Hello Group Inc.
- Open
- 5.99
- Day high
- 6.04
- Day low
- 5.92
- Prev close
- 6.00
- Volume
- 35K
- Mkt cap
- $886M
- P/E (TTM)
- 8.9
- EPS (TTM)
- $0.68
- P/B
- 0.6
- P/S
- 0.6
- Yield
- 4.67%
- Per share
- $0.28
Hello Group Inc. (MOMO) is a Communication Services company listed on NASDAQ. The stock is down 30% over the past year.
Hello Group Inc. (MOMO) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
MOMO earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jun 2, 2026 | $0.23 | $0.30 | +32.7% | $346M | +1.4% |
| Mar 18, 2026 | $0.19 | $0.24 | +23.2% | $363M | -0.9% |
| Dec 10, 2025 | $0.22 | $0.33 | +52.3% | $372M | +2.4% |
| Sep 9, 2025 | $0.27 | $-0.08 | -129.6% | $365M | -1.8% |
| Jun 10, 2025 | $0.21 | $0.37 | +78.5% | $346M | +2.6% |
| Sep 3, 2024 | $0.30 | $0.33 | +10.0% | $370M | +609.9% |
| May 28, 2024 | $0.33 | $0.04 | -87.9% | $354M | +637.0% |
| Mar 14, 2024 | $0.40 | $0.37 | -7.5% | $424M | +777.4% |
| Dec 8, 2023 | $0.42 | $0.42 | +0.0% | $417M | +627.3% |
| Aug 31, 2023 | $0.38 | $0.43 | +13.2% | $433M | +654.4% |
| Jun 6, 2023 | $0.32 | $0.34 | +6.3% | $410M | +668.5% |
| Mar 16, 2023 | $0.26 | $0.36 | +38.5% | $469M | +600.9% |
MOMO insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 8, 2026 | Tam Benson Bing Chungdirector | Option | 3,124 | — |
| Jul 8, 2026 | Qi Davedirector | Option | 1,562 | — |
| Jul 8, 2026 | Qi Davedirector | Option | 3,124 | — |
| Jul 8, 2026 | Tam Benson Bing Chungdirector | Option | 1,562 | — |
| Apr 16, 2026 | Tam Benson Bing Chungdirector | Option | 1,563 | — |
| Apr 16, 2026 | Tam Benson Bing Chungdirector | Option | 3,126 | — |
| Apr 16, 2026 | Qi Davedirector | Option | 1,563 | — |
| Apr 16, 2026 | Qi Davedirector | Option | 3,126 | — |
| Apr 9, 2026 | Qi Davedirector | Option | 12,500 | — |
| Apr 9, 2026 | Tam Benson Bing Chungdirector | Option | 1,562 | — |
| Apr 9, 2026 | Tam Benson Bing Chungdirector | Option | 6,250 | — |
| Apr 9, 2026 | Wen Jianhuaofficer: Chief Technology Officer | Option | 4,218 | $0.00 |
| Apr 9, 2026 | Tam Benson Bing Chungdirector | Option | 3,125 | — |
| Apr 9, 2026 | Tam Benson Bing Chungdirector | Option | 12,500 | — |
| Apr 9, 2026 | Tang Yandirector, 10 percent owner, officer: Chief Executive Officer | Grant | 454,630 | $0.00 |
Source: MOMO SEC Form 4 filings, latest Jul 8, 2026. For informational purposes only — not investment advice.
See the full MOMO insider & 13F page →Hello Group Inc. company profile
Overview
Hello Group Inc. (NASDAQ:MOMO) is a Chinese mobile-based social and entertainment company founded in 2011 and headquartered in Beijing. Originally known as Momo Inc., the company rebranded to Hello Group in August 2021 to reflect its broader portfolio of social applications. The company went public on NASDAQ in December 2014 and has evolved from a location-based social networking platform into a diversified social entertainment company operating multiple applications across domestic Chinese and international markets.
Business
Hello Group operates in the mobile social networking and entertainment industry, providing platforms that connect users for social interaction, dating, and entertainment content consumption. The company's business is structured around three main segments: Momo App (approximately 67% of total revenue): The flagship application is a location-based social networking platform that enables users to discover and connect with people nearby based on shared interests and geographic proximity. The app features live streaming services where users can broadcast talent shows, casual conversations, and interactive content to audiences who can send virtual gifts that translate into revenue. The platform also includes social games, short video content, and various interactive features designed to facilitate meaningful connections between users. Tantan (approximately 15% of total revenue): This is a dedicated dating application similar to Tinder, designed specifically for users seeking romantic connections. Tantan uses a swipe-based matching system where users can browse profiles and express interest in potential matches. The app generates revenue through premium subscription services that offer enhanced features like unlimited likes, profile boosts, and advanced matching algorithms. The platform has faced challenges with user authenticity and engagement, leading to ongoing product improvements and anti-spam initiatives. Overseas and New Applications (approximately 18% of total revenue): This rapidly growing segment includes international social applications, with Soulchill being the primary driver of growth in Middle Eastern and North African markets. The company has also launched newer applications like Yaahlan and AMAR targeting specific regional markets. These applications typically start with voice-based social features and expand into live streaming and other interactive entertainment formats as they mature.
