China's Sohu.com Q4 revenue rises 6% y/y on improved user engagement
Overview
China online media platform's Q4 revenue rose 6% yr/yr, with a net income boost from tax reversal
Company's fiscal 2025 revenue declined 2% compared with 2024 levels
Company repurchased 8.1 mln ADSs for US$106 mln under share buyback programme
Outlook
Sohu estimates Q1 2026 marketing services revenue between US$10 mln and US$11 mln
Company expects Q1 2026 online game revenue between US$113 mln and US$123 mln
Sohu forecasts Q1 2026 net loss between US$10 mln and US$20 mln
Result Drivers
MARKETING SERVICES - Revenues increased 25% quarter-over-quarter due to improved user engagement and monetization opportunities
ONLINE GAMES - Revenues were in line with expectations, focusing on operational excellence and content updates
TAX REVERSAL - GAAP net income significantly boosted by reversal of approximately US$285 million withholding income tax related to Changyou
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 EPS |
| $8.38 |
|
Analyst Coverage
The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the online services peer group is "buy."
Wall Street's median 12-month price target for Sohu.com Ltd is $21.00, about 28.4% above its February 6 closing price of $16.36
Press Release: ID:nPn6PLYH7a
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