iQIYI Q1 Earnings Call Highlights

2 days ago 5

MarketBeat

Mon, May 18, 2026 astatine 8:05 AM CDT 8 min read

Key Points

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Membership gross improved sequentially to CNY 4.2 cardinal successful Q1, helped by deed dramas specified arsenic “The Punishment 2” and “Pursuit of Jade,” adjacent arsenic full gross fell 8% sequentially to CNY 6.2 billion. Management said it volition absorption connected reactivating dormant users, expanding large-screen memberships and pushing bundled offers successful Q2.
AI is becoming cardinal to iQIYI’s strategy, with the institution highlighting its Nado Pro accumulation platform, which already has much than 10,000 progressive creators. iQIYI plans to usage AI and caller formats similar short-form dramas and net diagnostic films to little costs, velocity up accumulation and make caller monetization opportunities.
Overseas concern remains a large maturation driver, with first-quarter planetary rank gross up much than 40% twelvemonth implicit year. Growth was particularly beardown successful Southeast Asia and Latin America, portion absorption said overseas users make higher ARPU than home subscribers.

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iQIYI (NASDAQ:IQ) reported first-quarter 2026 gross of CNY 6.2 billion, down 8% sequentially, arsenic the Chinese streaming institution emphasized artificial intelligence, overseas maturation and caller contented formats arsenic cardinal parts of its strategy.

Founder, Director and CEO Gong Yu said the institution is operating successful an situation shaped by “breakthrough AI” and a much supportive home regulatory landscape, which helium said is reshaping amusement and creating opportunities for iQIYI. Gong framed the company’s strategy astir reinforcing its halfway premium-content business, processing caller maturation engines and gathering a longer-term decentralized contented ecosystem supported by AI.

Membership Revenue Grows Sequentially arsenic Hit Dramas Drive Engagement

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Interim CFO Ying Zeng said rank services gross reached CNY 4.2 cardinal successful the quarter, up 2% sequentially, driven chiefly by a lineup of deed dramas. Online advertizing gross was CNY 1.2 billion, down 8% sequentially owed to seasonality. Content organisation gross fell 54% sequentially to CNY 358.7 million, which Ying attributed chiefly to a smaller fig of dramas distributed to 3rd parties. Other gross totaled CNY 426.7 million, down 22% sequentially.

Gong said premium contented remains the instauration of iQIYI’s strategy and pointed to first-quarter dramas including “The Punishment 2,” “Born to Be Alive,” “Pursuit of Jade” and “How Dare You!?” arsenic contributors to the company’s performance. He said “The Punishment II” became the company’s 2nd franchise with 2 seasons exceeding the 10,000 iQIYI popularity index, portion “Pursuit of Jade” besides surpassed that threshold. “How Dare You!?” exceeded 9,000 connected the index, according to Gong.

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