View Past PerformanceSohu.com バランスシートの健全性財務の健全性 基準チェック /66Sohu.comの総株主資本は$1.3B 、総負債は$0.0で、負債比率は0%となります。総資産と総負債はそれぞれ$1.6Bと$346.1Mです。主要情報0%負債資本比率US$0負債インタレスト・カバレッジ・レシオn/a現金US$808.50mエクイティUS$1.28b負債合計US$346.10m総資産US$1.62b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesPrice Target Changed • 14hPrice target decreased by 9.5% to US$19.00Down from US$21.00, the current price target is an average from 2 analysts. New target price is 40% above last closing price of US$13.58. Stock is up 36% over the past year. The company posted earnings per share of US$13.96 last year.Reported Earnings • May 19First quarter 2026 earnings released: US$0.17 loss per share (vs US$6.07 profit in 1Q 2025)First quarter 2026 results: US$0.17 loss per share (down from US$6.07 profit in 1Q 2025). Revenue: US$141.3m (up 4.2% from 1Q 2025). Net loss: US$4.32m (down 102% from profit in 1Q 2025). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • May 19Sohu.com Limited Provides Earnings Guidance for the Second Quarter of 2026Sohu.com Limited provided earnings guidance for the second quarter of 2026. For the second quarter of 2026, the company expects GAAP net loss attributable to Sohu.com Limited to be between USD 15 million and USD 25 million.お知らせ • May 08Sohu.com Limited to Report Q1, 2026 Results on May 18, 2026Sohu.com Limited announced that they will report Q1, 2026 results Pre-Market on May 18, 2026Seeking Alpha • Apr 21Sohu: The Market Is Ignoring The Cash And Mispricing ChangyouSummary Sohu.com remains deeply undervalued due to structural complexity, governance discount, and skepticism over cash mobility and media segment viability. Changyou, SOHU's gaming franchise, generated $236.8M operating profit in 2025, effectively funding the loss-making Sohu/media segment. With $830.7M in cash and short-term investments versus $358M in liabilities, SOHU has significant deployable capital for shareholder returns after conservative adjustments. A practical capital allocation could materially reduce share count and narrow the persistent valuation discount. Read the full article on Seeking AlphaReported Earnings • Mar 15Full year 2025 earnings released: EPS: US$13.96 (vs US$3.13 loss in FY 2024)Full year 2025 results: EPS: US$13.96 (up from US$3.13 loss in FY 2024). Revenue: US$584.3m (down 2.4% from FY 2024). Net income: US$394.1m (up US$494.4m from FY 2024). Profit margin: 67% (up from net loss in FY 2024). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 10Full year 2025 earnings released: EPS: US$13.96 (vs US$3.13 loss in FY 2024)Full year 2025 results: EPS: US$13.96 (up from US$3.13 loss in FY 2024). Revenue: US$584.3m (down 2.4% from FY 2024). Net income: US$394.1m (up US$494.4m from FY 2024). Profit margin: 67% (up from net loss in FY 2024). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 10+ 1 more updateSohu.com Limited Provides Earnings Guidance for the First Quarter of 2026Sohu.com Limited provided earnings guidance for the first quarter of 2026. For the quarter, Sohu estimates: Marketing services revenues to be between USD 10 million and USD 11 million; this implies an annual decrease of 20% to 27%, and a sequential decrease of 35% to 41%. Online game revenues to be between USD 113 million and USD 123 million; this implies an annual decrease of 4% to an annual increase of 5%, and a sequential decrease of 6% to a sequential increase of 2%. Both non-GAAP and GAAP net loss attributable to Sohu.com Limited to be between USD 10 million and USD 20 million.お知らせ • Jan 30Sohu.com Limited to Report Q4, 2025 Results on Feb 09, 2026Sohu.com Limited announced that they will report Q4, 2025 results Pre-Market on Feb 09, 2026Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: US$0.32 (vs US$0.52 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.32 (up from US$0.52 loss in 3Q 2024). Revenue: US$180.2m (up 19% from 3Q 2024). Net income: US$8.67m (up US$25.0m from 3Q 2024). Profit margin: 4.8% (up from net loss in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 9.9% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 17Sohu.com Limited Provides Earnings Guidance for the Fourth Quarter of 2025Sohu.com Limited provided earnings guidance for the fourth quarter of 2025. For the fourth quarter of 2025, Sohu estimates: Marketing services revenues to be between USD 15 million and USD 16 million; this implies an annual decrease of 15% to 20%, and a sequential increase of 10% to 18%. online game revenues to be between USD 113 million and USD 123 million; this implies an annual increase of 3% to 12%, and a sequential decrease of 24% to 30%. Both non-GAAP and GAAP net loss attributable to Sohu.com Limited to be between USD 25 million and USD 35 million.お知らせ • Nov 07Sohu.com Limited to Report Q3, 2025 Results on Nov 17, 2025Sohu.com Limited announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 17, 2025Recent Insider Transactions Derivative • Aug 20Independent Director notifies of intention to sell stockDaqing Qi intends to sell 29k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of August. If the sale is conducted around the recent share price of US$15.57, it would amount to US$451k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.お知らせ • Aug 08Sohu.com Limited, Annual General Meeting, Sep 10, 2025Sohu.com Limited, Annual General Meeting, Sep 10, 2025, at 10:00 China Standard Time. Location: level 2, sohu.com media plaza, block 3, no. 2 kexueyuan south road, haidian district, beijing, ChinaPrice Target Changed • Aug 05Price target increased by 12% to US$19.00Up from US$17.00, the current price target is an average from 2 analysts. New target price is 24% above last closing price of US$15.36. Stock is up 3.0% over the past year. The company posted a net loss per share of US$3.13 last year.New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 133% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 04Second quarter 2025 earnings released: US$0.69 loss per share (vs US$1.16 loss in 2Q 2024)Second quarter 2025 results: US$0.69 loss per share (improved from US$1.16 loss in 2Q 2024). Revenue: US$126.3m (down 27% from 2Q 2024). Net loss: US$20.0m (loss narrowed 47% from 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Aug 04Sohu.com Limited Provides Earnings Guidance for the Third Quarter of Fiscal Year 2025Sohu.com Limited provided earnings guidance for the third quarter of fiscal year 2025. Marketing services revenues to be between USD 14 million and USD 15 million; this implies an annual decrease of 20% to 25%, and a sequential decrease of 4% to 10%. Online game revenues to be between USD 107 million and USD 117 million; this implies an annual decrease of 8% to 16%, and a sequential increase of 1% to 10%.お知らせ • Jul 25Sohu.com Limited to Report Q2, 2025 Results on Aug 04, 2025Sohu.com Limited announced that they will report Q2, 2025 results Pre-Market on Aug 04, 2025分析記事 • Jun 25Sohu.com Limited's (NASDAQ:SOHU) Price Is Right But Growth Is Lacking After Shares Rocket 26%Those holding Sohu.com Limited ( NASDAQ:SOHU ) shares would be relieved that the share price has rebounded 26% in the...Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$12.57, the stock trades at a trailing P/E ratio of 3.5x. Average forward P/E is 19x in the Entertainment industry in the US. Total loss to shareholders of 22% over the past three years.Reported Earnings • May 19First quarter 2025 earnings released: EPS: US$6.07 (vs US$0.76 loss in 1Q 2024)First quarter 2025 results: EPS: US$6.07 (up from US$0.76 loss in 1Q 2024). Revenue: US$135.6m (down 2.7% from 1Q 2024). Net income: US$182.2m (up US$207.1m from 1Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 9.8% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • May 09Sohu.com Limited to Report Q1, 2025 Results on May 19, 2025Sohu.com Limited announced that they will report Q1, 2025 results Pre-Market on May 19, 2025分析記事 • Apr 09Sohu.com Limited (NASDAQ:SOHU) May Have Run Too Fast Too Soon With Recent 26% Price PlummetSohu.com Limited ( NASDAQ:SOHU ) shares have had a horrible month, losing 26% after a relatively good period...New Risk • Mar 24New major risk - Revenue and earnings growthEarnings have declined by 1.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.1% per year over the past 5 years. Minor Risk Currently unprofitable and not forecast to become profitable next year (US$92m net loss next year).Seeking Alpha • Feb 19Sohu: Cash Cushion Fails To Mask Ad Slump And Gaming WoesSummary Sohu's Q4 2024 results exceeded expectations, but Q1 2025 guidance is disappointing with declines in brand advertising and online gaming revenues, indicating macro challenges and platform relevancy issues. Despite strong cash reserves, Sohu's slow share buyback execution and lack of transformative capital deployment strategies could pressure share prices amid ongoing revenue declines. Valuing Sohu at cash implies a 100% upside, but stabilization and mid-single-digit revenue growth could yield a 130% upside, similar to domestic peers. Limited downside risk due to significant cash discount, but recommend avoiding new purchases; existing investors should hold due to potential upside from cash value. Read the full article on Seeking Alphaお知らせ • Feb 18Sohu.Com Limited Provides Earnings Guidance for the First Quarter of 2025Sohu.com Limited provided earnings guidance for the first quarter of 2025. Brand advertising revenues to be between USD 13 million and USD 14 million; this implies an annual decrease of 13% to 19%, and a sequential decrease of 26% to 31%. Online game revenues to be between USD 105 million and USD 115 million; this implies an annual decrease of 2% to 11%, and a sequential decrease of 4% to a sequential increase of 5%.分析記事 • Feb 11Sohu.com Limited's (NASDAQ:SOHU) Share Price Is Matching Sentiment Around Its RevenuesSohu.com Limited's ( NASDAQ:SOHU ) price-to-sales (or "P/S") ratio of 0.8x might make it look like a buy right now...お知らせ • Feb 07Sohu.com Limited to Report Q4, 2024 Results on Feb 18, 2025Sohu.com Limited announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 18, 2025Seeking Alpha • Dec 17Sohu: Bargain Price Looks More Like A Value TrapSummary Sohu is still sitting on large gains for 2024, but the stock has declined in recent months after a strong rally. The bull case for Sohu has some compelling arguments in its corner, but there are also some arguments that go against it. Sohu has underperformed over the years, but the gaming industry is such that someone can always pull a rabbit out of a hat. Valuations are low, but Sohu needs to do more to show it can be profitable over the long haul, something it has yet to do. Read the full article on Seeking AlphaNew Risk • Dec 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 11% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 11% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable next year (US$100m net loss next year).Reported Earnings • Nov 13Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: US$152.0m (up 4.5% from 3Q 2023). Net loss: US$16.3m (loss widened 16% from 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 9.0% growth forecast for the Entertainment industry in the US.Price Target Changed • Nov 12Price target increased by 8.5% to US$17.30Up from US$15.95, the current price target is an average from 2 analysts. New target price is 33% above last closing price of US$13.03. Stock is up 33% over the past year. The company posted a net loss per share of US$1.93 last year.お知らせ • Nov 12Sohu.com Limited Provides Preliminary Earnings Guidance for the Fourth Quarter of 2024Sohu.com Limited provided preliminary earnings guidance for the fourth quarter of 2024. For the quarter, the company expects brand advertising revenues to be between USD 17 million and USD 19 million; this implies an annual decrease of 6% to 16%, and a sequential decrease of 9% to a sequential increase of 2%. Online game revenues to be between USD 97 million and USD 107 million; this implies an annual decrease of 7% to 15%, and a sequential decrease of 16% to 24%. GAAP net loss attributable to the company to be between USD 30 million and USD 40 million. This forecast reflects Sohu's management's current and preliminary view, which is subject to substantial uncertainty.お知らせ • Oct 29Sohu.com Limited to Report Q3, 2024 Results on Nov 12, 2024Sohu.com Limited announced that they will report Q3, 2024 results Pre-Market on Nov 12, 2024Seeking Alpha • Aug 30Sohu Shows Modest ImprovementSummary Sohu shares are trading at a third below fair value. Sohu's Q2 results showed positive growth in total revenue, driven by an increase in online gaming segment revenue. Despite some positive changes, the company is still unprofitable. The company saw a significant increase in monthly active users of mobile gamers. Read the full article on Seeking Alphaお知らせ • Aug 09Sohu.com Limited, Annual General Meeting, Sep 11, 2024Sohu.com Limited, Annual General Meeting, Sep 11, 2024, at 10:00 China Standard Time. Location: level 2, sohu.com media plaza, block 3, no. 2 kexueyuan south road, haidian district, beijing, ChinaReported Earnings • Aug 06Second quarter 2024 earnings released: US$1.16 loss per share (vs US$0.62 loss in 2Q 2023)Second quarter 2024 results: US$1.16 loss per share (further deteriorated from US$0.62 loss in 2Q 2023). Revenue: US$172.3m (up 13% from 2Q 2023). Net loss: US$37.7m (loss widened 78% from 2Q 2023). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.お知らせ • Aug 05Sohu.Com Limited Provides Earnings Guidance for the Third Quarter of 2024Sohu.com Limited provided earnings guidance for the third quarter of 2024. Brand advertising revenues to be between USD 17 million and USD 19 million; this implies an annual decrease of 14% to 23%, and a sequential decrease of 4% to 14%. Online game revenues to be between USD 104 million and USD 114 million; this implies an annual decrease of 3% to 11%, and a sequential decrease of 22% to 29%. GAAP net loss attributable to Sohu.com Limited to be between USD 34 million and USD 44 million.