Stratrix
On the Record · Weibo

Weibo competitors, on the record

The companies Weibo itself names as competitors in its annual reports, 2023 to 2025, each with the sentence it appears in and the filing it came from.

Who Weibo names

CompanyNamed in
Autohome2025
Baidu2025
Bilibili2025
Bytedance2025
Douyin/TikTok2025
iQiyi2025
Kuaishou2025
Tencent2025
Weixin/WeChat2025
Xiaohongshu2025

In its own words

  1. Autohome

    Word for word“We also compete with internet companies that offer digital media tailored to specific vertical, such as Autohome, as well as other internet companies that offer online-to-offline service, purchase solutions and other performance-based advertising services.” 20-F for 2025
  2. Baidu, Bilibili, iQiyi, Kuaishou, Xiaohongshu

    Word for word“We compete against online and mobile businesses that offer such services, mainly including Tencent, Bytedance, Kuaishou, Baidu, Xiaohongshu (also known as RedNote), Bilibili and iQiyi.” 20-F for 2025
  3. Bytedance, Tencent

    Word for word“Major Chinese internet companies, such as Tencent and Bytedance, compete directly with us for user traffic and user engagement, content, talent and marketing resources.” 20-F for 2025
  4. Douyin/TikTok, Weixin/WeChat

    Word for word“These services include (i) messengers and other social apps and sites, such as Weixin/WeChat; (ii) multimedia apps (such as photo, video and live streaming apps), such as Douyin/TikTok, Kuaishou, Bilibili, Xiaohongshu (also known as RedNote), iQiyi, Tencent Video and Youku; and (iii) news apps and sites operated by other major internet companies, such as Tencent and Bytedance.” 20-F for 2025

Read from Weibo’s annual reports (20-F for 2025, 20-F for 2024, 20-F for 2023) and the financial data it files with the SEC, as of 2026-04-23. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.