Question · Q2 2025
Nancy Liu asked if Cheetah Mobile is confident in achieving overall profitability in Q3, given its near break-even status in Q2. She also inquired about the biggest obstacles to the robot business achieving break-even or future profitability and how the company plans to address them.
Answer
CFO and Director Thomas Ren stated confidence in Q3 performance, reiterating the internet business's role as a reliable cash flow generator. He identified the main obstacle for the robot business as consistently finding and focusing on scalable, commercially viable application scenarios with common technical requirements, large market potential, and replicable business models. He emphasized strategic focus on high-potential scenarios, strict ROI evaluation for projects, and the successful acquisition of UFactory as an example of a profitable, scenario-focused B2B company. Chairman and CEO Fu Sheng added that the core challenge in robotics is achieving a positive return on investment (ROI) through high efficiency, reliability, and low cost in specific tasks, rather than solely pursuing advanced technology.