NYSE$HUYA

HUYA Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

HUYA Q1 2026: RMB1.73B revenue (+14.6% YoY), non-GAAP profit RMB21.1M as diversification accelerates

HUYA Inc. reported first-quarter 2026 unaudited results showing continued momentum in its transformation into a comprehensive game-related services provider. Total net revenues rose 14.6% year over year to RMB1,728.4 million, while game-related services, advertising and other revenues surged 69.4% to RMB627.4 million and reached a record 36.3% mix of total revenue. Live streaming revenue eased to RMB1,101.0 million amid industry conditions. Gross profit grew 34.3% to RMB253.2 million and gross margin expanded to 14.6% from 12.5%, helped by higher-margin diversification. GAAP operating loss narrowed to RMB28.8 million from RMB59.6 million, and non-GAAP operating loss narrowed to RMB2.7 million. Net loss attributable to HUYA was RMB4.1 million versus net income of RMB0.9 million a year ago, while non-GAAP net income attributable to HUYA was RMB21.1 million compared with RMB24.0 million in Q1 2025.

  • Total net revenues increased 14.6% YoY to RMB1,728.4 million; game-related services, advertising and other revenues jumped 69.4% to RMB627.4 million.
  • Gross margin expanded to 14.6% from 12.5% as higher-margin game-related businesses grew to 36.3% of revenue.
  • GAAP operating loss narrowed to RMB28.8 million from RMB59.6 million; non-GAAP operating loss improved to RMB2.7 million from RMB35.6 million.
  • Non-GAAP net income attributable to HUYA was RMB21.1 million despite a RMB4.1 million GAAP net loss, reflecting share-based compensation and acquisition-related adjustments.
  • Cash, short-term deposits and long-term deposits totaled RMB3,455.1 million at March 31, 2026, down from RMB3,818.4 million at year-end after dividend payments.

Headline financials

Total Revenue

¥1.73B

Previous: ¥1.51B+14.6%
EPS (adj)

¥0.09

Previous: ¥0.10-10.0%
Game-related revenue mix

36.3%

No prior period
Gross margin

14.6%

Previous: 12.5%+16.8%
Net Income

-¥4.1M

Previous: ¥900K-555.6%
Operating Income

-¥28.8M

No prior period
Gross Profit

¥253M

Previous: ¥189M+34.3%
Cash & Equivalents

¥3.46B

No prior period

Revenue & EPS history

HUYA · Revenue · Quarterly

¥1.73B

Q1 2026+14.6%vs Q1 2025
Beat estimate in 7 of 11 quarters(64%)
ActualEstimate

Forward guidance

Management emphasized disciplined pursuit of growth opportunities while preserving earnings quality, citing a pipeline of new publishing titles and continued expansion of game-related services.

Tailwinds

  • Strong diversification into higher-margin game-related services with Goose Goose Duck mobile gaining traction.
  • Operating loss narrowing and gross margin expansion support earnings quality improvement.

Headwinds

  • Live streaming revenues declined amid challenging industry environment.
  • GAAP net loss returned after prior-year breakeven on lower interest income from reduced deposits.

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 Q1 2026

Historical avgQ1 2026

+0.5%

Avg return

Earnings day

-2.3%

Avg return

5 days after

-3.6%

Avg return

30 days after

52%

17 / 33 earnings

Positive

+24.9%

Q1 2024

Best reaction

-18.3%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-9.2%-11.0%-24.5%
Q3 2025-4.3%-3.9%+11.4%
Q2 2025+4.8%+0.0%+3.9%
Q1 2025+1.4%+0.0%+8.7%
Q4 2024-18.3%-29.3%-26.4%
Q3 2024-5.6%-5.3%-2.5%
Q2 2024+6.7%-1.3%-11.4%
Q1 2024+24.9%+35.7%-4.3%
Q4 2023+1.7%-5.7%-4.4%
Q3 2023+12.0%+12.0%+9.9%
Q2 2023-5.6%-17.1%-7.1%
Q1 2023-7.0%-9.0%+10.8%
Q4 2022-15.6%-12.8%-18.4%
Q3 2022+20.4%+9.1%+29.6%
Q2 2022-8.6%-13.3%-19.6%
Q1 2022+5.6%+7.4%-1.5%
Q4 2021+14.1%+5.2%-21.7%
Q3 2021+8.9%+19.0%-12.6%
Q2 2021+1.1%+2.2%-3.6%
Q1 2021-2.3%-4.5%+9.6%
Q4 2017+1.2%-6.1%-19.8%
Q4 2020-13.9%-16.2%-27.9%
Q3 2020+7.3%+8.5%+2.2%
Q2 2020+7.0%+0.3%+6.5%
Q1 2020-8.9%-17.1%+7.8%
Q4 2019-3.6%-13.2%+7.4%
Q3 2019-4.6%-11.5%-29.0%
Q2 2019+4.9%+19.1%+18.5%
Q1 2019+0.7%-3.9%+8.3%
Q4 2018+18.8%-4.2%+7.3%
Q3 2018-1.6%-6.8%-11.7%
Q2 2018-14.3%-20.4%-16.1%
Q1 2018-1.5%+17.5%+0.7%
Q3 2017
Q2 2017
Q1 2017
Q4 2016

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