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Will "The Blooming Journey" Season 2’s Tourism Impact Change iQIYI's (IQ) Content Innovation Narrative?

Simply Wall St · 11/11/2025 13:26
  • iQIYI premiered "The Blooming Journey" Season 2 on October 24, 2025, continuing its focus on premium, travel-themed reality entertainment with a diverse celebrity cast and meaningful storytelling across several Chinese destinations.
  • A significant highlight is the show’s impact on travel patterns, as real-world tourism surged at featured locations, illustrating how iQIYI’s original content influences both digital engagement and consumer behavior offline.
  • We’ll explore how this combination of audience excitement and tangible cultural impact strengthens iQIYI’s investment narrative around original content innovation.

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iQIYI Investment Narrative Recap

To be a shareholder of iQIYI, you need to believe in its ability to continually deliver standout original content that converts viewership into revenue, despite recent volatility. The successful launch of "The Blooming Journey" Season 2 may build short-term momentum with audiences and advertisers, but the ongoing risk of revenue swings driven by content cycles and macro conditions remains material and has not been fully resolved by this event.

Of the recent company moves, iQIYI's collaboration with KADOKAWA Corporation to globally distribute the animated series "The Fated Magical Princess" is most relevant. This partnership highlights the company's focus on expanding original IP across international markets, which could complement domestic content successes by opening fresh revenue streams and potentially stabilizing growth beyond China's market cycles.

Yet, despite this international push, investors should be mindful of the impact uneven content performance and shifting demand patterns could have on...

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

iQIYI's narrative projects CN¥29.2 billion revenue and CN¥1.3 billion earnings by 2028. This requires 1.8% yearly revenue growth and a CN¥1.2 billion increase in earnings from CN¥88.5 million currently.

Uncover how iQIYI's forecasts yield a $2.44 fair value, a 11% upside to its current price.

Exploring Other Perspectives

IQ Community Fair Values as at Nov 2025
IQ Community Fair Values as at Nov 2025

The Simply Wall St Community produced five fair value estimates for iQIYI’s share price, ranging from CN¥0.87 to CN¥3.34. While many see opportunity from expanding original content across markets, opinions vary widely on how persistent revenue volatility may influence the company’s results, explore these viewpoints for a more rounded picture.

Explore 5 other fair value estimates on iQIYI - why the stock might be worth less than half the current price!

Build Your Own iQIYI Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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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.