お知らせ • Jul 22Sohu.com Limited to Report Q2, 2024 Results on Aug 05, 2024Sohu.com Limited announced that they will report Q2, 2024 results Pre-Market on Aug 05, 2024Reported Earnings • May 21First quarter 2024 earnings released: US$0.76 loss per share (vs US$0.53 loss in 1Q 2023)First quarter 2024 results: US$0.76 loss per share (further deteriorated from US$0.53 loss in 1Q 2023). Revenue: US$139.4m (down 14% from 1Q 2023). Net loss: US$25.0m (loss widened 39% from 1Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.New Risk • May 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 26% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (US$120m net loss in 2 years).お知らせ • May 07Sohu.com Limited to Report Q1, 2024 Results on May 20, 2024Sohu.com Limited announced that they will report Q1, 2024 results Pre-Market on May 20, 2024Board Change • Apr 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Director Dave Yang was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 06Sohu.com Limited Provides Earnings Guidance for the First Quarter of 2024Sohu.com Limited provided earnings guidance for the first quarter of 2024. For the first quarter of 2024, the company estimates: Brand advertising revenues to be between USD 15 million and USD 17 million; this implies an annual decrease of 25% to 33%, and a sequential decrease of 16% to 26%. Online game revenues to be between USD 110 million and USD 120 million; this implies an annual decrease of 7% to 15%, and a sequential decrease of 4% to a sequential increase of 5%.お知らせ • Feb 20Sohu.com Limited to Report Q4, 2023 Results on Mar 04, 2024Sohu.com Limited announced that they will report Q4, 2023 results Pre-Market on Mar 04, 2024お知らせ • Nov 15Sohu.com Limited Provides Earnings Guidance for the Fourth Quarter of 2023Sohu.com Limited provided earnings guidance for the fourth quarter of 2023. For the fourth quarter, the company expects brand advertising revenues to be between USD 20 million and USD 23 million; this implies an annual decrease of 20% to 31%, and a sequential decrease of 9% to a sequential increase of 4%; online game revenues to be between USD 106 million and USD 116 million; this implies an annual decrease of 4% to 13%, and a sequential decrease of 1% to 9%; GAAP net loss attributable to the company to be between USD 13 million and USD 23 million.お知らせ • Nov 14Sohu.com Limited (NasdaqGS:SOHU) announces an Equity Buyback for $80 million worth of its shares.Sohu.com Limited (NasdaqGS:SOHU) announces a share repurchase program. Under the program, the company will repurchase up to $80 million worth of its outstanding American depositary shares. The repurchase program will be funded from company's existing cash balance. The program will be valid for 2 years.お知らせ • Oct 30Sohu.com Limited to Report Q3, 2023 Results on Nov 13, 2023Sohu.com Limited announced that they will report Q3, 2023 results on Nov 13, 2023お知らせ • Sep 15Sohu.com Limited Appointed Charles Huang and Dr. Dave QiSOHU.COM Limited at its annual general meeting of shareholders held on September 13, 2023, appointed Mr. Charles Huang and Dr. Dave Qi as Class II Director.お知らせ • Aug 07Sohu.com Limited, Annual General Meeting, Sep 13, 2023Sohu.com Limited, Annual General Meeting, Sep 13, 2023, at 10:00 China Standard Time. Location: Level 2, Sohu.com Media Plaza, Block 3 No. 2 Kexueyuan South Road,Haidian District Beijing China Agenda: To consider to elect the Company's Board of Directors;to consider to ratify the appointment of PricewaterhouseCoopers Zhong Tian LLP as the Company's independent auditors for the fiscal year ending December 31, 2023; and to consider and act upon all other matters which may properly come before the 2023 Annual Meeting or any adjournment or postponement thereof.お知らせ • Jul 24Sohu.com Limited to Report Q2, 2023 Results on Aug 07, 2023Sohu.com Limited announced that they will report Q2, 2023 results on Aug 07, 2023お知らせ • May 17Sohu.com Limited Provides Revenue Guidance for the Second Quarter of 2023Sohu.com Limited provides revenue guidance for the second quarter of 2023. The company expects Brand advertising revenues to be between USD 23 million and USD 26 million; this implies an annual decrease of8% to an annual increase of 4%, and a sequential increase of 2% to 15%. Online game revenues to be between USD 112 million and USD 122 million; this implies an annual decrease of 22% to 29%, and a sequential decrease of 6% to 13%.お知らせ • May 05Sohu.com Limited to Report Q1, 2023 Results on May 15, 2023Sohu.com Limited announced that they will report Q1, 2023 results Pre-Market on May 15, 2023お知らせ • Feb 07Sohu.com Limited to Report Q4, 2022 Results on Feb 21, 2023Sohu.com Limited announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 21, 2023Seeking Alpha • Aug 08Sohu.com reports Q2 earnings; issues Q3 guidanceSohu.com press release (NASDAQ:SOHU): Q2 Non-GAAP EPADS of $0.36. Revenue of $194.78M (-4.7% Y/Y). GAAP and non-GAAP gross profit were both $133M, a decrease of 2% Y/Y and 3% Q/Q. For PC games, total average monthly active user accounts were 2.3M, an increase of 7% Y/Y and 13% Q/Q. For mobile games, total average MAU were 2.0M, an increase of 7% Y/Y and a decrease of 14% Q/Q. For the third quarter of 2022, Sohu estimates: Brand advertising revenues to be between $25 million and $28 million; this implies an annual decrease of 17% to 26%, and a sequential increase of nil to 12%. Online game revenues to be between US$138 million and US$148 million; this implies an annual decrease of 11% to 17%, and a sequential decrease of 6% to 12%. Non-GAAP net loss attributable to Sohu.com Limited to be between $35 million and $25 million; and GAAP net loss attributable to Sohu.com Limited to be between $38 million and $28 million.Seeking Alpha • Jun 03Sohu: A Stock For Value InvestorsSohu is a leading online media, video and game company based in Beijing, China. The company is active in three verticals: information, communication and entertainment. In 2021, Sohu recorded operating income of $97 million. Even during the recent challenging Q1 2022, the company managed to be profitable. With regards to the balance sheet, most notably, Sohu records more than $1.4 billion of cash and short-term investments and no financial debt. Based on fundamentals, I assign a BUY rating to Sohu stock and calculate a base-case price target of $19.95/share.Reported Earnings • Apr 03Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: US$1.75 (up from US$1.39 loss in FY 2020). Revenue: US$835.6m (up 11% from FY 2020). Net income: US$69.3m (up US$124.2m from FY 2020). Profit margin: 8.3% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Over the next year, revenue is expected to shrink by 12% compared to a 17% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to US$14.90, the stock trades at a trailing P/E ratio of 8.5x. Average forward P/E is 16x in the Interactive Media and Services industry in the US. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$13.27 per share.Reported Earnings • Feb 24Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: US$1.75 (up from US$1.39 loss in FY 2020). Revenue: US$835.6m (up 11% from FY 2020). Net income: US$69.3m (up US$124.2m from FY 2020). Profit margin: 8.3% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Over the next year, revenue is expected to shrink by 11% compared to a 17% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.