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Earnings transcript
Read the complete earnings call transcript.
WB
Weibo Corporation
$8.68
-0.09
(-1.03%)
| Exchange: | NASDAQ |
| Market Cap: | 2.073B |
| Shares Outstanding: | 228.185M |
About The Company
| Sector: | Communication Services | |||||
| Industry: | Internet Content & Information | |||||
| CEO: | Gaofei Wang | |||||
| Full Time Employees: | 4982 | |||||
| Address: |
| |||||
| Website: | https://weibo.com |
Weibo Corporation, through its subsidiaries, operates as a social media platform for people to create, distribute, and discover content in the People’s Republic of China. It operates in two segments, Advertising and Marketing Services; and Value-Added Services. The company offers discovery products to help users discover content on its platform; self-expression products that enable its users to express themselves on its platform; and social products to promote social interaction between users on its platform. It also provides advertising and marketing solutions, such as social display advertisements; and promoted marketing offerings, such as Fans Headline and Weibo Express, as well as promoted trends and search products that appear alongside user’s trends discovery and search behaviors. In addition, the company offers products, such as trends, search, video/live streaming, and editing tools; content customization, copyright contents pooling, and user interaction development; and search list recommendation, trends list recommendation, and Weibo app opening advertisements. Further, it provides back-end management, traffic support, and product solutions to MCNs, unions, and e-commerce partners; open application platform for other app developers that allows users to log into third-party applications with their Weibo account for sharing third-party content on its platform; and Weibo Wallet, a product that enables platform partners to conduct interest generation activities on Weibo, such as handing out red envelops and coupons. The company was formerly known as T.CN Corporation and changed its name to Weibo Corporation in 2012. The company was founded in 2009 and is headquartered in Beijing, China. Weibo Corporation is a subsidiary of Sina Corporation.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 1,759,836 | 1,754,677 | 1,761,863.371 |
| Gross Profit | 1,385,557 | 1,385,156 | 1,338,910.724 |
| EBITDA | 695,153 | 597,728 | 524,188.683 |
| Operating Income | 472,934 | 494,324 | 466,054.339 |
| Net Income | 342,598 | 300,801 | 450,207.539 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 7,280,358 | 6,504,499 | 7,091,216.243 |
| Total Liabilities | 3,762,742 | 2,925,613 | 3,083,636.151 |
| Total Stockholders Equity | 3,398,735 | 3,482,771 | 3,920,745.721 |
| Total Debt | 2,705,537 | 1,905,518 | 1,863,557.948 |
| Cash and Cash Equivalents | 2,584,635 | 1,890,632 | 2,298,950.804 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2022 | 2023 | 2024 |
|---|---|---|---|
| Operating Cash Flow | 564,104 | 672,820 | 639,898 |
| Capital Expenditure | -196,708 | -36,772 | -61,469 |
| Free Cash Flow | 367,396 | 636,048 | 578,429 |
| Net Income | 97,809 | 357,495 | 300,801 |
| Net Change in Cash | 267,065 | -106,133 | -694,003 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 2,058,992.392 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 2,189,112.772 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 2,136,275.745 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 779,766.671 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 829,044.918 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 809,034.862 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 0 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 0 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 0 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 651,258.585 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 692,415.617 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 675,703.283 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 0 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 0 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 0 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 4 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Solid Revenue Performance: In Q4 2024, Weibo reported total revenue of USD 456.8 million, reflecting resilience in its core business operations. This performance aligns with steady historical revenue trends from income statements, indicating a stable top-line growth trajectory.
- Strong Content Ecosystem: As highlighted in the Q4 2024 earnings call, Weibo’s focus on enhancing its content ecosystem continues to drive user engagement, positioning the company as a key player in the social media and advertising space within its sector.
- Positive Cash Flow Metrics: Analysis of cash flow statements shows consistent net cash provided by operating activities, with notable free cash flow generation. This financial health supports operational flexibility and potential reinvestment into growth initiatives.
- Market Position: Weibo benefits from a strong foothold in its industry, as evidenced by its market capitalization and competitive standing within the sector, providing a robust foundation for sustained performance.
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Intrinsic Value Calculator
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Common questions about WB valuation
Is Weibo Corporation (WB) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Weibo Corporation (WB) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is WB a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether WB trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is WB’s P/E ratio?
You can see WB’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for WB?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is WB a good long-term investment?
Whether WB fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
WB
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Daily snapshot
-1.03
Trading Metrics:
| Open: | 8.67 | Previous Close: | 8.77 | |
| Day Low: | 8.62 | Day High: | 8.78 | |
| Year Low: | 7.1 | Year High: | 12.96 | |
| Price Avg 50: | 9.78 | Price Avg 200: | 10.51 | |
| Volume: | 907991 | Average Volume: | 1.096M |
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Welcome to MARKETSNAP’s SWOT analysis for Weibo, the social media giant from China that many of you already know as a key player in the online content space. If you’re looking to dive deep into whether Weibo is a solid pick for your long-term portfolio, you’re in the right place. Today, we’re breaking down the strengths, weaknesses, opportunities, and threats for this company, while keeping an eye on what’s been moving the stock lately and what could shape its future.…
