微博计划于11月中旬公布2025年第三季度财报。高盛10月22日发布报告称，微博本季度营收约4.43亿美元，同比下降5%；预计调整后净利润为1.15亿美元，净利率25.9%，与市场预期一致。
广告业务方面，由于去年巴黎奥运会带来的高基数效应、消费支出放缓以及广告技术升级尚处早期阶段的多重压力，其中，电商和汽车广告预计保持强劲增长；但快速消费品（尤其是食品饮料）、智能手机和网络游戏板块预计承压。Canalys数据显示，2025年三季度智能手机行业出货量同比下滑3%；游戏广告收入自去年二季度以来持续疲弱，预计将出现两位数同比降幅。
公司AI业务正在推进首页信息流改版和搜索变现。6月，AI搜索月活跃用户已超5000万，月度搜索会话量达22亿次；AI生成的营销素材占比已超10%，推动信息流广告eCPM同比增长不足10%。机构认为，这些举措有望提升中长期变现能力，但短期影响有限。（国际财闻汇）
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