IT company Cheetah Mobile's Q3 revenue up 49.6% on AI unit strength

Cheetah Mobile

26/11/2025 09:11

Overview

Cheetah Mobile Q3 revenue rose 49.6% yr/yr, driven by AI and others segment growth

Company achieved first quarterly operating profit in six years

Net loss for Q3 narrowed from last year

Outlook

Company focuses on growth through investment in AI robots and AI tools

Cheetah Mobile sees AI segment as key growth engine

Company did not provide specific financial guidance for future quarters

Result Drivers

AI SEGMENT GROWTH - AI and others segment revenue increased 150.8% yr/yr, now contributing half of total revenue

AI ROBOT DEMAND - Strong demand for voice-enabled wheel robots and robotic arms supported AI segment performance

AI TOOLS DEVELOPMENT - Co is developing AI-native tools for PC and mobile, enhancing products with AI features

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
RMB 287.40 mln
Q3 Net Income
-RMB 11 mln
Q3 Gross Margin
74.60%
Q3 Adjusted Gross Margin
74.60%
Q3 Adjusted Gross Profit
RMB 214.40 mln
Q3 Gross Profit
RMB 214.40 mln


Analyst Coverage

The stock recently traded at 39 times the next 12-month earnings vs. a P/E of 24 three months ago

Press Release: ID:nPn1pWkgWa

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(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.)