Weibo

Weibo Corp. engages in the creation, distribution, and discovery of Chinese-language content. It operates through the Advertising and Marketing Services, and Other Services segments. Its products and services include Self-Expression, such as Feed, Individual page, and Enterprise page; Social Products, such as Follow, Repost, Comment, Favorite, like, Mention, Messenger, and Group Chat; Discovery Products, such as Information Feed, Search, Object Page, Trends, and Discovery Channel; Notifications; Weibo Games; VIP Membership; and Weibo Apps. The company was founded in August 2009 and is headquartered in Beijing, China.

Earnings data Q1 2021

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Earnings data Q4 2024

Weibo reports Q4 revenue decline but sees profit growth

Weibo's Q4 2022 performance saw revenue decline but a significant increase in non-GAAP net income, driven by user growth and content optimization efforts.
The company's strengths lie in content control, diversified monetization strategies, and a focus on efficiency and cost control measures.
Challenges include revenue decline, Weibo membership business adjustments, and the need for competitive positioning and organizational restructuring.
Opportunities exist in social e-commerce growth, operational enhancements, revenue recovery, and strategic partnerships for revenue diversification.

Weibo reports Q1 earnings, focuses on user growth and shareholder value

Weibo's Q1 2023 performance reflects resilience with strong user metrics and revenue diversification efforts.
Operational efficiency and shareholder value focus through dividends showcase financial stability and commitment to investors.
Challenges lie in managing increased expenses, maintaining margins, and strategic cash allocation amidst growth opportunities.
Overall, Weibo's strategic initiatives position it well for sustainable growth and value creation in a dynamic market environment.

Weibo reports strong Q2 performance, focuses on user engagement

Weibo's Q2 performance showcased growth in MAUs, revenues, and operational efficiency, driven by strategic investments in vertical content and user engagement.
While challenges persist in certain sectors, Weibo's focus on enhancing user acquisition capabilities and leveraging AIGC presents opportunities for revenue growth and improved user engagement.
The AIGC function is seen as crucial for enhancing content creation, user engagement, and operational efficiency across various account levels, indicating a positive outlook for Weibo's future growth.

Weibo reports Q3 results, focuses on AI for growth

Weibo's Q3 performance showed a slight decrease in total revenues but a focus on improving operating efficiency. The company's strengths lie in growing ad revenues from specific sectors and enhancing user engagement through vertical content ecosystems. Challenges include revenue declines in certain industries and adapting to regulatory changes, while opportunities exist in AI technology applications and vertical expansion.

Weibo reports mixed Q4 earnings, focuses on user growth

Weibo's Q4 2023 performance showed revenue growth but full-year decline, with a focus on user engagement and financial stability.
Strengths include user base loyalty, innovative strategies for growth, and investor-friendly financial policies.
Challenges in revenue growth, industry uncertainties, and technology implementation need to be addressed for sustained success.
Opportunities in vertical content, AI integration, and user experience enhancements can drive future growth and competitiveness.

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Weibo Corp. engages in the creation, distribution, and discovery of Chinese-language content. It operates through the Advertising and Marketing Services segments. The company was founded in August 2009 and is headquartered in Beijing, China.

Weibo NASDAQ: WB stock is deeply undervalued and ripe for a reversal. The stock is trading at only 5x its earnings, the lowest among China's social media operators, and analysts see nothing but upside.

Deeply Undervalued Weibo Stock Is Ripe for a Reversal

Weibo Corporation (WB) Q4 2023 Earnings Call Transcript

While the top- and bottom-line numbers for Weibo Corporation (WB) give a sense of how the business performed in the quarter ended December 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Here's What Key Metrics Tell Us About Weibo Corporation (WB) Q4 Earnings

BEIJING , March 14, 2024 /PRNewswire/ -- Weibo Corporation ("Weibo" or the "Company") (NASDAQ: WB and HKEX: 9898), a leading social media in China, today announced its unaudited financial results for the fourth quarter and fiscal year ended December 31, 2023. "In 2023, we further improved our product's competitiveness and operating efficiency," said Gaofei Wang, CEO of Weibo.

