Hello Group: Strong International Growth Amid Domestic User Decline in 2025 Financial Results

Hello Group's Robust Performance in International Markets Amid Domestic Challenges

Hello Group Inc., a prominent player in the online social networking landscape of Asia, announces notable financial outcomes for the fourth quarter and full year ending December 31, 2025. While the company's net revenue experiences a slight decline of 2.3% year-over-year to reach RMB2,575.8 million (US$368.3 million) for Q4, the significant surge in overseas revenues — a remarkable 70.3% increase to RMB608.2 million (US$87.0 million) — indicates a burgeoning international presence. This growth in foreign markets contrasts with a domestic backdrop of declining paying user figures, with the Momo app and Tantan both reporting reduced subscriber bases compared to the previous year.

The company's net income for Q4 stands at RMB237.3 million (US$33.9 million), an increase from RMB187.2 million in the same quarter of the prior year. Non-GAAP net income also impressively rises to RMB281.3 million (US$40.2 million), showcasing a strong operational performance despite prevailing challenges. Notably, diluted net income per American Depositary Share (ADS) increases to RMB1.44 (US$0.21) from RMB1.05, and non-GAAP diluted net income per ADS reaches RMB1.70 (US$0.24), compared to RMB1.30 a year prior. These results affirm Hello Group's ability to bolster profitability in a demanding economic environment.

For the entirety of 2025, Hello Group recalls similar trends, with net revenues dipping by 1.9% to RMB10,367.1 million (US$1,482.5 million) and overall net income decreasing to RMB804.0 million (US$115.0 million) from RMB1,039.6 million in 2024. This decline in domestic performance juxtaposes an impressive 70.8% increase in overseas revenue, reaching RMB2,000.0 million (US$286.0 million), underlining the company's successful expansion strategy beyond its home market. Although the challenges persist, Hello Group's strategic pivot toward capturing the international consumer base appears fruitful, positioning the company for potential long-term growth.

In addition to its financial results, Hello Group continues to navigate a competitive online social networking space amid evolving user preferences. The reported decrease in paying users on both the Momo and Tantan platforms highlights the necessity for the company to innovate and enhance user engagement strategies in anticipation of market demands. With concerted efforts on expanding international outreach, Hello Group aims to stabilize its user base and bolster domestic performance as it adapts to industry trends.

As the industry landscape shifts, Hello Group's focus on international revenues bodes well for its financial health, indicating a strategic move that may guard against domestic market fluctuations and nurture future growth opportunities.