Hello Group Inc
NASDAQ:MOMO

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Hello Group Inc
NASDAQ:MOMO
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Price: 6.77 USD -3.01% Market Closed
Market Cap: 1.1B USD

Hello Group Inc
Investor Relations

Hello Group Inc., once known under the moniker Momo Inc., has crafted a distinctive niche in China's vibrant digital landscape. The company originally gained attention through its location-based social networking application, Momo, which allowed users to connect with nearby people, fostering friendships and even business connections. Over the years, it evolved to include Tantan, often dubbed the "Tinder of China," expanding its foothold in the social app market. Hello Group's platforms are more than mere dating services; they fuse social networking with entertainment, combining live-streaming, value-added services, and virtual gifting. Through these elements, users engage deeply with content, forming a virtual ecosystem driven by interactive experiences.

Monetization for Hello Group is multifaceted, capitalizing on both its social networking and entertainment features. Subscription fees and in-app purchases play significant roles, with users paying for premium memberships and additional features that enhance their interactive experience. The real financial engine, however, lies in live-streaming. Here, users purchase virtual gifts to present to their favorite content creators, generating a continuous revenue stream. Furthermore, Hello Group benefits from advertising, leveraging its substantial user base to offer targeted ad placements. Consequently, the company’s ability to blend social interaction with diverse monetization strategies sets it apart in the competitive digital landscape.

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Last Earnings Call
Fiscal Period
Q2 2025
Call Date
Sep 9, 2025
AI Summary
Q2 2025

Revenue: Group revenue for Q2 2025 was RMB 2.62 billion, down 3% year-over-year but up 4% quarter-over-quarter.

Overseas Growth: Overseas revenue jumped 73% year-over-year and now makes up 17% of group revenue, driven by strong performance in the MENA region and new dating brands.

Profit Impact: A one-off withholding tax expense led to a non-GAAP net loss, but underlying non-GAAP net income would have been RMB 451.9 million, up 1% year-over-year.

Guidance: Q3 revenue is expected to be RMB 2.59–2.69 billion, with domestic revenue down in the low to mid-teens and overseas revenue up in the mid-60s year-over-year.

AI Strategy: Management highlighted new AI-powered features for user engagement and retention, and an AI roleplay chat app performing well in Japan.

Margin Outlook: Gross margins are expected to be at the lower end of prior guidance due to higher payout ratios and a shift toward overseas business.

Tax Issue: A change in withholding tax interpretation resulted in a one-time charge, but management says the issue is not unique to Hello Group.

Key Financials
Revenue
RMB 2.62 billion
Domestic Revenue
RMB 2.18 billion
Overseas Revenue
RMB 442 million
Value Added Services Revenue
RMB 2.58 billion
Momo Value Added Service Revenue
RMB 1.85 billion
Tantan Onshore Revenue
RMB 160 million
Non-GAAP Net Loss
RMB 96.0 million
Non-GAAP Net Income (excluding special tax item)
RMB 451.9 million
Non-GAAP Operating Income
RMB 447.7 million
Non-GAAP Operating Margin
17.1%
Non-GAAP Gross Margin
38.8%
Non-GAAP R&D Expenses
RMB 172.0 million
Non-GAAP Sales and Marketing Expenses
RMB 339.7 million
Non-GAAP G&A Expenses
RMB 67.5 million
Cash and Equivalents
RMB 12.39 billion
Net Cash Provided by Operating Activities
RMB 250.1 million
Momo Paying Users
3.5 million
Tantan MAU
10.2 million
Tantan Paying Users
740,000
Earnings Call Recording
Other Earnings Calls

Management

Mr. Yan Tang
Executive Chairman & CEO
No Bio Available
Mr. Li Wang
President & Executive Director
No Bio Available
Mr. Xiaoliang Lei
Co-Founder
No Bio Available
Ms. Hui Peng
Chief Financial Officer
No Bio Available
Ms. Sichuan Zhang
COO & Director
No Bio Available
Mr. Jianhua Wen
Chief Technology Officer
No Bio Available
Ms. Ashley Jing
Head of Investor Relations
No Bio Available

Contacts

Address
BEIJING
Beijing
20th Floor, Block B, Tower 2, Wangjing SOHO, No.1 Futongdong Street, Chaoyang District
Contacts
+861057310567.0
momoinc.gcs-web.com