Question · Q3 2025
Yingying Xu asked about the main drivers of Yuanbao's continued revenue growth for 2026, including marketing spend, AI efficiency, cross-selling, or commission rates, and how these factors are expected to change over the next three years. She also asked about Yuanbao's strategy to strengthen its brand, improve customer loyalty, and increase renewal rates compared to ecosystem players.
Answer
CFO Ray Wan stated that growth is driven by a holistic assessment across multiple dimensions, aiming for sustainable profitability with stable or flat customer acquisition costs. He projected at least 30% revenue growth for 2025. He highlighted Yuanbao's independent, AI-driven engine and deep cross-functional collaboration as key differentiators for brand strength and customer stickiness.
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