Ben Kai Hsiao

Ben Sheng Wu

Chengru Li

Joanna Ma

Min Son

Yanlin Chen

- Cheetah Mobile reported strong Q2 2025 financial results, with total revenue growing **58% year-over-year** to **RMB 295 million** and significantly narrowing its operating loss by **86% year-over-year**.  **[1597835_2138306_1]** **[1597835_2138306_3]** 
- Revenue growth was primarily driven by an **86% year-over-year increase** in the AI and other segments and a **39% year-over-year increase** in the internet business, where subscriptions now account for approximately **60% of revenues**.  **[1597835_2138306_1]** 
- A key strategic move in Q2 2025 was the acquisition of **UFactory**, a profitable robotic arm company, in late July, further strengthening the AI and robotics business.  **[1597835_2138306_1]** **[1597835_2138306_3]** 
- The company is on track to reach overall profitability in the near term, supported by a strong cash position of **$282 million** and **zero debt** as of June 30, 2024, and anticipates approximately **100% year-over-year revenue growth** in its AI and other segments for the second half of 2025.  **[1597835_2138306_1]** **[1597835_2138306_2]** **[1597835_2138306_4]**

Cheetah Mobile Reports Strong Q2 2025 Results Driven by AI and Robotics Growth

- Cheetah Mobile reported **total revenues** of **RMB295.2 million (US$41.2 million)** for the second quarter of 2025, representing a **57.5%** year-over-year increase and **14.0%** quarter-over-quarter acceleration.  **[1597835_0001193125-25-200667_cmcm-ex99_1.htm:1]** 
- The company significantly improved its profitability, with **operating loss** reducing by **85.7%** year-over-year to **RMB11.1 million (US$1.5 million)** and **net loss attributable to Cheetah Mobile Shareholders** decreasing by **81.7%** year-over-year to **RMB22.6 million (US$3.2 million)** in Q2 2025.  **[1597835_0001193125-25-200667_cmcm-ex99_1.htm:1]** 
- The **AI and others segment** was a strong growth driver, with its revenue growing **86.4%** year-over-year and contributing **46.5%** to total revenue, while its adjusted operating losses declined **62.8%** year-over-year.  **[1597835_0001193125-25-200667_cmcm-ex99_1.htm:0]** 
- Cheetah Mobile is undergoing a strategic transformation, including the planned addition of **UFACTORY**, a recently acquired robotic arm business, to enhance its robotics capabilities and expand its addressable market.  **[1597835_0001193125-25-200667_cmcm-ex99_1.htm:0]** 
- As of June 30, 2025, the company maintained strong liquidity with **cash and cash equivalents** totaling **RMB2,019.6 million (US$281.9 million)**.  **[1597835_0001193125-25-200667_cmcm-ex99_1.htm:1]**

Cheetah Mobile Announces Second Quarter 2025 Unaudited Consolidated Financial Results

- Cheetah Mobile reported **total revenues** of **RMB295.2 million** (US$41.2 million) for the second quarter of 2025, representing a **57.5% year-over-year** increase.  **[1597835_20250911CN71181:1]** 
- The company achieved a **gross profit** of **RMB224.8 million** (US$31.4 million), an **85.0% year-over-year** increase, with a **gross margin** of **76.1%** in Q2 2025.  **[1597835_20250911CN71181:1]** 
- **Operating loss** was significantly reduced by **85.7% year-over-year** to **RMB11.1 million** (US$1.5 million), and **net loss attributable to Cheetah Mobile shareholders** decreased by **81.7% year-over-year** to **RMB22.6 million** (US$3.2 million).  **[1597835_20250911CN71181:1]** 
- Revenue from the AI and others segment grew **86.4% year-over-year** and accounted for **46.5% of total revenue**, while adjusted operating losses from this segment declined **62.8% year-over-year**.  **[1597835_20250911CN71181:0]** 
- As of June 30, 2025, the company had **cash and cash equivalents** of **RMB2,019.6 million** (US$281.9 million) and generated **RMB361.7 million** (US$50.5 million) from operating activities during the quarter.  **[1597835_20250911CN71181:1]**

Cheetah Mobile (CMCM)