Duncan Yee's questions to YXT.COM GROUP HOLDING (YXT) leadership • Q2 2025
Question
Duncan Yee of Five Arrow asked about the long-term impact of the strategic shift towards larger enterprise clients on revenue and retention. He also had a follow-up question regarding the specific AI solutions driving the 200% growth in AI-related monthly recurring revenue and the company's plans to scale these offerings.
Answer
Chief Growth Officer Alan Wang addressed both questions. He stated that focusing on large enterprises in the Chinese market leads to better retention and higher lifetime value, creating a more robust business model. Regarding AI, Mr. Wang detailed key products like 'AI course maker' and 'AI test making,' which leverage large language models with yxt.com's proprietary data. He confirmed the company has marketing and commercial policies in place to accelerate AI product penetration further.