Cheetah Mobile Inc. Earnings Recaps
Q3 2025
Nov 27, 2025
Cheetah Mobile achieved a significant turnaround in Q3 2025, reporting its first operating profit in six years and a revenue increase of 50% year-over-year, driven by robust growth in its AI and robotic segments.
Key takeaways
- Quarterly breakeven achieved ahead of expectations, with an operating profit for the first time in 6 years.
- AI and other segments surged 151% year-over-year, constituting 50% of total revenues.
- Revenue from voice-enabled wheel robots doubled year-over-year and contributed 15% to total revenue, with a 32% increase in contract backlog.
- Continued investment in AI capabilities, including enhancements to the AgentOS voice system, positions Cheetah Mobile for sustained future growth.
- Anticipating strong growth momentum from both AI robots and tools as the company leverages its strengths in a rapidly expanding market.
Q2 2025
Sep 11, 2025
Cheetah Mobile reported a robust 58% year-over-year revenue growth in Q2 2025, marking its best performance since early 2021, alongside significant reductions in operating losses.
Key takeaways
- Revenues reached RMB 295 million, driven by strong contributions from Internet and AI segments.
- Operating losses narrowed sharply, declining 86% year-over-year; non-GAAP operating losses approached breakeven.
- Gross profit surged 85% year-over-year, with gross margin improving to 76%, underscoring operational efficiency.
- Continued investment in AI technologies and robotics is expected to drive sustainable growth, despite caution regarding near-term market adoption.
- The strategic shift to a subscription model in the Internet business now accounts for approximately 60% of revenues, enhancing user retention.