NASDAQ$JOYY

JOYY Inc.-ADR · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

JOYY Q2 2025: revenue $507.8M as non-GAAP net income rises to $77.0M and EBITDA hits $48.2M

JOYY Inc. reported Q2 2025 net revenues of $507.8 million, down from $565.1 million a year ago, as live streaming revenue fell to $375.4 million while other revenues grew 25.6% to $132.4 million on strong BIGO Ads growth. Operating income rose to $5.8 million from $2.3 million, and non-GAAP EBITDA increased 25.7% to $48.2 million. Net income from continuing operations attributable to controlling interest was $60.8 million versus $52.1 million, and non-GAAP net income reached $77.0 million. Diluted EPS was $1.13 and non-GAAP diluted EPS $1.44 per ADS. The company returned $98.5 million in dividends and repurchased $36.5 million of shares in H1 2025.

  • Q2 net revenue was $507.8M; live streaming $375.4M (-18.3% YoY) and other revenue $132.4M (+25.6% YoY)
  • Operating income rose to $5.8M from $2.3M; non-GAAP EBITDA grew 25.7% to $48.2M
  • Non-GAAP net income was $77.0M vs $74.0M; diluted EPS $1.13 and non-GAAP EPS $1.44 per ADS
  • Global mobile MAUs were 262.5M; BIGO paying users 1.50M with ARPPU of $215.2
  • Net cash was $3.32B; Q3 2025 revenue guidance is $525M–$539M

Headline financials

Total Revenue

$508M

Previous: $565M-10.1%
EPS (adj)

$1.44

Previous: $1.17+23.1%
BIGO paying users

1.5M

No prior period
Non-GAAP EBITDA

$48.2M

No prior period
BIGO ARPPU

$215.20

No prior period
Global average mobile MAUs

262.5M

No prior period
Net Income

$60.8M

Previous: $51.7M+17.6%
Operating Income

$5.8M

Previous: $265K+2088.7%
Gross Profit

$185M

Previous: $213M-12.9%
Cash & Equivalents

$401M

No prior period

Revenue & EPS history

JOYY · Revenue · Quarterly

$508M

Q2 2025-10.1%vs Q2 2024
Beat estimate in 9 of 13 quarters(69%)
ActualEstimate

Revenue by segment

JOYY · $556M total across 3 segments · Q1 2026

  • Social Entertainment
    $400M
  • BIGO Ads
    $125M
  • Shopline
    $30.5M

Forward guidance

For Q3 2025, JOYY expects net revenues between $525 million and $539 million.

Tailwinds

  • BIGO Ads growing ~29% YoY with mid-double-digit third-party ad network growth

Headwinds

  • Macroeconomic uncertainty may affect near-term demand

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

+0.7%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+3.2%

Avg return

30 days after

53%

29 / 55 earnings

Positive

+72.5%

Q4 2021

Best reaction

-14.9%

Q2 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025+0.1%-0.6%-1.8%
Q3 2025+6.4%+7.7%+8.7%
Q2 2025+3.8%+4.9%+13.6%
Q1 2025+4.3%+3.2%+10.2%
Q4 2024-12.1%-10.3%-16.4%
Q3 2024+11.4%+21.0%+20.7%
Q2 2024+2.7%+2.1%+11.7%
Q1 2024-3.7%-8.2%-7.8%
Q4 2023-2.4%-4.8%-0.2%
Q3 2023-2.1%-4.7%+1.2%
Q2 2023+2.8%+4.8%+15.9%
Q1 2023-12.1%+2.0%+7.1%
Q4 2022+1.9%+6.1%+7.4%
Q3 2022+10.3%+10.1%+17.4%
Q2 2022-13.5%-10.5%-19.4%
Q1 2022-12.5%-13.5%-25.6%
Q4 2021+72.5%+74.6%+61.6%
Q3 2021-1.6%+1.4%-11.0%
Q2 2021+11.8%+21.3%+35.2%
Q1 2021-9.4%-11.0%-16.8%
Q4 2020-11.3%-11.7%-8.6%
Q3 2020+6.4%-9.5%-12.7%
Q2 2020+6.9%+5.2%-3.5%
Q1 2020+0.5%-11.6%+54.0%
Q4 2019-2.6%-17.1%+14.3%
Q3 2019-3.9%-5.4%-12.9%
Q2 2019+3.1%+5.5%+15.3%
Q1 2019+4.5%+6.8%+7.7%
Q4 2018+14.9%+7.1%+24.4%
Q3 2018-6.8%+4.8%+1.2%
Q2 2018-14.9%-17.1%-19.6%
Q1 2018-12.7%-9.0%-21.7%
Q4 2017-11.2%-10.3%-22.8%
Q3 2017+22.9%+18.4%+19.5%
Q2 2017+1.2%-6.2%+0.1%
Q1 2017-1.8%+0.7%+7.1%
Q4 2016-3.6%+4.5%-9.9%
Q3 2016+0.9%+3.9%-4.6%
Q2 2016+4.4%+3.6%+12.1%
Q1 2016+1.2%-1.5%-22.2%
Q4 2015-0.1%
Q3 2015-0.7%
Q2 2015+0.4%
Q1 2015-7.4%
Q4 2014+12.3%
Q3 2014-3.5%
Q2 2014+8.1%
Q1 2014-6.3%
Q4 2013+2.9%
Q3 2013-11.4%
Q2 2013-4.3%
Q1 2013+3.9%
Q4 2011+0.1%
Q4 2010+0.1%
Q4 2012-13.2%
Q3 2012
Q2 2012
Q1 2012
Q3 2011

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