分析記事 • Feb 10Calculating The Intrinsic Value Of Sohu.com Limited (NASDAQ:SOHU)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Sohu.com Limited...Seeking Alpha • Nov 26Sohu.Com: Not Acting In Best Interest Of Shareholders--Return Cash NOW!Sohu's $100m buyback is inadequate and not in the best interest of the company or its shareholders. Sohu's market value trades at less than half its cash assets and the company is a net-net by a wide margin. Management's current cash utilization plan puts Sohu's cash position at risk of being squandered over time. Therefore, management should either substantially increase Sohu's buyback program or initiate a Dutch tender to unlock immediate, realizable value for its shareholders.Valuation Update With 7 Day Price Move • Nov 22Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to US$17.86, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 24x in the Interactive Media and Services industry in the US. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$32.28 per share.Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS US$0.31 (vs US$0.39 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$216.1m (up 37% from 3Q 2020). Net income: US$12.3m (up US$27.6m from 3Q 2020). Profit margin: 5.7% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.分析記事 • Oct 12Calculating The Fair Value Of Sohu.com Limited (NASDAQ:SOHU)How far off is Sohu.com Limited ( NASDAQ:SOHU ) from its intrinsic value? Using the most recent financial data, we'll...Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS US$0.55 (vs US$2.04 loss in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: US$204.4m (down 52% from 2Q 2020). Net income: US$21.9m (up US$101.8m from 2Q 2020). Profit margin: 11% (up from net loss in 2Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Price Target Changed • Aug 11Price target increased to US$25.00Up from US$23.17, the current price target is an average from 2 analysts. New target price is 15% above last closing price of US$21.79. Stock is up 6.8% over the past year.Seeking Alpha • Aug 10Sohu Sets Stage For Potential NY Exit With Return To ProfitabilityInternet stalwart reports its third consecutive quarterly profit, paving the way for its first profitable year since 2015. Sohu’s sale of its underperforming Sogou search engine has allowed it to return to profitability after years of losses. The Sogou sale has halved Sohu’s revenue and could set the stage for a sale of the company or a management-led buyout and delisting from New York.分析記事 • Jun 29A Look At The Intrinsic Value Of Sohu.com Limited (NASDAQ:SOHU)Today we will run through one way of estimating the intrinsic value of Sohu.com Limited ( NASDAQ:SOHU ) by projecting...Reported Earnings • May 15First quarter 2021 earnings released: EPS US$0.80 (vs US$0.51 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$222.1m (down 49% from 1Q 2020). Net income: US$31.5m (up US$51.6m from 1Q 2020). Profit margin: 14% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses.Reported Earnings • Mar 20Full year 2020 earnings released: US$1.39 loss per share (vs US$3.99 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$749.9m (up 11% from FY 2019). Net loss: US$55.0m (loss narrowed 65% from FY 2019).Is New 90 Day High Low • Feb 12New 90-day high: US$20.25The company is up 4.0% from its price of US$19.41 on 13 November 2020. The American market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$10.34 per share.分析記事 • Feb 07What Does The Future Hold For Sohu.com Limited (NASDAQ:SOHU)? These Analysts Have Been Cutting Their EstimatesThe analysts covering Sohu.com Limited ( NASDAQ:SOHU ) delivered a dose of negativity to shareholders today, by making...Reported Earnings • Feb 06Full year 2020 earnings releasedThe company reported a soft full year result with weaker revenues and control over costs, although losses reduced. Full year 2020 results: Revenue: US$749.9m (down 59% from FY 2019). Net loss: US$55.0m (loss narrowed 57% from FY 2019).分析記事 • Jan 29An Intrinsic Calculation For Sohu.com Limited (NASDAQ:SOHU) Suggests It's 31% UndervaluedToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Sohu.com Limited...Is New 90 Day High Low • Dec 29New 90-day low: US$15.83The company is down 21% from its price of US$20.10 on 29 September 2020. The American market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$25.25 per share.分析記事 • Dec 25When Will Sohu.com Limited (NASDAQ:SOHU) Breakeven?With the business potentially at an important milestone, we thought we'd take a closer look at Sohu.com Limited's...Is New 90 Day High Low • Dec 12New 90-day low: US$16.47The company is down 10.0% from its price of US$18.24 on 11 September 2020. The American market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$25.39 per share.Major Estimate Revision • Nov 23Analysts update estimatesThe 2020 consensus revenue estimate increased from US$1.73b to US$1.77b. The company's losses in 2020 are expected to worsen with analysts lowering their EPS forecasts from -US$1.16 to -US$2.55. The Interactive Media and Services industry in the US is expected to see a 7.9% decline in net income next year. The consensus price target of US$25.80 was unchanged from the last update. Share price is up 3.8% to US$19.46 over the past week.分析記事 • Nov 20Is Sohu.com Limited (NASDAQ:SOHU) Popular Amongst Institutions?If you want to know who really controls Sohu.com Limited (NASDAQ:SOHU), then you'll have to look at the makeup of its...Reported Earnings • Nov 18Third quarter 2020 earnings released: US$0.39 loss per shareThe company reported a soft third quarter result with weaker revenues and control over expenses, though losses reduced. Third quarter 2020 results: Revenue: US$157.9m (down 67% from 3Q 2019). Net loss: US$15.3m (loss narrowed 28% from 3Q 2019).Analyst Estimate Surprise Post Earnings • Nov 18Revenue and earnings miss expectationsRevenue missed analyst estimates by 62%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 6.4%, compared to a 22% growth forecast for the Interactive Media and Services industry in the US.お知らせ • Jul 30Sohu.com Limited to Report Q2, 2020 Results on Aug 10, 2020Sohu.com Limited announced that they will report Q2, 2020 results at 9:00 AM, China Standard Time on Aug 10, 2020財務状況分析短期負債: SOHUの 短期資産 ( $949.1M ) が 短期負債 ( $321.2M ) を超えています。長期負債: SOHUの短期資産 ( $949.1M ) が 長期負債 ( $24.9M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: SOHUは負債がありません。負債の削減: SOHU負債比率が50.6%であった 5 年前と比べて負債がありません。債務返済能力: SOHUには負債がないため、営業キャッシュフロー でカバーする必要はありません。インタレストカバレッジ: SOHUには負債がないため、利息支払い の負担は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YMedia 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 11:47終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sohu.com Limited 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23 アナリスト機関Alicia YapBarclaysYanfang JiangBenchmark CompanyEddie LeungBofA Global Research20 その他のアナリストを表示
Price Target Changed • 14hPrice target decreased by 9.5% to US$19.00Down from US$21.00, the current price target is an average from 2 analysts. New target price is 40% above last closing price of US$13.58. Stock is up 36% over the past year. The company posted earnings per share of US$13.96 last year.
