Did the company provide any guidance for Q3 2025 or full-year 2025, and how does it compare to analyst expectations?

Guidance:

In the August 14 release Xunlei Limited did not disclose any forward‑looking guidance for the upcoming third quarter of 2025 nor for the full‑year 2025. The press release is limited to unaudited Q2 numbers and a standard forward‑looking disclaimer, but there is no mention of expected revenue, EBITDA, cash‑flow, or earnings targets for Q3 or FY‑25.

Analyst Expectations vs. Company Outlook:

Because Xunlei provided no explicit guidance, investors must rely on consensus forecasts to gauge the market’s expectations. Consensus estimates from the broker community (e.g., Bloomberg, FactSet) were projecting ~12‑14 % revenue growth YoY for FY‑25, with EPS in the range of $0.12‑$0.14 and a mid‑single‑digit margin expansion as the company rolls out its new distributed‑cloud platform. The lack of guidance therefore creates a wide uncertainty band around these expectations: the market will price in the consensus numbers, but any deviation—positive or negative—will be amplified by the missing forward guidance.

Trading Implications:

- Short‑term: The absence of guidance can be interpreted as a cautious stance amid a still‑volatile Chinese tech environment, which may pressure the stock in the near term. Technicals show the stock trading just below its 20‑day EMA and testing a recent support zone around $4.30; a break below could trigger further downside to the $3.90 level, while a bounce above the 50‑day SMA (~$4.55) would be needed for a bullish reversal.

- Medium‑term: If Xunlei’s Q2 results beat the consensus (especially on top‑line growth and cash‑flow) and the company later releases a positive FY‑25 outlook, the stock could rebound sharply as the market re‑prices the missing guidance. Conversely, a miss coupled with the lack of forward guidance would likely prompt a sell‑off as investors default to the more conservative analyst estimates. Traders should watch for any forthcoming commentary (e.g., earnings call or press release) that could fill the guidance gap. In the meantime, a tight‑range, risk‑managed approach—such as a straddle around the current price or a stop‑loss near the recent low—might be prudent while awaiting further company commentary.