NASDAQ$WB

Weibo Corp-ADR · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Weibo reported a slight decline in revenue but strong growth in value-added services in Q4 2024.

Weibo's Q4 2024 revenue declined by 1% year-over-year to $456.8 million, with a decrease in advertising revenue but strong growth in value-added services. Net income was significantly lower compared to the previous year, though non-GAAP earnings showed improvement. The company's operational efficiency remained strong, maintaining a 26% operating margin.

  • Total revenue was $456.8 million, down 1% YoY.
  • Net income fell to $8.9 million from $83.2 million in Q4 2023.
  • Non-GAAP net income rose to $106.6 million, up from $76.4 million YoY.
  • Value-added services revenue increased 18% YoY to $71.0 million.

Headline financials

Total Revenue

$457M

Previous: $464M-1.5%
EPS (adj)

$0.40

Previous: $0.31+29.0%
Operating Margin

26.0%

No prior period
Non-GAAP Operating Margin

30.0%

No prior period
Monthly Active Users

590.0M

No prior period
Daily Active Users

260.0M

No prior period
Net Income

$8.9M

Previous: $83.2M-89.3%
Operating Income

$118M

Previous: $119M-0.9%

Revenue & EPS history

Weibo · Revenue · Quarterly

$457M

Q4 2024-1.5%vs Q4 2023
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Weibo · $421M total across 2 segments · Q1 2026

  • Advertising and marketing
    $370M+9.1%
  • Value-added services
    $51.6M-10.6%

Forward guidance

Weibo expects continued focus on high-quality user acquisition and expansion of value-added services to drive future growth.

Tailwinds

  • Growth in value-added services, including memberships and gaming.
  • Continued investment in AI-empowered content ecosystems.
  • Stable advertising revenue trends despite market challenges.
  • Operational efficiency improvements to sustain profitability.
  • Commitment to shareholder returns, including a $200 million annual dividend.

Headwinds

  • Decline in advertising revenue, especially from the gaming sector.
  • Lower net income compared to the prior year.
  • Potential regulatory challenges in China’s digital advertising space.
  • Intensifying competition in the social media and content platform market.
  • Macroeconomic conditions may impact future revenue growth.

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 2024

Historical avgQ4 2024

-0.4%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-0.7%

Avg return

30 days after

40%

20 / 50 earnings

Positive

+18.9%

Q1 2017

Best reaction

-17.5%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.9%-0.5%
Q4 2026-9.3%+0.3%-1.2%
Q3 2025+0.0%-3.1%+1.8%
Q2 2025+11.3%+9.0%+19.2%
Q1 2025+4.4%+11.3%+11.5%
Q4 2024-3.2%+0.8%-29.4%
Q3 2024+7.9%+4.8%+15.7%
Q2 2024-1.5%-3.9%-3.3%
Q1 2024-1.1%+0.2%-7.7%
Q4 2023+2.2%-4.0%-21.3%
Q3 2023-6.7%-3.7%-20.6%
Q2 2023-5.9%+0.4%-7.5%
Q1 2023-4.8%-11.8%-16.9%
Q4 2022-6.2%-11.4%-3.0%
Q3 2022-2.8%-7.5%+18.8%
Q2 2022-8.0%-12.3%-17.4%
Q1 2022-4.5%+6.2%+10.1%
Q4 2021-6.0%-8.4%-6.6%
Q3 2021+5.1%+0.2%-28.2%
Q2 2021+2.7%+10.3%+9.7%
Q1 2021-0.0%+2.1%+3.3%
Q4 2020+3.6%+4.1%-1.9%
Q3 2020-10.6%-7.5%+13.7%
Q2 2020+3.4%+18.5%+27.5%
Q1 2020-6.2%-18.4%-4.0%
Q4 2019-5.5%-1.8%-22.7%
Q3 2019-17.5%-21.0%-17.5%
Q2 2019+13.8%+6.9%+32.2%
Q1 2019-14.7%-16.0%-15.5%
Q4 2018-7.0%-15.0%-5.0%
Q3 2018+1.1%+12.9%-0.4%
Q2 2018-4.0%-7.9%-12.6%
Q1 2018-11.9%-15.8%-16.8%
Q4 2017+18.0%+13.9%+13.0%
Q3 2017+9.8%+6.0%+1.5%
Q2 2017-4.7%-0.5%+21.5%
Q1 2017+18.9%+24.5%+14.4%
Q4 2016-15.8%-11.4%-14.3%
Q3 2016+10.6%+10.8%-3.6%
Q2 2016+16.6%+19.1%+37.2%
Q1 2016-1.6%
Q4 2015+8.1%
Q3 2015+5.4%
Q2 2015+2.3%
Q1 2015-1.1%
Q4 2012-2.1%
Q4 2013-2.1%
Q4 2014+3.2%
Q3 2014-6.5%
Q2 2014+3.5%
Q1 2014
Q3 2013
Q2 2013
Q1 2013

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