Momo Inc. Stock Earnings Reports
Momo. Earnings Calls
Release date | May 27, 2025 |
EPS estimate | $0.240 |
EPS actual | - |
Revenue estimate | 2.425B |
Revenue actual | - |
Expected change | +/- 9.85% |
Release date | Mar 12, 2025 |
EPS estimate | $0.210 |
EPS actual | $0.180 |
EPS Surprise | -14.29% |
Revenue estimate | 356.608M |
Revenue actual | 361.094M |
Revenue Surprise | 1.26% |
Release date | Dec 09, 2024 |
EPS estimate | $0.260 |
EPS actual | - |
Revenue estimate | 338.573M |
Revenue actual | - |
Release date | Sep 03, 2024 |
EPS estimate | $0.300 |
EPS actual | $0.330 |
EPS Surprise | 10.00% |
Revenue estimate | 369.76M |
Revenue actual | 2.691B |
Revenue Surprise | 627.88% |
Last 4 Quarters for Momo.
Below you can see how MOMO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
Release date | Sep 03, 2024 |
Fiscal end date | Jun 30, 2024 |
Price on release | $6.39 |
EPS estimate | $0.300 |
EPS actual | $0.330 |
EPS surprise | 10.00% |
Date | Price |
---|---|
Aug 27, 2024 | $6.52 |
Aug 28, 2024 | $6.61 |
Aug 29, 2024 | $6.59 |
Aug 30, 2024 | $6.64 |
Sep 03, 2024 | $6.39 |
Sep 04, 2024 | $6.20 |
Sep 05, 2024 | $6.42 |
Sep 06, 2024 | $6.38 |
Sep 09, 2024 | $6.32 |
4 days before | -1.99% |
4 days after | -1.10% |
On release day | -2.97% |
Change in period | -3.07% |
Release date | Dec 09, 2024 |
Fiscal end date | Sep 30, 2024 |
Price on release | $7.39 |
EPS estimate | $0.260 |
EPS actual | - |
Date | Price |
---|---|
Dec 03, 2024 | $6.65 |
Dec 04, 2024 | $6.66 |
Dec 05, 2024 | $6.62 |
Dec 06, 2024 | $6.77 |
Dec 09, 2024 | $7.39 |
Dec 10, 2024 | $7.57 |
Dec 11, 2024 | $7.70 |
Dec 12, 2024 | $7.79 |
Dec 13, 2024 | $7.84 |
4 days before | 11.13% |
4 days after | 6.09% |
On release day | 2.44% |
Change in period | 17.89% |
Release date | Mar 12, 2025 |
Fiscal end date | Dec 31, 2024 |
Price on release | $6.80 |
EPS estimate | $0.210 |
EPS actual | $0.180 |
EPS surprise | -14.29% |
Date | Price |
---|---|
Mar 06, 2025 | $7.63 |
Mar 07, 2025 | $7.65 |
Mar 10, 2025 | $7.31 |
Mar 11, 2025 | $7.42 |
Mar 12, 2025 | $6.80 |
Mar 13, 2025 | $7.17 |
Mar 14, 2025 | $7.06 |
Mar 17, 2025 | $7.14 |
Mar 18, 2025 | $7.06 |
4 days before | -10.88% |
4 days after | 3.82% |
On release day | 5.44% |
Change in period | -7.47% |
Release date | May 27, 2025 |
Fiscal end date | Mar 31, 2025 |
Price on release | - |
EPS estimate | $0.240 |
EPS actual | - |
Date | Price |
---|---|
May 12, 2025 | $6.28 |
May 13, 2025 | $6.40 |
May 14, 2025 | $6.40 |
May 15, 2025 | $6.20 |
May 16, 2025 | $6.17 |
Momo. Earnings Call Transcript Summary of Q4 2024
Q4 & FY 2024 Earnings Call
Financial Overview:
- Total revenue for Q4 2024 was RMB 2.64 billion, a decline of 12% year-over-year.
- Adjusted operating income for Q4 was RMB 280 million, yielding a margin of 10.6%.
- Excluding film production costs, it would have been RMB 374 million with a margin of 14.2%.
- For FY 2024, total revenue decreased to RMB 10.6 billion from RMB 12 billion, with adjusted operating income of RMB 1.173 billion (16.3% margin).
Business Segments Performance:
- Momo App: Revenue decreased 16% year-over-year, primarily due to proactive product adjustments and a weak macroeconomic environment; however, standalone new apps saw a 40% revenue increase.
- Tantan App: Revenue fell by 22% year-over-year due to a decrease in the number of paying users and overall declining user engagement.
- New International Apps: Revenue grew by 37% year-over-year (RMB 416 million) due to successful expansion in overseas markets, especially within the MENA region.
Strategic Outlook:
- Management intends to maintain the productivity of the Momo app through operational adjustments and focus on profitability.
- For Tantan, there will be a shift towards reducing user acquisition costs and improving product experience, even if it leads to a temporary decline in user numbers and revenues.
- The company plans to continue focusing on the international market expansion, especially with Soulchill and the new apps Yaahlan and AMAR, which showed promising early revenues.
Dividend and Share Buyback Policy:
- The Board approved a special dividend of $0.30 per ADS, marking the seventh consecutive year of dividend payments. However, management does not plan to formalize this into a regular policy.
- The preference is for flexibility in capital allocation, allowing for potential investments or buybacks instead of rigid dividend commitments.
Guidance for 2025:
- Management estimates continued revenue decline in the cash cow Momo segment but expects overseas business to grow significantly, narrowing overall declines at the group level.
- The first quarter revenue forecast is between RMB 2.4 billion and RMB 2.5 billion, with ongoing macroeconomic uncertainties.
Conclusions:
Investors should be mindful of the company's proactive approach to profitability, particularly through cost reductions and optimization, despite headwinds in user acquisition. The focus on overseas expansion and innovations with new apps offers potential growth avenues that may offset domestic challenges. Continued cash returns indicate a commitment to shareholder value, but with an emphasis on flexible capital deployment strategies.