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Weimob (2013) investor relations material
Weimob H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary20 Aug, 2025
Executive summary
First-half 2025 revenue was RMB775.5 million, down 10.6% year-on-year, mainly due to advertising platform rebate changes and exit from low-margin businesses, but adjusted revenue rose 7.8% after normalization.
Adjusted net profit reached RMB16.9 million and adjusted EBITDA was RMB71.8 million, marking the first profit turnaround since 2021.
Gross profit increased 1.1% to RMB582.3 million; adjusted gross profit surged 36.1% to RMB583.2 million, with gross margin improving to 75.1%.
Operating profit turned positive at RMB0.3 million, compared to a loss of RMB287.3 million in the prior year; net loss narrowed sharply to RMB47.2 million from RMB569.8 million.
AI-related revenue reached RMB34 million, accounting for 7.9% of subscription revenue.
Financial highlights
Subscription Solutions revenue was RMB438 million, down 10.1% year-on-year, but stabilized and grew sequentially; number of paying merchants fell 13.9% to 59,149.
Merchant Solutions revenue was RMB338 million, down 11.3% year-on-year, but adjusted for rebates, up 45.3%; gross margin for Merchant Solutions jumped to 91.3%.
Gross billing for Merchant Solutions was RMB8,623 million, up 3.4% year-on-year; number of paying merchants grew 1.5% to 39,281.
Adjusted EBITDA margin improved to 9.3% from -24.5% year-on-year; adjusted net margin attributable to equity holders was 3.1%.
Free cash flow nearly break-even with a small outflow of RMB28 million.
Outlook and guidance
Second half expected to see subscription revenue return to year-on-year growth as deferred revenue impact fades.
AI commercialization and expansion of AI Agent applications in SaaS and targeted marketing to drive further revenue growth.
Merchant Solution revenue projected to grow at least 90% year-on-year in the second half, with net rebate ratio maintained.
Continued dedication to the WeChat e-commerce ecosystem and multi-channel expansion, including Douyin, Huawei HarmonyOS, Meituan, Xiaohongshu, and Alipay.
Internationalization efforts to drive growth in North America, Southeast Asia, Middle East, Europe, Africa, and beyond.
How did AI revenue impact Subscription Solutions?
Explain the adjusted Merchant Solutions revenue growth.
Discuss Weimob's strategy for the local services sector.
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Frequently asked questions
Weimob Inc. is a Chinese software and cloud service provider for small and medium-sized enterprises. It offers digital tools for online marketing, e-commerce, CRM, and SaaS-based business operations. The company’s platforms enable merchants to manage their digital presence and sales through social media and mini-program ecosystems. It is headquartered in Shanghai, China, and its shares are listed on the HKEX.
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