Reported Earnings • May 19First quarter 2026 earnings released: US$0.17 loss per share (vs US$6.07 profit in 1Q 2025)First quarter 2026 results: US$0.17 loss per share (down from US$6.07 profit in 1Q 2025). Revenue: US$141.3m (up 4.2% from 1Q 2025). Net loss: US$4.32m (down 102% from profit in 1Q 2025). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • May 19Sohu.com Limited Provides Earnings Guidance for the Second Quarter of 2026Sohu.com Limited provided earnings guidance for the second quarter of 2026. For the second quarter of 2026, the company expects GAAP net loss attributable to Sohu.com Limited to be between USD 15 million and USD 25 million.
お知らせ • May 08Sohu.com Limited to Report Q1, 2026 Results on May 18, 2026Sohu.com Limited announced that they will report Q1, 2026 results Pre-Market on May 18, 2026
Seeking Alpha • Apr 21Sohu: The Market Is Ignoring The Cash And Mispricing ChangyouSummary Sohu.com remains deeply undervalued due to structural complexity, governance discount, and skepticism over cash mobility and media segment viability. Changyou, SOHU's gaming franchise, generated $236.8M operating profit in 2025, effectively funding the loss-making Sohu/media segment. With $830.7M in cash and short-term investments versus $358M in liabilities, SOHU has significant deployable capital for shareholder returns after conservative adjustments. A practical capital allocation could materially reduce share count and narrow the persistent valuation discount. Read the full article on Seeking Alpha
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: US$13.96 (vs US$3.13 loss in FY 2024)Full year 2025 results: EPS: US$13.96 (up from US$3.13 loss in FY 2024). Revenue: US$584.3m (down 2.4% from FY 2024). Net income: US$394.1m (up US$494.4m from FY 2024). Profit margin: 67% (up from net loss in FY 2024). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 10Full year 2025 earnings released: EPS: US$13.96 (vs US$3.13 loss in FY 2024)Full year 2025 results: EPS: US$13.96 (up from US$3.13 loss in FY 2024). Revenue: US$584.3m (down 2.4% from FY 2024). Net income: US$394.1m (up US$494.4m from FY 2024). Profit margin: 67% (up from net loss in FY 2024). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 10+ 1 more updateSohu.com Limited Provides Earnings Guidance for the First Quarter of 2026Sohu.com Limited provided earnings guidance for the first quarter of 2026. For the quarter, Sohu estimates: Marketing services revenues to be between USD 10 million and USD 11 million; this implies an annual decrease of 20% to 27%, and a sequential decrease of 35% to 41%. Online game revenues to be between USD 113 million and USD 123 million; this implies an annual decrease of 4% to an annual increase of 5%, and a sequential decrease of 6% to a sequential increase of 2%. Both non-GAAP and GAAP net loss attributable to Sohu.com Limited to be between USD 10 million and USD 20 million.
お知らせ • Jan 30Sohu.com Limited to Report Q4, 2025 Results on Feb 09, 2026Sohu.com Limited announced that they will report Q4, 2025 results Pre-Market on Feb 09, 2026
Reported Earnings • Nov 19Third quarter 2025 earnings released: EPS: US$0.32 (vs US$0.52 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.32 (up from US$0.52 loss in 3Q 2024). Revenue: US$180.2m (up 19% from 3Q 2024). Net income: US$8.67m (up US$25.0m from 3Q 2024). Profit margin: 4.8% (up from net loss in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 9.9% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 17Sohu.com Limited Provides Earnings Guidance for the Fourth Quarter of 2025Sohu.com Limited provided earnings guidance for the fourth quarter of 2025. For the fourth quarter of 2025, Sohu estimates: Marketing services revenues to be between USD 15 million and USD 16 million; this implies an annual decrease of 15% to 20%, and a sequential increase of 10% to 18%. online game revenues to be between USD 113 million and USD 123 million; this implies an annual increase of 3% to 12%, and a sequential decrease of 24% to 30%. Both non-GAAP and GAAP net loss attributable to Sohu.com Limited to be between USD 25 million and USD 35 million.
お知らせ • Nov 07Sohu.com Limited to Report Q3, 2025 Results on Nov 17, 2025Sohu.com Limited announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 17, 2025
Recent Insider Transactions Derivative • Aug 20Independent Director notifies of intention to sell stockDaqing Qi intends to sell 29k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of August. If the sale is conducted around the recent share price of US$15.57, it would amount to US$451k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
お知らせ • Aug 08Sohu.com Limited, Annual General Meeting, Sep 10, 2025Sohu.com Limited, Annual General Meeting, Sep 10, 2025, at 10:00 China Standard Time. Location: level 2, sohu.com media plaza, block 3, no. 2 kexueyuan south road, haidian district, beijing, China
Price Target Changed • Aug 05Price target increased by 12% to US$19.00Up from US$17.00, the current price target is an average from 2 analysts. New target price is 24% above last closing price of US$15.36. Stock is up 3.0% over the past year. The company posted a net loss per share of US$3.13 last year.
New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 133% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 04Second quarter 2025 earnings released: US$0.69 loss per share (vs US$1.16 loss in 2Q 2024)Second quarter 2025 results: US$0.69 loss per share (improved from US$1.16 loss in 2Q 2024). Revenue: US$126.3m (down 27% from 2Q 2024). Net loss: US$20.0m (loss narrowed 47% from 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Aug 04Sohu.com Limited Provides Earnings Guidance for the Third Quarter of Fiscal Year 2025Sohu.com Limited provided earnings guidance for the third quarter of fiscal year 2025. Marketing services revenues to be between USD 14 million and USD 15 million; this implies an annual decrease of 20% to 25%, and a sequential decrease of 4% to 10%. Online game revenues to be between USD 107 million and USD 117 million; this implies an annual decrease of 8% to 16%, and a sequential increase of 1% to 10%.
