MOMO Hello Group (MOMO) Q2 FY26 earnings call
Hello Group navigated a challenging domestic market in Q2 FY26, marked by macro headwinds impacting high-spending users, while its diversified overseas portfolio demonstrated strong growth and improved profitability. The company is strategically leveraging AI for product innovation across Momo and Tantan to enhance user experience and engagement, alongside disciplined cost management to maintain overall profitability.
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MOMO operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Paid subscribers Tantan | 600KAs of the end of Q1, Tantan had 0.6 million paying users a modest decrease of 30,000 quarter-over-quarter.Source: earnings call transcript | 500KAs of the end of Q2, Tantan had 0.5 million paying users, a modest decrease of 40,000 quarter-over-quarter, mainly due to pressure on paying conversion from Alipay's adjustments to its auto renewal deduction rules.Source: earnings call transcript | -16.7% |
| Employees | 1,396We ended the quarter with 1,396 total employees compared to 1,336 from a year ago.Source: earnings call transcript | 1,399We ended the quarter with 1,399 total employees compared to 1,268 from a year ago.Source: earnings call transcript | +0.2% |
| R&D personnel as a percentage of total employees | 56%The R&D personnel as a percentage of total employees for the group was 56% compared with 58% from Q1 last year.Source: earnings call transcript | 56%The R&D personnel as a percentage of total employees for the group was 56% compared with 58% from Q2 last year.Source: earnings call transcript | 0 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.