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How Does Weibo’s Gross Margin Stack Up against Peers?

How Does Weibo’s Gross Margin Stack Up against Peers?

What drove the gross margins of Weibo? Weibo’s (WB) cost of revenue rose by 21% and 35% in 2016 and 2017, respectively. Turnover taxes from higher revenue, infrastructure costs from increased traffic and video content, content licensing fees for games services, and revenue sharing cost of advertisement production drove the costs in both the years.