お知らせ • Jul 25Sohu.com Limited to Report Q2, 2025 Results on Aug 04, 2025Sohu.com Limited announced that they will report Q2, 2025 results Pre-Market on Aug 04, 2025
分析記事 • Jun 25Sohu.com Limited's (NASDAQ:SOHU) Price Is Right But Growth Is Lacking After Shares Rocket 26%Those holding Sohu.com Limited ( NASDAQ:SOHU ) shares would be relieved that the share price has rebounded 26% in the...
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$12.57, the stock trades at a trailing P/E ratio of 3.5x. Average forward P/E is 19x in the Entertainment industry in the US. Total loss to shareholders of 22% over the past three years.
Reported Earnings • May 19First quarter 2025 earnings released: EPS: US$6.07 (vs US$0.76 loss in 1Q 2024)First quarter 2025 results: EPS: US$6.07 (up from US$0.76 loss in 1Q 2024). Revenue: US$135.6m (down 2.7% from 1Q 2024). Net income: US$182.2m (up US$207.1m from 1Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 9.8% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • May 09Sohu.com Limited to Report Q1, 2025 Results on May 19, 2025Sohu.com Limited announced that they will report Q1, 2025 results Pre-Market on May 19, 2025
分析記事 • Apr 09Sohu.com Limited (NASDAQ:SOHU) May Have Run Too Fast Too Soon With Recent 26% Price PlummetSohu.com Limited ( NASDAQ:SOHU ) shares have had a horrible month, losing 26% after a relatively good period...
New Risk • Mar 24New major risk - Revenue and earnings growthEarnings have declined by 1.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.1% per year over the past 5 years. Minor Risk Currently unprofitable and not forecast to become profitable next year (US$92m net loss next year).
Seeking Alpha • Feb 19Sohu: Cash Cushion Fails To Mask Ad Slump And Gaming WoesSummary Sohu's Q4 2024 results exceeded expectations, but Q1 2025 guidance is disappointing with declines in brand advertising and online gaming revenues, indicating macro challenges and platform relevancy issues. Despite strong cash reserves, Sohu's slow share buyback execution and lack of transformative capital deployment strategies could pressure share prices amid ongoing revenue declines. Valuing Sohu at cash implies a 100% upside, but stabilization and mid-single-digit revenue growth could yield a 130% upside, similar to domestic peers. Limited downside risk due to significant cash discount, but recommend avoiding new purchases; existing investors should hold due to potential upside from cash value. Read the full article on Seeking Alpha
お知らせ • Feb 18Sohu.Com Limited Provides Earnings Guidance for the First Quarter of 2025Sohu.com Limited provided earnings guidance for the first quarter of 2025. Brand advertising revenues to be between USD 13 million and USD 14 million; this implies an annual decrease of 13% to 19%, and a sequential decrease of 26% to 31%. Online game revenues to be between USD 105 million and USD 115 million; this implies an annual decrease of 2% to 11%, and a sequential decrease of 4% to a sequential increase of 5%.
分析記事 • Feb 11Sohu.com Limited's (NASDAQ:SOHU) Share Price Is Matching Sentiment Around Its RevenuesSohu.com Limited's ( NASDAQ:SOHU ) price-to-sales (or "P/S") ratio of 0.8x might make it look like a buy right now...
お知らせ • Feb 07Sohu.com Limited to Report Q4, 2024 Results on Feb 18, 2025Sohu.com Limited announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 18, 2025
Seeking Alpha • Dec 17Sohu: Bargain Price Looks More Like A Value TrapSummary Sohu is still sitting on large gains for 2024, but the stock has declined in recent months after a strong rally. The bull case for Sohu has some compelling arguments in its corner, but there are also some arguments that go against it. Sohu has underperformed over the years, but the gaming industry is such that someone can always pull a rabbit out of a hat. Valuations are low, but Sohu needs to do more to show it can be profitable over the long haul, something it has yet to do. Read the full article on Seeking Alpha
New Risk • Dec 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 11% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 11% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable next year (US$100m net loss next year).
Reported Earnings • Nov 13Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: US$152.0m (up 4.5% from 3Q 2023). Net loss: US$16.3m (loss widened 16% from 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 9.0% growth forecast for the Entertainment industry in the US.
Price Target Changed • Nov 12Price target increased by 8.5% to US$17.30Up from US$15.95, the current price target is an average from 2 analysts. New target price is 33% above last closing price of US$13.03. Stock is up 33% over the past year. The company posted a net loss per share of US$1.93 last year.
お知らせ • Nov 12Sohu.com Limited Provides Preliminary Earnings Guidance for the Fourth Quarter of 2024Sohu.com Limited provided preliminary earnings guidance for the fourth quarter of 2024. For the quarter, the company expects brand advertising revenues to be between USD 17 million and USD 19 million; this implies an annual decrease of 6% to 16%, and a sequential decrease of 9% to a sequential increase of 2%. Online game revenues to be between USD 97 million and USD 107 million; this implies an annual decrease of 7% to 15%, and a sequential decrease of 16% to 24%. GAAP net loss attributable to the company to be between USD 30 million and USD 40 million. This forecast reflects Sohu's management's current and preliminary view, which is subject to substantial uncertainty.
お知らせ • Oct 29Sohu.com Limited to Report Q3, 2024 Results on Nov 12, 2024Sohu.com Limited announced that they will report Q3, 2024 results Pre-Market on Nov 12, 2024
Seeking Alpha • Aug 30Sohu Shows Modest ImprovementSummary Sohu shares are trading at a third below fair value. Sohu's Q2 results showed positive growth in total revenue, driven by an increase in online gaming segment revenue. Despite some positive changes, the company is still unprofitable. The company saw a significant increase in monthly active users of mobile gamers. Read the full article on Seeking Alpha
お知らせ • Aug 09Sohu.com Limited, Annual General Meeting, Sep 11, 2024Sohu.com Limited, Annual General Meeting, Sep 11, 2024, at 10:00 China Standard Time. Location: level 2, sohu.com media plaza, block 3, no. 2 kexueyuan south road, haidian district, beijing, China
Reported Earnings • Aug 06Second quarter 2024 earnings released: US$1.16 loss per share (vs US$0.62 loss in 2Q 2023)Second quarter 2024 results: US$1.16 loss per share (further deteriorated from US$0.62 loss in 2Q 2023). Revenue: US$172.3m (up 13% from 2Q 2023). Net loss: US$37.7m (loss widened 78% from 2Q 2023). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 05Sohu.Com Limited Provides Earnings Guidance for the Third Quarter of 2024Sohu.com Limited provided earnings guidance for the third quarter of 2024. Brand advertising revenues to be between USD 17 million and USD 19 million; this implies an annual decrease of 14% to 23%, and a sequential decrease of 4% to 14%. Online game revenues to be between USD 104 million and USD 114 million; this implies an annual decrease of 3% to 11%, and a sequential decrease of 22% to 29%. GAAP net loss attributable to Sohu.com Limited to be between USD 34 million and USD 44 million.
