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.Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
SeeWEBTOON Entertainment Inc. (WBTN) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
