NYSE$HUYA

HUYA Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Huya returns to growth as game-related services hit 26% of revenue while live streaming stabilizes

HUYA Inc. reported second quarter 2025 net revenues of RMB1,567.1 million (US$218.8 million), up from RMB1,541.6 million a year earlier, marking a second consecutive quarter of topline growth as the company’s strategic shift beyond pure live streaming gains traction. Game-related services, advertising and other revenue rose to RMB413.9 million, or 26% of total net revenues, while live streaming revenue was RMB1,153.2 million. The company posted a GAAP net loss attributable to HUYA of RMB5.5 million versus net income of RMB29.6 million in Q2 2024, though non-GAAP net income was RMB47.5 million. Average MAUs reached 161.6 million and gross margin was 13.5%. Management highlighted cost optimization, a US$75.4 million share repurchase to date, and a special dividend of roughly US$340 million during the quarter.

  • Total net revenues grew to RMB1,567.1 million with game-related services, advertising and other revenue up sharply to RMB413.9 million, now 26% of the mix.
  • GAAP net loss attributable to HUYA was RMB5.5 million while non-GAAP net income was RMB47.5 million; non-GAAP net income per ADS was RMB0.21.
  • Average MAUs were 161.6 million as Huya expanded its cross-platform game-related entertainment and services model.
  • Live streaming revenue was RMB1,153.2 million, continuing to stabilize as diversified revenue streams offset macro and industry headwinds.
  • The company repurchased ADSs totaling US$75.4 million under its buyback program and paid a special dividend of about US$340 million in the quarter.

Headline financials

Total Revenue

¥1.57B

Previous: ¥213M+636.2%
EPS (adj)

¥0.21

Previous: ¥0.06+250.0%
Gross margin

13.5%

No prior period
Average MAUs

161.6M

No prior period
Net Income

-¥5.5M

Previous: ¥4.09M-234.6%
Operating Income

-¥23.7M

Previous: -¥5.42M-337.2%
Gross Profit

¥212M

Previous: ¥29.7M+615.6%
Cash & Equivalents

¥3.77B

No prior period

Revenue & EPS history

HUYA · Revenue · Quarterly

¥1.57B

Q2 2025+636.2%vs Q2 2024
Beat estimate in 7 of 11 quarters(64%)
ActualEstimate

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

-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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