China's Cheetah Mobile 2025 revenue, margins rise on AI-driven growth

Cheetah Mobile

24/03/2026 08:41

Overview

China IT and AI firm's fiscal 2025 revenue rose 42.6% yr/yr

Gross margin for fiscal 2025 improved to 72.5% from 67.6% in 2024

Company achieved non-GAAP operating profitability vs a year-ago operating loss

Outlook

Company did not provide specific quantitative guidance for future quarters or full-year results

Result Drivers

AI AND OTHERS SEGMENT - Revenue from AI and Others segment grew 84.7% yr/yr and accounted for 46.5% of total revenue in 2025

ROBOTICS BUSINESS - Robotics business, part of AI and Others, increased 93.6% yr/yr in Q4 and 42.9% qtr/qtr, per CEO Fu Sheng

INTERNET VALUE-ADDED SERVICES - Internet value-added services contributed 74.8% of segment revenue in Q4, expanding 32.0% yr/yr and 16.2% qtr/qtr, per CFO Thomas Ren

Company press release: ID:nPnP38f4a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
RMB 1.15 bln
FY Gross Margin
72.50%
FY Gross Profit
RMB 834 mln


Analyst Coverage

The stock recently traded at 31 times the next 12-month earnings vs. a P/E of 35 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)