Hello Group Q1 profit surges on overseas growth; revenue declines

Published 05/06/2025, 08:56
© Reuters.

Investing.com -- Hello Group Inc (NASDAQ:MOMO) posted a mixed set of results for the first quarter of 2025, with strong profit growth offsetting revenue softness and user base declines.

Total (EPA:TTEF) net revenues fell 1.5% year-over-year to RMB2.52 billion ($347 million), reflecting weakness in mainland China operations, particularly on the Momo (NASDAQ:MOMO) and Tantan apps.

However, overseas revenues surged 71.9% to RMB414.6 million, driven by the performance of Soulchill and monetization of new apps.

On a non-GAAP basis, net income during the quarter rose to RMB403.8 million ($55.6 million). Diluted earnings per ADS were RMB2.07 (US$0.29), compared to RMB0.03 in the prior-year period.

Operating income fell to RMB299.5 million from RMB460.3 million, reflecting higher costs tied to overseas expansion and product development. Still, income was supported by a significantly lower tax burden.

"Q1 marked a strong start to 2025," commented Yan Tang, Chairman and CEO of Hello Group.

“Our overseas business growth has accelerated, driven by further localization of existing products and the initial monetization of new apps. We expect the overseas products to make an increasingly meaningful contribution to the Group’s financials in the coming quarters."

User metrics continued to decline. Monthly active users on Tantan dropped to 10.7 million from 13.7 million, while paying users on the Momo app fell to 4.2 million from 7.1 million.

Cash flow from operations was RMB239.7 million, down from RMB400.2 million in Q1 2024. As of March 31, the company held RMB12.8 billion ($1.76 billion) in cash and equivalents.

Management also completed a special dividend payout of $0.30 per ADS and continued share
repurchases totaling $291 million to date.

For Q2 2025, the company expects revenues between RMB2.57 billion and RMB2.67 billion, implying a year-over-year decline of up to 4.5%.

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