Weibo Corporation announced its unaudited financial results for the second quarter ended June 30, 2025, reporting total revenues of $444.8 million. This represents a 2% increase year-over-year and surpassed analyst estimates of less than $440 million. Advertising and marketing revenues also grew by 2% year-over-year to $383.4 million, while value-added services (VAS) revenues saw a modest decrease of 2% to $61.4 million.
The company delivered a non-GAAP diluted net income per share of $0.54, significantly exceeding analyst estimates of $0.43 per ADS. Net income attributable to Weibo increased by 13% year-over-year to $143.2 million, achieving a net margin of 32%. Non-GAAP operating income reached $161.8 million, representing a healthy 36% operating margin.
Weibo's user base continued to expand, with Monthly Active Users (MAUs) reaching 588 million in June 2025, up from 583 million in June 2024. Average Daily Active Users (DAUs) also increased to 261 million from 256 million in the same period. The AI-powered intelligent search product saw its MAUs surpass 50 million by June 2025, demonstrating robust user adoption.
AI integration is actively enhancing monetization, with the newly launched AI ad creative platform 'Linchong' generating over 10% of consumed ad assets. This initiative drove single-digit growth in effective cost per mille (eCPM) for real-time business feed ads. For performance-driven e-commerce advertisers, AI-powered feed ads showed double-digit growth in offerings, with click-through rates for leads increasing by approximately 20% and for apps by over 10%.
Further AI advancements bolstered content engagement, as a strategic revamp of the homepage information feed made the interest-based feed the primary interface. This led to a 17% improvement in the proportion of recommended content consumed by users, reaching 43%. AI assistant features for Key Opinion Leaders (KOLs) also achieved a retain rate exceeding 85% for trial users.
As of June 30, 2025, Weibo's cash, cash equivalents, and short-term investments totaled $2.11 billion. Cash provided by operating activities in Q2 2025 was $24.8 million. The company's strong financial position and successful AI strategy underscore its operational resilience and potential for sustained growth.
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