PRNewsWire·Sep 2, 2026
BIGO Ads Calls for a More Connected Approach to Mobile App Growth/PRNewswire/ -- Mobile app growth is often managed across separate teams, with user acquisition focused on bringing users in and monetisation focused on
JOYY's investment thesis is clouded by a deteriorating core business, where revenue has declined for multiple periods and operating margins have compressed to just 2.3% in 2026Q2, suggesting structural challenges in its live-streaming ecosystem. While the bala...
Price trend, volume and key moving averages
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 25, 2026 | $1.24+8.8% vs $1.14 | $591M+2.8% vs $575M |
Q2 2026 May 25, 2026 | $1.11+9.9% vs $1.01 | $556M+2.3% vs $543M |
Q2 2026 Mar 10, 2026 | $1.34-2.9% vs $1.38 | $582M+2.8% vs $566M |
Q4 2025 Nov 19, 2025 | $1.36-1.4% vs $1.38 | $540M-4.5% vs $566M |
/PRNewswire/ -- Mobile app growth is often managed across separate teams, with user acquisition focused on bringing users in and monetisation focused on
JOYY Inc. trades at a steep discount, with an EV/Sales multiple of just 0.29x despite $3.1 billion in net cash. BIGO Live's ARPPU of $220.5 far surpasses Twitch, highlighting strong user monetization and engagement across JOYY's social entertainment segment. BIGO Ads revenue grew 53.1% YoY, with management targeting a $1 billion run rate by 2028, supporting a bullish SOTP valuation.
JOYY Inc. delivered its fastest revenue growth in years, with Q2 2026 revenue up 16.3% YoY and non-GAAP operating income up 28.2%. I maintain a buy rating with a $91.8 ADR price target, reflecting over 20% upside, supported by a robust cash position and sustainable free cash flow. Social Entertainment is recovering with accelerating growth, while Bigo Ads' top-line surge is offset by stagnant gross profit and margin compression.
JOYY Inc. (JOYY) Q2 2026 Earnings Call Transcript
Benchmark JOYY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for JOYY, Inc. Sponsored ADR Class A (JOYY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $80.38 | $4.16B | 2.04 | -5.07% | 98.78% | 36.94% | 3.63% | |
| $4.93 | $771.77M | 7.17 | -1.85% | 11.04% | 10.14% | — | |
| $7.93 | $24.36M | 1.61 | -5.9% | -0.59% | -2.74% | — | |
| $2.32 | $531.06M | -32.47 | 6.96% | -1.6% | -2.29% | — | |
| $4.67 | $140.94M | -34.47 | -10.58% | -0.89% | -1.63% | — | |
| $1.01 | $973.96M | -32.31 | -6.62% | -3.08% | -4.76% | — |
JOYY, Inc. Sponsored ADR Class A (JOYY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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JOYY, Inc. Sponsored ADR Class A (JOYY) stock FAQ — growth, dividends, profitability & financials explained
JOYY, Inc. Sponsored ADR Class A (JOYY) reported $2.26B in revenue for fiscal year 2025. This represents a 77314% increase from $2.9M in 2010.
JOYY, Inc. Sponsored ADR Class A (JOYY) saw revenue decline by 5.1% over the past year.
JOYY, Inc. Sponsored ADR Class A (JOYY) reported a net loss of $139.6M for fiscal year 2025.
Yes, JOYY, Inc. Sponsored ADR Class A (JOYY) pays a dividend with a yield of 3.63%. This makes it attractive for income-focused investors.
JOYY, Inc. Sponsored ADR Class A (JOYY) has a return on equity (ROE) of 36.9%. This is excellent, indicating efficient use of shareholder capital.
JOYY, Inc. Sponsored ADR Class A (JOYY) generated $158.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
