Group 1: Social Media Stocks Overview - JOYY, Trump Media & Technology Group, Strive, and Weibo are highlighted as key social media stocks to monitor, based on their recent trading volumes [2] - Social media stocks are primarily valued on user growth, engagement metrics, advertising revenue, and data monetization, often exhibiting higher volatility due to user behavior changes and regulatory scrutiny [2] Group 2: JOYY Inc. Operations - JOYY Inc. operates various video-based social media platforms through its segments, BIGO and All Other, including Bigo Live, Likee, imo, Hago, and Shopline [3][4] - Bigo Live is a live streaming platform that allows users to host and watch live sessions, while Likee focuses on short-form video creation and sharing [3][4] - Hago integrates casual gaming with social features, and imo provides instant messaging services including audio and video communication [3][4] Group 3: Trump Media & Technology Group - Trump Media & Technology Group operates social media platforms including TRUTH Social, TMTG+, and TMTG News, and was founded on March 28, 2024 [4] Group 4: Strive and Weibo Operations - Strive (Asset Entities Inc.) offers social media marketing and content delivery services across platforms like Discord and TikTok, focusing on community server management [5] - Weibo Corporation operates as a social media platform in China, providing advertising and marketing services, along with value-added services to enhance user interaction and content discovery [6]

Get alerts: Strive, Trump Media & Technology Group, JOYY, JOYY, and Sprout Social are the five Social Media stocks to watch today, according to MarketBeat’s stock screener tool. Social media stocks are shares of publicly traded companies whose primary business is operating social networking platforms or related services, with revenue typically driven by advertising, data monetization, and user engagement–based products. Investors treat them as growth-oriented but often volatile, with performance closely t ...

Group 1 - Strive, Trump Media & Technology Group, and JOYY are identified as the three social media stocks to watch, with high trading volumes recently [2] - Social media stocks are characterized as growth-oriented but volatile, influenced by user engagement, advertising demand, and regulatory changes [2] - Strive (ASST) provides social media marketing and content delivery services, focusing on platforms like Discord and TikTok [3] - Trump Media & Technology Group (DJT) operates social media platforms including TRUTH Social and TMTG News, founded in March 2024 [3] - JOYY (YY) operates various video-based social platforms, including Bigo Live and Likee, offering interactive experiences and communication services [4]

Financial Highlights - Net revenues for Q3 2025 were US$540.2 million, a decrease from US$558.7 million in Q3 2024, but an increase of 6.4% from US$507.8 million in Q2 2025 [5][9] - Live streaming revenues were US$388.5 million, down from US$439.5 million in Q3 2024, but up 3.5% from US$375.4 million in Q2 2025 [11] - Advertising revenues increased by 29.2% to US$112.5 million from US$87.1 million in Q3 2024, and by 17.1% from US$96.1 million in Q2 2025 [12] - Other revenues rose by 22.3% to US$39.2 million from US$32.1 million in Q3 2024, and by 8.3% from US$36.2 million in Q2 2025 [13] - Operating income was US$19.6 million, up 19.1% from US$16.4 million in Q3 2024 and up 237.3% from US$5.8 million in Q2 2025 [17] - Non-GAAP EBITDA was US$50.6 million, an increase of 16.8% from US$43.3 million in Q3 2024 and up 4.9% from US$48.2 million in Q2 2025 [19] - Net income from continuing operations attributable to controlling interest was US$62.0 million, a 2.3% increase from US$60.6 million in Q3 2024 [20] - Net cash as of September 30, 2025, was US$3,320.9 million, compared to US$3,275.9 million as of December 31, 2024 [23] Business Highlights - Global average mobile MAUs reached 266.2 million in Q3 2025, down from 272.4 million in Q3 2024, but up 1.4% from 262.5 million in Q2 2025 [5] - Live streaming revenues from BIGO were US$367.7 million, marking a 3.5% increase from the previous quarter [11] - Total paying users of BIGO rose by 0.8% quarter-over-quarter to 1.50 million, with ARPPU increasing by 3.4% to US$222.6 [5] - The company implemented AI-powered improvements in content distribution and payment experiences, enhancing user interactions and viewing times [6] - BIGO Ads achieved approximately 33.1% year-over-year and 19.7% quarter-over-quarter revenue growth, driven by traffic expansion and algorithm optimization [8][10] Outlook and Shareholder Returns - For Q4 2025, the company expects net revenues to be between US$563 million and US$578 million [25] - The company distributed US$147.9 million in cash dividends and repurchased US$88.6 million worth of shares from January 1, 2025, to November 14, 2025 [8] - A quarterly dividend of US$0.97 per ADS has been declared for Q4 2025, expected to be paid on January 13, 2026 [28][29]

Core Insights - JOYY reported Q2 2025 net revenue of $507.8 million, a 10% year-over-year decline [1] - Non-GAAP net profit attributable to JOYY's shareholders was $77 million, up from $74 million in the same period last year, with diluted earnings per ADS at $1.44 compared to $1.17 [1] - Q2 live streaming revenue was $375.4 million, down 18% from $459.7 million year-over-year, while other business revenue increased by 25.6% to $132.4 million [1] User Metrics - Global average monthly active users (MAU) were 262.5 million, down from 275.2 million year-over-year [1] - BigoLive's average mobile MAU decreased to 29.6 million from 37.7 million [1] - Likee's average mobile MAU fell to 28.5 million from 35.6 million, and Hago's average mobile MAU dropped to 3 million from 4.4 million [1] Paid Users and Revenue Metrics - Total paid users for BIGO (including BigoLive, Likee, and imo) were 1.5 million, down from 1.66 million year-over-year [1] - Average revenue per paid user (ARPPU) for BIGO was $215.2, compared to $233.5 in the previous year [1] Future Outlook - JOYY expects Q3 2025 revenue to be between $525 million and $539 million [2]