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Weibo Corp

Weibo Corporation operates a social media platform in the People's Republic of China through its subsidiaries, enabling users to create, discover, and distribute content. It operates in two segments: Advertising and Marketing Services, and Value-Added Services. The company offers discovery, self-expression, and social products, along with advertising and marketing solutions such as social display advertisements and promoted marketing offerings. It also provides products including trends, search, video/live streaming, and editing tools, as well as back-end management, traffic support, an open application platform, and Weibo Wallet. The company was formerly known as T.CN Corporation and changed its name to Weibo Corporation in 2012. Founded in 2009, it is based in Beijing, the People's Republic of China.

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Weibo Q2 2026 Revenue Rises 2% to $453.8M

Weibo reported second quarter 2026 net revenues of USD 453.8 million, an increase of 2% or a decrease of 4% on a constant currency basis. Advertising and marketing revenues were USD 381 million, a decrease of 1% or 6% on a constant currency basis, while value-added service revenues rose 19% or 12% on a constant currency basis to USD 72.9 million. The company's operating income was USD 125.4 million, representing a non-GAAP operating margin of 28%, and net income attributable to Weibo reached USD 102.7 million with diluted EPS of USD 0.38. Monthly active users in June 2026 were 561 million and average daily active users were 254 million. Management noted that ad revenue faced pressure from soft consumer demand and cautious advertiser budgets, but saw growth in automobile, internet services, and food and beverage sectors, and highlighted AI-driven improvements in ad efficiency.
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Weibo Q2 revenue rises 2% but ad sales slip

Weibo reported second-quarter 2026 total net revenues of 453.8 million dollars, up 2 percent year over year, while advertising and marketing revenues fell 1 percent to 381 million dollars. Value-added services revenue jumped 19 percent to 72.9 million dollars, and non-GAAP operating income was 125.4 million dollars, representing a 28 percent operating margin compared with 36 percent a year earlier. Net income attributable to Weibo was 102.7 million dollars, with diluted earnings per share of 0.38 dollars. Monthly active users reached 561 million in June 2026, while daily active users were 254 million, a slight year-over-year decline that management attributed to channel budget rationalization and low-frequency user adaptation to feed changes. The company cautioned that third-quarter advertising revenue growth faces pressure from a high base due to last year's food delivery price war and lower World Cup ad contributions.
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Weibo Q1 Revenue Rises 6% on Strong Ad Growth, but Users Decline

Weibo Corp reported first-quarter 2026 revenue of USD421.3 million, a 6% year-over-year increase, driven by a 9% jump in advertising revenue to USD369.8 million. Non-GAAP operating income was USD119.8 million, representing a 28% margin, while net income reached USD91.9 million. Monthly active users slipped to 562 million and daily active users to 254 million, reflecting challenges in user acquisition and retention. The company highlighted double-digit growth in video consumption and ongoing AI investments to improve ad targeting and content creation. Cash and equivalents stood at USD2.59 billion as of March 31, 2026.
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