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Here Group
Here Group (HERE) investor relations material
Here Group Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Jun, 2026
Executive summary
Q3 FY2026 revenue reached RMB164.7 million, reflecting strong IP-driven growth and exceeding guidance despite industry headwinds and seasonality.
Gross margin improved to 34.5%, up 350 basis points sequentially, due to cost structure optimization.
The company operates 20 IPs (12 proprietary, 8 licensed) and completed rebranding and Nasdaq listing, transitioning from online learning to pop toy industry.
Focus remains on building proprietary IPs, expanding D2C stores, and enhancing omni-channel user engagement.
Strategic capital allocation and disciplined investment underpin long-term growth ambitions.
Financial highlights
Q3 FY2026 revenue was RMB164.7 million, down from RMB177.3 million in the previous quarter but up from RMB127.1 million in Q2 and RMB65.8 million in Q4 FY25.
Gross profit was RMB56.9 million, with gross margin rising to 34.5% from 31% sequentially.
Net loss was RMB34.1 million; adjusted net loss was RMB22.9 million.
Basic and diluted net loss per share were RMB0.21; adjusted net loss per share were RMB0.14.
Major revenue contributors: WAKUKU (RMB102.4 million), SIINONO (RMB33.3 million), ZIYULI (RMB14.3 million), and others (RMB14.7 million).
Outlook and guidance
Q4 FY2026 revenue expected between RMB130 million and RMB140 million.
FY2026 revenue guidance revised to RMB600–610 million, reflecting current market conditions and a downward adjustment from previous guidance.
Positioned to capitalize on a global pop toy market projected to reach RMB753.7 billion by 2030, with an 18.6% CAGR (2024-2030E).
Continued focus on new IP launches, measured global expansion, and omni-channel strategies.
Sustainability of the 5-7 week reorder cycle
Revenue dependency on the WAKUKU proprietary IP
Light content strategy vs traditional animation
Explain the 695% inventory surge since June 2025
Explain market realities driving the guidance cut
Explain strategy to reverse WAKUKU decline
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Latest events from Here Group
- Revenue fell 39.6% but net income and user base grew, with Letsvan set to boost pop toy growth.HERE
Q3 20255 Jun 2026 - Pop toy business and strategic restructuring drive sequential growth and future expansion.HEREQ4 20255 Jun 2026
- Q2 FY2026 revenue jumped 39.4% to RMB 177.3M, led by IP and offline channel growth.HEREQ2 202612 Mar 2026
- Revenue up 17.1% YoY, adjusted net income up 47.1%, and user base grew 40%.HEREQ3 20241 Feb 2026
- Q4 FY2024 revenue up 20.7% and adjusted net income more than doubled year-over-year.HEREQ4 202423 Jan 2026
- Revenue fell 6.8% but profits and user growth remained strong amid a strategic pivot.HEREQ1 202512 Jan 2026
- Adjusted net income rose 27.1% year-over-year despite a 25.9% revenue drop.HEREQ2 202518 Dec 2025
- Q1 revenue rose 93.3% to RMB127.1M, gross margin hit 41.2%, and FY2026 guidance is RMB750–800M.HEREQ1 20262 Dec 2025
Next Here Group earnings date
Q4 202628 Aug, 2026
Here Group
Next Here Group earnings date
Q4 202628 Aug, 2026
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@theshortbearx.com
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