NASDAQ$DOYU

Douyu -ADR · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

DouYu returns to Q2 profit as cost discipline lifts margins despite flat revenue

DouYu International reported unaudited Q2 2025 results with total net revenues of RMB1,053.9 million (US$147.1 million), up 2.1% from RMB1,032.0 million a year ago amid a volatile macro environment and intensifying industry competition. Gross profit rose 68.5% to RMB141.9 million and gross margin expanded to 13.5% as the company optimized content and bandwidth costs. Income from operations turned positive at RMB14.2 million versus a RMB119.6 million operating loss in Q2 2024. Net income was RMB37.8 million and net income per ADS was RMB1.25; adjusted net income (non-GAAP) was RMB25.3 million (RMB0.84 per ADS). Average mobile MAUs for live streaming were 36.4 million and quarterly average paying users were 2.8 million with ARPPU of RMB255.

  • Q2 net revenues RMB1,053.9M (+2.1% YoY); gross profit RMB141.9M (+68.5%).
  • Operating income turned positive at RMB14.2M vs RMB119.6M loss in Q2 2024.
  • Net income RMB37.8M; GAAP net income per ADS RMB1.25; adjusted net income RMB25.3M.
  • Gross margin expanded to 13.5% on content and bandwidth cost optimization.
  • 36.4M mobile MAUs and 2.8M quarterly average paying users (ARPPU RMB255).

Headline financials

Total Revenue

¥1.05B

Previous: ¥143M+639.6%
EPS (adj)

¥0.84

Previous: -¥0.20+520.0%
Gross margin

13.5%

No prior period
Average mobile MAUs

36.4M

No prior period
Quarterly average paying users

2.8M

No prior period
Quarterly ARPPU

¥255.00

No prior period
Net Income

¥37.8M

Previous: -¥6.79M+657.2%
Operating Income

¥14.2M

Previous: -¥12.6M+212.9%
Gross Profit

¥142M

Previous: ¥11.6M+1120.6%

Revenue & EPS history

Douyu · Revenue · Quarterly

¥1.05B

Q2 2025+639.6%vs Q2 2024
Beat estimate in 9 of 10 quarters(90%)
ActualEstimate

Revenue by segment

Douyu · ¥1.19B total across 3 segments · Q4 2025

  • Livestreaming
    ¥513M
  • Innovative business, advertising and other
    ¥406M
  • Voice-based social networking (within innovative/advertising line)
    ¥271M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-0.5%

Avg return

Earnings day

-0.8%

Avg return

5 days after

+4.6%

Avg return

30 days after

28%

8 / 29 earnings

Positive

+39.4%

Q4 2021

Best reaction

-18.0%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%+7.3%
Q4 2025+0.0%+3.3%+10.2%
Q3 2025-5.0%+1.7%+1.3%
Q2 2025+13.4%+14.6%+7.8%
Q1 2025-1.3%-3.9%-6.9%
Q4 2024+10.4%+6.2%-24.0%
Q3 2024-1.7%+0.6%+16.3%
Q2 2024-11.8%-9.7%+9.1%
Q4 2023-11.3%-16.5%+7.0%
Q3 2023+10.2%+5.3%+26.7%
Q2 2023-1.0%-5.6%-5.0%
Q1 2023+3.0%+6.0%+11.0%
Q4 2022-1.7%-5.1%-5.1%
Q3 2022-12.9%-12.9%+11.4%
Q2 2022+0.8%+2.4%+14.4%
Q1 2022-4.6%-13.2%-19.7%
Q4 2021+39.4%+56.3%+41.5%
Q3 2021-15.9%-18.3%-33.2%
Q2 2021-0.9%-4.6%+0.6%
Q1 2021-0.9%-6.5%+0.3%
Q4 2020-11.1%-19.4%-23.7%
Q3 2020+3.5%+3.8%-14.0%
Q2 2020-5.5%-4.1%+5.2%
Q1 2020+17.7%+30.2%+60.6%
Q4 2017-1.1%-7.4%+18.9%
Q4 2018-1.1%-7.4%+18.9%
Q4 2019-6.2%-13.5%-2.5%
Q3 2019-2.5%-1.8%+6.5%
Q2 2019-18.0%-12.4%-5.4%
Q3 2018
Q2 2018
Q1 2018

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