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iQIYI Posts Weaker 2025 Profitability as Content Costs Rise, Bets on Overseas Growth

Tipranks - Fri Feb 27, 6:13AM CST

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The latest update is out from Iqiyi ( (IQ) ).

On February 26, 2026, iQIYI reported unaudited results for the fourth quarter and full year ended December 31, 2025, showing modest Q4 revenue growth but significantly weaker profitability compared with 2024. Fourth-quarter revenue rose 3% year on year to RMB6.79 billion as flat membership revenue and softer advertising were offset by a 94% surge in content distribution income, while higher content and marketing costs compressed the operating margin to 1% and trimmed non-GAAP operating income.

For 2025 as a whole, revenue fell 7% to RMB27.29 billion and operating income dropped sharply, with the company swinging from a RMB764.1 million profit in 2024 to a RMB206.3 million net loss, though non-GAAP figures remained positive. Management said an IP-centric content strategy is bolstering user engagement and highlighted strong momentum in overseas operations and the opening of its first iQIYI Land as emerging growth drivers, positioning these new businesses and AI-enabled content initiatives as key to long-term value creation despite near-term margin pressure.

The most recent analyst rating on (IQ) stock is a Buy with a $2.75 price target. To see the full list of analyst forecasts on Iqiyi stock, see the IQ Stock Forecast page.

Spark’s Take on IQ Stock

According to Spark, TipRanks’ AI Analyst, IQ is a Neutral.

The overall stock score of 51 reflects significant financial challenges, including declining revenues and profitability pressures, which weigh heavily on the score. However, positive sentiment from the earnings call, driven by international growth and AI integration, provides some optimism. The technical analysis and valuation scores indicate a neutral to slightly negative outlook, with no immediate signs of recovery.

To see Spark’s full report on IQ stock, click here.

More about Iqiyi

iQIYI, Inc. is a leading provider of online entertainment video services in China, operating a streaming platform focused on premium original dramas, films and variety shows. The company monetizes through membership subscriptions, online advertising, content distribution and related “experience” and overseas businesses, competing in China’s highly contested long-form video market.

Average Trading Volume: 10,198,711

Technical Sentiment Signal: Strong Sell

Current Market Cap: $1.72B

Find detailed analytics on IQ stock on TipRanks’ Stock Analysis page.

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