お知らせ • Jul 22Sohu.com Limited to Report Q2, 2024 Results on Aug 05, 2024Sohu.com Limited announced that they will report Q2, 2024 results Pre-Market on Aug 05, 2024
Reported Earnings • May 21First quarter 2024 earnings released: US$0.76 loss per share (vs US$0.53 loss in 1Q 2023)First quarter 2024 results: US$0.76 loss per share (further deteriorated from US$0.53 loss in 1Q 2023). Revenue: US$139.4m (down 14% from 1Q 2023). Net loss: US$25.0m (loss widened 39% from 1Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
New Risk • May 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 26% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (US$120m net loss in 2 years).
お知らせ • May 07Sohu.com Limited to Report Q1, 2024 Results on May 20, 2024Sohu.com Limited announced that they will report Q1, 2024 results Pre-Market on May 20, 2024
Board Change • Apr 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Director Dave Yang was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 06Sohu.com Limited Provides Earnings Guidance for the First Quarter of 2024Sohu.com Limited provided earnings guidance for the first quarter of 2024. For the first quarter of 2024, the company estimates: Brand advertising revenues to be between USD 15 million and USD 17 million; this implies an annual decrease of 25% to 33%, and a sequential decrease of 16% to 26%. Online game revenues to be between USD 110 million and USD 120 million; this implies an annual decrease of 7% to 15%, and a sequential decrease of 4% to a sequential increase of 5%.
お知らせ • Feb 20Sohu.com Limited to Report Q4, 2023 Results on Mar 04, 2024Sohu.com Limited announced that they will report Q4, 2023 results Pre-Market on Mar 04, 2024
お知らせ • Nov 15Sohu.com Limited Provides Earnings Guidance for the Fourth Quarter of 2023Sohu.com Limited provided earnings guidance for the fourth quarter of 2023. For the fourth quarter, the company expects brand advertising revenues to be between USD 20 million and USD 23 million; this implies an annual decrease of 20% to 31%, and a sequential decrease of 9% to a sequential increase of 4%; online game revenues to be between USD 106 million and USD 116 million; this implies an annual decrease of 4% to 13%, and a sequential decrease of 1% to 9%; GAAP net loss attributable to the company to be between USD 13 million and USD 23 million.
お知らせ • Nov 14Sohu.com Limited (NasdaqGS:SOHU) announces an Equity Buyback for $80 million worth of its shares.Sohu.com Limited (NasdaqGS:SOHU) announces a share repurchase program. Under the program, the company will repurchase up to $80 million worth of its outstanding American depositary shares. The repurchase program will be funded from company's existing cash balance. The program will be valid for 2 years.
お知らせ • Oct 30Sohu.com Limited to Report Q3, 2023 Results on Nov 13, 2023Sohu.com Limited announced that they will report Q3, 2023 results on Nov 13, 2023
お知らせ • Sep 15Sohu.com Limited Appointed Charles Huang and Dr. Dave QiSOHU.COM Limited at its annual general meeting of shareholders held on September 13, 2023, appointed Mr. Charles Huang and Dr. Dave Qi as Class II Director.
お知らせ • Aug 07Sohu.com Limited, Annual General Meeting, Sep 13, 2023Sohu.com Limited, Annual General Meeting, Sep 13, 2023, at 10:00 China Standard Time. Location: Level 2, Sohu.com Media Plaza, Block 3 No. 2 Kexueyuan South Road,Haidian District Beijing China Agenda: To consider to elect the Company's Board of Directors;to consider to ratify the appointment of PricewaterhouseCoopers Zhong Tian LLP as the Company's independent auditors for the fiscal year ending December 31, 2023; and to consider and act upon all other matters which may properly come before the 2023 Annual Meeting or any adjournment or postponement thereof.
お知らせ • Jul 24Sohu.com Limited to Report Q2, 2023 Results on Aug 07, 2023Sohu.com Limited announced that they will report Q2, 2023 results on Aug 07, 2023
お知らせ • May 17Sohu.com Limited Provides Revenue Guidance for the Second Quarter of 2023Sohu.com Limited provides revenue guidance for the second quarter of 2023. The company expects Brand advertising revenues to be between USD 23 million and USD 26 million; this implies an annual decrease of8% to an annual increase of 4%, and a sequential increase of 2% to 15%. Online game revenues to be between USD 112 million and USD 122 million; this implies an annual decrease of 22% to 29%, and a sequential decrease of 6% to 13%.
お知らせ • May 05Sohu.com Limited to Report Q1, 2023 Results on May 15, 2023Sohu.com Limited announced that they will report Q1, 2023 results Pre-Market on May 15, 2023
お知らせ • Feb 07Sohu.com Limited to Report Q4, 2022 Results on Feb 21, 2023Sohu.com Limited announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 21, 2023
Seeking Alpha • Aug 08Sohu.com reports Q2 earnings; issues Q3 guidanceSohu.com press release (NASDAQ:SOHU): Q2 Non-GAAP EPADS of $0.36. Revenue of $194.78M (-4.7% Y/Y). GAAP and non-GAAP gross profit were both $133M, a decrease of 2% Y/Y and 3% Q/Q. For PC games, total average monthly active user accounts were 2.3M, an increase of 7% Y/Y and 13% Q/Q. For mobile games, total average MAU were 2.0M, an increase of 7% Y/Y and a decrease of 14% Q/Q. For the third quarter of 2022, Sohu estimates: Brand advertising revenues to be between $25 million and $28 million; this implies an annual decrease of 17% to 26%, and a sequential increase of nil to 12%. Online game revenues to be between US$138 million and US$148 million; this implies an annual decrease of 11% to 17%, and a sequential decrease of 6% to 12%. Non-GAAP net loss attributable to Sohu.com Limited to be between $35 million and $25 million; and GAAP net loss attributable to Sohu.com Limited to be between $38 million and $28 million.
Seeking Alpha • Jun 03Sohu: A Stock For Value InvestorsSohu is a leading online media, video and game company based in Beijing, China. The company is active in three verticals: information, communication and entertainment. In 2021, Sohu recorded operating income of $97 million. Even during the recent challenging Q1 2022, the company managed to be profitable. With regards to the balance sheet, most notably, Sohu records more than $1.4 billion of cash and short-term investments and no financial debt. Based on fundamentals, I assign a BUY rating to Sohu stock and calculate a base-case price target of $19.95/share.
