NASDAQ$DOYU

Douyu -ADR · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

DouYu returns to Q4 profit on 69% gross profit jump as cost cuts offset live-stream decline

DouYu International reported unaudited Q4 and full-year 2025 results. Fourth-quarter total net revenues decreased 19.1% to RMB918.8 million (US$131.4 million) as live streaming revenue fell 29.8% to RMB513.0 million amid fewer promotions and softer consumer spending. Gross profit rose 69.1% to RMB118.0 million and gross margin expanded to 12.8% from 6.1%, driven by lower content and bandwidth costs. The company posted Q4 income from operations of RMB4.7 million versus a RMB192.9 million operating loss a year ago, and net income of RMB1.4 million versus a RMB173.1 million net loss. Adjusted net income (non-GAAP) was RMB12.6 million. Innovative business, advertising and other revenues were roughly flat at RMB405.8 million while voice-based social revenue reached RMB271.0 million. Full-year 2025 net revenues were RMB3.82 billion with adjusted net income of RMB40.2 million.

  • Q4 net revenues were RMB918.8 million (-19.1% YoY); live streaming revenue fell 29.8% to RMB513.0 million.
  • Q4 gross profit rose 69.1% to RMB118.0 million; gross margin improved to 12.8% from 6.1% on cost optimization.
  • Q4 net income was RMB1.4 million versus a RMB173.1 million loss; adjusted net income was RMB12.6 million.
  • Average mobile MAUs were 27.6 million; quarterly average paying users for live streaming were 2.6 million with ARPPU of RMB230.
  • Full-year 2025 adjusted net income turned positive at RMB40.2 million; cash and deposits totaled RMB2.28 billion after a US$300M special dividend.

Headline financials

Total Revenue

¥919M

Previous: ¥156M+490.5%
EPS (adj)

¥0.42

Previous: -¥0.31+235.5%
Gross margin

12.8%

No prior period
Average mobile MAUs

27.6M

No prior period
Quarterly average paying users (live streaming)

2.6M

No prior period
Live streaming ARPPU

¥230.00

No prior period
Net Income

¥1.4M

Previous: -¥22.4M+106.3%
Operating Income

¥4.7M

Previous: -¥25.1M+118.7%
Gross Profit

¥118M

Previous: ¥9.6M+1129.2%
Cash & Equivalents

¥2.28B

No prior period

Revenue & EPS history

Douyu · Revenue · Quarterly

¥919M

Q4 2025+490.5%vs Q4 2024
Beat estimate in 8 of 10 quarters(80%)
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 Q4 2025

Historical avgQ4 2025

-0.6%

Avg return

Earnings day

-1.1%

Avg return

5 days after

+4.6%

Avg return

30 days after

29%

8 / 28 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
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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