The earnings call highlighted a significant rebound in business performance with strong content expansion and advertising growth. However, the call also noted annual declines in total revenues and challenges in membership and advertising revenue, creating a mixed outlook.

Company Guidance

During the call, iQIYI provided guidance indicating a significant rebound in business performance across various metrics starting late November 2024. The company reported an increase in net additions of subscribing members and user time spent, with a strengthened leading position in the total drama market share. Two of their popular dramas surpassed 10,000 on the IT popularity index, solidifying their position in the suspense genre. The company also aimed to boost membership revenue by enhancing content quality and expanding advertising revenue through the growth of the mini-drama business. Financially, iQIYI reported total revenues of RMB 6.6 billion for Q4 2024, with membership services revenue reaching RMB 4.1 billion and online advertising revenue at RMB 1.4 billion. The company highlighted the introduction of new membership tiers and benefits, such as the S Diamond membership plan, to improve user retention and attract new subscribers. Additionally, iQIYI is optimistic about its overseas growth, particularly in markets like Southeast Asia and North America, and plans to expand into new regions such as the Middle East and Latin America in 2025.

Significant Rebound in Business Performance

Since late November, there has been a significant increase in subscribing members and user time spent, with a strong comeback of top-tier content leading to improved market share.

Expansion of Content Portfolio

The mini-drama portfolio has expanded to over 10,000 titles, capturing 95% of the leading mini-drama content providers in the market.

Improvement in Membership Revenue

Membership revenue in Q1 was RMB 4.1 billion with strategies to cater to mass audiences and enhance membership benefits.

Advertising Revenue Growth

Advertising revenue grew by 7% sequentially, driven by double-digit brand ad revenue growth from premium dramas.

Strong Overseas Market Performance

Membership revenue from Hong Kong, U.K., Thailand, and Australia grew by over 30% year-over-year, with a plan to expand in new regions such as the Middle East and Latin America.

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Iqiyi (GB:0XWG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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GB:0XWG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 20, 2025	2025 (Q1)	0.05 / -	0.87	―	―	―
Feb 18, 2025	2024 (Q4)	>-0.01 / >-0.01	0.096	-108.57% (-0.10)	―
Nov 21, 2024	2024 (Q3)	0.05 / 0.07	0.088	-21.88% (-0.02)	―
Aug 22, 2024	2024 (Q2)	0.03 / 0.03	0.084	-59.02% (-0.05)	―
May 16, 2024	2024 (Q1)	0.08 / 0.12	0.133	-10.31% (-0.01)	―
Feb 28, 2024	2023 (Q4)	0.09 / 0.10	0.135	-28.57% (-0.04)	―
Nov 21, 2023	2023 (Q3)	0.09 / 0.09	0.029	204.76% (+0.06)	―
Aug 22, 2023	2023 (Q2)	0.07 / 0.08	0.014	510.00% (+0.07)	―
May 16, 2023	2023 (Q1)	0.08 / 0.13	0.029	361.90% (+0.10)	―
Feb 22, 2023	2022 (Q4)	0.06 / 0.13	-0.308	143.75% (+0.44)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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GB:0XWG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 18, 2025	$12.70	$12.70	0.00%
Nov 21, 2024	$12.70	$12.70	0.00%
Aug 22, 2024	$12.70	$12.70	0.00%
May 16, 2024	$12.70	$12.70	0.00%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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