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Momo.com (8454) investor relations material
Momo.com Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Core e-commerce GMV grew 7.1% year-over-year in Q2 2026, driven by deeper brand partnerships and broader product assortment.
Enhanced member engagement and platform governance improved conversion rates and scaled the 3P ecosystem.
Logistics efficiency and in-house delivery capabilities expanded, strengthening nationwide fulfillment and service quality.
AI integration across operations improved customer experience, operational efficiency, and product quality.
Financial highlights
Revenue for 1H2026 reached NTD 53,686.2 million, up from NTD 52,436.0 million in 1H2025.
Net profit attributable to owners was NTD 1,581.1 million, compared to NTD 1,511.6 million year-over-year.
EPS was NTD 4.81, down from NTD 5.70 in 1H2025.
Gross margin from operations was 13.5%, slightly up from 13.4% year-over-year.
Net cash generated from operating activities increased to NTD 3,425.9 million from NTD 1,756.4 million year-over-year.
Outlook and guidance
Taiwan's e-commerce penetration is projected to continue rising, with ample room for further growth compared to global averages.
Ongoing investments in logistics automation and AI are expected to drive future efficiency and service improvements.
- Revenue and profit declined, but strong e-commerce and 3P order growth support positive outlook.8454
Q3 20258 Jul 2026 - Revenue up 1.9% in Q3 and 3.5% YTD, but net income and EPS declined.8454
Q3 20248 Jul 2026 - Q1 2026 revenue reached TWD 26.59B; 3P and ad growth strong, but net profit and EPS declined.8454
Q1 202625 Jun 2026 - Revenue and profit fell, but 3P GMV and user growth remained strong amid ongoing investments.8454
Q4 202517 Apr 2026 - Q2 revenue up 1.7% YoY to NT$26.66B, e-commerce leads, gross margin at 9.1%, EPS NT$6.98.8454
Q2 20242 Feb 2026 - Revenue up 3% to NT$112.56B, Q4 at NT$33.48B, net income down 5%, dividend NT$13.3/share.8454
Q4 202423 Dec 2025 - Revenue and profit fell, but 3P and user growth, plus logistics gains, drove resilience.8454
Q2 202523 Nov 2025 - Q1 2025 saw lower revenue and profit but higher user engagement and ongoing logistics investment.8454
Q1 202521 Nov 2025
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