Revenue model
Hello Group generates revenue through multiple monetization models across its platform ecosystem. The primary revenue streams include virtual gifting during live streaming sessions, where viewers purchase virtual gifts to send to broadcasters who then share revenue with the platform. Subscription services provide premium features like enhanced matching algorithms, unlimited interactions, and profile visibility boosts, particularly on the Tantan dating platform. Value-added services include premium account features, special badges, and enhanced communication tools that users purchase to improve their social experience. The company's paying customers are primarily individual users seeking enhanced social experiences, with revenue concentrated among a relatively small percentage of highly engaged users who spend significant amounts on virtual gifts and premium features. The business model is particularly dependent on users' discretionary spending on digital entertainment and social enhancement services. Several factors influence the company's profit margins significantly. User acquisition costs directly impact profitability, as the company must balance marketing spending with the lifetime value of acquired users. Content moderation and safety expenses are substantial, particularly for combating spam and fake profiles that can damage user experience. Regulatory changes in China's internet sector can affect operational costs and revenue generation capabilities. Economic conditions heavily influence discretionary spending on virtual gifts and premium services, making the business somewhat cyclical. Competition from other social platforms can pressure user engagement and pricing power, while technological investments in AI and content recommendation systems represent ongoing cost centers that may improve long-term monetization efficiency.
Competitive moat
Hello Group's competitive moat is moderate but facing erosion due to several structural challenges. The company's primary defensive position comes from its established user base and network effects within its core Momo platform, where the value of the service increases as more users join and create content. The company has also built localized expertise in Chinese social networking preferences and monetization patterns that foreign competitors struggle to replicate. However, the moat faces significant vulnerabilities. The social media industry is characterized by low switching costs and rapidly changing user preferences, making it difficult to maintain long-term user loyalty. Platform risk is substantial, as the company operates under Chinese internet regulations that can change unpredictably. The live streaming and social gaming markets are increasingly commoditized, with numerous competitors offering similar features and experiences. Competitive threats come from multiple directions: established tech giants like Tencent and ByteDance have superior resources and distribution capabilities, while specialized dating apps and international social platforms continue to innovate rapidly. The company's overseas expansion faces competition from well-funded global players with better localization capabilities and regulatory compliance experience. Additionally, the shift toward short-form video content and newer social formats presents ongoing disruption risks that require continuous product evolution and investment.
Risks & safety
The company demonstrates solid financial stability with manageable risk levels, though declining core business performance raises some concerns. • Cash position: RMB 562 million in cash and short-term investments with positive free cash flow of RMB 185 million annually, providing adequate liquidity buffer • Debt levels: Moderate debt-to-equity ratio of 0.40, indicating reasonable leverage without excessive financial risk • Solvency: Current ratio of 1.88 and quick ratio of 1.88 suggest adequate short-term liquidity to meet obligations • Valuation metrics: Trading at P/E ratio of 10.1x and EV/EBITDA of 13.5x, representing reasonable valuations relative to earnings, though Graham number analysis suggests limited deep value opportunity • Profitability trends: Declining revenue trajectory with core business segments showing continued deterioration, though overseas growth provides some offset • Regulatory exposure: Significant exposure to Chinese internet regulations and potential policy changes that could impact operations
Recent development
Over the past few years, Hello Group has undergone significant strategic transformation in response to declining performance in its core Chinese social networking business. The company has shifted from growth-oriented to profitability-focused strategies across its main applications. For the Momo app, management has deliberately reduced revenue-driven competitive events and user acquisition spending for low-return customers, instead focusing on maintaining a healthy social ecosystem and improving content quality through AI-powered features like AI Greeting and AI Magic Mirror. Tantan has experienced a major strategic pivot, moving from aggressive user acquisition to cost optimization and user experience improvement. The company dramatically cut marketing spending and implemented extensive anti-spam campaigns to address user authenticity issues. Product development efforts have focused on redesigning the user interface and improving matching algorithms to enhance the core dating experience. The most significant development has been the aggressive expansion of overseas operations, particularly in Middle Eastern and North African markets. The Soulchill application has become a major growth driver, generating nearly RMB 1 billion in revenue in 2024. The company has launched additional regional applications like Yaahlan and AMAR, emphasizing localization strategies and building dedicated regional operational teams. This overseas expansion represents the company's primary growth engine, with management targeting RMB 1.7-2.0 billion in overseas revenue for 2025. Operational efficiency initiatives have been implemented across all business segments, including cost reduction programs and margin improvement efforts. The company has also enhanced its capital return strategy, implementing special dividend payments alongside share buyback programs to return excess cash to shareholders.
MOMO company profile · for informational purposes only — not investment advice.
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