Webtoon Entertainment (WBTN) reported $330.69 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 6.3%. EPS of $0 for the same period compares to -$0.03 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $334.44 million, representing a surprise of -1.12%. The company delivered an EPS surprise of +100%, with the consensus EPS estimate being -$0.04.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Webtoon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Monthly Active Users (MAU): 163.2 million versus the three-analyst average estimate of 153.38 million.
- Monthly Active Users (MAU) - Japan: 22.2 million versus the two-analyst average estimate of 23.55 million.
- Monthly Active Users (MAU) - Rest of World: 116.7 million versus 106.78 million estimated by two analysts on average.
- Monthly Paying Users (MPU) - Korea: 3.7 million versus the two-analyst average estimate of 3.37 million.
- Monthly Paying Users (MPU) - Japan: 2.1 million versus 2.22 million estimated by two analysts on average.
- Monthly Paying Users (MPU): 7.5 million versus the two-analyst average estimate of 7.22 million.
- Paying Ratio - Korea: 15.1% versus the two-analyst average estimate of 13.9%.
- Paying Ratio - Japan: 9.5% compared to the 9.4% average estimate based on two analysts.
- Paying Ratio - Rest of World: 1.5% versus 1.5% estimated by two analysts on average.
- Revenue- Paid Content Revenue: $265.54 million versus $270.92 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -1.7% change.
- Revenue- IP Adaptations Revenue: $25.37 million versus $25.9 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -32% change.
- Revenue- Advertising Revenue: $39.77 million versus $38.65 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -12.2% change.
View all Key Company Metrics for Webtoon here>>>
Shares of Webtoon have returned -3.2% over the past month versus the Zacks S&P 500 composite's -1.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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WEBTOON Entertainment Inc. (WBTN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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