MOMO Hello Group Inc.
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Executive Summary
Hello Group (MOMO) reported Q1 2026 revenue of $345.9M, down 5.3% YoY, and net income of $42.2M, down 18.7% YoY, continuing the decline seen in FY2025. Paying users for Momo and Tantan fell further, while overseas revenue grew 44.1% to $86.6M but failed to offset the domestic decline. Q2 2026 guidance of $355-370M implies a further 2.7-6.5% YoY revenue decline, reinforcing the bearish trajectory.
Actionable Insight
The earnings miss and negative guidance confirm the structural decline of the core Momo/Tantan franchise. Watch for further user erosion and any catalyst from overseas expansion that could stem the revenue slide. The buyback and dividend provide limited downside support.
Key Facts
- Net revenues decreased 5.3% YoY to RMB2,386.0M ($345.9M)
- Net income attributable to shareholders fell 18.7% YoY to RMB291.0M ($42.2M)
- Diluted EPS dropped from RMB2.07 to RMB1.81
- Momo paying users declined to 3.7M from 4.2M YoY; Tantan to 0.6M from 0.8M
- Overseas revenue grew 44.1% YoY to RMB597.4M but remains only 25% of total
- Q2 2026 revenue guidance: RMB2.45-2.55B, implying a 2.7-6.5% YoY decline
- Company paid a $0.28/ADS special dividend in April 2026
- Share repurchase program has $86.6M remaining as of June 2, 2026
- Operating cash flow declined to RMB158.9M from RMB239.7M YoY
- Interest income fell 55% due to lower cash balances and rates
Financial Impact
Revenue decline of $19.4M YoY; net income decline of $9.7M YoY; guidance indicates further erosion
Risk Factors
- Continued decline in paying users for Momo and Tantan
- Regulatory risks in overseas markets (e.g., Turkey app removal)
- Further revenue contraction if domestic recovery stalls
- Reduced interest income and cash burn from buybacks/dividends
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001193125-26-252519 |
| Document: d80576d6k.htm | 0001193125-26-252519 |
| Document: 0001193125-26-252519-index-headers.html | 0001193125-26-252519 |
| Document: 0001193125-26-252519-index.html | 0001193125-26-252519 |
| Document: 0001193125-26-252519.txt | 0001193125-26-252519 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 2, 2026
12d ago
|
6-K
| $5.76 $5.76 | · 0.00% | ▼ −0.72% | $5.68 (+1.39%) |
|
Apr 28, 2026
6w ago
|
20-F
| $6.14 $6.07 | ▲ +1.14% | ▲ +1.13% | $5.68 (+7.49%) |
US Market Status
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