Weibo (WB) Q1 FY26 earnings call

Earnings call· Mar 2026 (Q1 FY26)· Information Technology· May 28, 2026

Source: earnings call transcript

Weibo delivered solid Q1 FY26 ad revenue growth, fueled by strategic shifts towards user quality, information feed optimization, and robust AI integration across products and monetization. Despite a modest decline in MAUs, DAUs showed resilience, supported by enhanced video consumption and core user retention. The company continues to balance investment in AI and content ecosystems with profitability, navigating uncertain macro consumption sentiment and industry competition.

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WB operating KPIs by quarter

WB operating KPIs stated on its earnings calls, by fiscal quarter
KPI	This call Mar 2026 Q1 FY26	Jun 2026 Q2 FY26	Change vs prior quarter
Monthly active users (MAU)	562M On the user front, in March 2026, Weibo's MAU was 562 million and average daily users reached 254 million. Source: earnings call transcript	561M On the user front, in June 2026, Weibo's MAUs reached 561 million and average DAUs reached 254 million. Source: earnings call transcript	-0.2%
Daily active users (DAU)	254M On the user front, in March 2026, Weibo's MAU was 562 million and average daily users reached 254 million. Source: earnings call transcript	254M On the user front, in June 2026, Weibo's MAUs reached 561 million and average DAUs reached 254 million. Source: earnings call transcript	0%

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.