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The following is Dolphin Research's transcript of $Netflix(NFLX.US) FY26 Q1 earnings call. For our earnings take, see 'Even without Warner, it still bombed — has Netflix run out of steam?'. I. Key highlights recap follows.1) Full-year guide unchanged. For 2026, revenue growth of 12–14%, OPM at 31.5%, and ads revenue target of approx. $3bn (YoY ~2x).2) M&amp;A-related costs. At the start of the year, mgmt. estimated $275mn, incl. the InterPositive acquisition and the Warner Bros. deal...

WB-SW

Warner Bros. Discovery

Paramount Global

NFLX (Trans): FY revenue guidance already factors in potential price hikes this year

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TCEHY

80700

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HTCD

Below is Dolphin Research's Trans of the FY2025 earnings call for $Tencent Music(TME.US) and $TME-SW(01698.HK). For our earnings take, see 'Tencent Music: Soda Music's big push — are the easy days over?'I. Key takeaways1) Shareholder returns: announced a FY2025 cash dividend of $0.24 per ADS, with total payout approx. $368mn, a sharp increase vs. last year. The buyback program still has sizable remaining authorization and will continue subject to market conditions...

American Century Multisector Income ETF

TME-SW

Tencent Music

TENCENT

Tencent

TENCENT-R

Tencent Holdings Limited

Tencent HK SDR 10to1

Warner Music Group - CL

Citigroup

CureVac BV

TME (Trans): Agile amid intense competition, prioritizing shareholder returns

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Today’s Key News Recap

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Allianzim US Large Cap Buffer10 Mar ETF

AppLovin firmly rejects short-seller report; BIDU debuts ERNIE 5.0 | Daily News Recap

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1205 | Dolphin Research Key Focus: 🐬 Stock 1, $BIDU-SW(09888.HK) According to reports, Kunlun Chip (Baidu's AI chip subsidiary) has initiated preparations for listing in Hong Kong, planning to submit the application in the first quarter of 2026 and complete the IPO in early 2027, with the latest valuation of approximately 21 billion RMB. Baidu is the largest shareholder. It has released products such as Kunlun Chip M100 and M300, with tens of thousands of cards deployed, serving as the core foundation of Baidu's AI computing power, and also providing computing power services to external enterprises. The news pushed Baidu's stock price to rise over 8% at one point...

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China

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Alibaba

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

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Xinyuan Real Estate

Us 12 Mth Natural Gas

Alibaba HK SDR 5to1

Baidu Spins Off Kunlunxin for IPO; Ele.me Completes Official Rebranding | Today's Important News Recap

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1117 | Dolphin Research Focus: 🐬 Stocks 1. $BABA-W(09988.HK) $Alibaba(BABA.US) Alibaba announced that its personal AI assistant, Qwen APP, has officially started public testing, with simultaneous launches on the web and PC, and is available for free. The APP is built on the Qwen3 model, integrating dozens of functions such as AI photo editing and document reading, and plans to be integrated into various life scenarios. The international version will also be launched soon. On the first day of launch, due to traffic far exceeding expectations, many users reported issues such as entry congestion and unresponsive commands...

Boeing

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Apple Group

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

GraniteShares 2x Long NVDA Daily ETF

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YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

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Alibaba Qianwen App Goes Viral on Launch Day;Google Gemini 3.0 May Arrive This Week | Today's Important News Recap

CSRC Fines Hu Bo for Spreading False Information

Weibo Integrates Baidu Intelligent Cloud DuClaw for Enhanced Data Services

Citi Maintains Buy Rating for Weibo Class A Shares with a Target Price of HKD 93.60

Weibo Launches the First AI Community 'Silicon Tea Room' in China

CGB: Weibo Plans to Increase Investment in AI and KOL Ecosystem

Nomura Upgrades Sina Weibo's Revenue Forecast and Downgrades Earnings Estimate

Weibo's Net Profit Soars But Stock Price Falls

Weibo Launches 'Silicon Tea Room': An AI Autonomous Social Community

Goldman Sachs Analyzes Weibo's Performance and Cuts Target Price

Weibo released FY2025 Annual Earnings on March 18 Pre-Market (EST), actual revenue USD 1.757 B (forecast USD 1.731 B), actual EPS USD 1.7 (forecast USD 1.9479)

Weibo released FY2025 Q4 earnings on March 18 Pre-Market EST, actual revenue USD 473.26 M (forecast USD 444.28 M), actual EPS USD -0.0197 (forecast USD 0.2401)

