Xunlei (XNET) Q2 Earnings: The Insta360 & Hupu Rocket Fuel!

Описание: Dive into Xunlei's (XNET) explosive Q2 2025 earnings call, which sent its stock soaring over 26% on massive volume. This deep dive unravels the mystery behind the jaw-dropping GAAP EPS and significant revenue growth, capturing the attention of Wall Street and the broader China tech sector. Understand how a quiet Chinese tech company suddenly became a market sensation overnight, redefining its trajectory.

The incredible quarter for Xunlei was fueled by two major catalysts: a massive unrealized gain from their investment in camera company Insta360's IPO, and the strategic acquisition of the online sports community Hupu. Learn the crucial difference between GAAP and non-GAAP earnings per share and how Insta360's public listing provided a substantial paper gain, while Hupu's integration significantly boosted live streaming and other revenue streams, transforming Xunlei's core business model.

Xunlei's Q2 2025 results highlight a remarkable transformation, showcasing broad-based growth across subscriptions and cloud computing while its new live streaming segment becomes a primary growth engine. Discover how XNET has dramatically outperformed its China internet peers, with its stock up nearly 300% over the past year. We analyze management's strong Q3 guidance and discuss the key factors to watch, including Hupu's ongoing integration, cloud service expansion, and the strategic deployment of the substantial cash windfall from the Insta360 investment.

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