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Hello Group (MOMO) investor relations material
Hello Group Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary9 Sep, 2025
Executive summary
Q2 2025 total revenue was RMB 2.62 billion, down 2.6% year-over-year but up 4% sequentially, with overseas revenue up 72.7% to RMB 442.4 million.
Net loss attributable to shareholders was RMB 140.2 million in Q2 2025, compared to net income of RMB 397.8 million in Q2 2024.
Non-GAAP net loss was RMB 96 million in Q2 2025, mainly due to a one-off withholding tax; excluding this, non-GAAP net income was RMB 451.9 million, up 1% year-over-year.
MAU on Tantan fell to 10.2 million in June 2025 from 12.9 million in June 2024; Momo app paying users dropped to 3.5 million from 7.2 million year-over-year.
Management highlighted stabilization in domestic business and rapid overseas growth, with cost controls supporting profitability.
Financial highlights
Value-added services revenue was RMB 2.58 billion, down 2.6% year-over-year, but up 4% sequentially.
Cost and expenses in Q2 2025 were RMB 2,227.7 million, down 2.1% year-over-year, driven by reduced marketing and production costs.
Income from operations was RMB 403.5 million in Q2 2025, down from RMB 425.0 million in Q2 2024.
Non-GAAP gross margin was 38.8%, down 2 percentage points year-over-year.
Net cash provided by operating activities in Q2 2025 was RMB 250.1 million, down from RMB 475.2 million in Q2 2024.
Outlook and guidance
Q3 2025 revenue is expected between RMB 2.59 billion and RMB 2.69 billion, representing a year-over-year change of -3.2% to +0.6%.
Domestic business is projected to decrease mid to low teens year-over-year, while overseas revenue is expected to grow in the mid-60% range.
For 2025, group top-line could see a slight downtick or remain flat versus 2024, with domestic revenue declining low teens and overseas revenue growing around 70%.
Gross margin for 2025 is expected at the lower end of 36-37%, with operating margin at the lower end of 13-14%.
Ongoing impact of 10% withholding tax rate?
Reconcile Momo user decline with stabilization claim.
Overseas business profit contribution trajectory?
How does overseas growth balance profit?
MoMo's user acquisition ROI strategy details?
What is the ongoing tax rate for Beijing royalty?
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Next Hello Group earnings date
Q3 20258 Dec, 2025
Next Hello Group earnings date
Q3 20258 Dec, 2025
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Frequently asked questions
Hello Group Inc., through its subsidiaries, provides social networking and entertainment services in China. It operates two mobile-based social networking and entertainment platforms: Hello and Hago. The company also operates Hello Box and Hago Live, which offer users a way to receive/send images, videos, and voice messages. In addition, it provides information content service on a range of topics, including entertainment news; celebrity gossip; sports; interactive entertainment resources that allow users to watch videos; follow celebrities; play games; participate in contests; and download apps for iPhone, Android-based smartphones, or other mobile devices.
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