Reported Earnings • Apr 03Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: US$1.75 (up from US$1.39 loss in FY 2020). Revenue: US$835.6m (up 11% from FY 2020). Net income: US$69.3m (up US$124.2m from FY 2020). Profit margin: 8.3% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Over the next year, revenue is expected to shrink by 12% compared to a 17% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to US$14.90, the stock trades at a trailing P/E ratio of 8.5x. Average forward P/E is 16x in the Interactive Media and Services industry in the US. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$13.27 per share.
Reported Earnings • Feb 24Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: US$1.75 (up from US$1.39 loss in FY 2020). Revenue: US$835.6m (up 11% from FY 2020). Net income: US$69.3m (up US$124.2m from FY 2020). Profit margin: 8.3% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Over the next year, revenue is expected to shrink by 11% compared to a 17% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
分析記事 • Feb 10Calculating The Intrinsic Value Of Sohu.com Limited (NASDAQ:SOHU)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Sohu.com Limited...
Seeking Alpha • Nov 26Sohu.Com: Not Acting In Best Interest Of Shareholders--Return Cash NOW!Sohu's $100m buyback is inadequate and not in the best interest of the company or its shareholders. Sohu's market value trades at less than half its cash assets and the company is a net-net by a wide margin. Management's current cash utilization plan puts Sohu's cash position at risk of being squandered over time. Therefore, management should either substantially increase Sohu's buyback program or initiate a Dutch tender to unlock immediate, realizable value for its shareholders.
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to US$17.86, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 24x in the Interactive Media and Services industry in the US. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$32.28 per share.
Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS US$0.31 (vs US$0.39 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$216.1m (up 37% from 3Q 2020). Net income: US$12.3m (up US$27.6m from 3Q 2020). Profit margin: 5.7% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
分析記事 • Oct 12Calculating The Fair Value Of Sohu.com Limited (NASDAQ:SOHU)How far off is Sohu.com Limited ( NASDAQ:SOHU ) from its intrinsic value? Using the most recent financial data, we'll...
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS US$0.55 (vs US$2.04 loss in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: US$204.4m (down 52% from 2Q 2020). Net income: US$21.9m (up US$101.8m from 2Q 2020). Profit margin: 11% (up from net loss in 2Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Price Target Changed • Aug 11Price target increased to US$25.00Up from US$23.17, the current price target is an average from 2 analysts. New target price is 15% above last closing price of US$21.79. Stock is up 6.8% over the past year.
Seeking Alpha • Aug 10Sohu Sets Stage For Potential NY Exit With Return To ProfitabilityInternet stalwart reports its third consecutive quarterly profit, paving the way for its first profitable year since 2015. Sohu’s sale of its underperforming Sogou search engine has allowed it to return to profitability after years of losses. The Sogou sale has halved Sohu’s revenue and could set the stage for a sale of the company or a management-led buyout and delisting from New York.
分析記事 • Jun 29A Look At The Intrinsic Value Of Sohu.com Limited (NASDAQ:SOHU)Today we will run through one way of estimating the intrinsic value of Sohu.com Limited ( NASDAQ:SOHU ) by projecting...
Reported Earnings • May 15First quarter 2021 earnings released: EPS US$0.80 (vs US$0.51 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$222.1m (down 49% from 1Q 2020). Net income: US$31.5m (up US$51.6m from 1Q 2020). Profit margin: 14% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses.
Reported Earnings • Mar 20Full year 2020 earnings released: US$1.39 loss per share (vs US$3.99 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$749.9m (up 11% from FY 2019). Net loss: US$55.0m (loss narrowed 65% from FY 2019).
Is New 90 Day High Low • Feb 12New 90-day high: US$20.25The company is up 4.0% from its price of US$19.41 on 13 November 2020. The American market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$10.34 per share.
分析記事 • Feb 07What Does The Future Hold For Sohu.com Limited (NASDAQ:SOHU)? These Analysts Have Been Cutting Their EstimatesThe analysts covering Sohu.com Limited ( NASDAQ:SOHU ) delivered a dose of negativity to shareholders today, by making...
Reported Earnings • Feb 06Full year 2020 earnings releasedThe company reported a soft full year result with weaker revenues and control over costs, although losses reduced. Full year 2020 results: Revenue: US$749.9m (down 59% from FY 2019). Net loss: US$55.0m (loss narrowed 57% from FY 2019).
分析記事 • Jan 29An Intrinsic Calculation For Sohu.com Limited (NASDAQ:SOHU) Suggests It's 31% UndervaluedToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Sohu.com Limited...
Is New 90 Day High Low • Dec 29New 90-day low: US$15.83The company is down 21% from its price of US$20.10 on 29 September 2020. The American market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$25.25 per share.
分析記事 • Dec 25When Will Sohu.com Limited (NASDAQ:SOHU) Breakeven?With the business potentially at an important milestone, we thought we'd take a closer look at Sohu.com Limited's...
Is New 90 Day High Low • Dec 12New 90-day low: US$16.47The company is down 10.0% from its price of US$18.24 on 11 September 2020. The American market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$25.39 per share.
Major Estimate Revision • Nov 23Analysts update estimatesThe 2020 consensus revenue estimate increased from US$1.73b to US$1.77b. The company's losses in 2020 are expected to worsen with analysts lowering their EPS forecasts from -US$1.16 to -US$2.55. The Interactive Media and Services industry in the US is expected to see a 7.9% decline in net income next year. The consensus price target of US$25.80 was unchanged from the last update. Share price is up 3.8% to US$19.46 over the past week.
分析記事 • Nov 20Is Sohu.com Limited (NASDAQ:SOHU) Popular Amongst Institutions?If you want to know who really controls Sohu.com Limited (NASDAQ:SOHU), then you'll have to look at the makeup of its...
Reported Earnings • Nov 18Third quarter 2020 earnings released: US$0.39 loss per shareThe company reported a soft third quarter result with weaker revenues and control over expenses, though losses reduced. Third quarter 2020 results: Revenue: US$157.9m (down 67% from 3Q 2019). Net loss: US$15.3m (loss narrowed 28% from 3Q 2019).
Analyst Estimate Surprise Post Earnings • Nov 18Revenue and earnings miss expectationsRevenue missed analyst estimates by 62%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 6.4%, compared to a 22% growth forecast for the Interactive Media and Services industry in the US.
お知らせ • Jul 30Sohu.com Limited to Report Q2, 2020 Results on Aug 10, 2020Sohu.com Limited announced that they will report Q2, 2020 results at 9:00 AM, China Standard Time on Aug 10, 2020