains centered on user value, maintaining its leading position in hot topics and entertainment content ecosystems, and stabilizing the competitiveness of its social products [2] - The platform is enhancing its social attributes by leveraging accumulated social relationships and interest communities, improving user sharing and interaction [2] - In Q2, Weibo strengthened user interaction experiences in core product scenarios, particularly in comment sections for celebrities and top influencers, effectively improving discussion quality [2] Revenue and Profitability - In Q2, Weibo reported total revenue of $444.8 million, approximately 3.2 billion RMB, with adjusted operating profit of $161.8 million, around 1.16 billion RMB [4] Search Product Development - Weibo's search product competitiveness improved in Q2, with the "Smart Search" feature seeing significant growth, reaching over 50 million monthly active users by June [5] - The compound growth rate for Weibo's Smart Search from January to June was 41.7%, ranking second among top applications [5] Advertising and E-commerce - In Q2, Weibo's advertising revenue reached $383.4 million, approximately 2.76 billion RMB, with significant increases in interest from food and beverage, apparel, and beauty sectors [6] - The collaboration with major e-commerce platforms during the 618 shopping festival led to a noticeable increase in e-commerce revenue [6] - Weibo maintained its ecological advantage in the automotive sector, particularly in discussions around new energy vehicles, with over 60% of new energy vehicle marketing coverage in the first half of the year [6]