Momo.com (8454) Q2 2026 earnings summary

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.