Momo reported consolidated revenue of NT$8.49 billion (approx. US$279.9 million) in August, marking a 4.4% month-over-month increase. However, since the beginning of 2025, monthly revenues have consistently shown single-digit year-over-year declines. The team acknowledged that domestic retail conditions remain sluggish and consumer confidence has dipped, but they are optimistic that expansion of their store platform business and the upcoming peak season in the second half of the year will help revive revenue momentum.
Following Apple's launch of the new iPhone 17, Momo announced it would open pre-orders at 8 pm on the evening of September 12, 2025, along with related promotions and trade-in programs, aiming to capitalize on an anticipated upgrade surge.
Momo's consolidated revenue for August reached NT$8.49 billion, up 4.4% from July; cumulative consolidated revenue for the first eight months of 2025 totaled approximately NT$69.05 billion. Nevertheless, data from the Market Observation Post System shows that during January to August, Momo experienced single-digit year-over-year revenue declines in six months.
The company attributed this to continued weakness in the domestic retail market, noting that retail sales dropped 3.6% year-over-year in July and the consumer confidence index fell to 63.31 points, resulting in a short-term consolidation phase for August revenue.
Looking ahead to the second half of 2025, Momo expects revenue momentum to recover, driven by growth in its momo store+ platform business, ongoing entry of international and trendy brands, expansion of same-day delivery services, as well as seasonal factors such as anniversary sales and the Double Eleven shopping festival.
In addition, Momo continues to strengthen its nationwide logistics network.
Momo leverages AI technology for real-time inventory scheduling, automatically assigning orders to the warehouse closest to the customer. This service initially launched in Taichung, Tainan, and Kaohsiung, with plans to gradually expand to other regions to improve delivery efficiency.
The team stressed that after years of deep investment in AI and data applications, R&D expenses increased nearly 20% year-over-year in the first half of 2025. They continue to advance smart product review mechanisms, personalized recommendations, supply chain forecasting, and sustainable logistics infrastructure upgrades, building a smart retail architecture grounded in AI logic.
Article edited by Jack Wu
