WB Weibo (WB) Q2 FY26 earnings call
Weibo navigated Q2 FY26 with mixed results, demonstrating resilience in VAS revenue and AI-driven ad efficiency while facing persistent advertising market headwinds. The company is actively optimizing its product experience and content ecosystem, particularly in video and AI-powered search, to enhance user engagement and long-term monetization. Management anticipates continued pressure on ad revenue in the near term, focusing on content marketing and operational efficiency. This call was partially interpreted.
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WB operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Monthly active users (MAU) | 562MOn the user front, in March 2026, Weibo's MAU was 562 million and average daily users reached 254 million.Source: earnings call transcript | 561MOn 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) | 254MOn the user front, in March 2026, Weibo's MAU was 562 million and average daily users reached 254 million.Source: earnings call transcript | 254MOn 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.