Question · Q2 2025
Becky Wei inquired about the sales performance of Cheetah Mobile's domestic cloud robot business, which saw 100% growth in Q2, and the expected incremental revenue contribution from the UFactory robotic arm acquisition starting in H2. She asked for details on revenue growth drivers for both cloud robots and robotic arms, and the sustainability of this high growth.
Answer
Chairman and CEO Fu Sheng highlighted that the triple-digit growth in domestic voice-enabled robots was primarily due to the application of large language models, significantly improving user satisfaction and effectiveness. He noted efforts to expand multi-language capabilities for voice robots overseas. Regarding UFactory, Fu Sheng explained that the acquisition, completed in July, brings a profitable collaborative robotic arm business with significant overseas revenue and high-profit margins, aligning with Cheetah Mobile's strategy to focus on specific, scalable scenarios. He emphasized that while the robotics market is exciting, commercial adoption depends on clear ROI and that the company is exploring combinations of wheeled robots with arms, but commercialization requires more time.