Weibo Announces Fourth Quarter and Fiscal Year 2023 Unaudited Financial Results and Dividend

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BEIJING , Feb. 27, 2024 /PRNewswire/ -- Weibo Corporation (NASDAQ: WB and HKEX: 9898), a leading social media for people to create, share and discover content, will announce its unaudited financial results for the fourth quarter and fiscal year 2023 before the U.S. market opens on Thursday, March 14, 2024. Following the announcement, Weibo's management team will host a conference call from 7 AM – 8 AM Eastern Time on March 14, 2024 (or 7 PM – 8 PM Beijing Time on March 14, 2024) to present an overview of the Company's financial performance and business operations.

Weibo Corporation to Report Fourth Quarter and Fiscal Year 2023 Financial Results on March 14, 2024

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Weibo is an undervalued, dominant player in the Chinese social media market that happens to be a low-risk, high-uncertainty bet at current prices. The company can leverage AI and its vast amount of data to improve content and retain its KOLs. Weibo's CEO has successfully increased revenue and user base, but regulatory risks in China pose a potential challenge.

Weibo Offers A Low-Risk, High-Uncertainty Bet

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3 Sorry Social Media Stocks to Sell in February While You Still Can

Weibo stock hits an all-time low after a BofA Securities downgrade, making it worth a look for value hunters. Basic thesis: Twitter-equivalent of China trading for sub-6 P/E with cash-rich balance sheet and huge investment portfolio relative to market cap. Risks: revenue headwinds from underperforming ad verticals, related party risks with parent company Sina Corp, and potential chilling effects from China's "real name" rule.

Weibo: It's Hard To Slay A Social Media Giant

Weibo Corporation, a major player in Chinese social media, saw it American-listed shares drop nearly 11% in the wake of its recent announcement of a $300 million convertible senior notes offering. The move to secure additional capital has triggered concerns among investors, leading to a sell-off in Weibo's shares.

Weibo shares decline following $300M convertible senior notes offering

BEIJING , Nov. 30, 2023 /PRNewswire/ -- Weibo Corporation ("Weibo" or the "Company") (Nasdaq: WB; HKEX: 9898), a leading social media in China, today announced the pricing of a previously announced offering of 6,233,785 American Depositary Shares ("ADSs"), each currently representing one Class A ordinary share of Weibo, par value US$0.00025 per share (the "ADS Offering"), which the Company will lend (the "Borrowed ADSs") to an affiliate of the underwriter in the ADS Offering (such affiliate, the "ADS Borrower") pursuant to an ADS lending agreement with the ADS Borrower (the "ADS Lending Agreement").   Concurrently with the ADS Offering, the Company priced the offering (the "Notes Offering") of convertible senior notes in an aggregate principal amount of US$300 million due 2030 (the "Notes") pursuant to Rule 144A of the Securities Act of 1933, as amended.

Weibo Corporation Prices Offering of American Depositary Shares in connection with the Delta Placement of Borrowed ADSs

BEIJING, Nov. 30, 2023 /PRNewswire/ -- Weibo Corporation ("Weibo" or the "Company") (Nasdaq: WB; HKEX: 9898), a leading social media in China, today announced the pricing of its previously announced offering (the "Notes Offering") of convertible senior notes in aggregate principal amount of US$300 million due 2030 (the "Notes"). The Notes have been offered to persons reasonably believed to be qualified institutional buyers in reliance on the exemption from registration provided by Rule 144A under the Securities Act of 1933, as amended (the "Securities Act").

Weibo Corporation Prices Offering of US$300 Million Convertible Senior Notes

BEIJING , Nov. 29, 2023 /PRNewswire/ -- Weibo Corporation ("Weibo" or the "Company") (Nasdaq: WB; HKEX: 9898), a leading social media in China, today announced the commencement of the offering of American Depositary Shares ("ADSs"), each currently representing one Class A ordinary share of Weibo, par value US$0.00025 per share (the "ADS Offering"), which the Company intends to loan (such loaned ADSs, the "Borrowed ADSs") to an affiliate of the underwriter in the ADS Offering (such affiliate, the "ADS Borrower") pursuant to an ADS lending agreement with the ADS Borrower (the "ADS Lending Agreement"). Concurrently with the ADS Offering, the Company announced the offering (the "Notes Offering") of convertible senior notes in an aggregate principal amount of US$300 million due 2030 (the "Notes") pursuant to Rule 144A of the Securities Act of 1933, as amended.