Weibo to Release FY2025 Q4 Earnings on March 18, Pre-Market EST; Forecast Revenue USD 444.28 M, EPS USD 0.2401

Weibo Becomes Media Partner of Chinese Olympic Committee

Taiwan's DPP Authorities List Douyin and Other Apps as High-Risk APPs

Weibo and SM Entertainment Reach Strategic Partnership

Sina receives unfavorable judgment in privatization, Weibo plans to repurchase shares

Jieyue Star Releases New AIAgent Series Model Step-GUI

QuestMobile Releases 2025 New Media Ecosystem Overview Report

Huatai International First Coverage on Weibo Stock and Publishes Report

Sina Weibo Donates HKD 10 Million to Support Victims of Hong Kong Fire

OPTIMI HEALTH CORP

HCW Biologics

GCL Global

Micware

Silexion Therapeutics

BiomX

MicroAlgo

MetaVia

Tradr 2X Long XNDU Daily ETF

Vida Global

Earning Release Date

财报预告

FY2026 Q1 Earning Release 2026.05.28 (EST) Pre-Market

Weibo Corporation (09898.HK, WB.US) Q4 2025 Earnings Conference Call

Weibo Corporation (09898.HK, WB.US) Q3 2025 Earnings Conference Call

Weibo Corporation (09898.HK, WB.US) Q2 2025 Earnings Conference Call

Weibo Corporation (09898.HK, WB.US) Q1 2025 Earnings Conference Call

Weibo Corporation (09898.HK, WB.US) Q4 2024 Earnings Conference Call

Weibo Corporation (WB.US) Q3 2024 Earnings Conference Call

Weibo's 2025 ESG report reveals a 41% reduction in Scope 3 emissions and that AI-generated ads now comprise 40% of promoted feed consumption. This shift may enhance Weibo's investment narrative, despite ongoing risks related to ad dependence and competition. The company has authorized a $200 million share buyback through 2026, aiming for $1.9 billion in revenue and $416.6 million in earnings by 2028. Analysts remain cautious, with some predicting earnings could drop to $376 million by 2029. The report encourages investors to reassess both optimistic and pessimistic views on Weibo's future.

Simplywall

What Weibo (WB)'s AI-Powered Ads And ESG Milestones Mean For Shareholders

Weibo's share price has dropped significantly, closing at US$8.14, with a 60.2% undervaluation according to a Discounted Cash Flow analysis, suggesting an intrinsic value of US$20.43 per share. The stock's P/E ratio of 4.45x is also below industry averages, indicating it is undervalued compared to peers. Analysts are divided on Weibo's future, with optimistic and cautious narratives suggesting potential fair values between US$7.50 and US$14.00. The ongoing scrutiny of user engagement and regulatory issues in China continues to impact its market performance.

Is It Time To Reassess Weibo (WB) After Its Prolonged Share Price Slide?

Weibo Publishes 2025 Environmental, Social and Governance Report | WB Stock News

StockTitan

Weibo Publishes 2025 Environmental, Social and Governance Report | WB Stock News

Weibo to Hold Annual General Meeting on May 27, 2026 | WB Stock News

Weibo to Hold Annual General Meeting on May 27, 2026 | WB Stock News

DRIV

36Kr learned that most popular Chinese concept stocks fell in pre-market trading in the US. As of the time of writing, Weibo and Nio fell over 1%, Li Auto, XPeng, Bilibili, and Alibaba fell nearly 1%, while Pinduoduo fell 0.27%; iQIYI rose nearly 1%, and NetEase rose 0.31%

36Kr

Global X Autonomous & Electric V

NIO Inc

XPeng

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Li Auto

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XPENG-W

Most popular Chinese concept stocks are down in pre-market trading in the US, with Nio falling over 1%

Weibo Corp Earnings Call: AI Push Amid Margin Squeeze

Tip Ranks

Weibo Corp Earnings Call: AI Push Amid Margin Squeeze

Weibo(WB.US)

What Weibo (WB)'s AI-Powered Ads And ESG Milestones Mean For Shareholders

Is It Time To Reassess Weibo (WB) After Its Prolonged Share Price Slide?

Weibo Publishes 2025 Environmental, Social and Governance Report | WB Stock News

NFLX (Trans): FY revenue guidance already factors in potential price hikes this year

Weibo to Hold Annual General Meeting on May 27, 2026 | WB Stock News

Most popular Chinese concept stocks are down in pre-market trading in the US, with Nio falling over 1%

Weibo Corp Earnings Call: AI Push Amid Margin Squeeze

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