Why JOYY (JOYY) Is Up 6.3% After Raising Dividend and Completing Share Buyback

• JOYY Inc. announced several shareholder-focused updates on August 26, 2025, including a dividend increase to US$0.95 per ADS for Q3 2025, new revenue guidance of US$525 million to US$539 million for the third quarter, the completion of a share buyback tranche of 830,000 shares for US$36.5 million, and the release of Q2 2025 earnings results showing net income of US$60.48 million on revenues of US$507.76 million.
• An important insight is that JOYY reported a year-over-year increase in net income for Q2 2025, despite lower revenues compared to the prior year, and returned significant capital to shareholders through both dividends and share repurchases, underscoring an ongoing focus on shareholder value.
• We’ll examine how JOYY’s increased dividend and capital return initiatives could reshape the company’s long-term investment narrative.

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JOYY Investment Narrative Recap

To be a JOYY shareholder, one must believe in the continued growth of its digital ad tech and social platforms, supported by disciplined capital returns and resilient profitability. The recent dividend increase and share buyback completion underscore management’s focus on rewarding shareholders but do not fundamentally change the fact that the most important near-term catalyst remains user and advertiser growth, while the biggest risk continues to be sustainability of core revenue streams amid ongoing margin improvements.

Of all the recent updates, JOYY’s Q3 2025 revenue guidance of US$525 million to US$539 million is especially relevant as it gives investors an immediate benchmark for assessing whether user activity, monetization efforts, and expanding ad tech momentum can offset pressure from declining headline revenue last quarter.

By contrast, investors should still pay close attention to the risk that regional shifts in user growth may not fully compensate for...

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

JOYY's narrative projects $2.4 billion revenue and $305.7 million earnings by 2028. This requires 3.2% yearly revenue growth and a $1.39 billion decrease in earnings from $1.7 billion today.

Uncover how JOYY's forecasts yield a $53.33 fair value, in line with its current price.

Exploring Other Perspectives

Four JOYY fair value estimates from the Simply Wall St Community range from US$53.33 to over US$36,021,387, reflecting extreme differences in outlook. While many are watching for margin improvements, these valuations highlight how widely investor views can vary on the company’s future performance.

Explore 4 other fair value estimates on JOYY - why the stock might be worth just $53.33!

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

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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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