Weibo Corporation Announces Proposed Offering of American Depositary Shares in connection with the Delta Placement of Borrowed ADSs

BEIJING , Nov. 29, 2023 /PRNewswire/ -- Weibo Corporation ("Weibo" or the "Company") (Nasdaq: WB; HKEX: 9898), a leading social media in China, today announced a proposed offering (the "Notes Offering") of convertible senior notes in an aggregate principal amount of US$300 million due 2030 (the "Notes"), subject to market conditions and other factors. The Company intends to grant the initial purchaser in the Notes Offering an option, exercisable within a 30-day period, beginning on and including the date of the Notes Offering, to purchase up to an additional US$30 million in aggregate principal amount of the Notes.

Weibo Corporation Announces Proposed Offering of US$300 Million Convertible Senior Notes

Weibo Corporation (NASDAQ:WB ) Q3 2023 Results Conference Call November 9, 2023 6:00 AM ET Company Participants Sandra Zhang - IR Gaofei Wang - CEO Fei Cao - CFO Conference Call Participants Miranda Zhuang - Bank of America Daisy Chen - Haitong International Timothy Zhao - Goldman Sachs Operator Good day, and thank you for standing by. Welcome to the Weibo Reports Third Quarter 2023 Financial Results Conference Call.

Weibo Corporation (WB) Q3 2023 Earnings Call Transcript

While the top- and bottom-line numbers for Weibo Corporation (WB) give a sense of how the business performed in the quarter ended September 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Weibo Corporation (WB) Reports Q3 Earnings: What Key Metrics Have to Say

BEIJING , Nov. 9, 2023 /PRNewswire/ -- Weibo Corporation ("Weibo" or the "Company") (NASDAQ: WB and HKEX: 9898), a leading social media in China, today announced its unaudited financial results for the third quarter ended September 30, 2023. "We further improved our platform's traffic structure and enhanced our operating efficiency this quarter," said Gaofei Wang, CEO of Weibo.

Weibo Reports Third Quarter 2023 Unaudited Financial Results

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Investors interested in stocks from the Internet - Content sector have probably already heard of Weibo Corporation (WB) and Airbnb, Inc. (ABNB). But which of these two companies is the best option for those looking for undervalued stocks?

WB vs. ABNB: Which Stock Is the Better Value Option?

The mean of analysts' price targets for Weibo Corporation (WB) points to a 54.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Wall Street Analysts Think Weibo Corporation (WB) Could Surge 54.47%: Read This Before Placing a Bet

BEIJING , Oct. 25, 2023 /PRNewswire/ -- Weibo Corporation (NASDAQ: WB and HKEX: 9898), a leading social media for people to create, share and discover content, will announce its unaudited financial results for the third quarter 2023 before the U.S. market opens on Thursday, November 9, 2023. Following the announcement, Weibo's management team will host a conference call from 6 AM – 7 AM Eastern Time on November 9, 2023 (or 7 PM – 8 PM Beijing Time on November 9, 2023) to present an overview of the Company's financial performance and business operations.

Weibo Corporation to Report Third Quarter 2023 Financial Results on November 9, 2023

The chief executive of China's Weibo on Friday confirmed that China may start denying anonymity to online commentators on politics and finance by requiring them to display their names on their accounts, telling users the policy was incoming.

CEO of China's Weibo tests new real-name policy on his own account

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Weibo Corporation (NASDAQ:WB ) Q2 2023 Earnings Conference Call August 24, 2023 7:00 AM ET Company Participants Sandra Zhang - Investor Relations Gaofei Wang - Chief Executive Officer Fei Cao - Chief Financial Officer Conference Call Participants Timothy Zhao - Goldman Sachs Miranda Zhuang - Bank of America Securities Daisy Chen - Haitong International Operator Good day and thank you for standing by. Welcome to the Weibo Report Second Quarter 2023 Financial Results Conference Call.

Weibo Corporation (WB) Q2 2023 Earnings Call Transcript

Weibo Corporation has posted second-quarter financials that beat estimates on earnings but missed the mark on revenue, sending its shares lower in Thursday premarket trading. The Chinese social media company, known for the microblogging website Sina Weibo, reported a 2% decrease in net revenues to US$440.2 million for the three months to June 30, 2023, below analysts' consensus of US$441 million.

News for Weibo Stock (WB)