Can iQIYI's (IQ) Content-Driven Tourism Boost Reinforce Its Competitive Edge in Streaming?

• iQIYI premiered the second season of "The Blooming Journey" on October 24, 2025, a travel-themed reality series featuring prominent female celebrities exploring various Chinese destinations and leveraging themed storytelling over traditional competition formats.
• The show's cultural influence extended beyond the screen by inspiring a substantial increase in tourism to Lugu Lake and sparking over a thousand trending online topics before its release, reflecting iQIYI's capacity to connect content with real-world engagement.
• We'll explore how this strong audience engagement and offline impact from "The Blooming Journey" may influence iQIYI's investment narrative.

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iQIYI Investment Narrative Recap

To own iQIYI, investors need to be confident in the company’s ability to convert premium original content, like "The Blooming Journey", into stable revenue growth despite ongoing volatility in advertising and membership services. While the show’s offline impact demonstrates strong audience engagement and potential to boost short-term growth, it does not materially offset the company’s biggest immediate risk: heavy dependence on delivering consistent content hits to sustain user and advertiser interest.

Among recent announcements, the collaboration with KADOKAWA for the global distribution of "The Fated Magical Princess" stands out. As iQIYI seeks broader international reach, connecting IP-driven shows to global audiences ties directly into growth catalysts, expanding market presence beyond China and lessening reliance on domestic viewer trends.

However, despite recent hits, investors should remain aware that, if iQIYI struggles to deliver fresh and compelling IP season after season...

Read the full narrative on iQIYI (it's free!)

iQIYI's outlook anticipates CN¥29.2 billion in revenue and CN¥1.3 billion in earnings by 2028, implying a 1.8% annual revenue growth rate and a CN¥1.2 billion increase in earnings from the current CN¥88.5 million.

Uncover how iQIYI's forecasts yield a $2.44 fair value, a 6% upside to its current price.

Exploring Other Perspectives

Five members of the Simply Wall St Community shared fair value estimates for iQIYI ranging from CN¥0.88 to CN¥3.34 per share. Against this range, the company’s consistent challenge remains its need to produce hit content to reduce revenue volatility and support longer term earning strength, see more analysis from these diverse viewpoints below.

Explore 5 other fair value estimates on iQIYI - why the stock might be worth less than half the current price!

Build Your Own iQIYI Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your iQIYI research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free iQIYI research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate iQIYI's overall financial health at a glance.

No Opportunity In iQIYI?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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